Base Ideas

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  1. allow a "parent" company to connect with multiple sub-companies/sites

    If you are pursuing a national account or even a smaller company with regional locations it would be beneficial to sync the activity of all sites to the parent. This creates single points of contact within your own company for account ownership and communication.

    315 votes
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      29 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

      We are working on a solution to have a account hierarchy within a company so you can have multiple sub-companies under each parent.

      We will update everyone with more information in the near future when we have a better ETA.

    • 285 votes
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        planned  ·  40 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
      • Customize the account time zone on a per-user basis

        I work in Chicago, but the rest of my team is based in Krakow. It would be great if we could set our own timezone for a shared account, to improve the accuracy of my tasks and account activity.

        108 votes
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          28 comments  ·  Setup  ·  Flag idea as inappropriate…  ·  Admin →

          Great suggestion! I’m happy to say that this is indeed on our roadmap. I don’t have an ETA to offer you quite yet, but we’ll update this suggestion as soon as we have some more concrete information.

        • Smart list bulk edit

          Bulk edit on smart lists. Smart lists are great to sort, filter and show information not visible in regular list view (f.i tags). But bulk edit (like manage tags) has to be done one by one.

          305 votes
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            46 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
          • View and Manager appointments for others

            I have reviewed the new appointments module and it is great with one exception. It would be very handy to allow others to view and even manage your calendar for you.

            140 votes
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              14 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →

              We’re happy to say that appointment is coming to Base!

              We’ve listened to your feedback and taken the suggestions on board for this functionality and are scheduled to begin work on appointment sharing functionality later this year.

              Naturally we’ll let you know once this is underway and will keep you updated throughout the process.

              Regards,

              Base Support

            • Share smart lists

              I'd like to be able to share my smart lists with my team

              57 votes
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                15 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →

                We’re happy to say that sharing Smart Lists is coming to Base!

                We’ve listened to your feedback and taken the suggestions on board for this functionality and are scheduled to begin work on this functionality later this year.

                Naturally we’ll let you know once this is underway and will keep you updated throughout the process.

                Regards,

                Base Support

              • Monthly Recurring Revenue vs. Non Recurring Revenue

                Would be great if you could classify sales revenue as recurring or non-recurring revenue.

                969 votes
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                  88 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →

                  We’re happy to say that recurring revenue is coming to Base!

                  We’ve listened to your feedback and taken the suggestions on board for this functionality and are scheduled to begin work on recurring revenue in the coming weeks.

                  Naturally we’ll let you know once this is underway and will keep you updated throughout the process.

                  Regards,

                  Base Support

                • Ability to sync with iPhone contacts

                  The iPhone app is great. I would be even better if I were able to import iphone contacts into Base selectively. I don't want to import all of the contacts, but I found myself entering in contact information in Base that I know is right there on the phone.

                  128 votes
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                    planned  ·  9 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
                  • Make tags editable and easily referenced for present and future contacts

                    Say for example I have 250 contacts in base that I'm regularly working with and I have attached various tags related to the contacts like (envelopes ) to 50 of those contacts. The ability to make an edit that would translate over to all contacts affiliated with that tag I believe would be a nice improvement. (envelopes - Envelopes)

                    Finally have the ability to click and choose from a list of previously created tags to associate with your contact instead of having to always type it out manually.

                    These are my ideas for interface improvements.

                    124 votes
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                      planned  ·  9 comments  ·  Tags  ·  Flag idea as inappropriate…  ·  Admin →
                    • User Access Control (Based on: Time of Day, IP Address, Network Connection, etc...)

                      I do not want my users working from home.

                      Given that all of my users have their USER ID's and PASSWORDS for Base, and know the URL, they could log in anytime, from anywhere, and I have no control over that.

                      As the ADMIN of the Base Account, I think it makes sense to give the ADMIN role the ability to manage user access to the account based on "User", "Team", or "Group".

                      I would like to limit user access for most (99%) of my users to ONLY accessing Base from the office (a specific IP), or via a specific…

                      6 votes
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                        2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

                        We are currently working on SSO solutions (like Okta or OneLogin) – with one of these solutions it will offer the ability to control user login (by time, IP, etc), and should achieve the goal you are looking for.

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