Base Ideas

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  1. HTML Emails

    Could you enable the capability to have HTML Emails and templates?

    20 votes
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      4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
    • Multi-language version/localization

      It Would be great to have a french or multi-language version. Base is very helpfull!

      359 votes
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      • 8 votes
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          1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
        • Please re-allow us to right click 'open in new tab' on the contacts/leads in the top right search bar

          Up until yesterday the 1st of February we were able to right click contacts in the top right search bar section, enabling us to multi task on base quite easily.

          When logging on today we have seen that you can no longer open leads up in a new tab from the top right search bar.

          Please amend this.

          1 vote
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            1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • Setting up an email Draft option

            Everytime I go back by mistake or I leave the page, the email disappeared. It's pretty annoying because sometimes you spend a lot of time writing an email for nothing at the end.

            Could you please set up that?

            Thank you so much!

            1 vote
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              0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
            • Mail Merge facility

              I find it quite hard to believe that Base does not have a facility to write to a contact directly from their details. There is a facility to "Send an Email" so could you add another tab "Write a Letter"

              This could be similar to the email tab, whereas the contact details, Name, Salutation, Address etc could be auto-filled, and then the content of the letter could either be manually entered, copy and pasted, or ideally, linked to a letter template within the system.

              I feel very strongly that this is not already included as virtually all CRM's have this…

              10 votes
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                5 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
              • Base CRM Contact Clipper on Chrome

                Now that most (or all?) LinkedIn profiles use the new layout, the Contact Clipper has been rendered useless. It remains grey and cannot be selected.

                Is this a bug on my system or does the Contact Clipper need to be updated? If so, how do I update it?

                This Chrome extension was a HUGE attraction for my company to use Base. It was one of the main reasons we chose to go with Base as our CRM platform.

                I am using a Mac, using OS 10.75. The version of Chrome I use is Version 23.0.1271.101.

                2 votes
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                  8 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                  completed  ·  Rafal OciepaRafal Ociepa responded

                  Hi, We’ve updated the contact Clipper to handle the new layouts, and you should find everything working smoothly again. If you have any questions, or need help with anything, our support team is happy to be of service.
                  Best,
                  Raf

                • last activity -

                  i like it a lot. It would be great if you could sort the list of people buy last activity - ascending with last contacted at bottom.

                  1 vote
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                    3 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
                    completed  ·  Rafal OciepaRafal Ociepa responded

                    Hi Eric,

                    Thanks for the feedback!
                    I’m happy to say that’s very much available already – you can select ascending or descending sorting by clicking the ⩓ sign next to the menu that lets you select the sorting method.

                    Hope this helps!
                    Best wishes,

                  • 195 votes
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                      31 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                      completed  ·  Rafal OciepaRafal Ociepa responded

                      Hi All,

                      You can now add images, links, and text formatting in emails composed in Base, as well as in the email signature you configure in Base.

                      Thanks for your support for this idea!

                      Best regards,

                    • Show last activity in Smartlists

                      Smartlists have been a great improvement and the ability to show date of last activity is good, but what would be even better would be to be able to show the actual last activity in Smartlists.

                      Instead of just showing the date, it would actually draw whatever the last note, comment, phone call etc from the contact or company's activity stream. This would allow Sales Managers to quickly at a glance see what their staff's activity has been over the last week, without needing to drilldown into each contact.

                      3 votes
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                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Log visits to contact address.

                        Just as I can click on a contact's phone number to log a call, I'd like to be able to click on the contacts address and log a visit I have made. Visiting contacts is a key part of our sales activity, and this would enable me to report on my visits easily.

                        26 votes
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                        • Have the ability to rearrange the order of custom fields

                          I would like the ability to change the order of custom fields. Currently the custom fields are displayed in the order they were added.

                          18 votes
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                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            completed  ·  Rafal OciepaRafal Ociepa responded

                            Hi,
                            We’ve added a reorder functionality to the custom fields, including through drag & drop.
                            You can check it out in your account’s settings.
                            Thanks for your feedback!
                            Best,
                            Raf

                          • I would like to see the correspondence of someone with more than one email address on the same profile

                            Instead of creating a second contact to see the correspondence of someone with two email addresses.

                            6 votes
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                              2 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                            • Google Drive

                              Seamless integration with Google Drive for more storage.

                              1 vote
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                                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add Product/Service Field

                                Hi,

                                We need to have some sorts of fields that you can already introduce the product or service we are selling and the price so that we can obtain deal values faster. Thanks and we are having a good time using base

                                83 votes
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                                  7 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
                                • Only ONE Default BCC Dropbox Email

                                  I Wish I could just save my DEFAULT BCC address to my gmail contacts and don't have to go into the HASSLE of log into BASE just to "copy" the bcc email for each individual client
                                  as I have in SALESFORCE. That's the only feature stopping me from migrate to Base.

                                  ==============

                                  We are SalesForce users in research of a new CRM.

                                  We have an ESSENCIAL feature on SALESFORCE and that is DEFAULT BCC address email.

                                  Whenever I send an email using, say, Gmail, I have a default email to input on my BCC field, and Salesforce AUTOMATICALLY reconizes my…

                                  1 vote
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                                    1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Multiple personal email addresses

                                    In my industry (film & TV) people often both have company and personal email addresses they use since employment often is very temporary. I'd like to be able to register more than one email address so if I forward an email into Base, it recognize more than one address.

                                    95 votes
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                                      17 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                      completed  ·  Rafal OciepaRafal Ociepa responded

                                      Hi,
                                      I’m happy to let you know that you can add your contacts’ additional email addresses as custom fields, and email to and from those addresses, including forwarding.

                                      Thanks for your feedback, and for contributing to make Base better still!

                                      All the best,

                                    • Office365 Integration for Email, Contacts and Calendar

                                      With over 2 Million subscribers to Office365.com's email, contact and calendaring capability, this should rise up on your priority list. Integration with Outlook is fine, but only works on a PC, so integrating contacts with O365 would remove dependence on a PC. Live your Post-PC era CRM message!

                                      128 votes
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                                        completed  ·  12 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow deals to be entered as dollars and cents.

                                        We provide school book covers to clients around the world and our orders are usually never only dollars but rather dollars and cents. I think it is completely idiotic that Base doesn't allow you to enter deals that are dollars and cents. Rounding all deals to the nearest dollar is not a reasonable option as it means your sales data is incorrect. It also means that when liaising with a client, the data you have is totally wrong. Essentially Base is a CRM tool and having incorrect sales data renders the product useless. Please fix this asap!

                                        2 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Save draft emails

                                          I seem to routinely loose emails that I have started or finished and had to leave to go to another area in BASE or hit a key in error. The email is lost. This is highly frustrating as most of the email I send is original in content. Actually it is painful.

                                          40 votes
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                                            11 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

                                            This functionality has now been released and works when you leave the page with opened composer or switches to “Add a Note” or “Send a Text Message” boxes.

                                            Such emails along with subject, recipients and attachments is saved and restored if the user comes back to this page within 24 hours.

                                            If you have any questions please reach out to us at support@getbase.com!

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