Base Ideas

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  1. 195 votes
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      32 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,

    • Add BCC address for Leads

      Would be great if Base had a BCC address for Leads. We're currently using ToutApp and need our emails to be saved under Leads, not Contacts. We believe this would be extremely helpful, especially as the email clients supported by Base are very limited. We would be willing to pay extra for this feature.

      76 votes
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        4 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →

        Hello everyone!

        Thanks for your feedback, we really appreciate it! BCC addresses are currently avaliable for Leads as well as Contacts and users are able to use their Contact BCC email address to add correspondence Leads to Base.

        Please note that BCC’d emails will not convert to the Contact or Deal when the Lead is converted.

        If you do have any questions, please feel free to reach out to support@getbase.com.

        Regards,

        Base Support

      • sync with Android contacts

        It's a pity that the Android Base App, which for the rest is great, doesn't have the option to sync contacts to the address book.
        The problem with contacts not being there is that I don't know who is calling me bcs I see only the number.

        45 votes
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          completed  ·  4 comments  ·  Android version  ·  Flag idea as inappropriate…  ·  Admin →
        • Android Task Widget

          A task widget for the home screen would be amazing. The only major
          downfall to your current system is the need to launch the application in
          order to review what my daily tasks are. A widget which lists the tasks
          (daily, weekly, etc) would be a great feature to streamline my time in
          order to maximize my effiency and billable hours to my client base.

          0 votes
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            5 comments  ·  Android version  ·  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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              11 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

            • Multiselect custom fields

              Custom fields are great however we miss having the possibility of adding a multiselect field. Basically a list where you can select more than one value.

              Hope other companies find this suggestion useful

              12 votes
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              • export contacts

                Be able to export contacts as CSV files

                1 vote
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                  1 comment  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                  completed  ·  SzymonSzymon responded

                  Hello Jamie,

                  You can export your contact form base in CSV file. Please go to SETTINGS => BASE => EXPORT. After few minutes you will receive a link to download your generated file. Please note that you have to be an APP ADMIN to be able to export your data from Base account

                • 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 →
                            • 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,

                              • 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 →
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