Base Ideas

Help us make Base better. Share your thoughts, ideas, and feature requests with us.

How can we improve Base?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Leads Merge / Duplicates

    When we have imported Leads, often times many but not all of the new Leads that are imported turn out to have been in our Leads database previously. However, this creates an enormous number of duplicates in our Leads. It would be much more helpful to be able to merge the Leads and remove duplicates, much as we can for our Contacts.

    Thanks.

    500 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      37 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →

      Hello everyone!

      We have recently performed a major update to our Duplication logic in Base when you import a new set of leads or manually enter in a lead in Base.

      The deduplication update includes three components to help combat duplicates:
      – Suggested leads/contacts
      – Flexible duplicate management during imports
      – Customizable duplicate identification

      You can read more on our blog here:

      https://blog.getbase.com/deduplication

      Thanks
      Mark

    • add a contact

      When adding contacts from the "untracked emails" area, it imputs the last name with a comma in the first name box. Please see if having the first name input in the first name box and the last name input in the last name box.

      1 vote
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

        Hello Courtney,

        We tested this out and it should work correctly, pulling in the first name into the First name field and the last name from the email into the last name field.

        Can you try another one and let us know if you are still running into any issues. If you need any further help just send us an email at support@getbase.com

        Thanks
        Mark

      • 195 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          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
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            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
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              completed  ·  4 comments  ·  Android Application  ·  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
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                5 comments  ·  Android Application  ·  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
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  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
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                  • export contacts

                    Be able to export contacts as CSV files

                    1 vote
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      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
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        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
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          58 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                        • 8 votes
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            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
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              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
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                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
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  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
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    3 comments  ·  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
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      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
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        5 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          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
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            2 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 34 35
                                          • Don't see your idea?

                                          Feedback and Knowledge Base