Base Ideas

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  1. Shareable Smartlist

    Would like to be able to create a smart list and share it with a team.

    16 votes
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      0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
    • Negation and Composition of Filters

      The current filter implementation allows us to build up a single, big filter with combinations of 'any of' and 'all of' per property of a lead or contact.

      This is not enough control for my work, which requires that I exclude certain people from certain communications upon request. There is currently no reliable way of indicating on a lead or contact to have them excluded from certain communications. This is a major issue for bulk communication, as well as individual communications.

      With the addition of such a feature, it then becomes vital that there be a better way of composing…

      3 votes
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        0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow to quick add new custom field options on the fly from the list to multiselect like tags

        In the list of leads and contacts we can add new tags to the list on the fly. It would be great if we can quickly add items to multiselect list like we do for tags (so we can have alternative tag list). It could be an option to allow for this in the creation of the custom field. This will allow for the list to be edited on the fly.

        Note: We are using "Industry Tags" as we need to multiselect an sub level of industry and the industry fixed list does not work for us, but we don't…

        3 votes
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          0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
        • Filter deals on the ios app

          Please create the ability to filter deals using the mobile app. We require the ability to quickly sort a deal by date of entry, value and if possible last correspondence. This would greatly enhance our callback efforts on the road and in the moments between appointments. As a company we are phasing out laptops. We require either fully functional Base App or the ability to use Base from Safari. Our sales team use Ipad Pros.

          3 votes
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            0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
          • more filter options

            now you can select fitlers to select en use, but you cannot select filters to discard, It would also be nice to be able to use the tag field more than once. now i have to make a new field to make the right selections.

            1 vote
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              0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
            • filter by mobile number

              To be able to filter by mobile so we can have a smartlist by mobile numbers for quicker tecting.

              1 vote
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                0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
              • filtering by additional fields

                its great that I can filter by the latest outgoing email date but it would help a lot to know the content of that email (eg. subject line or name of email template used).

                An important of prospecting is developing numerous email templates so that they can be spread out over time. This additional filtering feature would help me keep track more easily.

                1 vote
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                  0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
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