Zendesk Sell Ideas

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  1. Performanc Measurement and Planning tools/reports

    Track performance/planning by tracking number of tasks completed on time, amount of time tasks run overdue, and the number of tasks that are never completed.

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to download the information in each Contact Card and each Deal

    There isn't current functionality to download each Contact Card or Deal. It would be great to be able to have that as an added feature.

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  3. Email for task

    I notice today the email format changed. What I put in for task is now a link that goes to task page. I liked how it was before. What I do is put customers phone number in task. Which my phone turns into link that opens phone dial pad. And I could just click that to call customer. With it being a link now I have to click that, go to website, log in, click customer link (which is very small on phone). find phone number. just seems like a lot of steps just to call. I liked the way…

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  4. Stop advertising to me in the web app

    Hey guys, I upgraded to paid, but you still advertise to me to upgrade to your higher tier. I understand doing this if I was on the free package, but one I'm paying, cluttering up my UI with stuff like "Upgrade for Goals" is a bit tacky and annoying.

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Jamil responded

    You can now hide these Mega plan features from your dashboard by clicking the ‘X’ in the upper right hand corner. Doing this once will hide them permanently. Thanks for your feedback.

  5. Auto focus on text fields

    When you create a new sale it would be good if the focus was automatically on the text entry field so that you don't have to then move the mouse and click in it. A very small thing but useful. It would apply to all new items you create really, contacts or otherwise.

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add custom field capability to lead/opportunity.

    We would like to add custom fields to our deals. We have certain information we want to track in order to manage our pipeline that is not in a current sales lead or opportunity record.

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  7. Preview attached documents in browser

    I suggest creating another option in viewing documents - today the ony way is to download, i think that the possiibilty of opening it in browser will be useful.

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  8. Filter using first 2 or 3 digits of a postcode/zip code. I want to view all prospects in a given postcode area for territory planning.

    I want to be able to type the first 2 to 4 letters/numerals of a post/zip code and see all prospects in that area. E.g if I type GL10 then all companies in that postcode region show on my search.

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  9. Filter tasks in Dashboard

    I would really like for there to be a way where we can filter tasks by due date. For example, " Today, This Week, This Month, etc...

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  10. A user type that can only see contacts

    It would be useful for my company to have a type of user that can only see and add contact details. We have a number of consultants out in the field that meet people on client sites all the time and it would be great if they could add the contact details for these people into Base. However these guys do not need to see any of the notes, deals or actions related to each company or contact (in fact I would prefer them not to as there are confidentiality clauses in many of our customer and partner agreements).

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  12. Copy address info over

    Hi, just something i have noticed while adding individuals to the database - it is good that when you enter the company they work for the system creates a company record, but it doesn't copy across any address information, so it is frustrating to have to re-enter it all. An option to copy from individual contact would be really good?

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    completed  ·  1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  13. desktop version - hugely important.

    often I work away from internet connection, and need to access data. If you had a phone/web/desktop set up like evernote, this would rock.

    ps. congrats on the awesome new design...its getting closer and closer to my ideal tool!

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  14. CSV Template

    I don't know if i missed this feature: when importing through csv, should we have a downloadable format or at least a guide on what are the fields that should be considered when creating the csv file.

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    2 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  15. Placeholder / Remembering

    When you click back onto the contact list, it brings you back to where you were at before you left the page

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  17. Show tags on Contacts page

    When I'm viewing my list of contacts, there's a lot of empty real estate in each one, even when their contact info shows when I hover over. I'd recommend always displaying tags, too - really helps to go through the list

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  18. adding other currencies

    I would be very very pleased if you can provide other currency options, especially IDR, Indonesian Rupiahs, which I'm currently using.

    thanks..

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  19. option to add multiple addresses for a business

    eg, we work with several international companies that have headquarters in different countries

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    1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  20. View Full Custom Field Names online & in iPhone

    In both the web view and the iPhone view for Contacts the Titles for Custom Fields are truncated with an ellipsis (...). I like the Android layout with a checkbox on the left and the full title. In the iPhone view, there is plenty of white space where the title could be view, but yet it's truncated.

    Thanks you for bringing attention to this!

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
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