When i log in now, on overview page, i see the things me and myc colleagues have done. Great. BUT, it would be more interesting to see what we haven't done. For example put a red star on all deals that haven't been updated for a week!718 votes
We now have a new feature in Smart Lists that will let you see people you haven’t touched in a set period of time.
The Communication Smart list will let you see people you need to reach out to. Check out more info on this feature here:
It Would be great to have a french or multi-language version. Base is very helpfull!359 votes
Great news everyone! We now have Base available in the following Languages:
More languages to come soon, please follow our blog for updates at:
Bulk edit on smart lists. Smart lists are great to sort, filter and show information not visible in regular list view (f.i tags). But bulk edit (like manage tags) has to be done one by one.306 votes
The ability to apply bulk actions to a Smart List view has been implemented in the recent Base update. This is still being rolled out to all users so you may not see it for a few weeks, however preview what this looks like here: http://help.futuresimple.com/whats-new-at-base/batch-actions-in-table-view
Both built in and custom fields should have the ability to be set as mandatory - meaning the record can't be saved without it being completed.248 votes
Happy to say that Required Fields are now available in Zendesk Sell on all plans. Admin can configure them in Settings > Field Rules for creating a lead, deal, contact and for moving deals through the pipeline.
More details in this support article:
Enable the user to customize the front dashboard.104 votes
I find there are times when I'd like to be able to do bulk editing on the database. This is easiest to do in spreadsheet view with filtering, sorting, etc...The only way to do this is to export, make the adjustments, then re-import. The problem is re-importing creates contact duplicates. You can merge of course, but then it screws with the custom Tags I've created. Exporting, creates CSV files for your database. It would be great to access a pseudo "CSV view" (perhaps for Admins only) to be able to make bulk changes to contacts easily.87 votes
This functionality is now avaliable with our Smart Lists functionality. With regards to batch editing this is something we are looking to introduce in the coming months and this request currently exists on an alternate UserVoice post.
If you do have any questions, please feel free to reach out to email@example.com.
I really love your brand and company culture. IMO you guys are positioned to be the very best CRM. The ONLY thing holding me back from signing up our organization for a paid subscription is the ability to create a Products list (with prices and SKUs) to be used to populate the Opportunities tab. Please consider bringing this feature to market.63 votes
We’re happy to say that products are currently available for the Enterprise plan (http://blog.getbase.com/base-introduces-product-catalog-help-build-accurate-deal-values)
allow infinite scrolling from first screen and return to same place in leads list as opposed to starting from the beginning.
allow infinite scrolling from first screen and return to same place in leads list as opposed to starting from the beginning.46 votes
Thank you for your feedback and suggestions!
I’m happy to let you know that you can now navigate back from a contact, deal, or lead to the same place on the list by using the browser’s Back button or by clicking the link to the relevant section.
Don’t hesitate to let us know if there are other improvements you’d like to see!
I would like to be able to select (filter out) contacts from my list of contacts by selecting a specific custom field which I have create40 votes
I’m happy to announce that we have improved our search feature in Base. All custom fields are now searchable. Simply type in the custom field value and you will see your search results.
Please add keyboard shortcuts to Base for common commands, similar to Gmail: c = compose, r = reply, etc.27 votes
I’m happy to say that keyboard shortcuts are now available for Base. You can read more here: https://support.getbase.com/hc/en-us/articles/204508995 or view the entire list by pressing Shift+/ while in Base.
We hope this helps you be more productive!
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
This functionality has now been released on both iOS and Android!
Are you guys planning a app for the iPad? This is a no brainer that currently limits me in my workflow at meetings, etc. Please advise?19 votes
Base CRM iPad App is here! You can download it from the App Store. Please share your feedback and comments at firstname.lastname@example.org
We would like to see all of the correspondence that our staff has with a customer. So we would like to see the emails from each user that has communicated with a customer to be seen by all sales staff.17 votes
Visit our blog for details!
For those that don't want to use Dropbox integration in order to link to files, is there a way to post a download link in a note that can be clicked? I'm finding it to be cumbersome to create a Dropbox folder in a client file, then having to upload that file to its respective DB folder in Base. I think it would be a lot more efficient to give the ability to post a link to a file in notes (or have a separate "Links" tab in Base). I'm mentioning this mainly due to the fact that I can't access DB files uploaded to Base from my Android phone (so I'm assuming that this is the case on the iPhone as well). Since my entire sales force has either device, this is somewhat of an issue for me/us. Any feedback would be greatly appreciated!
For those that don't want to use Dropbox integration in order to link to files, is there a way to post a download link in a note that can be clicked? I'm finding it to be cumbersome to create a Dropbox folder in a client file, then having to upload that file to its respective DB folder in Base. I think it would be a lot more efficient to give the ability to post a link to a file in notes (or have a separate "Links" tab in Base). I'm mentioning this mainly due to the fact that I can't…15 votes
I'd like to have Monday as the first day of the week, this is pretty much common in Europe and I think it is not a big deal to develop.
This can be done by setting up a Google Calendar integration which will change the Base calendar to match your current Google Configuration!
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 useful12 votes
This functionality has since been added to Base!
More details can be found below:
With international addresses the Address line 2 field is pretty important. And it will also help when exporting the addresses for direct mail campaigns.
I love the platform!11 votes
Additional address fields can be added as custom fields. More details on this can be found below:
Let me log what contact I've made, and then see it on a timeline. This would be especially effective if there was an easy way of updating all calls/ meetings that took place before base, and then updating things as you go along. Ultimatly for every "deal" I could open a timeline and see when initial contact was made, when we first emailed, what questions were asked and answered- how long it took the deal to finally get made or dropped.11 votes
This has since been implemented into Base :)
So you can edit anything to do with a deal in one spot. For example, if I want to edit the owner and the probability, I need to change the owner on the deal edit screen and then change the probability on the deal view screen.10 votes
I enjoy the simplicity of the interface, but I felt that the custom fields are a great tool that are practically hidden. It would make much more sense and require less navigating to see them right up front when viewing sales leads and contact info.9 votes
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