Base Ideas

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  1. Reminder on deals that need attention when i log in!

    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
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      19 comments  ·  Interface improvement  ·  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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        59 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
      • Smart list bulk edit

        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
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          47 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
        • Spreadsheet view of database for Admins

          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
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            8 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →

            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 support@getbase.com.

            Regards,

            Base Support

          • Populate Opportunities with Products (not just a $ amount with some notes)

            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
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              6 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
            • 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
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                3 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                completed  ·  Rafal Ociepa responded

                Hi all,

                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!

                Best regards,

              • Make custom fields searchable

                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 create

                40 votes
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                  4 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                  completed  ·  Szymon responded

                  Hello,

                  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.

                  Regards,
                  Base Team

                • keyboard shortcuts

                  Please add keyboard shortcuts to Base for common commands, similar to Gmail: c = compose, r = reply, etc.

                  27 votes
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                    4 comments  ·  Interface improvement  ·  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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                      5 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                    • BASE app for iPad!!!!!!!!!

                      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
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                        10 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                      • Share email between users

                        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
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                          2 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                        • Ability to create clickable links in notes

                          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
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                            completed  ·  2 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                          • First day of the week

                            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.

                            Thanks,
                            Akos

                            13 votes
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                              1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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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                                1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                              • Address 2 Field

                                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
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                                  1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                • VISUALIZE THE TIMELINE

                                  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
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                                    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add estimated close date and probability to deal edit screen

                                    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
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                                      1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Custom Fields are too hidden

                                      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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                                        completed  ·  1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                      • custom field that is a hyperlink & links in notes/tasks

                                        It would be nice to be able to add custom fields that are hyperlinks.

                                        It would also be very convenient to have clickable links in notes and tasks that are created.

                                        8 votes
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                                          completed  ·  2 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                                        • I would love for each note added for the time (11:ooam) to be added too

                                          I want to be able to track the date and time when each task/note is added to a client record

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