Zendesk Sell Ideas

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  1. Option to upload a picture for contacts

    Some contacts do not have a Twitter or Gravatar account. It would be nice to be able to upload a picture for contacts as well.

    698 votes
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      76 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      completed  ·  Rafal Ociepa responded

      Hi all,

      Thanks for all your votes and feedback!
      I’m happy to say you can now put a face to the name – we’re automatically pulling photos from the social media profiles you provide for your contacts (i.e. Twitter, Facebook, LinkedIn, and Skype).
      You can read more about this on our blog at http://blog.getbase.com/add-a-face-to-the-name-base-avatars.
      I’ve also opened a new idea for the option to upload a file, to let us track support for that specific suggestion – http://futuresimple.uservoice.com/forums/109313-base-ideas/suggestions/6038701.

      Thanks, and all the best,

    • allow a "parent" company to connect with multiple sub-companies/sites

      If you are pursuing a national account or even a smaller company with regional locations it would be beneficial to sync the activity of all sites to the parent. This creates single points of contact within your own company for account ownership and communication.

      318 votes
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        29 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • Filter Contacts via custom field, location, title, state, etc.

        It would be nice to be able to filter your contacts by the custom field values. For example, if I created a custom field that contains a list of values, it would be nice to be able to filter by one of those values.

        193 votes
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          24 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          completed  ·  Rafal Ociepa responded

          Hi,
          Thanks for your ideas! You can now filter your data using your custom fields in all parts of Base.

          We appreciate your feedback, and would love to hear more of your suggestions!

        • Change owner of a contact

          Ability to change the owner of a contact

          134 votes
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            17 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
          • More options for contact sorting

            Sort by location, last contacted.

            87 votes
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              13 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • Merging contacts

              When importing from different sources I find I have multiple entries for the same contacts. I would like to have a possibility to merge contacts in Base

              84 votes
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                completed  ·  14 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
              • Sync with Google Contacts

                Some sort of ability to sync my Google Apps contacts with my Base contacts (i.e. something more dynamic than an import). That way, I can change some information (such as a phone number) in Google Apps, and it will automagically be updated in Base.

                At a later stage, two-way sync might also be useful.

                62 votes
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                  2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  completed  ·  Szymon responded

                  Hello

                  The two way sync with Google Contacts has been released. I hope that it will help you in managing your contacts.

                  Regards
                  Base CRM Team

                • Associate Contact note with deal

                  Need Ability to have a note created with contact associate with and deal and appear in deal. Currently you have to duplicate the note if you want to see every interaction with everyone involved under the deal.

                  54 votes
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                    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                  • Should emphasize the customer name rather than the title

                    You can see in this screenshot (https://img.skitch.com/20110710-jacdqt5i32125trty1eckqu9pn.png) that the view is really monotonous because we're essentially selling the same kind of deals ("Boost Campaign") to multiple partners. Since it's a Sales/CRM tool, it would make sense UI-wise to make the client name (black out here for privacy reasons) larger and in color rather than the name of the sale. Would be easier to track that way (since I'm always looking for the name of the client rather than some artificial name for the sale).

                    42 votes
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                      3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      completed  ·  Rafal Ociepa responded

                      Hello Jonathan,
                      Your suggestion is very accurate. We have to re-consider our UI and adjust it to the users with only one type of deals. Currently we’re working on some improvements in that filed so your feedback has great value for us. Thanks!

                    • 20 votes
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                        3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                      • Make any field a "standard" field so it shows up whenever you fill out a contact card.

                        It would be nice to be able to make a custom field "standard" on the contact card when you are adding a new contact. Then it will always appear right when you add a new contact.

                        14 votes
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                          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                        • Contact sync with Google contact group and not entire contact list

                          Its great that Base can sync with my Google contacts. However with my work contacts, I have my personal contacts listed too. It would be great that instead of syncing with the My Contacts, Base only syncs with the Base CRM Group.

                          For users who are interested in syncing contacts, can just add contacts from the My Contacts group to the Base CRM group. That way there is one shared contact list shared throughout the organizations users.

                          13 votes
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                            completed  ·  1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                          • Inherit Company information for the Contact

                            Hi, I typically enter new contact information by initially entering the Company information, such as name and address, and then I enter the contact(s) within that company.

                            It would be really helpful if, having entered the company details, when I enter the contact(s) the system inherits the common information, such as the address. This would save having to re-enter the address every single time.

                            There should be a facility to over write the inherited information but having these fields completed automatically would be a real help.

                            13 votes
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                              completed  ·  2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add / import a contact by LinkedIn url

                              When adding a new contact, I could simply give the LinkedIn URL and Base could extract all the basic field information from that, automatically.

                              Now it works the other way round: I type in the name etc. and finally add a custom field s.a. LinkedIn link.

                              Even things s.a. company can probably be extracted via the LinkedIn API (or am I just guessing?).

                              12 votes
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                                2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                completed  ·  Rafal Ociepa responded

                                If you don’t mind, I think we can consider this completed by virtue of the Base Contact Clipper.
                                The automatic information suggestions you mention in the comment are a slightly different idea, and something we’re also looking at.
                                Hope this helps, and thanks for your feedback!

                              • Ability to Relate Companies and Individuals

                                It would be nice to first create a company, then associate multiple individual employees with the ability to make some private and share some with the organization. You don't want some employees having the number to the CEO of another for instance.

                                Bug: Also I created a Do not call field in custom fields and when I select private it automatically selects do not call. My idea of private means not shared with the company, not do not call.

                                11 votes
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                                  completed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Private contacts - bulk actions

                                  It appears that the only way for someone to change a contact from shared with everyone to not shared is one by one in the contact card. It would be better if it were able to be done in a bulk mode - by tag for example

                                  8 votes
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                                    completed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Show tags contact list

                                    I would like to have the ability to see the tags I choose in the contact list. Tags such as "To Contact", "To Meet", etc.

                                    8 votes
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                                      completed  ·  4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Contract Date Ranges and End Dates

                                      Be great to be able to add contract start dates and end dates per client

                                      7 votes
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                                        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Make it possible to filter contacts with an email address

                                        Currently, a user can filter contacts who have a telephone number (called 'With phone number' under 'Refine results'). It would be great to do the same with e-mail addresses, so you can have a list of all contacts with an e-mail address.

                                        6 votes
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                                          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Show the companies only

                                          In the contacts page now the companies and persons are both displayed as a standard view. Idea ia to have the option to have either companies or persons only as the standard view.

                                          6 votes
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                                            1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                            completed  ·  Rafal Ociepa responded

                                            Filtering by card type (Company or Person) lets you narrow the list to companies only. The filters are saved locally in your browser, so the list is kept that way until you change them.
                                            Hope this helps!

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