Base Ideas

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  1. Print Reports Showing Deal Listing with contact and notes associated in PDF?

    I still don't see an easy way to print the deal list with detail associated. There needs to be an easy PDF export function, so we can print a nice report to write on - sometime paper is easier to work with! Leads need to be the same!

    35 votes
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      3 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
    • First name and last name in smart lists for export

      Smart Lists for contacts should have first name and last name as fields available to export. Many of us use the export functionality to do mail merges, drip campaigns, etc. that require a separation of names.

      27 votes
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        6 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
      • "Download Recording"

        Would like to see the ability to download call recordings individually or export all recordings into a zip file. We need this feature for multiple reasons. All other systems allow this.

        1) Our trainers do not have access to base (for good reason) but need to use the recordings only for training purposes.

        2) The base call recording player is buggy and does not support rewind and fast forward options. We cannot afford to listen to entire calls when we may want to focus in on only a short segment of a call.

        2) Back up and archival purposes

        20 votes
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          3 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
        • Web forms to enter lead in Base

          Would be good to have contact forms on our website automatically create a record in Base for the sales team to follow up.

          4 votes
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            0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
          • Set up automatic weekly exports of a Smart List

            For the purpose of maintaining an external database that uses data from Base.

            3 votes
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              1 comment  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
            • export

              It would be useful to have the ability to export contact data to other systems such as accounting and workflow. Having to do this process manually leaves itself open to inaccuracies.

              3 votes
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                0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
              • Export Smart LIsts to Mailchimp

                The export function to Mailchimp is great - however our separate segments are being divided up as smart lists. It would be great if I could select all the contacts and select the list and segment Id like for it to go to in Mailchimp!!

                2 votes
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                  0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
                • Smart lists

                  Hi, when I put the tag healthcare, I would like to just get the people with this tag (without the tag academics for example).

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