Base Ideas

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  1. Ability to export a subset of the database based on search results

    Rather than exporting the entire database, I'd like to export only those records that are selected by a particular search.

    160 votes
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      36 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
      completed  ·  Rafal Ociepa responded

      Hi all,

      Thanks for your support!
      I’m happy to say that you can export your custom smart lists for leads and deals, with contacts coming soon.

      Thank you for your feedback!

    • Export More Information/Details

      I think a lot of the recommendations here could be solved if you could export more information. For example, you can create all the reports you need in Excel if you can export all the deal details. Use pipejump for managing daily activiity. Don't complicate it by trying to make it an everything to everyone.

      24 votes
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        1 comment  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
        completed  ·  Rafal Ociepa responded

        Hello George,
        Currently you can export your contacts with just few click Go to SETTINGS => BASE => EXPORT .
        Other data can also be exported. Please write to support@futuresimple.com with a list of data you would like to receive and we will generate this file for you. Also, we are working on export feature so it should be available in the near future.

        Regards,
        Simon

      • CSV export

        Please change a codepage to UTF-8 while exporting CSV (contacts)
        Russian language is broken, I'm sure that there are problems with all non-latin characters.

        23 votes
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          completed  ·  3 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
        • Export custom fields

          Ability to export custom fields as well as tags.

          16 votes
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            completed  ·  0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
          • Backup / Restore Base DB format

            It would be really useful if someone could export your entire base database as a single file which could then be used to import / restore your company data in the event of a catastrophe. This would give users control over the backup of their own data.. and should they ever cancel and want to re-instate their account, they could easily restore the Base DB.

            5 votes
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              0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
            • export in UTF-8

              There's currently no export option as to code the output CSV data in UTF-8 and we desperately need to export our contact data with french accents.

              Please help asap,
              Best

              3 votes
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                0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
                completed  ·  Rafal Ociepa responded

                Hi Gilles,

                Thanks for your feedback! I have some good news – the exported files are in fact encoded in UTF-8 by default. If you’re having any issues with your exports, please contact us at Support.

                Thanks, and best wishes,

              • Export Leads List

                There should be a way to export leads to a spreadsheet with notes so that you can review in your sales meetings.

                This is useful in sales meeting with multiple managers just as a quick overview.

                2 votes
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                  0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
                  completed  ·  Rafal Ociepa responded

                  Hi,
                  Thanks for your support!
                  I’m happy to say that you can export your custom smart lists for leads and deals, with contacts coming soon.

                  Thank you for your feedback!

                • We'd like to export name with email address on smartlist

                  At the moment we can only export smartlist with the name of an applicant, not an email address. Is this going to be changed soon?

                  Thanks

                  1 vote
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                    0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
                  • Custom fields and/or filtered lists

                    I would like to export specific tags/contacts with the ability to select fields to be exported (check the box).

                    1 vote
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                      0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
                      completed  ·  Rafal Ociepa responded

                      Hi,
                      Thanks for your support!
                      I’m happy to say that you can export your custom smart lists for leads and deals, with contacts coming soon.

                      Thank you for your feedback!

                    • Please create an option within the export feature to include an additional column to sort data by Customer Status. This is critical for our

                      Please create an option within the export feature to include an additional column to sort data by Customer Status. This is critical for our business going into 2014. We have marked all previous clients as past and all current customers for the upcoming 2015 year to current.
                      Thanks!

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