Base Ideas

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  1. View and Manager appointments for others

    I have reviewed the new appointments module and it is great with one exception. It would be very handy to allow others to view and even manage your calendar for you.

    155 votes
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      20 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →

      We’re happy to say that appointment is coming to Base!

      We’ve listened to your feedback and taken the suggestions on board for this functionality and are scheduled to begin work on appointment sharing functionality later this year.

      Naturally we’ll let you know once this is underway and will keep you updated throughout the process.

      Regards,

      Base Support

    • Linking a contact to mails, sms, phone calls, events in the iPhone App

      It would be very professional and elegant to link a contact to mails, sms, phone calls, events, in the iPhone App that was sent to them, with ability to add notes and Tags to each

      135 votes
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        1 comment  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
      • Birthday Reminder

        Birthday Reminders / Fields should be permanent field in contact data. Reminders should be introduced prior to birthdate.

        131 votes
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          12 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
        • Ability to sync with iPhone contacts

          The iPhone app is great. I would be even better if I were able to import iphone contacts into Base selectively. I don't want to import all of the contacts, but I found myself entering in contact information in Base that I know is right there on the phone.

          131 votes
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            planned  ·  9 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
          • Make tags editable and easily referenced for present and future contacts

            Say for example I have 250 contacts in base that I'm regularly working with and I have attached various tags related to the contacts like (envelopes ) to 50 of those contacts. The ability to make an edit that would translate over to all contacts affiliated with that tag I believe would be a nice improvement. (envelopes - Envelopes)

            Finally have the ability to click and choose from a list of previously created tags to associate with your contact instead of having to always type it out manually.

            These are my ideas for interface improvements.

            130 votes
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              planned  ·  9 comments  ·  Tags  ·  Flag idea as inappropriate…  ·  Admin →
            • Add MailChimp integration to Leads

              Currently the MailChimp only works on Contacts not on Leads, it is important to be able to do email marketing on Leads.

              126 votes
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                9 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
              • Custom reports

                Provide for the user to design their own report. I would like to be able to produce a phone directory or an address book to help guide me on calls.

                126 votes
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                  7 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                • Map out multiple contacts in Google Maps

                  Display several contacts at once mapped out in Google Maps.

                  124 votes
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                    13 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
                  • Customize the account time zone on a per-user basis

                    I work in Chicago, but the rest of my team is based in Krakow. It would be great if we could set our own timezone for a shared account, to improve the accuracy of my tasks and account activity.

                    123 votes
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                      30 comments  ·  Setup  ·  Flag idea as inappropriate…  ·  Admin →

                      Great suggestion! I’m happy to say that this is indeed on our roadmap. I don’t have an ETA to offer you quite yet, but we’ll update this suggestion as soon as we have some more concrete information.

                    • Automated Actions

                      Automated Actions seems pretty trivial, and lack true automated actions.

                      True Automated Actions based on Activity

                      Examples:

                      ● Trigger Event:

                      ◦ Email Sent
                      ◦ Email Received
                      ◦ Phone Call Placed
                      ◦ Phone Call Received
                      ◦ Phone Call Outcome
                      ◦ Completed Task
                      ◦ Appointment Added
                      ◦ Status Change
                      ◦ Deal Added

                      ● Action Based On Above Event:

                      ◦ Change Status
                      ◦ Schedule Appointment
                      ◦ Cancel Upcoming Appointments
                      ◦ Schedule Task (Repeating Available)
                      ◦ Complete Task
                      ◦ Add Deal

                      Action Automated Action

                      Email Sent → Change - Status: "Emailed"
                      Email Received → If Current Status = Email → Change - Status: "Working" …

                      115 votes
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                        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Voicemail Drop

                        It would be great to have the ability to pre-record a voicemail message. Then if you get the voicemail while dialing a lead, you could be prompted with the ability to do a 'voicemail drop'. Allowing you to add that pre-recorded voicemail automatically to the call -> but hanging up your current call then going down the call list again.

                        108 votes
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                          8 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add priority to tasks, for tagging tasks that MUST be done today.

                          if you could tag tasks, for eg. 'hot' like you can deals, and be able to filter the 'hot' tasks that would be very useful. this would be for the URGENT and IMPORTANT tasks that MUST be done today. Sometimes our task list us so long it is easy to miss urgent ones.

                          101 votes
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                            5 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add contact from recent calls

                            You should make an option on base incorporated to the Main phone options
                            that will allow me to add new contacts to base using my last missed call or
                            from my call log. this way when i get off the phone i don't have to get a
                            pen write the number down plug it back into my phone n write everything
                            else. i could just used my last call, import that number to base, write a
                            quick name and note while its fresh in my head. this would be great for
                            people on the move and it would save a…

                            98 votes
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                              7 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
                            • Make the front dashboard customizable.

                              Enable the user to customize the front dashboard.

                              98 votes
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                                6 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
                              • Calendar Sync with Office 365

                                Please provide a Office 365 calendar sync option. I don't want to sync with my local Outlook, I want to sync with the cloud hosted calendar.

                                Along the same lines I would love to be able to link a folder in Onedrive for Business document storage to a Deal. I want this to work 2 ways, I want to have an exiosting folder with docuemtns, and just link that to the deal. The way our workflow is handled, Folders for potential projects are created before we would enter the project into BASE.

                                89 votes
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                                  8 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                  Thanks for your feedback! I’m happy to say that we’ve started work on an integration with Office 365’s calendar system, and we’re hoping to roll this out Q3 of this year. We’ll keep you posted!

                                • Copy deals

                                  Sometimes we have returning deals which are exactly the same or similar. Would be nice to copy a deal from the past.

                                  88 votes
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                                    9 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Record ALL calls, even calls made from iOS, incoming calls, and call transfers.

                                    Currently, the only calls that are recorded are the ones made from Base on the web (not through the mobile apps). Incoming calls and calls made or accepted on the mobile apps, or calls made via number transfer, do NOT record... therefore, essentially rendering the Voice feature of Base useless. If I have to be at my computer and use my browser to make (and therefore, record) calls, it goes against the fundamental concept that Base is a CRM platform that can be used when you're NOT at your computer.

                                    85 votes
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                                      4 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Dashboard should be customizable ....

                                      and in the future allow for multiple dashboards with labels.

                                      Looking at Google Analytics, you can see how this would be valuable. This also allows me to create dashboards that come with new accounts, allowing new staff to have a strong place to start when I add or include them into Base.

                                      83 votes
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                                        4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Tags for Tasks

                                        I'm trying out Base now, considering a switch from Highrise. One thing I'd really miss, though, is the ability to tag tasks and then view by tag. This lets me use tags, for example, to see all my phone calls at once, then switch over to all my emails, etc, etc. VERY helpful for getting things done.

                                        80 votes
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                                          10 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Share smart lists

                                          I'd like to be able to share my smart lists with my team

                                          79 votes
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                                            20 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →

                                            We’re happy to say that sharing Smart Lists is coming to Base!

                                            We’ve listened to your feedback and taken the suggestions on board for this functionality and are scheduled to begin work on this functionality later this year.

                                            Naturally we’ll let you know once this is underway and will keep you updated throughout the process.

                                            Regards,

                                            Base Support

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