Zendesk Sell Ideas

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  1. Multiple Update of custom fields

    It would be great to be able to select multiple contacts in contacts view and bulk update any field - be it default or custom field. We had this in Zoho and it was very useful.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Business Card Reader?

    Can you tell me if you have a business card reader/scanner mobile app that you integrate with to speed up the entry of contact data?

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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  3. Link Base Tasks to Outlook Calendar

    This would be extremely helpful to our organization. Is this something doable? Thanks!

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  4. Military hour option

    Having an option to use mlitary calendar (i.e.: 14:30 hrs, etc.) may allow users to see if tasks, which may include calls, are supposed to be completed in the morning or evenings.

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Sales Pipeline View - be able to sort by last name, just like in Leads

    It would be great to be able to sort by "last name" within the Sales Pipeline view as you can in Leads. Right now it is only by "name" which turns out to be fist name.

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    0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  6. Toggle Deal Scoring to equal likelihood to close

    Have a "Deal Score" value/percentage be able to automatically map to likelihood to close value on deals

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    0 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
  7. email send button tabindex priority

    When the email window is open and you hit tab it cycles through irrelevant buttons instead of going to send (ideally this would be first but it's not an option at all)

    Really just a creature comfort but it would be nice to have.

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Work Order for Field Service Tech

    My company doesn't sell products, it sells and performs maintenance and construction services to apartments. It would be nice to use the calendar feature or something to send my field techs a work order they can complete and fill out when they are in the field. Once that is completed, my invoice and payroll team can "finish" the deal and invoice the customer and do payroll.

    It is cost prohibitive for my company to have zendesk sell accounts for each field service tech, they aren't sales people. Our cost would surpass Saleforce, which is what I'm trying to move us…

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    0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sync Select Contacts with Office365 (not all of them!)

    It would be much better to have the option to sync contacts that you own and/or are a collaborator on, rather than default to sync all contacts. The current process crashes my iPhone, as it can't handle 40,000+ contacts.

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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  10. duplicate contacts created when I added another user

    It has been very frustrating to merge every contact because a duplicate contact was created when I added a user.

    All of the 2nd/duplicate contacts have the most recent user assigned as the owner...she has never even spoken to them.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow users to hide fields from Lead, Contact and Deal cards

    Allow users to hide fields from Lead, Contact and Deal cards

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  12. In App Microsoft Exchange Support

    I can't speak for any industry outside of the Canadian Oil & Gas Industry, but for the entirety of the industry every one of the companies runs their email/contacts through Microsoft Exchange. A lot of companies like mine are moving away from PC Systems and going to Tablets for field personnel for emails. I use Base CRM strictly from a Tablet, which is in place of the usual sales laptop. Is it possible to get in app Exchange integration? All of my contacts, emails, calendar events all run through exchange and my system isn't setup for IMAP so I can't…

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
    started  ·  support-team responded

    Hi Ross!

    Thanks a lot for using Base and for sending this feedback our way!

    We released Exchange Contacts sync feature last month. You can read more about how to integrate Contacts with Exchange here: https://support.getbase.com/hc/en-us/articles/204337395-How-do-I-integrate-my-Contacts-with-Exchange-.

    We are also planning on releasing Exchange Calendar integration later this year. but it is not something We have a solid ETA on at the moment.

    Syncing Exchange Mail is currently available through IMAP protocol. IMAP protocol is disabled by default on most of Exchange configurations. It can, however, be enabled by server admin. While we can see how direct Exchange integration would be useful, this is not a feature that we’ll be able to add in the near future.

    Best Regards,
    Base Support Team

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    註冊送《三八,380可出款》地址116458點com,詳情請伽企鵝3090434764領取

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    0 comments  ·  Android Application  ·  Flag idea as inappropriate…  ·  Admin →
  14. Calendar Invitation to miltiple contacts

    I would like to send an invitation to all the individuals that have I have deals with. I want to send them to a multiple contacts and make sure they they do not see one another email addresses.

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  15. On an incoming call, Base should bring up the contact or lead card associated with that incoming number.

    When the phone rings in base, if that number is associated with a lead or contact card, it should automatically open that card for convenience.

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  16. Custom "note-board" on Right-Hand Side

    Let’s use a contact page as an example. What we’d really like to see is a box to the right (like “Tasks” or “Documents”) that is a permanent noteboard…sort of like an “overview” box. The problem is, right now we engage with a contact and our first note is a description of what he/his firm does and other tidbits about how we might work together. The second we engage on an opportunity, emails fill our stream.
    If, a year later, I see his name and wonder “oh – what does this guy do again?” I’d have to scroll all the…

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  17. Integrate an RSS feed (i.e. for Google Alerts) into contact activity.

    It would be great to be across any news in the media, when we look at a company's activity feed. Ideally we would create a Google Alert then add the RSS feed address into the relevant contact's page. The Google Alerts would then appear in the activity feed.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. I do not like the change of My Dashboard

    Plaese return to former situation

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  19. Show Company Name as part of the Lead within Tasks

    when I look at my tasks, it would be helpful to know the company name of each lead so that I can edit/prioritize my tasks accordingly. Names alone are not helpful at all unless I recognize them from a recent call, reply etc.

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  20. exporting data not very good

    Not liking how I can pull data out at all. Please call me.

    361.289.5588

    Bill Killian

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