Zendesk Sell Ideas

Help us make Base better. Share your thoughts, ideas, and feature requests with us.

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  1. Account ownership

    When ownership of an account is changed, the ownership of all contact within that account should also change.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Task Sorting -- FILTER on Owner (HIDE Deleted)

    Right now, I see the owner listed and it has so many with DELETED next to them. Set this to be able to filter and only search either ACTIVE or DELETED or BOTH when you need to. This would make this significantly cleaner and easier to use for larger organizations that have been with you long enough to have so many deleted users.

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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  4. Customer detail page attached to landing page

    I could really use a page where I can store data on customers and what they commonly buy from me where I can store current and past pricing. I sell welding supplies and gases and I could benefit on storing those common buy items and part numbers. I'm not looking to track purchasing but a place to store what they buy and part numbers. We occasional have price increases so having access to seeing previous year pricing would be huge also.

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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Tasks Management


    1. We should be able to see who set the tasks in the tasks and not have to search through notifications.


    2. We should have the ability to filter tasks for a specific date. For example, I should be able to select sept 23rd on a calendar to view tasks on that day without having to scroll through 500 other tasks.


    3. We should have the ability to prioritze tasks. Sometimes not all tasks will get done and some can wait a few days, but other tasks need to be done before lunch. So a way to mark a task urgent would be…

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. Untracked email import

    "Add all as contacts" is a simpler CTA option.

    Importing Google contacts didnt work for me. You already have my hundreds of contacts this way, and users already know that this will work.

    Call me an idiot for "not getting it" but the other methods I tried using on your site to import contacts did not work. No data was found.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Automatically pause music/itunes for voice

    A feature that Ringcentral had on their softphone that I kind of liked - which I THINK would be just a small addition - was the option to select "Pause music when calling" on the phone. This would automatically stop any music the computer was playing as soon as the call was dialed, and then automatically start it again after hanging up. Not really important but I thought it was cool so wanted to share the idea

    1 vote
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    0 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
  8. Mailchimp events

    Capture open and click events in contact/deal timeline.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Consultancy, the ability to set an start & end date on a deal

    In our business we're creating deals with consultants and would like the opportunity to insert start & end-date on each deal.
    And then have a list with the deals thats going to end soon at the top.
    Is there any way to make that a reality in Base?

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make it a Google integrated app

    There is not single sign on capability. We originally purchased Base because it was listed as a Goolge apps integrated app. If it does not recognize a Google sign in, it is not integrated.

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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  11. Tab Key to Scroll Through Address Fields

    It would be very convenient if, when entering contact address information, hitting the tab key on my keyboard would take me to the next field of the address information, instead of taking me through the fields on the lefthand column of the window. Right now, hitting tab takes me from "street" to "billing street" to "shipping street" to "customer status." It would be better if hitting the tab key took me from "street" to "city."

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. RED TAG for no mail (GDPR)

    Make it posible for us to see if a contact can be contacted or not by bulkmail
    GDPR

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to rearrange e-mail attachments in correct order

    Sell seems to attach my documents in whatever order it sees fit, and not in the order that I uploaded. My template has a dozen documents that would be extremely helpful to my clients to have the documents be attached in a particular order - and being able to rearrange the documents if I need to attach additional documents later

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Search should be 'any part of field' as opposed to 'begins with'

    Currently when searching in Deals SmartList under column ‘Tags’, I can filter the column and search for records by typing in any part of the tag: http://i.imgur.com/3KtQFqs.png. Note how I’ve typed in “lan”, and it pulled up all of the records with “lan” as any part of the field.

    However, when I’m in Active Deals view, and I try to filter based on Tags, the results are different:http://i.imgur.com/24ivbzi.png. Note how I’ve searched for Tags that contain “lan”, but there are no results. The only way I can get the Lano deals to show up is to type…

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  15. Placeholder to prevent email from being sent out

    Adding a placeholde that will stop the email from being sent if it isn't manually filled out.

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. bulk download documents

    bulk download documents from the document repository

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    0 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to edit documents within Base app

    The ability to edit documents within the Base app

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    0 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
  18. Join paid income

    Join program chanel

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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  19. more filter options

    now you can select fitlers to select en use, but you cannot select filters to discard, It would also be nice to be able to use the tag field more than once. now i have to make a new field to make the right selections.

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    0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
  20. One Report!

    Hi, I would like to know how to Create ONE report for Leads/Contacts. Today our sales rep. has to do a list for Leads and one for Contacts/Deals. Would be good with one list for ALL Contacts withs a status LEAD / CONTACT / DEALS. With tags I would be able to make selections

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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