Why can't we access smart links while using any mobile app? Great feature but is only limited to website.16 votes
Both built in and custom fields should have the ability to be set as mandatory - meaning the record can't be saved without it being completed.248 votes
Happy to say that Required Fields are now available in Zendesk Sell on all plans. Admin can configure them in Settings > Field Rules for creating a lead, deal, contact and for moving deals through the pipeline.
More details in this support article:
The functionality of logging calls with the app or while using the web interface is great. But if I have a call that doesn't get logged for some reason, the manual entry has no detail. For example I cannot log a call with a contact or lead and enter when it took place or for how long, deal association, etc. Whereas that info (and it is important) is being auto logged through the app.3 votes
Users are now able to manually log calls within Base, as can be seen here:
I will like to change the Base Phone number I've chosen. How can this be done?3 votes
Thanks for getting in touch!
We’ve enabled your account to select a new Voice number.
I hope this helps, and let us know if you have any further questions!
Within the past week you added a function to edit notes/texts but the formatting is all messed up now. Everything seems to be single spaced and you can't break up your notes properly so it just appears as one massive block of text. Even if I try and separate my notes using 'enter' to break it into paragraphs it gets reverted back to single spacing automatically when the note is saved. Is there a way to go back to the old format from a week ago?1 vote
When we have imported Leads, often times many but not all of the new Leads that are imported turn out to have been in our Leads database previously. However, this creates an enormous number of duplicates in our Leads. It would be much more helpful to be able to merge the Leads and remove duplicates, much as we can for our Contacts.
We have recently performed a major update to our Duplication logic in Base when you import a new set of leads or manually enter in a lead in Base.
The deduplication update includes three components to help combat duplicates:
– Suggested leads/contacts
– Flexible duplicate management during imports
– Customizable duplicate identification
You can read more on our blog here:
Having multiple Pipelines would be nice in order to track projects that might not be directly related to sales.520 votes
Great news, Multiple Sales Pipelines is now available! Check out our blog post for more info here:
If you have any questions about getting this setup, just shoot us a line at firstname.lastname@example.org
Enable the user to customize the front dashboard.104 votes
Some contacts do not have a Twitter or Gravatar account. It would be nice to be able to upload a picture for contacts as well.698 votes
Thanks for all your votes and feedback!
I’m happy to say you can now put a face to the name – we’re automatically pulling photos from the social media profiles you provide for your contacts (i.e. Twitter, Facebook, LinkedIn, and Skype).
You can read more about this on our blog at http://blog.getbase.com/add-a-face-to-the-name-base-avatars.
I’ve also opened a new idea for the option to upload a file, to let us track support for that specific suggestion – http://futuresimple.uservoice.com/forums/109313-base-ideas/suggestions/6038701.
Thanks, and all the best,
It Would be great to have a french or multi-language version. Base is very helpfull!356 votes
Great news everyone! We now have Base available in the following Languages:
More languages to come soon, please follow our blog for updates at:
Could you give custom fields tag functionality so that advanced searches using multiple criteria can be carried out? For example, if I want to search all 'legal' companies (within my industry field) who have 'onsite' storage (in my requirement field) it narrows down the results by these criteria. This is only function that is preventing us running this across our entire sales department. Thanks30 votes
Ability to change the owner of a contact134 votes
We’ve added the ability to change the owner of a contact. You can change the owner while editing a single contact. You can also change the owner of multiple contacts from the main contacts page. Click here for complete details and instructions: http://support.futuresimple.com/customer/portal/articles/769922-how-do-i-change-the-owner-of-a-contact-
Please re-allow us to right click 'open in new tab' on the contacts/leads in the top right search bar
Up until yesterday the 1st of February we were able to right click contacts in the top right search bar section, enabling us to multi task on base quite easily.
When logging on today we have seen that you can no longer open leads up in a new tab from the top right search bar.
Please amend this.1 vote
This has now been resolved and users are able to right click again!
Send an email straight into Base from Google by clicking a button "add message to deal" in the Google App90 votes
Today we released an update for the Base Google App. It now includes a button that forwards emails to your Base account. You can learn more about this update here: https://getbase.com/blog/base-for-google-apps-update
I’d like to thank everyone who took the time to vote and provide feedback for this feature. I hope you enjoy the new Google App. Please do not forget to rate the app if you find it helpful.
When adding contacts from the "untracked emails" area, it imputs the last name with a comma in the first name box. Please see if having the first name input in the first name box and the last name input in the last name box.1 vote
We tested this out and it should work correctly, pulling in the first name into the First name field and the last name from the email into the last name field.
Can you try another one and let us know if you are still running into any issues. If you need any further help just send us an email at email@example.com
I'd like for the emails I BCC to my dropbox to include the attachments. I often send an SOW or proposal doc to a prospect/client and I'd like to be able to reference that in the contact info.65 votes
When i log in now, on overview page, i see the things me and myc colleagues have done. Great. BUT, it would be more interesting to see what we haven't done. For example put a red star on all deals that haven't been updated for a week!717 votes
We now have a new feature in Smart Lists that will let you see people you haven’t touched in a set period of time.
The Communication Smart list will let you see people you need to reach out to. Check out more info on this feature here:
It's a pity that the Android Base App, which for the rest is great, doesn't have the option to sync contacts to the address book.
The problem with contacts not being there is that I don't know who is calling me bcs I see only the number.45 votes
Many of my contacts use more than one e-mail address interchangeably. Base doesn't allow adding multiple e-mail addresses to one contact. One workaround that was suggested here was to add it as a custom field. However, this will not display e-mail correspondence with that e-mail address on the contact page/profile.34 votes
The emails from the emails in these custom fields should absolutely sync over. As long as the custom field type is Email Address, emails to and from that address should sync over. If it is not, can you please reach out to firstname.lastname@example.org and we can help further troubleshoot?
Currently you can search by location for leads and contacts, but if they have a suburb or neighborhood as the address, maps sometimes won't pick it up (locality might be different on maps). Instead, have the functionality to search within a certain radius so whenever we are visiting a certain location, we can see all the leads that are nearby regardless of how their address is inputted.3 votes
This functionality is already avaliable and can be found by going to Leads > Filter Screen > Distance within the app!