API

How can we improve Base API's?

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  1. Differentiating Loss & Unqualified reasons on the different funnels.

    Do we have the posibility to differentiate de Loss and unqualified reasons per pipeline? So we can have different reasons depending on the pipeline we are on, as some of the reasons are specific to the pipeline.

    4 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • 3 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Different account levels for different users

        Is it possible to get the Professional version for the Admin Only, and still have other users on the basic plan? This is a very big miss. I'm willing to pay the $49/month for my account, but the advanced features are totally unnecessary for non-admin users.

        1 vote
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Differentiating Loss & Unqualified reasons on the different funnels.

          Do we have the posibility to differentiate de Loss and unqualified reasons per pipeline? So we can have different reasons depending on the pipeline we are on, as some of the reasons are specific to the pipeline.

          3 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Be able to pin in Notes, since long Notes get huge fast

            eventually Notes in any Record get huge, and pinning at the top means you would instantly see critical Notes for fellow workers.

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Text format tool in emails

              Please integrate tool to format text in emails. When pasting from another source (i.e.: MS Word), line spacing and other formats are automatically altered.

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Create a custom field on Deal cards that links to a Contact

                It is possible to create custom fields on a Deal card e.g. date picker, drop down menu, plain text etc... We'd love it if there was an option to have a custom field type where you can link to a Contact. This helps us identify both the client and transacting customer (different individuals or companies) on a single Deal.

                3 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • When dialing out with Voice, the automatically logged call note should show the specific number dialed, not just contact name

                  When dialing out with Voice, the automatically logged call note should show the specific number dialed, not just contact name

                  2 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Add webhooks for Base

                    Add webhooks for Base

                    24 votes
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                      5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Revert contact back to lead

                      The ability to revert contacts back to lead

                      9 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Lead Routing

                        Lead routing would allow lead assignment based on rules, like, round-robin, weighted order, and exceptions based on assigned accounts (i.e. a lead comes in with a company name or domain that matches an account that is already owned).

                        44 votes
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                          5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Convert Lead to Contact

                          The API should allow developers to convert existing Leads to Contacts when a Deal is made through software. This would help avoid duplicate info in the CRM and more accurately track the journey and contact points with potential customers.

                          We have a system where users can request info which adds them as a Lead, then later submit an application, which should convert them to a Contact. Instead, we're forced to create a new Contact to go with the Deal, which leads to having duplicate info in the CRM (and Base has no built-in duplicate checking).

                          74 votes
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                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Add a photo of your lead/contact

                            Most of my contacts are people and I need to be able to recall their names when I meet them.

                            3 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Please allow more options for linking contacts/leads

                              We have many stores that are owned by a single person, but managed by separate employees. Would like to have the option to link a single owner to multiple business pages. It would also be nice to have employees in the leads, so that we can accurately track who we're speaking to as the deal progresses.

                              1 vote
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • Company hierarchy changes should be reflected in the Firehose

                                When a contact is made a parent or child of another, it should be reported in the Firehose as a change to both the parent and the child.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Lead Capture Form Templates

                                  I would like ability to publish the Lead Capture form with multiple templates (formats).

                                  This relates to the layout (for web), but also for other devices (iPad, Iphone, Android, etc).

                                  Having the ability to preview each would be an adjunct feature to this as well

                                  1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Directly Open BASE Mobile App from web links in Phone

                                    When I click a link from base in my phone (within an email, text, chat message, etc.), it opens the default mobile browser and asks me to login (everytime!). An infinitely better experience would be if the links open the BASE mobile app directly. LinkedIn web links do this and it makes life much better for all :)

                                    3 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Having home owner and property information when creating new leads

                                      Working in the solar business the geolocation tracking is incredibly helpful. In my line of work knowing the homeowner by name makes things go much smoother. I would love a feature or integration where whenever a new lead is created with just the address, home owner and property information is pulled from the town assessors database, similar to Datagrid From Sales Rabbit, hate to mention the competition here.

                                      3 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add a column in contacts for last note created

                                          Add a column in contacts for last note created

                                          4 votes
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