API

How can we improve Base API's?

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  1. Include Zapier trigger when a deal qualifies for a certain filter

    Pipedrive has a zapier trigger for when a deal fulfills a certain filter. I use this to populate spreadsheets | pipelines for when deals have not been touched in a certain amount of days and have sales guys follow up for the reorder. Would be nice if Zapier Sell had this same feature.

    3 votes
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  2. Remove Unwanted Fields / Reorder fields

    Remove unwanted default fields from Leads and Contact forms, i.e. Company Hierarchy, Collaborators, etc.

    Also, reorder fields as they appear on side of Contact form.

    1 vote
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  3. bulk import products.

    i have 200 products and i would like to not have to enter each one manually.

    1 vote
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  4. Allow for a sandbox / test mode

    Looking to integrate with Core Base API and would love to not push data to production during development. The only option I see would be to set up a separate Base and pay for an additional license on that. Is there a better way that I am just missing?

    1 vote
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  5. call outcome drop down associated with a deal

    Food for thought,

    Currently when calling a contact associated with the deal, when we are logging a call, we can choose what deal/s the conversation is relevant to, however, when a client is associated with several different deals, including active and closed deals, the drop down shows ALL deals associated with the contact, some instace swe have like 10 different deals for the same contact, which sometimes it can be quite difficult to pin-down exactly which are the active deals, or the ones that are won, lost/unqualified.

    It's fantasti that we can associate the convesations to any deal regardless of…

    1 vote
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  6. API to update Customer Status

    The API is lacking the ability to update the Customer Status. For example, It would be helpful to be able to change the Customer Status if a deal is marked as lost to 'Past Customer' status.

    15 votes
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  7. Updating the lead process since Base has added the company verses just having a contact.

    Converting a lead when the lead is actually a COMPANY verses being a CONTACT.

    When Base added the company features to the application there are a few processes that (IMHO) need to be also updated.

    When I add a COMPANY as a lead it (kinda) works. When the company is being added as a lead it does 2 things. Shows the company is available in REACH and also shows the company is also in BASE.

    If I pick the Company that is already in BASE it only allows me to continue to edit it.

    What I really need is to…

    3 votes
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  8. Integrate email from a users multiple email accounts.

    Base users should be able to integrate emails they send from multiple email accounts. Many people have more than one email address, particularly those that are self-employed.

    1 vote
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  9. 3 votes
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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

    3 votes
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  17. 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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  18. 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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  19. 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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  20. 1 vote
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