API

How can we improve Base API's?

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  1. I'd love it if document filenames could be returned on Deals.

    I don't actually need the content of the attached documents, or even technically any metadata about the document.
    However to have at least the filenames listed out per-deal would be fantastic and would allow me to do some pretty valuable things.

    Background:
    We have strict naming schemes on quotes and invoices. Picture YYYY_MM_DD_customername_shortproductname.
    And we also prefix customer/partner PO's with po_ and date.

    The only guarantee with process and workflow is that it won't always be followed. This can lead to customers falling through various cracks.
    I've written code that does a ton of cross checks between our live systems…

    4 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Leads Created Via API Trigger Notifications

      Currently (as discussed) a lead created via API just comes into being silently and you need to create a note or something along with it to trigger a notification. There should be a flag in the API allowing you to trigger a notification

      4 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 4 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Relationship Management

          Would love to have a feature similarly to Contactaully.com That monitors interaction with contacts and create a dashboard for follow-ups with people who you haven't interacted with in a set amount of time. See https://www.contactually.com/how-contactually-works/
          for details.

          4 votes
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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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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • TAPI integration for telephone systems

              It would be great to call contacts via telephone system out of base.

              4 votes
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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.

                4 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • 4 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • allow Slack, Zendesk, and Harvest to connect to Base

                    upload communications or files/support tickets from these other apps.

                    4 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Allow additional custom tabs beyond All contacts, Prospects, Customers.... To allow for (e.g.) Suppliers, Advisers, Intermediaries, etc

                      In our business development and operational projects of all sorts intertwine with sales. For example, Completing a sale might involve developing or adapting a product or service, or cooperating with regulators of all kinds, or embarking on a piece of research. This involves individuals who don't git the three standard categories.

                      4 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Let us share smart lists with others in our organization

                        I have created a series of smart lists that are useful and specific to our needs. Instead of sending detailed instructions to each person as to how they need to make these smart lists on their own, it would be AMAZING if we could have the option to share smart lists with others.

                        4 votes
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                          1 comment  ·  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 →
                          • 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 →
                            • Manage Multiple Teams/Different Automated Actions-Sales Goals for Field vs. Inside

                              In reality, I oversee both the inside sales team and the field sales team. I want to be able to set sales goals and automated actions for them.

                              I currently can do this, however, it's for BOTH teams. There is no way for me to distinguish between the two.

                              Even if I branch them out differently (currently it's my boss -> me -> split branches, one is inside sales, one is field sales), they're still all part of my team, and thus they're unified under the automated actions and sales goals I set up for them.

                              Clearly, the sales goals…

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 3 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Select records in SmartLists, also multiselect

                                  Radio buttons for individual and all contacts or leads in a SmartList need to be enabled as they are in the complete Lead and Contacts lists. The entire reason for a Smartlist can be to take action on the entire list (i.e. templated email to an entire SmartList.

                                  3 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Lead Sources Should ALWAYS Transfer Over to a Contact and/or a Deal

                                    According to your knowledge base:

                                    "Keep in mind that Lead Sources do not transfer over when your convert Lead to a Contact. They will however transfer over to the Deal if you choose to create a Deal during the conversion process. If you do not create a Deal when the Lead is converted then the Lead source will not be transferred at all."

                                    SUGGESTION: Lead sources should ALWAYS transfer over to a contact and/or a deal. They should also transfer from a contact to a deal whenever a deal is added later.

                                    Many times a lead is converted to a…

                                    3 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow Automated Actions to be due based on a fixed future date i.e., 6 months before *x* date

                                      I run an event business where I need to check in with clients at set dates based on the event date (e.g., discuss wedding information 3 months before the wedding date) so I'd like to be able to set tasks to be due based on a fixed date in the future.

                                      3 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Create Integration for Marketing Dashboard Like Cyfe and Klipfolio

                                        Create a simple way for data to be aggregated from Base account to a marketing dashboard like Cyfe or Klipfolio.

                                        3 votes
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                                          0 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 →
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