API

How can we improve Base API's?

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  1. Have the Outlook Add-In run continuously in the background so all e-mails are synced automatically

    Instead of individually adding e-mails to Base through Outlook (Admin will not allow direct sync), please alter the current Outlook Add-in to run in the background and sync all incoming and outgoing e-mails that are already have an e-mail associated in the system.

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  2. bulk import products.

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

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  3. 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.

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  4. Website

    I want to integrate my website (asp .net mvc) with base crm for saving my website users data in base crm

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  5. 1 vote
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  6. 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.

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  7. report email stages

    report stages of emails
    opened, read and replied

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  8. Date & Currency in Profile

    Be able to set Date and Currency format at the Profile level instead of only at the Account level. We have people in many countries and it needs to be personalized.

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  9. 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.

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  10. 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…

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  11. 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.

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  12. Mobile app log on everytime is a disadvantage.

    Go back to the way this was always logged on

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  13. 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.

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  14. Allow email to easily attach files connected to a Deal.

    Currently when you email a contact and click to attach files, it auto-populates any files that are attached to the contact, but does NOT populate files that are attached to deals for that contact. I'd like it to automatically see those deals as well.

    I have multiple deals per contact and want the files to be associated at the deal-level. Yet, I want to email those files to the contacts for their review. The current system makes it slow and difficult to do this.

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  15. Colours for calendar events

    I like using different colours for calendar events and tasks to correspond to a color coding system of my own choosing.

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  16. 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?

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  17. Support MongoDB dataBase with Base API

    Support MongoDB dataBase with Base API

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  18. Highlighting sentences in notes section

    I’m on the operations side of our business. I update the notes section from start of the project to the end. From time to time the project has changes and Change Orders associated. As I document the project I would like to be able to HIGHLIGHT any changes so they are not missed by others during final invoicing.

    Thanks for your time. Love your product!

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  19. 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.

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  20. 1 vote
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