API

How can we improve Base API's?

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  1. 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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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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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      • 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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        • Support MongoDB dataBase with Base API

          Support MongoDB dataBase with Base API

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          • 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

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            • 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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              • 1 vote
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