LionDesk V2 CRM Ideas Portal

Need the ability to edit a contact filer and its name. Would love to also have the ability to reorder the way the filter show up. I would like to have them show in a certain order without having to recreate all the filters over again.

It is not visible when adding what type of contact this is; vendor, buyer, seller, sphere, etc...

the ability to delete or hide fields within sections. it is very helpful that there are so many fields but sometimes i'm not using half of them and would like to be able to remove or hide it

I've noticed in the transactions, as you build you file flow, it adds the tasks backwards. For instance if there are 3 different things to do when an escrow is opened on the "start date" they are out of order. It would be helpful to be able to r...

LionDesk seems to already have a very basic and stripped down version of the CRM System. This is a great canvas for the many ways we can make LionDesk a synchronized and more on-the-go friendly type of CRM System. Unfortunately the are priority 1 ...

It would avoid tbe need to upload possible several contacts individually.

If you are running A campaign and they sign up in the middle of the night, they would not get a text til the morning. The campaign could run between certain hours. It would make it look less automated.

I would be great if there was a way for the system to automatically change the home address of a client when they purchase a new home. This could override the current address and keep you from having to enter information multiple times. It could b...

I would love to pull a report for a month of all the birthdays and anniversay's for that month or year. I like to send cards to my clients and I like to pull the report and then see who I need to get a card to that month.