LionDesk V2 CRM Ideas Portal

please add the CMA function in the new lion desk, this is a useful tool and the option to set up to send every 6 months or yearly automatically

I would like to see the address of my contacts on 1 line in the favorite info section. I do copy and paste that info all the time to search for the address in Google Maps, RPR, etc. and showing it in multiple fields is a PITA. Maybe have a button ...

For contact management it would be awesome to pull a list of everyone who have a birthday, anniversary, purchase date, etc. in a given month for simplicity in sending greeting cards, or postcard reminders.

Have Zapier Lead come with lead distribution instead of manually assigning the leads

Access to this page is broken due to a password change or other problem. This integration keeps breaking multiple times a day when Facebook makes a change on their end. This is disrupting my Lead Assist campaign, and I am losing my leads! Please fix!

I would like to decide what I see first in the event timeline.

Right now when you send someone an email after you send it a new email opens up vs just going back to the record you were on. Highly unlikely someone would want to email the same person again.

First the data doesn't stay in the right columns. Also, my export comes in as 25k records each time I run it (I run an export list each week for reports) It would be better if we can filter, choose event type or date range

As there is currently no integration between my email apart from sending through the CRM, I log every email received and sent through my Outlook into LionDesk. I've been labeling these as comments when they are received communications (texts or em...

can I request an update or add on, can you add "Mailer" to the Create New Task area under reminder? I really need that because I send out a lot of mailers and there is no option for that in reminder.