LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

2 Vote

Recurring tasks

It's in V1

Created 27 May 06:45pm by Guest

Other

1 Shipped
1 Vote

Filter by tag then display contacts with email addresses only

Would like to be able to filter contacts that shows contacts with email addresses after filtering by tag

Created 20 May 04:31pm by Guest

LionDesk CRM V2

1 Shipped
1 Vote

FB ad integration

integrating ads is way too difficult I run ads all the time and a 9 step process is too much kristyn chiaberta submitted customer feedback provided in V1 chat from this user

Created 14 May 08:55pm by Guest

Other

1 Shipped
3 Vote

Add Bulk Action for contacts list under email reporting

It's better if you can add unsubscribed option to filter contacts or add bulk action options for contacts under email reporting tab

Created 14 May 04:31pm by Guest

Contacts

1 Shipped
1 Vote

Add scroll bar (across) to the top of the screen

When there are a lot of fields in contact screen I would need to scroll to the right to see them. It will be helpful if the scroll bar is also on the top.

Created 4 May 05:16pm by Guest

Contacts

0 Shipped
2 Vote

Add a scroll bar on bottom of contact page

Rather than having to expand my browser to the whole screen in order to see the date and time of activity, it would be helpful to add a scroll bottom of the page to see the entire page.

Created 30 Apr 08:54pm by Guest

Contacts

0 Shipped
1 Vote

Syncing with Microsoft One

My company just changed their email platform and now no emails sync. Syncing emails was the key feature I was looking for in a CRM. Would it be possible to sync with One in the future?

Created 30 Apr 06:41pm by Guest

Communications

1 Shipped
34 Vote

Ability to text and email both contact and spouse at the same time from one contact record

I like to keep both spouses updated on what is going on

Created 21 Apr 05:51pm by Guest

Communications

4 Shipped
1 Vote

Can't customize vitals on home page and save customization

Every time I customize, it doesn't save, so when I go back the next day, default is back. Again, another part of LD that I cannot customize to my needs..

Created 16 Apr 05:18pm by Guest

Dashboard

0 Shipped
19 Vote

Add a syncing calendar

Currently when I have appointments I have to remember to add them in both LionDesk and my calendar. If there was a way to add a calendar and it sync to your google, iphone, or outlook calendar would be great.

Created 13 Apr 03:22am by Guest

Other

4 Shipped

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