LionDesk V2 CRM Ideas Portal
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Sort contacts by last name
It would be extremely useful to be able to sort contacts by last name
Created 31 Mar 03:00pm by Jenny Lazo
Contacts
1
Already exists
2
Vote
Add a repeatable task list to clients. We would like to be able to create a group of tasks for example "onboarding client" that we can then add once a client decides to work with us. That way we make sure to cover all our bases through task reminders.
This could be worded as the ability to create a Template list of tasks that can be added to clients.
Created 29 Mar 03:36pm by Melody Wigdahl
Contacts
0
Already exists
8
Vote
Bulk Sharing Contacts
Have the ability to bulk share contacts with team
Created 15 Jun 08:27pm by Guest
Contacts
0
18
Vote
Remove year for birthday field
Many client don't give year, can that option be removed and just input month and year as MLS does?
Created 20 Feb 06:13pm by Guest
Contacts
0
Planned
2
Vote
Print individual Contact Sheets
I would like to make a suggestion, the ability to print a contact sheet that has the contact info on top then the activity on bottom. That would be amazing for our files
Created 25 Mar 07:38pm by Guest
Contacts
0
23
Vote
Google Sync - More Frequently!
Can you have LD & Google Contacts sync more often than once a day? This is combersome when adding a new contact and it not syncing into LD until the following day. Most often, I want it added asap so that I can put it on a drip campaign before...
Created 21 Jun 07:43pm by Guest
Contacts
3
Planned
18
Vote
Spouse birthdays on calendar
just adds a good reason to reach out to clients each year
Created 7 Feb 06:40pm by Guest
Contacts
1
1
Vote
Task Reminder Call
in V1, there was a feature (Now doesn't work) you would setup a reminder to call a contact at specified time, the system would call you and ask you to press 1 to be connected, I would love this feature back again. Thank you
Created 11 May 08:28pm by Guest
Contacts
0
1
Vote
Add Ability to Edit First and Last Name Fields Separately
It is a hassle to reupload contacts just because there is no internal feature to change names internally
Created 11 May 06:59pm by Guest
Contacts
0
13
Vote
Deleting/Editing Campaign Folders
We need the ability to edit and delete folders in campaigns, please.
Created 29 Sep 02:39pm by Guest
Campaigns
1
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