LionDesk V2 CRM Ideas Portal
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Middle name Option
I use my middle initial to set apart my business with personal emails, allowing the option for email would be appreciated.
Created 23 Sep 23:47 by Guest
Other
1
Already exists
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Duplicate Emails for one contact
When inputting a contacts email in search, if there are multiples of the same email, to differentiate, unbold the emails that are duplicates and only make the active email bold.
Created 06 Sep 20:57 by Guest
Contacts
0
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1
Vote
Sort By Mortgage Rate
I want to be able to search contacts and filter by mortgage rate over X say 4.5% and a closing date between X&Y. There is not a way to do this. These fields need to be added so they can be filtered.
Created 08 Aug 17:26 by Guest
Contacts
1
Already exists
1
Vote
Option for Lenders
Hi team: I am a lender and used Jungo/Salesforce. Your text platform is much better. However, the lending options are very limited and I have had to create custom fields. There is a huge population of lenders that you can target by just adding som...
Created 30 Jul 16:39 by Guest
General Design / UI
1
Already exists
14
Vote
Add properties Like the old version!!
Please add the properties tab just like the old version has it! I utilize that every day
Created 29 Jul 21:39 by Guest
LionDesk CRM V2
2
Already exists
5
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Ability to add emojis to emails
Subject lines and messages with emojis are opened and read at a higher rate. Right now we can add an emoji when writing yet when the message is sent, the emojis aren’t displayed.
Created 02 Jul 00:54 by Guest
Communications
2
Already exists
4
Vote
Bring Back Customized Columns
I like to see very different columns than my other team members. I need the ability to customize what data I see on the Contacts Page.
Created 28 Jun 23:00 by Guest
General Design / UI
0
Already exists
1
Vote
Correct Distortion after adding favorites
I added some favorites to Contacts, Phone, Email, etc...but when I added Address as a Favorite text under it which appears to say +Add Address is distorted. Using a Macbook Pro, browser Google Chrome.
Created 28 Jun 05:43 by Guest
General Design / UI
0
Already exists
3
Vote
Make it easier to input a comment or note
I have searched and cannot easily find a way to add a comment. Besides the name you have icons but none of them allow you to easily click into an area where comments or notes can be added
Created 25 Jun 19:29 by Guest
Contacts
1
Already exists
3
Vote
Tag Removal - BATCH
I'd like to run a search based on a TAG filter - and be able to click on certain contacts and then BATCH REMOVE from a TAG. Maybe they were Tagged incorrectly - OR they have changed status, and no longer fit that TAG.. It's way to tedious and time...
Created 24 Jun 16:45 by Guest
Contacts
2
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