LionDesk V2 CRM Ideas Portal
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An option to be able to edit the 'add activity' options within a contact
Under 'add activity' there are a list of options. It would be great to be able change/edit those.
Created 8 Jun 06:50pm by Guest
Contacts
0
1
Vote
Have a tab where we can upload documents for each contact for V2
Once in the contact for each lead it would be great to have a folder or tab for that contact where we can upload PDF's or jpegs for that contact for V2 CRM
Created 15 Jul 07:57pm by Guest
Contacts
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17
Vote
Add Social Media Links for a Contact to their Profile
It would be great to have a client's social media links as a standard field in their contact profile and possibly have the social media platform's icon under the contact's name for easy access and ability to click through to their link.
Created 23 Feb 09:15pm by Jen Kelly
Contacts
1
13
Vote
Search result to 500 per page.
Since we can only send out 500 emails at a time, give me 500 contacts to send out.
Created 15 Jun 04:11pm by Guest
Contacts
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1
Vote
Label ability
One of the reasons I purchased a CRM was for the ability to print labels for mailings to my customers. I almost don’t believe it’s not a feature of a good CRM
Created 9 Jul 01:05pm by Guest
Contacts
0
4
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
8
Vote
Ability to easily search through the list of Filter Type/Condition by entering the first few characters of the Type/Condition
The list of Filter Types/Conditions is fairly long and some of the types such as "# of Texts Sent" are far down on the list and not easy to get to. It would be great if we could type out the name of the condition instead of having to scroll throug...
Created 17 Sep 07:15pm by Jen Kelly
Contacts
3
1
Vote
Ways to Search
Is there a way we can run a contact search by their company rather than just by their name?
Created 30 Jun 03:49pm by Guest
Contacts
0
4
Vote
Allow a way to alphabetize the liondesk fields when matching fields from an imported csv file.
When matching fields from a lot of columns it takes a long time to find the matching field. It would be helpful if they were in alphabetical order like they are in settings.
Created 1 Feb 06:33pm by Guest
Contacts
0
1
Vote
Within the status field of a contact, have "Listed" and Under Contract" as an option.
It would be very helpful to be able to change the status to listed or under contract accordingly as prospects/clients move through the process. We see "Active" as being for those who are actively looking to buy or actively preparing the home to se...
Created 24 Jun 12:57pm by Guest
Contacts
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