LionDesk V2 CRM Ideas Portal

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

It is a hassle to reupload contacts just because there is no internal feature to change names internally

The larger the population of customers the more ways to filter by status helps a great deal..

It would be helpful to speed things up and have an every other week feature to schedule tasks for clients without having to manually clicking the days counter.

the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.

I'd like the option to enter the interest rate with a decimal point. As it stands now the interest rate field doesn't allow decimal points. Also the loan amount field does allow decimal points which are probably not necessary as most loan are roun...

It is a pain to close the contact only to have to open it again to add the type. Type is imortant when filtering. Thank you~

Have the option to export the notes for all the contacts by a filter.

We are a team that works on the same contacts together and we want to be able to share the existing tags that we have on our portfolio with other and new members. That way, we won't have to duplicate tags where it becomes redundant.