LionDesk V2 CRM Ideas Portal

Often time my agents are working on editing a group of emails, phone numbers, addresses, etc at one time. It would save so much time if they could edit directly in the grid, rather than having to open each and every contact card, save it and then...

Task reminders should identify the client/contact for which the task needs to be completed.

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.

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.

It would be so much easier to read the "Contact Comments" if they could appear like the attached screenshot instead of running together like this (especially when we're on a call with the client and need to read our comments quickly): SW21091494 ...

Currently V2 does not allow us to export contacts after we create a filter. It only allows export of all contacts in the database. Need to be able to export after a filter is applied and export all contacts in that filter, not just the ones on the...

Having the ability to have 3rd party data filter from Zapier to custom contact fields in LD would be very useful, as sometimes there is extra data that needs to be imported other than the standard contact fields.

When searching a client, if I type in the spouses name, it doesn't come up. Can that be included in the next upgrade? Thanks!

We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.

To be able to find my contacts by the first letter for instance If I put the letter A in the search window I want all my contacts that start with the letter A come up.