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Spouses date of birth
It would be a huge help to see the spouses DOB on the calendar. I'm used to looking at my calendar and mailing out birthday cards to my past clients. Because the spouses DOB does not appear on the calendar I have missed out on mailing birthday car...
Created 13 May 17:57 by Guest
Contacts
0
3
Vote
ADD option to SEARCH/FILTER KEYWORDS WITHIN contact "COMMENTS" or "NOTES"
We need an option to select a filter option to search within the actual text of previous comments/notes. Those notes are critical to client details or criterion for deals and prospects. Please add this option that can be searchable across the data...
Created 07 May 03:49 by Guest
Contacts
1
3
Vote
EXPORT TO PHONE CONTACTS
It would be cool to add a contact into the LD app and then export it into my phone. That way each contact doesnt havent to entered multiple times across multiple platforms.
Created 05 May 22:34 by Guest
Contacts
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1
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to find the contact with the secondary number Via Search Bar
No description provided
Created 01 Dec 20:23 by Guest
Contacts
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1
Vote
Bulk Change Office Addresses
We have multiple clients in the same office and offices are moved quite often and a bluk change option would save a lot of time, for example I have 98 clients in the same office and I have to individually change each office address.
Created 30 Nov 17:10 by Guest
Contacts
1
3
Vote
Change Hotness Level from main contact list
It would save me time if the hotness level was a clickable dropdown box where I could change the level when I am looking at my contact list of more than one contact at a time. Right now I have to click into each contact to change the hotness level...
Created 26 Apr 03:41 by Guest
Contacts
2
Already exists
1
Vote
Deleting notes from wrong client
How I can delete a note written on the wrong client?
Created 23 Nov 18:14 by Guest
Contacts
1
Already exists
2
Vote
Remove one tag not all
Ability to remove one tag in a bulk search rather than having to delete all other tags
Created 29 Jul 15:38 by Guest
Contacts
0
3
Vote
Identifying Those Contacts Who Have Opted Out of Future Correspondence
I'd like to clean up my database and remove in mass clients who have opted out of future communications. It would be great to have this "Opt Out" designation as a filter option and have it noted on the database export of My Contacts
Created 31 Mar 17:24 by Guest
Contacts
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3
Vote
Ability to Filter By Date
For contact management it would be awesome to pull a list of everyone who have a birthday, anniversary, purchase date, etc. in a given month for simplicity in sending greeting cards, or postcard reminders.
Created 31 Mar 15:14 by Rick Charpie
Contacts
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