LionDesk V2 CRM Ideas Portal
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Color Code Tags to view in Contact Dashboard
Please add the color tags by the names, so they can be viewed in the task section. Then we can know if it is a hot, warm, or cold lead prior to opening the contact.
Created 02 Oct 16:40 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 12:57 by Guest
Contacts
1
2
Vote
Improve State/ address filtering
It would be helpful to view the /filter contacts by state
Created 03 Sep 15:40 by Guest
Contacts
0
2
Vote
Search word to stay "active" after selecting an option in the drop down menu when selecting a tag for filtering
Search word to stay "active" after selecting an option in the drop down menu when selecting a tag for filtering. Currently when filtering the contacts in LD it will allow to type a word in the search field however once an item is selected it will ...
Created 02 Sep 20:22 by Guest
Contacts
0
2
Vote
To be able to view the entire name of the tag on the drop down menu when filtering
To be able to view the entire name of the tag on the drop down menu when filtering in the contacts page
Created 01 Sep 17:30 by Guest
Contacts
0
2
Vote
Have the ability to filter by/select multiple Static Lists
Have the ability to filter by/select multiple Static Lists
Created 28 Aug 21:26 by Guest
Contacts
1
2
Vote
Add Salutation Field
Add a standard field for Salutation for email and mailings. This gives the ability to have more than one person on the mailing label or email greeting. It also allows you to send to a "Nickname" (Bob vs. Robert) or (The Smith Family) when mailing ...
Created 27 Aug 18:42 by Michael Regilio
Contacts
0
2
Vote
Duplicate Contact Option when Adding New Contact
Add the ability to duplicate a existing contact when adding a new contact. When adding a separate contact for each spouse, or when adding another person in the same Office/Company/Firm it would allow you to not have to add the address, office phon...
Created 27 Aug 18:29 by Michael Regilio
Contacts
1
2
Vote
Allow Adding Contacts with duplicate email address
Allow the ability to add a 2nd contact with the same email address of a existing contact. This allows the ability to have separate contacts for both spouses who use a single email address. It's best to have separate contacts for syncing contacts a...
Created 27 Aug 18:21 by Michael Regilio
Contacts
0
1
Vote
Have the option to disable the contact relationship tab
Have the option to disable the contact relationship tab
Created 09 Jun 15:13 by Guest
Contacts
0
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