LionDesk V2 CRM Ideas Portal
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2
Vote
Sort contacts by last name
It would be extremely useful to be able to sort contacts by last name
Created 31 Mar 03:00pm by Jenny Lazo
Contacts
1
Already exists
8
Vote
Bulk Sharing Contacts
Have the ability to bulk share contacts with team
Created 15 Jun 08:27pm by Guest
Contacts
0
18
Vote
Remove year for birthday field
Many client don't give year, can that option be removed and just input month and year as MLS does?
Created 20 Feb 06:13pm by Guest
Contacts
0
Planned
23
Vote
Google Sync - More Frequently!
Can you have LD & Google Contacts sync more often than once a day? This is combersome when adding a new contact and it not syncing into LD until the following day. Most often, I want it added asap so that I can put it on a drip campaign before...
Created 21 Jun 07:43pm by Guest
Contacts
3
Planned
2
Vote
Add a repeatable task list to clients. We would like to be able to create a group of tasks for example "onboarding client" that we can then add once a client decides to work with us. That way we make sure to cover all our bases through task reminders.
This could be worded as the ability to create a Template list of tasks that can be added to clients.
Created 29 Mar 03:36pm by Melody Wigdahl
Contacts
0
Already exists
18
Vote
Spouse birthdays on calendar
just adds a good reason to reach out to clients each year
Created 7 Feb 06:40pm by Guest
Contacts
1
2
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
1
Vote
Task Reminder Call
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
Created 11 May 08:28pm by Guest
Contacts
0
1
Vote
Add Ability to Edit First and Last Name Fields Separately
It is a hassle to reupload contacts just because there is no internal feature to change names internally
Created 11 May 06:59pm by Guest
Contacts
0
9
Vote
Adding the ability to delete static contact lists in V2.
If you create one by mistake or want to recreate it we need to be able to delete them so we don't end up with a ton of them that don't get used.
Created 3 Mar 12:26pm by Guest
Contacts
1
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