LionDesk V2 CRM Ideas Portal

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

I need to be able to copy/paste the contact's addresses. ALL lead fields should have the ability to copy/paste.

My phone database / contacts is usually the master list. I get a new client call, I click save to contacts. I turned off the sync option in LionDesk because it was not push/pull. If I deleted a contact in LionDesk, an hour late it would grab the c...

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The Sample Demo File 2.0 only shows 17 field name headings. If I want to upload a contact with NON-custom fields, it would be nice to know what the field names are that will automatically match with LionDesk's contact records. As an example, Googl...

Have the ability to bulk share contacts with team

When I have a contact and I want to create a transaction in transaction desk- I do not have the option to use any of my transaction templates that are preloaded into the transaction desk platform. For example, in transaction desk- I have certain "...

It would be nice to be able to search for Spouse's info in search bar. Along with scheduling emails to include both main conatct & spouses contact.

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.

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