LionDesk V2 CRM Ideas Portal

just adds a good reason to reach out to clients each year

It would avoid tbe need to upload possible several contacts individually.

I need to figure out how to make a custom field for a url so I can click and open the clients profile a website (ex facebook)

Have to know the exact spelling of name before finding contact. Should be able to just put in partial and all contacts matching come up for you to choose from

simply can NOT copy and paste from one field to next when working in contact

Syncing a task to Google Calendar is very useful for knowing when to follow up with a contact. However, it should not automatically include a contact's email. This seems more like a bug to me because theres no indication that that is happening in ...

Anyone that has online lead generation feeding into LionDesk will have bad email addresses. When these bounce, they can be tracked. However, you cannot remove them in bulk, like in other instances. If you have a lot of these (I have over 900 bounc...

why keeping old text messages that been issued over a year ago is just to continue accumulating I wish I can delete it and it take alot space

Not allow "FAVORITE FIELDS" that you can custom set-up to remove after clearing cache & cookies

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.