LionDesk V2 CRM Ideas Portal
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Add a field for hobbies in the contact.
We could run a query and send information based on peoples interest so that we stay in touch with them without being salesy (i.e. if there is an article about the biggest fish caught query all of your fishermen and send them the article). Also nee...
Created 21 Jun 20:58 by Guest
Contacts
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Have the contact name appear in two seperate fields (First Name and Last Name)
I uploaded a CSV file from my Iphone which had the last name of the individual in the first name field. After uploading it to Lion Desk, I wanted to clean up the names so that the last names were all in the last name field, but when editing the na...
Created 18 Jun 18:59 by Guest
Contacts
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Put contacts by name no by filters.
It will be very easy to find a contact by name than by filter. It will be hard to rememeber where did I got the lead/contact everytime i need to put a note or add a task. Please consider this idea. thankk you.
Created 19 Apr 23:04 by Guest
Contacts
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change the contact view so I don't need to click the drop down arrow to see contact info.
It is a time suck to have to click to see an address, phone number and other very common contact info.
Created 25 Sep 18:20 by Guest
Contacts
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on new updated version i do not see all import info unless i click up down arrow
old versions show easy view of pertinent info
Created 25 Aug 23:26 by arnold levine
Contacts
2
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Vote
Ability to search & delete all contacts with the same email provider
lausd has said they will fire me if they get another email from me. Can you create a way to delete all @lausd.net emails at once?
Created 09 Jun 19:05 by Guest
Contacts
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Lead Sources
Attach the routing lead source to the contact
Created 01 Oct 21:03 by Guest
Contacts
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Duplicate Emails for one contact
When inputting a contacts email in search, if there are multiples of the same email, to differentiate, unbold the emails that are duplicates and only make the active email bold.
Created 06 Sep 20:57 by Guest
Contacts
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Vote
Sort By Mortgage Rate
I want to be able to search contacts and filter by mortgage rate over X say 4.5% and a closing date between X&Y. There is not a way to do this. These fields need to be added so they can be filtered.
Created 08 Aug 17:26 by Guest
Contacts
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1
Vote
'Show All' Contacts Option
On V1, I had the ability to search my contacts and do a mass action to them all. It gave me an option to only update the contacts on the screen or do all. With the ability to only show 50 contacts at a time, it only allows me to update those 50 co...
Created 13 Jun 14:39 by Guest
Contacts
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