LionDesk V2 CRM Ideas Portal
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Ability to Filter By Date
For contact management it would be awesome to pull a list of everyone who have a birthday, anniversary, purchase date, etc. in a given month for simplicity in sending greeting cards, or postcard reminders.
Created 31 Mar 03:14pm by Rick Charpie
Contacts
0
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9
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
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1
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Add ability to create custom event timeline items
As there is currently no integration between my email apart from sending through the CRM, I log every email received and sent through my Outlook into LionDesk. I've been labeling these as comments when they are received communications (texts or em...
Created 12 Feb 06:23pm by Guest
Contacts
1
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5
Vote
All us to filter by when an email sent to a client was opened
See title.
Created 25 Jun 08:21pm by Danny LionDesk
Contacts
0
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18
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 befo...
Created 21 Jun 07:43pm by Lynnette Gronewold
Contacts
2
Planned
5
Vote
Show addresses in Favorite Info area as 1 line
I would like to see the address of my contacts on 1 line in the favorite info section. I do copy and paste that info all the time to search for the address in Google Maps, RPR, etc. and showing it in multiple fields is a PITA. Maybe have a button ...
Created 15 Jun 10:37am by David Boyd
Contacts
1
Planned
11
Vote
Two-Way Sync (push / pull) with Gmail Contacts
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...
Created 13 Jun 03:36pm by Guest
Contacts
7
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