LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Add a new idea
Filter by status
Already exists
27
Will not implement
3
Planned
8
Shipped
35
Filter by category
LionDesk CRM V2
×
955
Ad Portal
×
8
Campaigns
×
122
Communications
×
173
Contacts
×
301
Dashboard
×
25
General Design / UI
×
54
Landing Page
×
7
Other
×
112
Power Dialer
×
7
Reporting
×
8
LionDesk Transactions
×
60
LionDesk VMI
×
8
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
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
1
Vote
Add the option to add more status types as the user.
The larger the population of customers the more ways to filter by status helps a great deal..
Created 9 May 08:45pm by Guest
Contacts
0
1
Vote
Add an every other week feature to task reoccurring schedule
It would be helpful to speed things up and have an every other week feature to schedule tasks for clients without having to manually clicking the days counter.
Created 9 May 05:49pm by Guest
Contacts
0
99
Vote
ability to text a spouse
the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.
Created 24 Jul 09:53pm by Guest
Contacts
3
1
Vote
Interest rate to be be entered with a decimal point.
I'd like the option to enter the interest rate with a decimal point. As it stands now the interest rate field doesn't allow decimal points. Also the loan amount field does allow decimal points which are probably not necessary as most loan are roun...
Created 4 May 05:41pm by Guest
Contacts
0
2
Vote
please allow us to enter a persons birthday on day of using the calendar drop down
No description provided
Created 14 Apr 05:15pm by Guest
Contacts
0
3
Vote
Please add "type" when we create a contact
It is a pain to close the contact only to have to open it again to add the type. Type is imortant when filtering. Thank you~
Created 28 Mar 02:50pm by Guest
Contacts
0
1
Vote
Export your filtered contacts with notes.
Have the option to export the notes for all the contacts by a filter.
Created 29 Apr 09:31pm by Guest
Contacts
0
1
Vote
Share all existing tags within the Organization
We are a team that works on the same contacts together and we want to be able to share the existing tags that we have on our portfolio with other and new members. That way, we won't have to duplicate tags where it becomes redundant.
Created 28 Apr 06:01pm by Guest
Contacts
0
1
2
3
4
5
…
Next ›
Last »
Copyright LionDesk, LLC 2020