LionDesk V2 CRM Ideas Portal

When I search for tags, as one example, I cannot see the full phrase of what I search for. Example: I write "walker barnes" wanting to see walker barnes past clients...all I see is "Walker...." This is unhelpful and time consuming.

Also I like the borders around the section of V1. If you can offer a variety skins or layouts that the user can choose.

When adding an activity to a profile the pop-up box blocks the contacts profile, limiting the information you can see from the persons profile. It would be helpful to have a more transparent box that would allow to both the individuals profile and...

On specific Contact pages, the default view should be "All Incomplete" so people can see everything that is past due, due now, and upcoming. On the Dashboard, the default view should be "Today & Overdue" Currently both default to "Upcoming" an...

Add a feature to the notes section of contact where you underline, bullets, color code, number notes. Thanks

can we get it closer to where I'm working. Maybe under the "next >" button, by the pencil?

Allow the system to save your favorite settings. For example: We are on a team and so the contacts were uploaded to the team lead account but each team member needs access to them - so in contact view - we have to toggle the switch everytime to in...

I use duplicate tabs to jump from the dashboard to contacts all the time. In the old version you could see the name on the duplicate tabs now it just says LionDesk CRM after you have a few of them open you can't tell which is which. Could you chan...

There should be the ability to stay logged in on the mobile app so I can access it faster, more frequently and actually use the app. I started using the mobile app again and realized why I stopped before. It’s because of the hassle of filling out ...

I ran into issue when I used zapier to parse emails into LionDesk. Lion Desk sent a confirmation email of the new lead. That got forwarded to zapier and it looped 1000 times. Maxed out my zapier membership. Allow notifications of new lead crea...