LionDesk V2 CRM Ideas Portal
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How about a recent activities tab or customize home screen and save settings
For the Home screen I just look at the recent activities, can we customize, remove widgets and add new ones. and the way I use it is, I look at the last 50 texts received so being able to save that setting would be nice
Created 8 May 07:25pm by Daniel Andrade
General Design / UI
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1
Vote
I hate the scroll bars, it's too much clicking
I had to shrink my screen down from 90% (was working fine) to 67% (to get the same info to fit) with the bars. I use arrow keys to navigate. now I have to click on all these bars
Created 8 May 07:13pm by Daniel Andrade
General Design / UI
0
1
Vote
Allow Online Chat Window to be Moved
Right now it opens over the body of a contact, so I cannot leave it open while waiting and still work on contacts. In the old version it opened along the right margin, not left.
Created 30 Mar 05:14pm by Rick Charpie
General Design / UI
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Change the way one creates Contact Lists
Currently you create lists from the Marketing pane. This is extremely counter-intuitive because every other aspect of LionDesk that is customized is done in Settings, whereas the Marketing pane is about creating content such as emails and texts. L...
Created 25 Mar 01:07am by Guest
General Design / UI
0
1
Vote
Pushing Address to other apps
I would like to be able to click on an address and sent to my default mapping application. This would be a great feature to add to the app/V2. The current system of copy and paste can be improved.
Created 4 Nov 07:45pm by Guest
General Design / UI
0
1
Vote
Option for Lenders
Hi team: I am a lender and used Jungo/Salesforce. Your text platform is much better. However, the lending options are very limited and I have had to create custom fields. There is a huge population of lenders that you can target by just adding som...
Created 30 Jul 04:39pm by Guest
General Design / UI
1
Already exists
1
Vote
Correct Distortion after adding favorites
I added some favorites to Contacts, Phone, Email, etc...but when I added Address as a Favorite text under it which appears to say +Add Address is distorted. Using a Macbook Pro, browser Google Chrome.
Created 28 Jun 05:43am by Guest
General Design / UI
0
Already exists
1
Vote
More Vitals
It would be helpful to have another row of potential vitals. This allows a team rainmaker to "watch" more benchmarks for their team at first glance.
Created 13 Jun 09:05pm by Guest
General Design / UI
2
1
Vote
Bring back IDX activity filters
As a user of an Infiniti product, yLOPO,I want to be able to search on idx activity such as when they visit the site do they have searches are they opening the search etc. I can't find that in the new version
Created 13 Jun 08:49pm by Guest
General Design / UI
5
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