LionDesk V2 CRM Ideas Portal
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Calendar within LionDesk that my clients can see to book appts
I find myself emailing back and forth with my clients. It would be easier if they had access to my calendar and book an appointment when they see a free slot.
Created 6 Sep 04:03pm by Guest
Other
1
3
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As a broker be able to share document folders
This would allow the brokerage to choose images that best represent the firm and stop duplicating tasks.
Created 21 Jul 06:54pm by Guest
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0
1
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Integrate Liondesk & Lonewolf
Integrate Liondesk & Lonewolf
Created 27 Apr 07:33pm by Guest
Other
1
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3
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DOwnload contacts with comments/notes
User would like to be able to download CSV for comments/notes to include names, email addresses all in one file versus having to export two files.
Created 27 May 10:07pm by Guest
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3
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Tasks Columns Table
user suggests we have a customizable columns table within the tasks page to show the data for each contact
Created 9 Mar 10:53pm by Guest
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1
3
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Add ability to filter and sort tasks by category.
In version 1 we can sort tasks by categories. In version 2 I'm not seeing that option. It would be even better if we could filter by category - for example if I'm ready to knock out all the calls on my task lists, I should be able to filter by tha...
Created 28 Feb 04:27pm by Guest
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1
2
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Editable Columns in Task list View
I am using the Tasks for mailing out a seasonal card. If I could see the Contacts Address on the Tasks screen, I could more easily grab the name & address, then check the box that the task is done.
Created 11 Feb 10:19pm by Roz White
Other
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2
Vote
Task Tab - Tasks do not fit screen
Under the task tab the task tab does not fit on my screen which makes it time consuming to use the scroll bar to go edit tasks. It would be very helpfull if we could have this fit the screen or have the edit button at the first column or even to b...
Created 28 Jan 06:18pm by Guest
Other
0
1
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Add Integration to Apply Predictive Analytics to my Contacts
I'd like to see a scoring on my contacts as to who is likely to sell their home.
Created 22 Feb 09:31pm by Guest
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0
1
Vote
scheduled text
Have the ability to filter contacts by "scheuled text" and stop/ delete schedule text as a bulk
Created 4 Feb 04:08pm by Guest
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