LionDesk V2 CRM Ideas Portal

Would like to be able to add multiple plans for each transaction.When a task is generated under the transaction, needs it to reference the name of the transaction and the primary contact of that transactionThere is no way to identify the primary c...

I'm writing transaction plans to automate tasks for listings, etc. I do very similar tasks for both Sale listings and Rental listings at the beginning of the listing, but I would like to keep separate Transaction types (sales, rentals) for trackin...

If this system is supposed to be for Agents then transaction type should include sellers agent or listing. Not just listing for rent.

The task reminders for the plans should indicate for which transaction it is for.

It would be helpful if in the Transaction module you could click on the person and have it go to their contract info. I can see the name but it does not hyperlink to their info.

Transaction tasks need to be linked to the person the transaction plan is for. I create transaction plans for clients when they go under contract and I have multiple transactions going on at once. What good is a task for a transaction if you don't...

When creating a transaction plan it seems to be common to forget or need to add a step after the initial setup. Currently they don't get sorted in order by date so you have to look through the list to find the next one. Seems to make sense to ha...

In v1, we were able to assign a contact to a property. I was able to go to the contacts profile page and view all the properties that they were assigned to. I would like to go to my contact's profile to see all the transaction he is apart of inste...