LionDesk V2 CRM Ideas Portal

I am not super happy about the idea that I have to go create completely new task plans for transactions when I already have several created in the old version.

I would like to see more "Important Dates" added to the Transaction Coordination side. (Appraisal, Loan Deadline,) Along that line create custom Important Dates.

It would be great to have the option of entering in a date rather than have to count the number of days from the beginning or the end for each task.

Would like to add transactions features to mobile app.

The ability to enter a name or property address it pulls in the google picture for the property as an option for display of your transactions. It looks like an electronic white board. you also have the option to display a photo in the tile for ...

It would be great if we had the ability to print or save the transaction details and contacts page within a transaction for hard files, etc.

Be able re-set to default settings a transaction type that has been customized

We are using a separate software for sending docs to electronically sign. Integrating with DocuSign or similar software would allow us to do more on LionDesk as a single platform.