LionDesk V2 CRM Ideas Portal

Why is the street name before the street number? It looks ridiculous. Can this please be fixed? Why would it be coded this way in the first place?

1) In Transactions, we need the ability to apply more than one plan (IE a new listing starts out with a Listing Plan, but then needs an Under Agreement, and then a SOLD plan attached to it) 2) Also very important to be remedied quickly - on the Ho...

So, I create a transaction. A new listing, or maybe a new buyer rep transaction. As I enter all the information, the system will ask me for dates, dates of closing, inspection, and so on. However, those dates don't exist yet. The only date I enter...

I wish there was a way to add/import transactions in bulk. We are migrating a lot of active contacts with whom we are having to go in manually to create deals/transactions. Would be nice to be able to map these fields during import. Also, adding c...

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.

In V1, I sent a link to the transaction plan web page with due dates, completion progress to my clients every morning so they could see where we are in the process and know items they were responsible to complete.

the ability to delete or hide fields within sections. it is very helpful that there are so many fields but sometimes i'm not using half of them and would like to be able to remove or hide it

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.

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.