LionDesk V2 CRM Ideas Portal
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LionDesk link to a client so they can fillout there info and it will manually sync to my lionsdesk crm
Do i have a LionDesk Link where i can send this link to a client so they can fillout there there info and it will manually sync to my lionsdesk crm
Created 17 May 03:09pm by Guest
LionDesk CRM V2
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1
Vote
Being able to delete Recent Events
It would be helpful to be able to delete Recent Events that may no longer be relevant.
Created 16 May 06:24pm by Guest
Dashboard
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2
Vote
When sending a text LionDesk should notify if the number was not valid or a landline
When sending a text LionDesk should notify if the number was not valid or a landline
Created 13 May 08:30pm by Guest
Communications
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1
Vote
Task Reminder Call
in V1, there was a feature (Now doesn't work) you would setup a reminder to call a contact at specified time, the system would call you and ask you to press 1 to be connected, I would love this feature back again. Thank you
Created 11 May 08:28pm by Guest
Contacts
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1
Vote
Add Ability to Edit First and Last Name Fields Separately
It is a hassle to reupload contacts just because there is no internal feature to change names internally
Created 11 May 06:59pm by Guest
Contacts
0
1
Vote
Number of tasks remaining
If you could make it so that in the tasks screen in the app, you could see the number of remaining tasks that would be great
Created 10 May 01:46am by Guest
LionDesk CRM V2
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1
Vote
Add an every other week feature to task reoccurring schedule
It would be helpful to speed things up and have an every other week feature to schedule tasks for clients without having to manually clicking the days counter.
Created 9 May 05:49pm by Guest
Contacts
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1
Vote
making security log-offs optional or flexible
I find, all too often, that when I'm working on a task that I've been logged off but only find out when I got to complete or submit the task and the whole time has been wasted. Must be a better way....
Created 6 May 07:10pm by Guest
Communications
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1
Vote
Interest rate to be be entered with a decimal point.
I'd like the option to enter the interest rate with a decimal point. As it stands now the interest rate field doesn't allow decimal points. Also the loan amount field does allow decimal points which are probably not necessary as most loan are roun...
Created 4 May 05:41pm by Guest
Contacts
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1
Vote
give us the ability to reschedule all emails in group emails instead of one at a time
I scheduled a group email and then wanted to move the date on which the group email was to be sent. I learned that i would have to go through and chane each one individually. Makes me not want to use this service at all.
Created 3 May 06:20pm by Guest
Communications
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