LionDesk V2 CRM Ideas Portal

When I am entering a 2nd address, usually the mailing address, the save button pops up and doesn't allow me to see the Mailing option. I have to save and then go back and choose from the drop down.

I would love to pull a report for a month of all the birthdays and anniversay's for that month or year. I like to send cards to my clients and I like to pull the report and then see who I need to get a card to that month.

the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.

Hi Can you please add a feature so we can enlarge the window when we are making the email templates, because this feature is in the old version of Lion Desk

I can't have her do anything with my account unless I give her my log in and that is not want I want. I purchased liondesk for her to use and be able to use with me as well.

Be able to remove 3rd party emails from Liondesk that sync from google, outlook or Microsoft 365 accounts to avoid having information stored in the activity timeline that is not needed.

Since we can only send out 500 emails at a time, give me 500 contacts to send out.

I want to be able to drag an email template over to a drip campaign and then within the campaign drag and drop them into the order they should be in. Then have drop downs on the side for days and time they should go out. It is super tedious the ...

We ran into a LionDesk system limitation based on our import of contacts to where LionDesk only utilizes the "Phone Number", "Phone (Mobile)" & "Email" fields for calling, texting and emailing.The system should be flexible in that it will allo...