LionDesk V2 CRM Ideas Portal

the comments window needs to make notes while reading client profile

It is a time suck to have to click to see an address, phone number and other very common contact info.

It would be helpful to have a character count when adding notes/comments in the contact activity

old versions show easy view of pertinent info

Two different kind of anniversaries within a contact record. Wedding and anniversary for move in date.

When a user runs out of lead assist credits, would be more beneficial if you are able to add more than just 5 lead assist credits for $12.50. WOuld like to see a bigger bulk option.

lausd has said they will fire me if they get another email from me. Can you create a way to delete all @lausd.net emails at once?

user is able to filter by source but not by contact create date like she can in version 1. User would like to be able to filter by contact create date in addition to source.

Is there anything in the works to increase video size across emails and texts? I just shot a video on my iPhone XR. It was only 13 seconds and is just under 40MB. I see the max through Lion Desk is 500kb for text and 16mb for email. If you're usin...

it would help us have all contact information in one spot!