LionDesk V2 CRM Ideas Portal

To be able to find my contacts by the first letter for instance If I put the letter A in the search window I want all my contacts that start with the letter A come up.

It will be very easy to find a contact by name than by filter. It will be hard to rememeber where did I got the lead/contact everytime i need to put a note or add a task. Please consider this idea. thankk you.

To be able to add the street address to the favorites section in the profile

Anyone who uses a CRM needs to segment their customer base, for instance, buyers. sellers, etc. If you have thousands of customers you need to create a mailing list or a csv list for mailing labels. This would be a bare minimum for a CRM. I gues y...

Attachments should not appear in an email below the unsubscribe line. It should be above the email so recipient aren't searching for it>

save time by not haviong to go into the contact to update this setting

We assign clients for monthly touches to team members and being able to assign a single task to multiple clients would be SO helpful

I have created plans for my transactions. I am a single agent and the task is assigned to me but it does not show up under my daily tasks? I don't want to have to open up each transaction to find the task there, I would like all of the tasks dis...

The left nav items do not all have the ability to 'right click & open link in a new tab'. The option is sometimes available when right clicking on Transactions, Reporting, Online Help and Refer a Friend but not available on Home, Contacts, Co...

When a lead is deleted... all things connected to that lead SHOULD BE DELETED I should not have to go in and delete upcoming tasks!!!! This is common sense to ME !!!?????