LionDesk V2 CRM Ideas Portal

When the user clicks on the email or text icon within the contact profile, if user accidentally clicks out of the window or scrolls down they will lose the pop up. User would like the pop up to stay up if you have to scroll or click out

So I can use it to measure KPI's.

I am new so you may have one but I don't see one. It would be awesome to be able to synch w/ Outlook and able to color code it.

please add the CMA function in the new lion desk, this is a useful tool and the option to set up to send every 6 months or yearly automatically

It would be darn useful - after making 100 calls/hr - and NOT having to EITHER TYPE LEFT VM, N/R ETC OR EVEN click ACTION, THEN copy paste, end call, resume --- so many clicks!!!

I would like to see the address of my contacts on 1 line in the favorite info section. I do copy and paste that info all the time to search for the address in Google Maps, RPR, etc. and showing it in multiple fields is a PITA. Maybe have a button ...

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...

For contact management it would be awesome to pull a list of everyone who have a birthday, anniversary, purchase date, etc. in a given month for simplicity in sending greeting cards, or postcard reminders.

When I created my hashtags, very intentionally I grouped tags by using the same first few letters that most identify the tag. So as an example, if a client is interested in four cities I would go to the section in the list that starts with CTY and...

Make tasks a priority to get working as well as it did in V1. Tasks isnt evevn an option in "Choose a category for this idea" Where is the love for tasks?