LionDesk V2 CRM Ideas Portal

the ability to add a text or email reminder to tasks prior to the task due date. This would allow me to mail out cards or gifts prior to the date of the anniversary or birthday.

We should be able to filter by the people who responded to texts so we can properly bulk text

Could we add a contact shortcut so that after adding a contact, we can jump right into add another contact rather than going back to contact menu to add another? When adding several contacts, it's just an unnecessary steop tp have to go back to co...

we can schedule bulk emails to go out at different times in V1..not so for V2 Is this coming soon? Thank you~

A lot of us are using FB more and more to reach out to clients and potential clients. Often, clients reach out to us via FB. It would be nice to have that as an option for "activity" along with inbound text...but I guess that's a different subject

I like to keep both spouses updated on what is going on

I have had 700 people open my emails this month. Yet I cannot select them and add them to a drip or a list. Wasted. Lost Opportunity.

Being able to move the filters around on the home page would make it easier to organize the filters in a way that makes sense to the user instead of just the order they were created in.

Very simple search of the notes section in Lion Desk would be helpful.