LionDesk V2 CRM Ideas Portal

If someone is a Realtor and an investor they might need 2 different signatures. Another possible situation if an agent is on a team & they need a team signature but there may be situations where they want only one signature.

Could you please develop an inbox-like display for the texts? What you currently have is simply loading the most recent texts. You have to click Load More to get to the older conversations. However, I would like to be able to clear the conversatio...

email signature for texting

When matching fields from a lot of columns it takes a long time to find the matching field. It would be helpful if they were in alphabetical order like they are in settings.

Currently Lionsdesk only sends out an Opt-in request with my first name. If they don't know it's coming that would be confusing. Please include users first and last name.

turn off or change the time for auto log out

When creating a task, the default setting for the reminder is midnight. This requires it to be changed with each task. Either allow a default setting to be set or start the reminder time to coincide with regular business hours. For example, an age...

I would like to make a suggestion, the ability to print a contact sheet that has the contact info on top then the activity on bottom. That would be amazing for our files

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

The list of Filter Types/Conditions is fairly long and some of the types such as "# of Texts Sent" are far down on the list and not easy to get to. It would be great if we could type out the name of the condition instead of having to scroll throug...