LionDesk V2 CRM Ideas Portal

My phone database / contacts is usually the master list. I get a new client call, I click save to contacts. I turned off the sync option in LionDesk because it was not push/pull. If I deleted a contact in LionDesk, an hour late it would grab the c...

I tend to work with a lot of buyers that have a co-signer/borrower. So for now, I've always thrown the co-signer into the Spouse section of the contact page. Would love if either that could be changed to Co-Signer or (more likely) add a Co-Signer ...

Change the market icon to something other than a home. To me, a home icon would bring me back to the main page, not the market snapshot section.

On V1, I had the ability to search my contacts and do a mass action to them all. It gave me an option to only update the contacts on the screen or do all. With the ability to only show 50 contacts at a time, it only allows me to update those 50 co...

I need the ability to add the lender, inspector, other agent, title company, etc with each transaction instead of being with the contact. The way it is now works fine for the first transaction but if doing multiple ones at the same time or follow ...

I get that rolling up multiple tags on a contact so that only two show and then any more than this fall in to a button showing "12 more" makes the screen cleaner. But I constantly am looking through the contact screen choosing various contacts bec...

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...

Bummed that the Event Timeline Tabs are now pushed in to a drop down list instead of being a single click access. I get that the drop down option gives a cleaner look to the screen. But I'd prefer function over form. Before calling a contact, I al...

One features I use frequently when on a contact record is searching the events timeline. Often, I'll search to see if I sent an email or text I know has a specific word in it, to determine if I'd be duplicating a past email or text. I'm pleading ...

It would be nice to be able to save multiple column layouts so I can have one column setup screen that is focused on the data I get from my Ylopo website. However, I may not need the same columns I want if I'm mining the database for clients who d...