LionDesk V2 CRM Ideas Portal
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Add new source to source list from drop down
When creating a new contact or when editing a contact, it would be great to be able to just add the new source right there. I don't often remember to add it before creating the contact. Having to go back and create it and then edit by contact is c...
Created 01 Apr 21:13 by Ben Lunsford
Contacts
1
1
Vote
Automatically send receipt via email
Our company has 18 users with LionDesk on the same corp credit card. It would help if receipts could be sent automatically once charged to the card.
Created 31 Mar 23:07 by Guest
0
3
Vote
Identifying Those Contacts Who Have Opted Out of Future Correspondence
I'd like to clean up my database and remove in mass clients who have opted out of future communications. It would be great to have this "Opt Out" designation as a filter option and have it noted on the database export of My Contacts
Created 31 Mar 17:24 by Guest
Contacts
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3
Vote
Ability to Filter By Date
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.
Created 31 Mar 15:14 by Rick Charpie
Contacts
0
Planned
3
Vote
Emails
It would be helpful to have the ability for typed emails to save as drafts
Created 30 Mar 22:31 by Guest
LionDesk CRM V2
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2
Vote
Suggestions for V2
A bulk email should be just that. If I want to send a bulk email to my entire contact list at the same time I should be able to easily create a distribution list to do so. It is not rocket science. If you provide a system that cannot do certain th...
Created 30 Mar 22:08 by Guest
LionDesk CRM V2
1
3
Vote
Add "Appointment Set" to Activities Menu
I'd love to be able to select "Appointment Set" in the activity menu and have it post to the notes, maybe with the date. This would be useful to admin person, and teammate doing followup calls.
Created 30 Mar 17:37 by Rick Charpie
LionDesk CRM V2
0
1
Vote
Allow Online Chat Window to be Moved
Right now it opens over the body of a contact, so I cannot leave it open while waiting and still work on contacts. In the old version it opened along the right margin, not left.
Created 30 Mar 17:14 by Rick Charpie
General Design / UI
0
1
Vote
Add Contact Button on all major pages
At present, to ad a contact (ie someone who calls in while I am doing another task) I have to go back to the contacts tab, then choose Add Contact. In my old dateabase (ACT!) I could access add contact from anywhere in the program.
Created 30 Mar 17:13 by Rick Charpie
Contacts
0
2
Vote
Ability to associate a contact with a property
When a lead comes in, I would like to know what property attracted them. By associating the prospect with the property, I could bulk email or bulk text all prospects when something changes on the property. That data should be pulled in and populat...
Created 28 Mar 21:14 by Guest
Contacts
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