LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Link Transactions and Contacts

It would be useful to have the ability to create transactions from the contacts screen. As well as having the ability to get the contacts information from within the transaction screen.

Right now I have to have both screens open in separate tabs to get contact information and reconcile my transactions/contacts.

  • Dwayne Perryman
  • Jul 29 2020
  • Attach files
  • aaron meilich commented
    11 Nov, 2020 06:33am

    Agreed linking transactions to the contact record as well as related parties.

Copyright LionDesk, LLC 2020