LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
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
Agreed linking transactions to the contact record as well as related parties.
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