LionDesk V2 CRM Ideas Portal

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

Add a note section for contacts that stays in one spot for a quick glance

Right now notes/comments will get buried as you add more and you have to scroll through all the comments to find client information. I'd like to keep a note section of current information that I can see on the main page and edit as time goes on and add things such as their favorite restaurant, beverage, etc.

  • Allison Hoffmeister
  • Jun 26 2019
  • Shipped
  • May 19, 2020

    Admin response

    Just launched, you can now 'pin' 3 events to the top of your contacts activity.

  • Attach files
  • Geri Farrelly commented
    1 Sep, 2020 08:00pm

    yes having a notes box would be super helpful because a note really isnt an activity so it doesnt really make sense the way it is currently set up. just my opinion but though I would let you know Thank you!

  • Fernando Hernandez commented
    20 May, 2020 11:00pm

    I deal with clients with multiple properties with multiple Tenants. I would like to keep certain information on their properties quickly and easily accessible when in conversation so I wouldn't have look endlessly for the info. Having a "Notes" section would be ideal! However we I can assist to push for this, I'm in.

  • Daniel Andrade commented
    19 May, 2020 06:23pm

    It's not the same. I export my list every week to a spreadsheet/report for each of my agents. Right now, I have to use SQL and export the liondesk contact table and merge it with the original notes data (it's a lot of work every week) Most of my agents prefer the printed report

    With a notes field in the contacts table it would be just one easy export and print. If we can export just "pinned" events with the contact info that would work. The export "all" events is way too big (that you need to clean up) and the columns don't line up

    I only use 5 fields and I use the address city field for a short note (but it's too small)

  • Daniel Andrade commented
    19 May, 2020 12:58am

    I know I can pin the comment but, would be nice to have a notes section and it's easier to export vs the mass export (the mass export gives me 30,000 lines)

  • Guest commented
    31 Oct, 2019 05:13pm

    I do this with the Old Version- I added a Custom Field called  "Perma Note" and I put those things there that always need to be seen.

  • Rick Tibbitts commented
    29 Oct, 2019 11:22pm

    Miguel Garcia commented:

    "What a great idea, although you can like comments and all those will filter to the top".

    I've looked at v1 and v2 and not seeing a way to like a comment so it will filter to the top. Where is this?

  • Elke Thornton-Husch commented
    9 Jul, 2019 04:25pm

    That's the number one issue I have- i currently use a custom field for notes- however in v2 it limits how many character show

  • Lynn Buckway commented
    2 Jul, 2019 01:58pm

    I think the wording would be something like “pinning” desired comments/notes to the top so you see them first. 

  • Caleb Pohlman commented
    1 Jul, 2019 03:24pm

    your right our notes need to be totally separate just like a regaler note pad.

  • Miguel Garcia commented
    27 Jun, 2019 11:49pm

    What a great idea, although you can like comments and all those will filter to the top

Copyright LionDesk, LLC 2020