LionDesk V2 CRM Ideas Portal

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Allow Default Settings

Allow the system to save your favorite settings. For example: We are on a team and so the contacts were uploaded to the team lead account but each team member needs access to them - so in contact view - we have to toggle the switch everytime to include team member contacts. I would like it to hold that setting once I choose it one time. Also on tasks view - I like to see All Upcoming Tasks - and have to change it every time I go into tasks. It should hold my previous setting until I change it again. I am very new to LionDesk so those are the two I have noticed my first day in the system - I am sure there are more like that - where you could make it a default or just have the system hold my choice until I change it again. (like a remember feature)

  • Guest
  • Aug 27 2020
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