LionDesk V2 CRM Ideas Portal

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

Ability to Rename transaction fields

See below... I would say that 95% of the information below, as a lender, We do not care about. We dont take listings, so we dont care about the day it was listed or the parcel ID or really any of this stuff.

 

Also, we are paid on loan amount, so under the "Financials" section, it would be cool if we can change the title of "Purchase Price" to loan amount so that the commission is calculated correctly and we can add a custom field that states the purchase price.

https://liondesk-v2-8c5d8da37a38.intercom-attachments-5.com/i/o/133979022/9588908cb578bc031709be94/image.png

  • Danny LionDesk
  • Jul 17 2019
  • Shipped
  • Jul 17, 2019

    Admin response

    You can ignore that Property Section for now (we'll be giving the ability to remove it later). But for the rest of the fields, they are all 100% modifiable.

  • Attach files
  • Sheena Kivette commented
    25 Jan, 2020 01:35pm

    I’m running into issues modifying these. Have spoken to support and have not had any luck resolving... is anyone else experiencing this same issue?

  • Admin
    David Anderson commented
    17 Jul, 2019 08:05pm

    You can ignore that Property Section for now (we'll be giving the ability to remove it later). But for the rest of the fields, they are 100% modifiable.

Copyright LionDesk, LLC 2020