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!
When searching a client, if I type in the spouses name, it doesn't come up. Can that be included in the next upgrade? Thanks!
Guest
YES! I search for a spouse by name and it looks like we don't even have that contact. It is a huge issue. AND, I can't text the spouse a video birthday message since they aren't primary! If I separate them as separate clients then when I do a mailing they will get two emails. It is a huge issue!
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