LionDesk V2 CRM Ideas Portal

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Client Details: At a Glance

It would be great if there was a simple box under the Client Profile Picture where notes can be added with Client specific details. I.e: Client prefers Text over Email or Client likes Bourbon over whiskey.  Client is hard of hearing and prefers email over phone calls.... you get the jist!

  • Guest
  • Jan 15 2020
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  • Admin
    Steven Lopez commented
    27 May, 2020 02:55am

    Hello everyone,

    You can now pin up to 3 comments in the contact record. That way you can select what information is important to have at a glance. Click on the link below to learn how.

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