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!
We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.
Guest
We just launched new Contact LInking functionality which makes communicating with any two people on a single transaction much easier!
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Or if the spouse didn't need a separate contact, but their information was available as if it were a separate contact.
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This is so essential. In some cases, more than 2 people may share ownership of a property. being able to have this information put under 1 Contact would be very helpful.
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Great idea. This would save so much time. I have to either do double entry, or make a choice to only put notes in one of the sposes contact page to simplify things, but that gets mixed up too.
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This would be a great new feature.
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I would just like the ability to be able to email and text the spouse. As it stands the spouse data in nonactionable.
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I agree that we need to be able to market to both spouses. Personally, I don't want to have a separate record for both spouses. I'd rather have an option when emailing to include spouse emails. I this option is available in a mass email, but not in single emails. Might not be a bad option to allow us to choose one or more phone numbers when texting too.
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