LionDesk V2 CRM Ideas Portal

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

Ability to search anniversary dates, Birthdays etc.

Those are dates a client should get a card, email or call. 

  • Guest
  • Feb 3 2020
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  • markola eric commented
    2 Feb, 2023 07:28am

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  • Guest commented
    7 Jul, 2020 12:06am

    Yes, make the BIRTHDAY and ANNIVERSARY fields searchable. (Is there an Anniversary field?) If not, add one.)

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