LionDesk V2 CRM Ideas Portal

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

Suggestions for V2

  1. A bulk email should be just that. If I want to send a bulk email to my entire contact list at the same time I should be able to easily create a distribution list to do so. It is not rocket science.

  2. If you provide a system that cannot do certain things or that require extra work and time to accomplish, like having to split a "bulk" email into multiple emails with umpteen groups of 50 contacts and hope you don't miss or duplicate any, then tell people that is the case up front. I, for one, would not have wasted so much time worrying about how to structure my contact list for LionDesk upload. Now that i know this system doesn't work intuitively i will have to go back and split all my "couples" apart in order to easily create inclusive distribution lists.

  3. Don't give users a template for the CSV file to be used for uploading contact that includes secondary contact information, specifically spouse's email address, if there is no easy way to "include secondary/spouse email address" when sending a bulk email. What the hell is it even there for?

  4. Consider that not all household groups/couples are a) married; b) heterosexual, or c)have or use the same last name regardless. I guess it really doesn't matter, though, because the secondary contact info is not useful for messaging anyway.

  • Guest
  • Mar 30 2020
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  • olive wisdon commented
    12 May, 2020 07:08am

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