LionDesk V2 CRM Ideas Portal

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

Search and Filter All Contact Fields

I want to be able to search and filter all contact fields including Address, City, State as well as any Custom Field I have on my contact profile.

  • Guest
  • Jun 13 2019
  • Shipped
  • Attach files
  • James Hoang commented
    27 Jan, 2023 05:44pm

    To search phone numbers and partial contact names greatly needed.

  • Rogelio Rodriguez commented
    24 Aug, 2020 08:26pm

    I was just on the phone trying to do this and it's still not possible. A state filter is much more needed than many of the other options.

  • Guest commented
    23 Apr, 2020 05:27pm

    Is this something LionDesk is working on? Would really like to have this capability

  • Sheena Kivette commented
    25 Jan, 2020 01:32pm

    This says shipped but I haven’t been able to filter by location (ie, home city,   Home state, etc.) I was told by support this was not currently an option - did this get cancelled or changed?

  • Guest commented
    3 Jul, 2019 08:20pm

    I am the marketing consultant for this user.  My first CRM was ACT! that I installed in 1988 (yes, '88.) Since then I've worked with, done client migrations, and done consulting work on numerous other CRM's for single users as well as for large teams (500+ users/Salesforce.)  It is *astonishing" not to mention nonsensical that LD does not already have the functionality to search by Custom Field(s) and then actuate on those specific results (and then save a search for future re-use, etc.)  I see that this is "Planned" which is awesome. It would be great to know where exactly it is in your Roadmap and when we could expect to see it go live.  We love Liondesk, but the lack of this functionality is beyond astonishing in today's CRM world.

  • Quang Nguyen commented
    2 Jul, 2019 12:24am

    Filtering with contacts that have addresses and not would really help. 

Copyright LionDesk, LLC 2020