LionDesk V2 CRM Ideas Portal

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

Attach a single document to a single contact

Sometimes a particular contact has a specific docment that would be associated with them alone. Please allow this functionality in V2.

Guest
May 18 2020

Contacts

Attach files

Enter a subject

5 Vote

Can we please add the feature that allows documents to be attached to contacts Merged

No description provided

Created 14 Jul 06:38pm by Guest

Dashboard

0
5 Vote

Added Personal Docs/Attachments to Each Contact Merged

Every now and then I will have a back and forth with customers before anything happens. I would to be able to upload docs/attachments to each contact

Created 13 Aug 07:43pm by Guest

Contacts

0
2 Vote

Add .pdf files to a contact Merged

No description provided

Created 17 Aug 11:12pm by Guest

Contacts

0
1 Vote

Save Docs/files in V2 to a contact Merged

It would be really helpful to be able to save docs and voicemails (.mp3) files to a contact. The document section doesn't seem to work in V2 and it should be integrated into the contact profile page.

Created 14 Apr 10:45am by David Boyd

Contacts

0

Copyright LionDesk, LLC 2020