LionDesk V2 CRM Ideas Portal

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

Contact Export

provide all contacts info to be able to print all contacts on one page to print
add the ability to alphabetize by last name

Guest
Jun 8 2020
Shipped

LionDesk CRM V2

Attach files

Enter a subject
Admin

Steven Lopez commented

9 Aug, 2021 09:15pm

Hello Lions,
You can now export a list of contacts and choose how much information to include in the export file. Click on the link below to learn how!
https://updates.liondesk.com/en/new-enhancement-export-contact-lists

As for sorting by the last name, you can! Make sure to include the last name in the contact dashboard. I added a help article below that will show you how!
https://liondeskv2.zendesk.com/hc/en-us/articles/360042108252-How-to-Customize-Contact-Dashboard

1 Vote

Adding more bulk actions and fields for import/ export. Merged

I was disappointed to see in V2 that I was not able to export a filtered set of contacts and could only export the whole database at once. Also the fields "Create Date" and "Notes" and "Contact Type" was not available for import. With a broker acc...

Created 27 Feb 02:39am by Guest

Contacts

0 Shipped

Copyright LionDesk, LLC 2020