New Topics

  • 2

    Need to be able to mass delete one tag, but not all

    2minutetour · 1 · Last reply by Rick Tibbitts

    There is no ability to delete only one universal tag from a group of leads but not all the tags as is the current situation.  You can only delete all tags or nothing.  You can't just mass delete a certain tag.

  • 1

    Need the ability to edit Status

    2minutetour · 0 · Posted

    Status needs to be able to be edited as needed.  Your Status criteria are too limited.

  • 1

    Improve Merge

    2minutetour · 0 · Posted

    Merge is essentially worthless right now, in fact, it's worse than that, it's destructive.  It randomly deletes data.  If you have one contact with a name and email and another with just an email, then it will delete the name.  If you have a spouse, it will delete the spouse.  If you have it assigned to someone on your team, it will unassigned the team member.  You should merge all info and find a way to keep all data even if the same email is kept twice, under email 1 and email 2.  You should also provide a way to

  • 2

    Search by characters or part of a word with wildcards within certain fields.

    2minutetour · 0 · Posted

    Need to be able to search by certain data or characters within a first or last name. For example, I want to search by the "@" but only in the first or last name for all of my contacts. You don't have the ability to do that. Sometimes leads will be parsed with the email address as the first or last name. I want to be able to find those in order to change that in that contact.

  • 3

    Able to Delete the duplicates from the Find Duplicate section.

    Deborah · 0 · Posted

    Please, be able to delete duplicate contacts from the Find Duplicates section. Makes life easier. 

  • 1

    Adding new categories

    Linny · 0 · Posted

    It would be really nice if we add new categories directly from the drop down menu when entering tasks. Maybe a "create new" field in the drop down choices? Similar to the way you do it in Pinterest when you have a new pin with no relevant boards to pin it to, you can just create a new one right there in the drop down.

  • 2

    Task/Event Reminders

    Linny · 0 · Posted

    It would be really nice to have a "Reminders" field for tasks like I had in my Google calender. It would allow me to set up multiple reminders/notifications and how I wanted to receive them (email, push notifications, text) before an event so that I never missed anything. I spoke to one of your reps and he told me this wasn't available. It would be awesome if LionDesk had this feature! Any chance there is a work around?

  • 4

    Option to delete all Add Activity options as well as Text message sent as well.

    Deborah · 0 · Posted

    Option to delete all Add Activity options as well as Text message sent as well.

  • 3

    Triple Line Dialer Request

    Deborah · 0 · Posted

    Triple Line Dialer Request

  • 1

    Integration with Bright MLS

    Deborah · 0 · Posted

    Integration with Bright MLS

  • 1

    website activity integration ihomefinder

    Dutch Revenboer · 1 · Last reply by David Anderson

    Please add iHomeFinder IDX to the website activity integration.  Specifically in my case the WordPress Plugin version.  

    Thank you.

  • 1

    Pull web activity for market leader

    Sierra · 0 · Posted

    The ability to pull web activity from Market Leader and other websites. 

  • 1

    Need to be able to delete text messages

    garrett steve · 0 · Posted

    Need to be able to delete text messages from people that I asked to be removed from contact. It's extremely difficult to go back through pages of texts messages to find people that want to be contacted

  • 4

    ZipForms integration

    MM · 1 · Last reply by Fritz Lam

    When will the system integrate with ZipForms?

  • 0

    Specific Date customization in Transaction Plans

    Deborah · 0 · Posted

    Z Contreras requested a way to add a specific date to Transaction plans. She wanted a way to be able to choose a reminder specific to that plan for a specific date. And more options for the Transaction plan overall. 

  • 4

    Dotloop integrations for KW agents

    Alyssian Vissat · 0 · Posted

    Currently, DOTLOOP integration only works with a limited account [blue interface].  KW Agents have a different portal and the integration does not connect via LionDesk at the moment.  Make this available to all DOTLOOP interfaces.

  • 1

    Parse address on Zillow leads

    George · 0 · Posted

    Parser should be able to populate address client is interested in on Zillow leads.

  • 1

    Filter by active drip

    George · 0 · Posted

    It'd be nice to have a filter based on which drip contacts are on.

  • 3

    Keyboard Command to Find A Contact

    Rodney Palmer · 0 · Posted

    Would you add a Keyboard Command to Find A Contact.

    Ctrl+Shift+F  or something easy logical like this

    Finding people to interact with a continuous activity throughout the day. It would really speed up interacting with LD if that command A) Removed any filter and B) dropped the cursor into the search box so we could just type the person's first or last name. Thanks!!!

  • 1

    voicemail drop

    Sierra · 0 · Posted

    Being able to drop a voicemail that's already recorded to save time while on the powerdialer.