New Topics

  • 2

    Be able to add or delete tags from contact list page

    Lori Fort · 1 · Last reply by Rick Tibbitts

    Be able to add or delete tags from contact list page instead of having to go into the contact file page

  • 1

    Custom mobile notification sounds

    Sean Ford · 0 · Posted

    Any way we can get custom alert sounds added to the Android and iPhone apps? I'd really like to hear a custom alert sound when a text comes in. Right now, it uses my phone's default notification sound, which means I don't always see them right away.

  • 1

    Click to Call Notes

    Rick Tibbitts · 0 · Posted

    When I click on a phone number to call a client directly, it would be nice if the notes field that eventually populates showing that a call was made, would open up so I can directly type in notes as I'm on the call with the client. Currently I have to open up a note pad, type in the notes to it, and then I cut and paste this in to the note the system generates showing that the call was made.

  • 2

    task completion

    Jeff Lucas · 0 · Posted

    It would be great to be able to quickly glance at what tasks were completed and what tasks were deleted in the list. Currently it is impossible to distinguish between them. Recommend deleted tasks be grayed out or lined out in red in the completed task list.

  • 1

    AutoPilot Drip Campaign Tasks - Would Like Full Display on Emails

    Rick Tibbitts · 0 · Posted

    On a contacts page, under the AutoPilot Drip Campaign section, it would be nice if you could click on a scheduled email and see what the detail of the email is. Currently, you only see the subject line.

  • 1

    Allow users to have the ability to include a link in a contact's comment section without having to write HTML code

    Emily Norris · 0 · Posted

    Allow users to have the ability to include a link in a contact's comment section without having to write HTML code

  • 1

    Custom content excluded or use default value if empty

    Marcus Polini · 0 · Posted

    When inserting custom content in communication templates (LionDesk content, ie. customer name, {{firstname}}, etc.), do not send {{firstname}} if the customer's first_name field is blank. And similarly across other blank LionDesk custom content fields.

    Alternatively, we could replace {{firstname}} with "there" in case of use in the salutation; however, this does not work effectively using "there" in place of {{firstname}} elsewhere in an email or text.

  • 1

    PDF email attachments not being delivered

    MM · 0 · Posted

    Is anyone else emailing attaching PDF's in an email and the recipient never receives any attachments?

  • 1

    Overdue Tasks On Dashboard "Current Tasks Due"

    Rick Tibbitts · 0 · Posted

    Though I understand that the system calendar is available to review past events, tasks, etc., it would be nice if on the Dashboard "Current Tasks Due" section if we could have an option to by range of date show past incomplete tasks. Perhaps a couple of common choices like "7 Days Overdue", "30 Days Overdue" and then offer options to fill in a beginning and end date range.

  • 1

    Auto Pilot date year not needed

    MM · 0 · Posted

    For Auto Pilot Drip Campaigns. When a task has a date due. The year should be excluded. Every time a month goes by I have to remember which campaigns have dates so I can change the year.

  • 1

    Remove Tasks

    Rick Tibbitts · 0 · Posted

    On occasion, I need to remove many or even all future tasks assigned to a prospect. Unless there's another quick way, currently I have to click delete dozens of times (with a bit of a delay between each delete) to clear future scheduled holiday tasks, phone calls, etc. It would be nice if there was a way to click at the top of the tasks columns to mark "all", and then be able to delete in one shot.

  • 1

    Calendar View to Include Google Calendar "Schedule" Type view

    Rick Tibbitts · 0 · Posted

    It's nice to have a calendar view that can be by Month, Week or Day. But what would be most helpful is to have a calendar view that would be the equivalent of the Google Calendar "Schedule" view, which lists in line item, sequential order all tasks/events that are on the calendar.

  • 1

    Fill contact information via business card

    Marcus Polini · 0 · Posted

    As a user, I want to be able to create a contact by processing a photograph of their business card, so I do not have to manually enter a contact’s details

  • 1

    Use Custom Phone # for Dialer

    joe zamora · 0 · Posted

    track call backs automatically etc

  • 1

    ability to turn off music on dialer

    joe zamora · 0 · Posted

    ability to turn off music on dialer

  • 1

    In search bar, make contacts searchable by phone # and address as well

    joe zamora · 0 · Posted

    In search bar, make contacts searchable by phone # and address as well, like a google search for quick lookup

  • 1

    AutoPilot Multiple Assignments

    Rick Tibbitts · 0 · Posted

    Frequently I'll want to assign more than one AutoPilot at a time to a prospect. Example, I receive a Facebook lead and I want to put them on an auto-search matching their criteria, put them on a Facebook prospect drip campaign, and apply a holiday drip campaign for each of the next four years. Currently that takes about 20 clicks to do. It would be nice if when the apply campaigns dialog box popped up if you could multiple select several campaigns at one time.

  • 1

    Recurring Dates Option for AutoPilot

    Rick Tibbitts · 0 · Posted

    For holiday events, a number of them fall on the third Monday, or the fourth Thursday, etc. I'd like to be able to set up one AutoPilot for holidays and have it work every year, rather than having to duplicate a holiday AutoPilot for each year just to accommodate some of these odd holiday dates.

  • 1

    TAGS: make shareable and managed by the account owner

    Jeff Lucas · 0 · Posted

    In a team environment, the Admin (owner) of the account with sub-agents should be able to manipulate/manage/change/control any of the TAGS and have them trickle down to the sub-agents for use. Many sub-agents create tags that might not follow a scheme desired by the Admin/Owner. Searching for contacts using tags by the account owner becomes impossible as the Admin/Owner is searching by a certain tag and the sub-agent has tagged it differently. (Example: Realtor vs Agent) 

  • 1

    Share all administrator rights with a team member

    Kevin Scott · 0 · Posted

    My wife and I are building a team using Liondesk as the CRM for the team.  Both she and I need to have complete access to everything in the system.  As it stands I can add her to the team, but she doesn't see properties, deals, etc that she hasn't personally added to the system.

    Sure, we can share a username/password, but this is not sustainable as our team continues to grow.  There's a not so far off future where we may want to assign some or all of the administrative rights to someone on the team.