I have my drip set up to text and email a new lead when they register.  If the lead responds to the text, the drip stops, the system alerts me that the lead has texted me, and I continue the conversation from there.  However, if they don't respond to the text, but respond to the email, the system doesn't stop the drip and it continues to text/email them as if they have never responded.  The "stop on reply" feature needs to be added to all forms of communication, not just texting.

Phone notes window should pop up when clicking the "call" button and not dialing yet. This window should contain three tabs on top: 1. "Call Now" tab, that contains a window with two buttons at the bottom: a "call" button or "close" button (in case you didn't intend to make a call or just need to log a call without dialing) 2. "Log Call" tab, that should trigger the "Add Activity - Comment" existing functionality. 3. "Schedule call" tab, should contain the "Add new task" functionality.

The main window should also contain three buttons at the bottom: 1. Contacted 2. Not Home

If you have 2-way sync with Google on, it would be great to sync a single new contact immediately with Google after adding it.  That way the phone number would immediately be available in our phone's address book.  In theory, this could be done even after editing a contact's phone or email address.

For a recurring every year event, we need to not just have a "Repeats Every nn Days" option, but an option that also specifies the exact date it should reoccur on. Because every four years there is a leap year, on that year the calendar would be thrown off by one day. And I'm not sure on the date math, but over the course of 8 years the 365 day day span would then be off by 2 days, and so on.

When you create a recurring email directly on the customer profile, to view the recurring email, you have to navigate to the communications tab and locate the recurring email there.

It would be nice if recurring emails attached to a profile could be viewed directly on the profile of the contact too.

I know LionDesk knows about this issue, but I'd like to add this to IdeaSpace just so you know that at least from one user, fixing the bug is important.

I just learned that when you mass apply a campaign that has recurring tasks, if you need to delete the campaign from all of the contacts it was applied to, the "Complete future tasks on all contacts" option under the Marketing/Auto Pilot Drip Campaigns page does not work, and this is a known defect.

On that same screen, at the bottom of the page it displays all contacts who are

Ability to receive a screen pop up when receiving inbound calls for contacts that are in an Agent's CRM. ie. phone integration to use CTI technology.

It would be nice to be able to individually mark items in a timeline (either in the ALL tab or any of the individual other tabs) with at least an option to delete, but perhaps an option to print as well. Often there's a bunch of junk that you want to get rid of. Sometimes it's 5-10 notifications, in a row, of a user having opened an email. Sometimes it could just a a junk email that was sent but isn't helpful to have saved. One more thought, maybe there could be an option to permanently delete or move whatever

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.

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.

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.

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

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.

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

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.

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.

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.

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.

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

track call backs automatically etc