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RFQs - Requests for change
I'm wondering why when entering a request for change or software modification you have users leave the LionDesk application and enter a new application. There should be a way to comment within the existing page. A cool feature about that is you might be able to take a screen shot and capture information to address the concern as you build out this support in the future.
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Contacts Main Screen fields
It be very nice to be able to click on a displayed field and make a change. Currently I have to select edit or click on the client name to enter the field. Wasted key strokes and time..
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Calls - Dropdown requested for click to call
you allow user to build list of call dispositions. A pop down menu for is offered for power dialing but not click to call. Please add same pop down option to click to call. Currently the option is either edit or remove. Offering 3 icons would serve this purpose: edit, drop down, remove.
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GUI - Assistance bar in Contacts obscures much of the screen
you have a black overlay telling number of days left in trial and a help bubble. Hopefully this goes away when we purchase the product next Wednesday.
I'd request ability to minimize this bar so that i can see contacts that lay underneath.
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GUI - Contact Screen should offer ability to change column width
I would like to be able to adjust the width of a column. Currently if I have email as my first field and someone has an email that is 400 characters then no other fields will display.
While i appreciate the ability to select the fields to display and their order being able to change width would be add a lot of functionality.
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SMTP
You seem to be using a private SMTP server that is not associated with gmail. So I cannot see an email that I sent out on your system in my email client or in gmail or on my iPhone. I can only see what is received under that email address. I need cross functionality. I need the option to send my emails out from my own smtp server or through my gmail's smtp server so that I can view outgoing messages. Without that cross functionality the emailing is cute but not functional as I have 7 other email addresses and
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Lead Info & Lead Distribution
The text and email should specify the address and price of the property rather than just the zip code. This would allow a filter to be created for Price range in team distribution settings.
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Gregory Quillin requested a way to email templates from the Mobile App
A way to email templates from the Mobile App
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Paragon MLS Bay East Integration Set up
Paragon MLS Bay East Integration Set up
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Property Manager
It's silly that you can't have the Closing Date as Open or Unselected when you have a listing with no contract on it. The default is to have the listing with the date you entered it as a listing as the closing date. This prevents you from properly being able to see what's going on at a glance or it hurts with the sorting function if you are sorting by closing date.
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Need to be able to mass delete one tag, but not all
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.
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Need the ability to edit Status
Status needs to be able to be edited as needed. Your Status criteria are too limited.
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Improve Merge
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
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Search by characters or part of a word with wildcards within certain fields.
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.
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Able to Delete the duplicates from the Find Duplicate section.
Please, be able to delete duplicate contacts from the Find Duplicates section. Makes life easier.
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Adding new categories
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.
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Task/Event Reminders
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?
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Option to delete all Add Activity options as well as Text message sent as well.
Option to delete all Add Activity options as well as Text message sent as well.