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Email templates in app
It would be nice to at least be able to send email templates from the app, if not access the email function in its entirety.
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CC Function When Creating Templates
It would be nice to have a way to CC templates to other agents when creating them in the marketing folders.
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Be able to edit the "Add Activity"
Being able to edit or add option to the "Add Activity" area on LionDesk.
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Create new contact from a profile page
It would be useful to access the create new contact pop up from a profile page in case you get a call while you're already editing notes on a user.
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Customer suggested - having the ability to print by a certain method - specifically zip code.
Prints in zip code order, and LionDesk can't do that unless we use a work around.
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Add notes directly upon creating contact in mobile
Add notes directly upon creating contact in mobile
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Share contact info as business card
It'd be nice to be able to share contact information as a "business card" to share with lenders.
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Allow sharing specific tags or turn team sharing on for individual team members
It would be great to allow the sharing of contacts tagged with specific tags or turn team sharing on for ionly individuals on a team so that an assistant or lender can see contacts that you don't want to share with all team members.
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Update autodrip campaigns when new tasks are added for those already on the drip
Upon updating an auto drip campaign, there is no way to have the new tasks added for those already on the campaign. This requires building an additional campaign for those already on the campaign. The system should be able to accommodate adding additional tasks later in the drip and update the campaign for those already on the campaign.
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Be able to View Associated Parties on the Contacts page
Want to be able to add "Associated Parties" to the contacts table and view it without having to click into the contact itself to see who they're associated with.
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Be able to filter out unsubscribed people
When sending out a bulk text, or assigning a drip campaign with text messages, you should be able to filter out the people who have unsubscribed, so you aren't sending them texts.
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Have Home* Main Office *Branch Office*Second Home*Investment address available during a contact import for all contacts that have more than one address.
Have Home* Main Office *Branch Office*Second Home*Investment address available during a contact import for all contacts that have more than one address.
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Agent Task - Email Reminder
for agent task email reminders - can you allow the note/subject text to be included in the body of the email when the reminder is received? currently just the basic contact info for contact & name of drip show up.
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Contacts filtering over to Gmail
Have the option to chose which folder LionDesk pushes it's contacts into Google in, instead of them automatically going into the "LionDesk" folder.
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Group tools for email reporting.
There is no way to use group tools on email reports and there should be. I would like to tag the bounced emails or be able to export them. I had 1200 bounced emails and I wanted to tag them as not to send any emails to them. They are in different contact types and it would be very, very time consuming to click on each one to tag as a bounce or to remove. There should be a way to search the email reporting and have group tools to manipulate that data.
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Under Review
Push drip texts until reasonable times
The same way you can set certain hours to not receive alerts, it'd be nice to not send out drip texts during the wee hours of the night. If these could be pushed until a certain set hour it would be better, especially if the drip suggests contact will be coming from the agent.
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Edit Custom Contact Fields From Add Contact
When adding a new contact you can't edit the custom contact fields. This means you have to individually open every profile and add this information instead, which can be exhausting if you're doing a lot of contacts at once.
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Track number of contact touches
It would be great to have a way to have a report on the number of touches with a contact to track how many calls/texts/emails lead to appointments.
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Properties - Populate information from contact
Properties should be able to populate information from the added contact rather than having to type it in again.