I would like to see an automatic "tag" placed on the contacts that unsubscribe to emails so that it can easily be searched in the contacts "FILTER" feature. Now you have to go to reporting, search unsubscribed contacts, go to the contacts and place your own tag manually.  This is just another step for the agents to have to do. This would be an easy implementation feature upon them clicking the unsubscribe link. Thanks!

"Closed/Inactive" should be separated.  A "Closed" client is different than an "Inactive" client. Because they are not separated I've had to create new clients types.  "Closed Buy", "Closed Sell" and "Closed Buy/Sell"

The enhancement as to allow a BCC to the cc@contacts.liondesk.com address, from a 3rd party system (Outlook, gmail, etc.) by any Team Member/Sub Account User who has shared access to the Contact, not just by the ‘owner’ of the Contact.

This should be able to be turned on/off by User in the team/sub-account settings.

Remove the character limit for Custom Fields. 

Ability to select fonts for cards to look like it's a hand written note and sends out to clients automatically. 

- Brady DeVoe

Able to schedule in the Calendar the time slots of when the event is, not just the start time. Be able to sync the Calendar to the phone. Sync with Outlook Calendar and with the App as well. -Brady DeVoe

Option for more Website Urls in the Profile Section.

Url 1

Url 2

Url 3 

Make it easier to plug in to the drips for Code content. Click on a link in Drip campaign and converts to a file right away. More Mortgage side of LionDesk as well.

He requested more customization, be able to change the order of the templates.

Bulk Editing Feature in the Reporting tab. To be able to add tags and delete contacts in Email Reporting.

Be able to mass click the Social Media Button through Bulk Actions.

Be nice to have LionDesk Mortgage Campaigns or

As a user, i want to be able to message another user and have a conversation with them regarding a contact, property, deal, task, etc.  Notifications will be via desktop or liondesk app.

Please have LionDesk resolve to the contact I just entered when saving the new contact record. There is almost always additional information that I need to enter including activities, emails, etc that are not available on the input screen.

So the steps are enter new contact, hit save, search for contact just entered.  I don't understand why the logic requires this last step.

Thanks!

When we are on a team we may have more than one agent on a file and currently we have the option of only assigning one agent. 

Hi David Anderson!   This is David Halpern :)

2 recommendations:

1) When entering new contacts on the phone, allow the user to enter them into a list at that time (and also see which lists they are already in)

2) When viewing contacts on the laptop, allow the user to see which lists the contact is already in

Thanks!

David

Extend the Text Template Box when editing in Templates. Easier to view in the system. 

Currently when dragging-dropping files into Documents folder, the destination folder reverts to some preset default folder after the upload and the user must repeat the unnecessary step of selecting the destination folder after each upload. I do not see the logic in this. I believe everyone would find it more useful if the selected destination folder was anchored in place so users can successively drag-drop multiple files into the selected folder without going back a step to select the folder each time. 

Can you improve the reporting so that I can see total volume of sales for a particular timeframe? For example, how were my closed sales in 2017?

Implement Read receipts for text messages and ability to include your area code in the text phone number.

Suggestion is make the phone app more productive such as a calendar in which you can view and add activities to and also access your transactions such as activities and a participating parties section with their contact info. For me personally the program is not useful enough to me to continue using it over other CRMs.

Would like to add letters to follow up drips for expired listing, withdrawn listings, past clients.