I have a team that I'm planning to build out and use Liondesk as the team's CRM.  I find it frustrating that team members who join my team don't have access to the tags that I've placed on a contact.

For example, I have a contact who I have tagged as a lawyer, investor, and private money lender.  I'd like my entire team to filter for any of those tags and find this person.  Currently the only workaround I'm aware of is to use the contact type field, but this allows only one selection.

This makes no sense.

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.

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) 

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.

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.

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

ability to turn off music on dialer

track call backs automatically etc

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

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.

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.

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.

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.

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

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.

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.

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.

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

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.

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