Customer Requests

The legacy inbox allows for images to be placed within the body of an email but the new inbox does not. The ability to place an image inline is very useful and it would be great to see this feature get added.

From a user standpoint, it would be helpful if LeadSimple could better organize unknown or unidentified callers. One suggestion is to automatically associate a number when a call comes in and assign it for follow-up. Additionally, updating the phone settings to allow outbound calls without adding the caller as a contact would improve efficiency. Currently, users must add unknown callers to contacts before calling back, which creates repetitive steps and clutters the contact dashboard. The goal is to streamline follow-up and maintain a more organized contact list. Customer Request Submitted by: Charlie Sullivan Organization: PMI Charlotte Metro

When users follow task instructions and try to edit a field, the user interface often hides the field under the pop-up window header, making it difficult to locate where to enter information. Current behavior: Clicking a field from the instructions highlights it in green, which helps, but other related fields on the same record (contact, property, or process/pipeline) remain unhighlighted. Users often click a field, enter data, save, then repeat for the next field—even if the fields are close together—slowing down task completion. Requested improvement: Ensure the field from the task instructions is fully visible and not hidden under headers. Highlight all fields referenced in the task instructions on the same record, perhaps with a different shade of green or a high-opacity outline, so users can quickly enter all required information before saving. Benefit:Streamlines data entry and speeds up task completion by reducing the number of clicks and saves required. Reference: https://us06web.zoom.us/clips/share/kDJ3ScisRBOMHyfOQimODA Brett Youngberg, Homelife Property Management

In the Notes that are a part of a Contact card-I am not able to @mention anyone who has access to that specific lead pipeline. I have tried different pipelines and in all cases it states that nobody has the ability to be mentioned. I am wondering if there is a general setting we need activated for this? All @mentions work in processes, leads, and inbox as expected but this is not working within the Contact card Notes. based on a support request: I followed up with he team on this, and the notes feature for contacts is something that was released with the Maintenance product. This feature was meant to leave notes related to the contact, but was not designed for users to be able to tag each other. Due to this, if you would like to have the ability to tag other users on your contact's notes, this will need to be a feature request.

Add a make.com integration for more automation options and capabilities.

Unable to change size of response window when responding to a message, which make it increasing hard to send longer emails form the inbox

To avoid accidentally rearranging stages, id love a lock button at the top to keep them from moving.. sometimes they just seem to move without being told to and sometimes its hard to figure out where they go back.

In a lot of cases you could have multiple people assigned to a certain task. We would like to see that we can assign a task to a group of people and when the first person completes the task, it will be removed from the other people's task list.

How can we determine new clients that were converted from a new lead status to versus new clients that were nurtured. I need to be able to see the closing conversion for both of those scenarios.

It would be great to be able to filter bell notifications. i.e. unread vs read, from certain people, processes vs conversations etc.