Table improvements, specifically sorting
This is a catch-all for requests asking for sorting various tables throughout Chili Piper, including Meetings and Distributions
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Jackie Jackie Fitzgerald
commented
We have a long (8+) list of Round Robin meetings that our agents can choose from. It seems like this list is always rearranging itself, perhaps by most recently updated. This list should remain in alphabetical order. It is disorienting and inefficient for our Sales Agents to hunt for the correct meeting each time. Given that our meetings have similar names (ex. Community X Meeting Type A, Community X Meeting Type B, Community X Meeting Type C, Community Y Meeting Type A, etc), it is so much easier to select the wrong meeting from a list when they are listed in a seemingly random order which changes frequently.
We use both Hubspot and the Outlook Add-on to book meetings. This feature request applies to both these places and wherever long lists of meeting types/links appear.
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Michael Eldredge
commented
It would be useful to reorder the meeting types listed in the ChiliCal Scheduler. Today I believe it lists them in the order created and there is no way to reorder them.