120 results found
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Limit selection area in the Salesforce Actions settings page.
When working in the Salesforce Actions settings page, I often click away from the drop-down options and end up accidentally selecting "Apply to all Meeting Types in this Workspace". This is really annoying. There is a select button and the change should only be made if a user clicks on the small button as opposed anywhere on the row.
1 vote -
Select Multiple Users for Admin Notifications
Right now, only certain users using concierge receive error notifications. The default booker and the create by user on a router.
It would be a huge value-add to be able to select multiple users to receive these error notifications, esepcially if say, someone were to leave the office so as not to create a silo.
2 votes -
1 vote
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Guided end-user onboarding
I want the ability to generate a singe link for any given User, which has a walkthrough of all steps needed to comply with a company's standardized set of techs would be key, as I could then select my Organization's required techs, and then for any new user, simply send them a link which walks them through set up on their time.
1 vote -
Create and update queue/rule/team via file upload
Not being able to create queues via a file upload has become increasingly frustrating. We have roughly 80 queues/territories for our sales team and having to copy and paste zip codes is super manual and leaves room for error. 40 of these territories are Round Robin so when a rep leaves or starts having to manually go in and adjust each one manually is unnecessarily time consuming
1 vote -
Lock down rep's working hours
Be able to remove a rep's edit access to working hours.
2 votes -
Collecting CC info before a meeting
Some customers have coaching or advisor type sessions and they thought it would be valuable to collect CC info before the call. This helps ensure clients show up and their time is not wasted.
3 votes -
Don't prompt to log in if already logged in
Every time a rep goes to the log in page, even if already logged in in another tab, they are prompted to log in again. It'd be nice for CP to read whether the user is already credentialed and then move them straight to their home page.
1 vote -
Redirect from legacy booking link to new booking link
When a domain name is changed , have the old booking link related to that domain redirect to the new booking link
25 votes -
Ignore case with smart booking params
Removing the requirement that parameters to the ends of Queue or Router links are case sensitive.
1 vote -
Select All User in Distro Team
Would like the ability to select all users in a list when adding users to a team for Distro.
1 vote -
Personal Dashboard shows not just meetings assigned to you, but also meetings you booked for someone else
At the moment, if you go to your dashboard in "my workspace" you can see only the meetings that are assigned to you.
It is very common that bookers book for other people and they want to track those meetings they booked in the dashboard. It would be helpful to have those meetings you booked (but are not assigned to you) in the dashboard so you can track.
1 vote -
CRM field for time zone of prospect
When a prospect selects a different time zone than the one presented to them, this is not recorded anywhere except in our database.
It was suggested to me that we should store this time zone as a field in the CRM Event record as a custom field, or otherwise make it available as a dynamic tag to embed there.
2 votes -
Custom Schedule Assignment to groups
Now that Admins can create Custom Schedules for users, it would be fantastic if we could create Custom Schedules and assign them to multiple people/groups at once. Perhaps make the Custom Schedule reside at the Workspace level?
7 votes -
The possibility to filter by Accounts in the meetings dashboard
At this moment it is not possible to filter the meetings in the dashboard by Accounts and having this possibility would help our customers to achieve their report goals and to track the necessary information related to each account individually.
1 vote -
Refine phone field build with multiple contact options
When using multiple contact options, only have one field asking for Phone number and to have that number mapped and updated in SF.
1 vote -
Ability to Manage maximum number of bookings across different meeting types
It would be great if people that use multiple calendar types had the ability to limit the total number of meetings scheduled across each of those instead of just at the individual meeting type level
61 votes -
Sorting Meeting Types/Distributions/Reminders/Routers
I have lots and lots of queues and templates in my Chili Piper workspace. Searching for the right queue or template can take a while and I always CTRL + F and then search. Would be awesome if I had a way to sort, based on name, active/inactive, type, or # of Assignees in the queue for usability purposes.
66 votes -
Global Admin Control
Global Admin control of all individual users features. Including customization of "my meeting" settings, advanced settings, meeting buffering, expiring reschedule links, switching off my meetings, adjusting reminders, etc.
58 votes -
send notification if a rep has 0 availability the current week
Chili Piper is set it and forget it, but sometimes when new reps join they are in a queue but getting a lot less meetings than the others. When the admin is aware of that, he can train them on how to maintain a good calendar hygiene. I also prevents loosing prospects when a queue is made by one only prospect.
1 vote
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