120 results found
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change default workspace
Ability to change the default workspace for each user. Currently the default workspace is visible to all users, but we want certain groups of users to have a different default workspace than others. Ex: We want the sales team's default workspace to be the Sales Workspace and the CS team's default workspace to be the CS team.
Our rep when building out Chili Piper initially made our default workspace "sales" but now everyone in the org, even if they aren't in sales, has to be a part of the "Sales" workspace since it's the company default. And it's impossible to…
1 vote -
Bulk download Scheduling links to CSV
need ability to bulk download scheduling links in csv file for users for purpose of uploading in mass to various tools such as salesloft, gong engage, salesforce, etc.
2 votes -
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 -
2 votes
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1 vote
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2 votes
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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 -
Reorder columns in the user table
Ability to drag and drop the order of the columns in the user table
3 votes -
More filters in the user table
Users are requesting addition filters in the user table, including: by who does & doesn't have a license, by Default workspace set, by recently added.
5 votes -
Role-based permissions / template
Want the ability to add preexisting user settings for new members during onboarding quickly. That could be by coping another user's settings or specifying settings, saving it as a role, and then I can assign a user that role. That way they are added to the right workspaces, queues, settings, etc.
2 votes -
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 -
Default view in User table to only active users
In Chili Piper, it currently shows all CRM users in the overview and it needs additional filtering to see the actual users. Instead, it should default to only show Active users and can be filtered to show Inactive too if people need.
There are scenarios where companies have hundreds of 'Users' in the table because of the CRM sync, but only a handful actually are active Chili Piper users. It makes the table confusing, and difficult to manage.
12 votes -
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 -
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 -
Lock down rep's working hours
Be able to remove a rep's edit access to working hours.
2 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 -
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 -
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
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