53 results found
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Assignee Availability List
Forrester would like the ability to quickly see a list of Assignees w/in a queues and their next availability to support identifying who doesn't have sufficient time available. Would prefer to take into account the meeting type as well to account for varying restrictions by date or by minimum or maximum scheduling settings.
6 votes -
Lock Workspaces to certain Users
We have two different orgs using the same CP and SFDC Instance, each with their own workspaces and SFDC visibility. We'd like the ability to permanently assign workspaces for users in each org so that there is no crossover of workspaces.
2 votes -
Admin control over default IB calendars
It would be lovely to not have to train reps on how to set their default calendar view in Instant Booker, and instead set it for them. In this case, our workflows are such that our team always needs to be seeing their own calendar by default and it's causing friction when the view is at the Team calendar level.
2 votes -
Workflow to Add Managers as Optional
I would love to make it an automatic process that managers, or other contacts, are added as optional to any demos they book.
1 vote -
Re-direct meetings/assigments
Sales roles are typically high turnover roles. It's hard to plan and move quicker than CP so was hoping there was a way to re-assign a person who has left to one particular person until leads, contacts, and accounts have been updated to the new owner.
1 vote -
Administrator Notes
Add ability to add Admin notes to changes being made
25 votes -
Ability to remove reps from queues when certain conditions are met
I've had a couple of requests recently to automate adding and removing reps from queues based on certain conditions within SFDC (e.g. remove a rep from the RR if the number of open ops in their name >10 and add them back in when it's <10). I'm currently working with them to use Zapier and our API endpoints, however it would be awesome if we could do this natively in-app.
2 votes -
UI message implementation when not able to load calendar based on the Default Booker's email
If a calendar could not be loaded based on the email of the Default Booker, we are showing that there is no available time.My suggestion is that we should let the customers know that we could not load calendars based on the email of the default booker.
1 vote -
Standardize Welcome Message
Allow admins to create and lock a standard welcome message for all users within a particular group or workspace. Creates a branding feel for users who want to use this instead of a personal pages link.
1 vote -
All User settings that Admin can do could be reachable from one place
In case if conference details, title, and availability/working hours are all set by CP admins for the whole team, the admin has to:1. enter Admin Panel - Users, where admin can set title, number, conference details,...2. enter Workspaces - Users (under Workspace Settings) and then enter specific user in order to set their availability.This makes the setup for admins time-consuming. I recommend that all settings that Admin is able to do for users, would be reachable from a single screen - from Admin Panel - Users.
2 votes -
Ability to transfer configurations from Sandbox to Production
Adding the ability to transfer all configurations from Sandbox to Production. This way customers don't need to recreate everything again, which could speed up the onboarding process.
2 votes -
Emojis instead of Hot,Spicy,Free icon in Instant Booker
While creating a Workspace, Admin has the ability to choose emoji. This is however only visible for Admins. I suggest to make this emoji visible for All users in the Instant Booker. In case if customer has different workspace for sales teams in different countries, it makes it even easier for booker to choose the correct workspace (aside of the workspace name, booker will see the small emoji which could be set for the US or the EU flag for example). Right now, all workspaces has icon of the license next to it (flame for hot license etc.)
4 votes -
Notification management
Kevin and Shuo from Deel have expressed interest in a formal notification management solution where they can opt in and opt out of all notifications generated by Chilipiper
5 votes
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