131 results found
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Warning sign when making an incorrect setting choice
Throw an error or a 'WARNING, this won't work' message when a customer tries to save a setting that won't actually work. One example being when trying to save a Lead routing rule with the AND logic to an account, as this is impossible. I'm sure there are are many more and we could work as a team to collaborate on where these may occur and a warning sign is relevant!
10 votes -
Date Format DD/MM/YYYY
Dates are currently shown in the American format, MM/DD/YYYY.This is not used universally, so I would like to have the option to choose the formatting to avoid confusions around booking dates.Options available should be:MM/DD/YYYYDD/MM/YYYYYYYY/MM/DD
2 votes -
Mobile App
We have a large number of reps who are in the field and rely on their phones for all prospect communications, calendar bookings, etc. It would be helpful if there was a mobile optimized app/version of the Instant Booker that would allow them to easily book meetings on their calendar via Chili Piper similar to how they are using the gcal app today. This is a blocker for full adoption of Chili Piper within our organization.
7 votes -
Allow users to set the minimum scheduling notice on the user level vs meeting type level
Some of our account managers like to set the minimum scheduling notice to 1 day so that they have time to prepare for their meetings with our customers, but others don't mind having it set to the day of. This feature was available when we used Outreach to book meetings.
2 votes -
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.
7 votes -
Admin control over default user 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.
3 votes -
Administrator Notes
Add ability to add Admin notes to changes being made
28 votes -
Ability to remove reps from teams 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.
4 votes -
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 -
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.
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
22 votes
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