122 results found
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Reorder columns in the user table
Ability to drag and drop the order of the columns in the user table
3 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 -
Bring back the licensed (de)activated by & date fields!
Once upon a time, admins could see when a license was activated or deactivated and by who. As a group's number of super admins increases with more users, having this audit trail is helpful for the head admin when troubleshooting, maintaining, etc.
3 votes -
Warning sign to adjust logic when a queue rule is removed
If you remove a rule from the queue but don't adjust logic, it's likely that all logic is thrown and leads could get incorrectly disqualified or qualified. Add a warning sign or window when a rule is removed to check logic and adjust.
3 votes -
WCAG 2.0 compliance
Make tool wcag compliant so that it can be used by large corporations who have a responsibility to maintain accessible tech.
3 votes -
Timezone
It would reduce confusion if both the attendee and assignee timezones were both available on the "New Event" email from chilipiper. One of my coworkers thought that they had an event booked well outside of their hours set in ChiliPiper.
3 votes -
Visibility rules for workspace assets
Option to hide assets (particularly meeting types) on a per user basis even if they should be able to see everything else in the workspace. Main use case that surfaced this is ability to test meeting types' copy, subject lines, etc. and preventing reps outside of the pilot scope to accidentally use and muddy the data. Increasingly harder when you have a large sales team and no amount of training/enablement would prevent it from happening entirely.
3 votes -
Suggested Times Link with Restricted Availability
Calendly has a feature where you can suggest times to customers in link for, but the link will only show those suggested times and not any other availability. In Chili Piper currently, you can suggest specific times via email and remove the "View Full Calendar" link by hand, but if they select a time that is no longer available they will be able to see the rep's full calendar and select a new time.
2 votes -
Allow for meetings booked through the chili piper link to be a designated color for easy viewing on what meetings are booked externally
For people who get a lot of meetings, color categorization helps a lot with organization. For example, instead of having inbound meetings from clients and internal meetings (just with the company you work at) be the same color, allow users to pick a specific color/label for the meetings booked through the chili piper link
2 votes -
Link to Account in My App
Add "See in CRM" button within My App. This would allow the Assignee to quickly view the account ahead of the meeting, rather than having to include the SFDC link or account id in the Guest facing meeting invite.
2 votes -
Sign in from mobile
Ability for reps to log in/integrate via mobile.
2 votes -
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 -
2 votes
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2 votes
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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 -
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 -
Lock down rep's working hours
Be able to remove a rep's edit access to working hours.
2 votes -
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 -
Option to Not Book for Dev Testing
We'd like to have a Chili option that'd prevent meetings from going into rep's calendars for testing purposes in Prod.
Something like:
nobooking: boolean,2 votes -
Reply to Reminder Emails
We would like to enable a reply feature to reminder emails to the account owner for client replies.
2 votes
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