Skip to content

General Management

Ideas to Improve Chili Piper

General Management

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

121 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Misc  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  UX Improvements  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Be able to remove a rep's edit access to working hours.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. When a domain name is changed , have the old booking link related to that domain redirect to the new booking link

    25 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Removing the requirement that parameters to the ends of Queue or Router links are case sensitive.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Client would like the ability to label the groupings within the Rules when building in Distro.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Would like the ability to select all users in a list when adding users to a team for Distro.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Settings  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Settings  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  9 comments  ·  User Settings  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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.

    67 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  2 comments  ·  Workspaces  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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.

    59 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Idea  ·  9 comments  ·  Admin Powers  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. prevent users from booking meetings outside of working hours in instant booker

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Toast purchases large quantities of licenses frequently (Currently upwards of 1,200) acquiring and new seats and onboarding at a monthly basis, but each team that uses Chili Piper has a different budget and are purchasing quantities for themselves separately. When new seats are loaded in the app, there's no way to see "sales has 10 licenses, account mangaement has 20, Customer Success has 30" and they find it difficult to manage and track how many each team can utilize. Would be beneficial in enterprise space to allocate for each team and watch and track the totals

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?