137 results found
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Bulk Add Users to Workspace and Licensing during New User Adds
Option to "add all users in list" to workspace(s) when doing new user creation. Same condition for license assignment. Currently requires clicking of each user, selecting workspace, then clicking out. Same can be said for licensing. Would be more efficient to add all users and then toggle "add to workspace" for all users in the list.
1 vote -
Bulk update teams
from the user table, under bulk actions, give the ability to add users to a team.
1 vote -
Restore deleted assets and routers at a later date
The metadata related to the infrastructure for assets and routers should be saved in case something goes wrong, gets accidentally deleted, etc.
A data repository to pull from would be great.
4 votes -
Limit Meetin Types for a given time period as an admin and En Masse
For meeting types availability - if an admin is adjusting the availability range for a meeting type, is there a way we could add in the ability to only allow meetings of that specific type for that date range for a specified group of users?
It appears the ability to limit meetings to a specific meeting type is only available for individual custom schedules. But the ability to do this on a single meeting type as an admin would save a lot of time.
This setup is very common for in-person events. Thanks!
2 votes -
audit log to see all history for prospect
For clients that are using multiple products, it'd be helpful to have an admin log so we can see all the products that prospect has touched. ie if the prospect booked a meeting through Concierge, then was assigned or had an update via Distro, then the meeting was handed off from one rep to another - there is no singular view that'll show that history.
1 vote -
Limit Total Booking Hours Per Day Instead of Number of Meetings
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
2 votes -
Allow Non-Admin Users to Access "Meeting Activity" Report in the Fire Platform
In the old platform, agents (non-admin users) had access to the "Dashboard" section, which allowed them to view their upcoming and past events.
In the new Fire platform, the equivalent functionality appears to be the "Meeting Activity" report. However, this report is restricted to Admin-only access.
It would be very helpful if regular users could also view their own meeting activity within this report, to maintain visibility and autonomy over their scheduling history, similar to what was available in the previous platform.
1 vote -
Error creating new contact in Hubspot
When syncing to Hubspot, ChiliPiper only looks for the primary email address. If someone books using a secondary email (that is in Hubspot as an additional email address), ChiliPiper thinks the contact doesn't exist and tries to create a new contact. However, Hubspot won't create that contact because it does already exist.
ChiliPiper either needs to be able to look at all possible emails or send a notification when a new contact can't be created. We have automations in place that then don't run because of this deficiency.
2 votes -
Provide the country code as a separate value from the Phone Data Field dropdown
When using a Data Field that requests a phone number, the UI presents a drop-down menu for selecting the country.
The country information could be provided separately or mapped within the Data Field, allowing me to directly determine the country without asking for the Country Name in a drop-down.
1 vote -
Book Meetings from Deals in Hubspot
Currently the Chili Piper Integration only allows for booking meetings from Contacts in the side panel within Hubspot. Being able to book meetings from Deals in Hubspot with the Contacts associated with the Deal would be a great additional feature.
2 votes -
Bulk edit Meeting Types across workspaces
They have a meeting type across 3 workspaces and want to apply the 'Prospect Booking Limit' and have that change made across all of these meeting types and workspaces
1 vote -
Move Chili Cal User Controls to User Table
Having the Chili Cal User Controls in a separate area (per workspace) from the user table is burdensome for admin. Specifically the Links section of the User controls. These should be moved to the User Table, so a new user can be fully set up from one screen.
At a minimum there should be a workspace setting that sets the default for all users added to the workspace (Currently defaults to enabled)
2 votes -
Event logs for Chili Cal
Concierge has a separate page for Logs where you can view meetings, and have the option to Retry Salesforce actions there on-demand. It'll be helpful if Chili Cal has the same page
1 vote -
Add Notification back to all meetings booked via Workspace Booking Links.
Now with Fire, we no longer have the concept of Default Booker. That impacted notifications for meetings booked that don't go through Handoff or Concierge.
I'd love to have the option back to get notified of all meetings booked through the Booking Links from a Workspace.1 vote -
Show selected Teams at the top of the admin center in a user's teams
As an administrator, I love being able to see all the teams per user in the admin center. However, it would be great to be able to see the currently selected teams float to the top when I open up a user's teams.
1 vote -
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 -
Add Notify for calendar disconnect to Team screen
When viewing the Team screen we are able to see if a Team Members calendar is disconnected. It would be helpful if we could also notify them directly from the team screen, like we can from the user table. Currently we have to exit/new tab the user table to do this.
1 vote -
Outreach integration for Concierge
Ability to add a user to a cadence directly from concierge setup in the Chili Piper App
5 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.
3 votes -
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
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