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Ideas to Improve Chili Piper

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  1. 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

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    0 comments  ·  Misc  ·  Admin →
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  2. We are requesting the ability to edit the email notification that is sent when a meeting books. Ideally we would like to see all form submission data on the email notification so the rep has that information available.

    1 vote

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  3. Users are requesting addition filters in the user table, including: by who does & doesn't have a license, by Default workspace set, by recently added.

    6 votes

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  4. Ability for reps to log in/integrate via mobile.

    2 votes

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  5. It would be useful to reorder the meeting types listed in the ChiliCal Scheduler. Today I believe it lists them in the order created and there is no way to reorder them.

    1 vote

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  6. We run different Marketing/Sales campaigns in our organization from time to time.
    CP assignee notifications work as a good handoff email from Marketing to the Sales team so we would really like to be able to customise the messaging to add the campaign details in there.

    1 vote

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  7. 2 votes

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  8. Ability to drag and drop the order of the columns in the user table

    4 votes

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  9. Give the ability for users to disqualify meeting invitations from pre-defined domains by users for their links. This is currently supported in concierge, it would be interesting to have a similar setting for personal links.

    1 vote

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    0 comments  ·  User Settings  ·  Admin →
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  10. 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

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  11. To align with company's internal data policies

    1 vote

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  12. There are a lot of clicks to make a distribution, and when making a lot of them, it becomes tedious. Speeding this up would be great, especially since we are choosing the same general settings with each Distribution.

    1 vote

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  13. When rescheduling a meeting it no longer uses the Assignee name in the title, even if there's a dynamic tag. It just says "meeting with"

    1 vote

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  14. 2 votes

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  15. 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

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  16. 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

    2 votes

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  17. Ability to change the default workspace for each user. Currently the default workspace is visible to all users, but we want certain groups of users to have a different default workspace than others. Ex: We want the sales team's default workspace to be the Sales Workspace and the CS team's default workspace to be the CS team.

    Our rep when building out Chili Piper initially made our default workspace "sales" but now everyone in the org, even if they aren't in sales, has to be a part of the "Sales" workspace since it's the company default. And it's impossible to…

    1 vote

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    0 comments  ·  Workspaces  ·  Admin →
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  18. When working in the Salesforce Actions settings page, I often click away from the drop-down options and end up accidentally selecting "Apply to all Meeting Types in this Workspace". This is really annoying. There is a select button and the change should only be made if a user clicks on the small button as opposed anywhere on the row.

    1 vote

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    0 comments  ·  UX Improvements  ·  Admin →
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  19. 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

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  20. 1 vote

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