144 results found
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Make it easier to make a distribution
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 -
Having the new assignee name be a part of the title for rescheduled meetings
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 -
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 -
Create and update queue/rule/team via file upload
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 -
change default workspace
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 -
Limit selection area in the Salesforce Actions settings page.
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 -
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 -
Redirect links for deactivated users
The ability to redirect a personal booking link, for when employees leave a company but have emails out using personal booking links
14 votes -
1 vote
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Guided end-user onboarding
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 -
Lock down rep's working hours
Be able to remove a rep's edit access to working hours.
2 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 -
Reminders not sent from reminder@chilipiper.com
Option to, instead, have reminders come from the assignee or booker
155 votes -
Personal Dashboard shows not just meetings assigned to you, but also meetings you booked for someone else
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.
2 votes -
Change the " Click here to book meeting" text to the language that has been chosen on Instant Booker
When we open Instant Booker from the extension itself, even if we select a language that is not English, the text " Click here to book meeting" is always generated in English, so this feature request is to translate this when we have a different language.
7 votes -
Redirect from legacy booking link to new booking link
When a domain name is changed , have the old booking link related to that domain redirect to the new booking link
25 votes -
Ignore case with smart booking params
Removing the requirement that parameters to the ends of Queue or Router links are case sensitive.
1 vote -
Select All User in Team
Would like the ability to select all users in a list when adding users to a team for Distro.
1 vote -
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
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