126 results found
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Handling race conditions in SF
If SF fails to update for whatever reason, it'd be great to have a notification to the impacted assignee to manually update the record, or create a way for Super Admins to export these errors en masse.
1 vote -
Including UTMs on the event directly inside the webhook sent to Zapier
Including UTMs on the event directly inside the webhook sent to Zapier. CRM is Hubspot.
2 votes -
Timezone selection doesn't include (daylight/no daylight savings)
Currently, when the prospect has the ability to select a timezone, it displays both the standard and daylight savings versions of each timezone. It would be beneficial if Chili Piper only showed one selection for each timezone and applied daylight savings adjustments as necessary automatically.
2 votes -
Router / Settings check-list
Have a walk through checklist that says you are 100% complete like doing taxes in turbo tax.
2 votes -
CRM-less Dynamic Tags and Suggested Times
Support prospect-based dynamic tags in a CRM-free Suggested Times workflow with Form set to "always"
1 vote -
Ability To View/Manage Personal Pages
I think it's great that users are able to create personal pages; however, if we add company-wide meeting types, we have to be able to find these Personal Pages and potentially mass-update them with new Bookings.
2 votes -
Unsubscribe Option for Emails
Provide ability to place unsubscribe button on all externally sent emails from the platform to comply with legal requirements
2 votes -
Notifications if Concierge isn't working
Ensure that admins immediately know if their Concierge instance isn't working properly.
1 vote -
An open API with a /meetings endpoint where we can extract one object per meeting of interest
An open API with a /meetings endpoint where we can extract one object per meeting of interest
In this case, exporting this information into a database such as BitQuery when the crm is Hubspot.
2 votes -
Make Round Robin reset override per distribution
Currently the ability to reset Round Robin Fairness calculation resides in the Workspace settings. It would be fantastic if you could set an override on individual queues to make the reset happen more frequently, or less.
1 vote -
Allow Reps to set their own meeting windows
We have some reps who want meetings only booked on the hour while others prefer 15 minute booking windows. In our global templates we have to choose one or the other – it'd be great if reps could have their own settings that we could set the global template to inherit.
4 votes -
Additional Custom Fields for Users
There are additional custom fields I'd like to be able to add to a Booker/Assignee profile to that I can better personalize meeting reminders and meeting templates. For example, a link to a video they've created, a link to their about me page, their team name, etc.
4 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 -
Admin control over default user calendars
It would be lovely to not have to train reps on how to set their default calendar view in Instant Booker, and instead set it for them. In this case, our workflows are such that our team always needs to be seeing their own calendar by default and it's causing friction when the view is at the Team calendar level.
3 votes -
Ability to remove reps from teams when certain conditions are met
I've had a couple of requests recently to automate adding and removing reps from queues based on certain conditions within SFDC (e.g. remove a rep from the RR if the number of open ops in their name >10 and add them back in when it's <10). I'm currently working with them to use Zapier and our API endpoints, however it would be awesome if we could do this natively in-app.
4 votes -
Ability to transfer configurations from Sandbox to Production
Adding the ability to transfer all configurations from Sandbox to Production. This way customers don't need to recreate everything again, which could speed up the onboarding process.
4 votes -
See all support tickets
Ability to see all support tickets in one centralized place
1 vote -
Change prospect booking limit display text
Prospect booking limit screen to change from "Please visit your original confirmation email if you'd like to reschedule your meeting for a different time/.day" to a more relatable text on why they can't book.
2 votes -
Ability for admins to manage hours, calendar events, and integrations for all users
I would like an admin to be able to create calendar events for individuals, change their available hours, create integrations for them, etc. Why? If a single admin can create an org-wide template for each AE's account, and cookie-cutter copy and paste that to each AE as the admin sees fit, then we would not have the need for a n AE to configure their own account and possibly introduce inconsistencies/errors in config
1 vote -
Date Format DD/MM/YYYY
Dates are currently shown in the American format, MM/DD/YYYY.This is not used universally, so I would like to have the option to choose the formatting to avoid confusions around booking dates.Options available should be:MM/DD/YYYYDD/MM/YYYYYYYY/MM/DD
2 votes
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