47 results found
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Send email reminders to all guests of the demo meeting, but not to the host
When creating/editing an email reminder, it has options to send the email to either "All guests" or "Primary guest only". When selecting "All guests", the reminder get sent to all prospects attending the meeting, but it also gets sent to the host/Account Executive. We'd love for their to be an option that sends the reminder email to all guests of the meeting, but not the host. Our AEs already know the meeting is going to happen and don't need the reminder email as it is redundant clutter. Thank you!
1 vote -
Filter for any/all inactive assets
The ability to filter assets based on inactivity may help with admin overhead when cleaning up the configuration on every month/quarter.
When there are multiple admins, being able to filter down the number of assets can be helpful to navigate around the platform.
If there are any assets ready to launch, it'll be helpful to hide them until go-live.
1 vote -
Ability to send reminders and notifications based on time after sending calendar invite
Allow the ability to send reminders and notifications to guests if they have not accepted a meeting invite.
For example, after a meeting invite is sent, if the guest has not accepted within a set period of time i.e. a couple of days, send a reminder email.
1 vote -
Prevent users without a license to be added to a Distribution
Right now, users can be added to a Distribution without a license and this can cause sometimes the user to be skipped and not assigned to records making hard to diagnose without an error or warning on the screen.
1 vote -
Adding Dynamic Tag functionality in Subject
Within Meeting Types -> Reminders and Messages -> Message -> Subject — requesting for functionality to add dynamic tags.
I was able to figure out using the tag generated in the "insert dynamic tag" in description, it'd be great if the functionality would pop up when updating the subject area in CP.
1 vote -
Maintain Question Order in Meeting Description Using {{CP.DataField.AllFormFields}} Tag
When using a booking link that contains a series of form questions arranged in a specific order, the {{CP.DataField.AllFormFields}} tag currently does not preserve that order in the meeting description. Instead, the questions and answers appear in a seemingly arbitrary order.
Request:
It would be highly beneficial if the meeting description displayed the form responses in the same sequence as configured in the booking form. This would improve readability, maintain logical flow, and reduce confusion, especially in use cases where the order of questions carries context or priority.
This enhancement would help teams ensure consistency in how form data is…
1 vote -
1 vote
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