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How can we improve Chili Piper?

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5 results found

  1. filter Errors in the logs

    When we go on Concierge router logs we can filter by Statuses - Assignees and Sources -
    We need to be able to filter the "Error" ones

    Today even when we download CSV extract from the logs it doesn't show the Errors

    As Admins don't receive notifications for failed CRM actions, there's no easy way to find and address those problems when they happen

    2 votes

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    0 comments  ·  Logs  ·  Admin →
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  2. Share info as to why Designated Assignee wasn't chosen

    There are a lot of reasons why a Designated Assignee wasn't chosen in a Handoff use case and being able to pull reporting on this will help increase utilization of licenses.

    2 votes

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  3. Error Log

    Give admin ability to see event not synced to Salesforce(if contact is not in Salesforce) and ability to manually sync after contact is created

    5 votes

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    Idea  ·  0 comments  ·  Logs  ·  Admin →
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  4. SF Custom Field on who reassigned a meeting

    2 votes

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  5. Search By Email in Distro Logs

    Within the Distro logs, currently for leads and contacts, we can only search by the Salesforce ID, or the name of the record. It would be useful to be able to search by the prospects email address too, as this is one of the most common unique identifiers used.

    1 vote

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