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7 results found

  1. Downloading 'prospect history' to analyze doesn't come with all fields automatically, and requires a lot of cross-referencing.

    2 votes

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  2. Combining the no-show and cancellation fields in SF to reduce the number of custom fields a customer needs to install.

    2 votes

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  3. The current User UI shows the license type, default workspace, and other workspace that a user is included in - which is a very good view. BUT, if you export it, the reports looks so complex - the license type is not there, the workspaces are presented as columns. To be able to export it as is (like the UI) would be great

    5 votes

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  4. If you filter License = Hot in User tab and export the data, it will still export everyone. The filter should be tied to the export.

    3 votes

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  5. In addition to pulling reports on all submissions, it would be extremely useful if Admins had the ability to also pull reports on strictly unique form submissions similar to Google Analytics (even if someone fills out the same form with the same/different email it only counts as 1 submission).

    When conducting internal audits of our lead flow between systems we're looking at unique submissions across each system and there are cases in Chili Piper where a website visitor may submit the same form multiple times and we're unable to determine which ones are unique.

    1 vote

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  6. Public Endpoint for tenants to retrieve all booking information for consumption elsewhere.

    1 vote

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  7. Currently, if you download booking data as a csv, the Presented Options just say "Calendar", instead of "Calendar" and "Live Video", for example

    1 vote

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