65 results found
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Change Submission date column data format
When we export reports from Chilipiper, the Submission date column is formatted as "01.11.2019", meaning Nov 11, 2019.It would be much more convenient for it to come formatted as "11/1/2019" as is standard and more easily readable by applications.
4 votes -
Show Scheduled Date and Time in Queue History
It would be helpful for auditing and troubleshooting to be able to see what date and time a meeting was booked for in the Queue History. Currently we can only see when a meeting was booked and with whom.
3 votes -
Canceled and no-show reporting
Add a status column to indicate when a prospect has cancelled a call or when they are a no show
23 votes -
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
4 votes -
Include Presented Options breakdown in report downloads
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 -
Reminders Log
It would be great to be able to view a list of reminders that have been sent as well as a list of queued reminders available to the admins. This would greatly improve troubleshooting when the Sales reps claim that reminders are not being generated. Also, when offboarding a rep this could help us see what is currently going out and to whom.
13 votes -
Add a view for end users to see a summary of all of the queues they are included in
Add a view for end users to see a summary of all of the queues they are included in
5 votes -
Check bookings details of queue
The queue history currently only show the assignee name, company's name, booker name and who is next in queue. We would like to the exact details of the booked session (date and time, and name of the prospect) can this also be shown on the queue's history. Or perhaps a listing of the upcoming bookings something like an individual's dashboard.
1 vote -
Bounced meeting invites not cancelling the meeting
A prospect that books a meeting and enters a fake / incorrect email won't receive the meeting information therefore won't show up. Once a meeting invite bounces, this should in turn mark the meeting as cancelled and not count against the fairness of meetings distribution (if using round robin).
2 votes -
Disqualified Tag
Similar to the No Show Button. Allow assignees to tag meetings as "Disqualified" for meetings our reps have that do not meet our criteria for an opportunity and credit them back a meeting. This would be extremely helpful for our users to give feedback to marketing and SDRs and eliminate us having to create an opportunity in Salesforce just to simply closed/lost it immediately. Would also allow us to see which meetings are "Good", no showed, cancelled, and "disqualified"
5 votes -
Reporting on Working Hours
Allow admins to view a report showing working hours for all users in a workspace, rather than having to view each user individually.
3 votes -
List webpage URL within router
Ability to list the URL(s) where router code lives within router to help tracking
4 votes -
Exported User report to be the same as User UI
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 -
Export Filtered User Report
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 -
Improved Prospect History Data
In the Reports tab we can hover over a person's name to see a black box with the data points on them. That box can be a little wonky to load and view on my browser where I don't see all the data. I'd love for this to be a clickable page or something that is bit more user friendly to audit the data points.
3 votes -
Tracking Users in-app
Want ability to see in-app stats on monthly active users org wide, per workspace, as well as meetings booked per workspace, user and org.
4 votes -
Allow fairness algorithm to be set on the queue level
Chargebee has a few queues created. Some of which get a lot less traffic than others over a month. The problem is that with the fairness algorithm resetting monthly the same rep ends up receiving the one or two meetings a month this queue receives. The other queues get much more volume and so having the reset happen monthly works.They would very much like to be able to have the fairness algorithm setting on the queue level to handle this.The current workaround is to manually calibrate the low volume queue each month which is a frustrating process for them.
4 votes -
API for data reporting
Please offer an API to allow us to export the data from the reports page to external data warehouses. While we can get the calls scheduled from the Salesforce events, there's a ton of other visibility from the reports around queues used, lack of availability for reps, etc. that we can't pull into our existing reporting tools.
12 votes -
Add Timezone to Meeting Details/Admin Panel
We've had a couple instances where we have users report that our clients are booked in incorrect timezones. For instance; It should be 2pm Eastern time, but it shows 1pm Eastern time because the incorrect Eastern Timezone was selected (the one that does not observe Daylight Savings) but we have no way of confirming it. Please add this as a field we can see when looking at the event in Dashboard/Admin Panel.
2 votes -
Allow passing UTM params to routers
Currently UTM params can only be passed to direct booking links which greatly undermines their usefulness. Please allow us to pass UTM params through routers and queue links.
6 votes
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