3 results found
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Required Fields for Booker when Scheduling ("Edit Fields")
Sometimes there are pieces of information that admins want to require the Booker to fill out before scheduling a call. This is to ensure the calendar invites have the necessary information and the Booker has done their needed homework. This would be information that wouldn't/couldn't be pulled from Salesforce using a normal dynamic tag.
9 votes -
Enhancement to the "Book Again" Feature to copy Meeting Details
Currently, the "Book Again" feature only adds the people in the meeting to the scheduler but does not copy over the meeting's details, such as the meeting subject.
As a result, the meeting subject defaults to the original meeting type instead of reflecting the details of the meeting being copied. This can cause confusion, especially when the meeting being duplicated has a different subject or meeting type from the default.
It would be helpful if the "Book Again" feature could retain the original meeting details to ensure consistency and avoid the need for manual updates.
5 votes -
Don't Schedule Before A Specific Date
Add a setting to the Instant Booker to prevent the call from being booked before a specific date. This would allow more important calls to be booked first and less important calls that you designate to be scheduled after a specific date.
17 votes
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