Settings and activity

20 results found

1. Search all open opps for matching criteria

   11 votes

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   0 comments  ·  Routing » Assignment Rulesets  ·  Delete…  ·  Admin →
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   Chelsea Cianciolo supported this idea  ·  October 20, 2022

2. End users to use the Reassign function in the Dashboard

   13 votes

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   3 comments  ·  Reporting » Dashboard  ·  Delete…  ·  Admin →
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   Chelsea Cianciolo shared this idea  ·  September 07, 2022

3. Reminders not sent from reminder@chilipiper.com

   133 votes

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   Investigating  ·  16 comments  ·  Assets » Reminders  ·  Delete…  ·  Admin →
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   Chelsea Cianciolo supported this idea  ·  September 01, 2022

4. Admin Control of Custom Schedules

   14 votes

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   Idea  ·  2 comments  ·  General Management » Admin Powers  ·  Delete…  ·  Admin →
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   Chelsea Cianciolo supported this idea  ·  September 06, 2022

5. Exported User report to be the same as User UI

   5 votes

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   Idea  ·  0 comments  ·  Reporting » Exports  ·  Delete…  ·  Admin →
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   Chelsea Cianciolo supported this idea  ·  September 01, 2022

6. Allow for Distribution based on Availability

   2 votes

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   0 comments  ·  Routing » Algorithms  ·  Delete…  ·  Admin →
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   Chelsea Cianciolo supported this idea  ·  August 30, 2022
   Chelsea Cianciolo shared this idea  ·  June 13, 2022

7. Fuzzy Matching for Account Matching

   36 votes

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   Idea  ·  1 comment  ·  Routing » Rules  ·  Delete…  ·  Admin →
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   Chelsea Cianciolo supported this idea  ·  August 25, 2022

8. Semi Admin Access for Managers (no edit right)

   15 votes

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   Planned  ·  0 comments  ·  General Management » Admin Powers  ·  Delete…  ·  Admin →
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9. Block prospect from booking by email address

   10 votes

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   Idea  ·  4 comments  ·  General Management » Admin Powers  ·  Delete…  ·  Admin →
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10. Logic to prevent Distro from routing leads that booked via Concierge

    5 votes

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    0 comments  ·  General Management  ·  Delete…  ·  Admin →
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    Chelsea Cianciolo supported this idea  ·  July 08, 2022

11. Public online booking link - Toggle

    1 vote

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    0 comments  ·  Assets » Booking Pages  ·  Delete…  ·  Admin →
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    Chelsea Cianciolo shared this idea  ·  June 10, 2022

12. Export Filtered User Report

    3 votes

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    Idea  ·  0 comments  ·  Reporting » Exports  ·  Delete…  ·  Admin →
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    Chelsea Cianciolo supported this idea  ·  June 09, 2022

13. Double Round Robin

    83 votes

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    Investigating  ·  5 comments  ·  Routing » Algorithms  ·  Delete…  ·  Admin →
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14. Mass queue updating/grouped queues for easy rule changes

    21 votes

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    Investigating  ·  1 comment  ·  Routing » Queues  ·  Delete…  ·  Admin →
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15. Reminders copy dynamic conference details from meeting type

    6 votes

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    Idea  ·  0 comments  ·  Assets » Reminders  ·  Delete…  ·  Admin →
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16. Global Admin Control

    57 votes

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    Idea  ·  9 comments  ·  General Management » Admin Powers  ·  Delete…  ·  Admin →
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17. Chrome Extension & Suggested Times support for Zendesk

    3 votes

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    Idea  ·  0 comments  ·  Calendar Booker » Chrome Extension  ·  Delete…  ·  Admin →
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18. Strict Round-Robin Distribution Option

    58 votes

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    Idea  ·  7 comments  ·  Routing » Algorithms  ·  Delete…  ·  Admin →
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19. Customizable color branding for suggested times

    70 votes

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    Idea  ·  1 comment  ·  Integrations » GCal  ·  Delete…  ·  Admin →
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    Chelsea Cianciolo supported this idea  ·  September 01, 2022

20. Duplicate Reminders

    10 votes

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    Idea  ·  1 comment  ·  Assets » Reminders  ·  Delete…  ·  Admin →
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    Chelsea Cianciolo commented  ·  May 27, 2022  ·  Edit…  ·  Delete…

    When duplicating a Meeting Type, it pulls over all of the settings for the original meeting types. However, it does not pull the original Reminders associated with that Meeting Type. It will be nice to add the existing Reminders when duplicating the Meeting Type. The workaround is to go into the new Meeting Type and add them manually.

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