Settings and activity
14 results found
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64 votes
An error occurred while saving the comment Robert Shedd supported this idea ·
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15 votes
An error occurred while saving the comment Robert Shedd commented
Yes - this is sorely needed for capacity planning.
Robert Shedd supported this idea ·
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2 votes
Robert Shedd shared this idea ·
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17 votes
Robert Shedd supported this idea ·
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89 votes
Robert Shedd supported this idea ·
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17 votes
Robert Shedd supported this idea ·
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2 votes
An error occurred while saving the comment Robert Shedd commented
Lead Record Type and Account Record Type (RecordTypeId) are used to distinguish between different types of leads/accounts in our CRM. These fields aren't available for mapping or setting as hidden fields in Chili Piper. It would be very helpful to be able to set this on the lead, since we use CP for scheduling calls for different record types.
Robert Shedd shared this idea ·
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13 votes
Robert Shedd supported this idea ·
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20 votes
Robert Shedd supported this idea ·
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38 votes
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46 votes
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13 votes
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153 votes
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44 votes
An error occurred while saving the comment Robert Shedd commented
It's frustrating that we have to give a user full administrative rights to view reports. If someone only needs reporting, they don't need the ability to every aspect of the product.
At the very least, admins need visibility over the full range of settings that a user has control over, such as via an impersonation mode. However, the ability to globally control these would be best.