I would like the ability to easily set up additional reminders. Add additional email and sms reminders in the SUMO admin settings without having to create a flow to achieve this.
Board: Ideas
It would be helpful to have the Alternate Name field available to set on the User Settings tab, similar to adding the Zoom link. It would also be helpful for users who do not have Salesforce permissions to the User record to be able to save these values. SUMO users who are SUMO Admins should […]
When you schedule an appointment with more than one participant, it only shows in the activity log for the primary participant. The secondary (and/or all other participants) do not show the appointment on their individual record For example: you book an appointment for a husband and wife. They have separate Salesforce person account records. It […]
Add a button or quick action that allows a user to quickly resend a confirmation email for an existing scheduled appointment.
I would like to be able to mark participants as a no show directly from the Multi Calendar.
We have a use case where a majority of our users use Zoom as the default platform for virtual meetings in their User Settings. However, some of the attendees in the meeting can’t use Zoom because it’s blocked by their IT department and they have to find an alternative platform like Google Meet or Microsoft […]
We would appreciate a way to either change the organization method for the “User Choose” option or if there is a way to change the Record ID for each Service/Skill offered so that we can easily alphabetize the hosts. It currently doesn’t alphabetize the counselors and instead goes off of the order of “Record ID” […]
I would like to be able to change the color of the font on the confirmation page that says “This confirmation has been emailed to you.”. It is in red font and I would like to change it to match the rest of the pages.
I would like to limit how many appointments a participant can schedule for a specific service. For example a participant can only book 3 consultation appointments in a day, week, or month. Also if there could be a way to limit a participant from booking an appointment out of order. For example I have service […]