Ideas - SUMO CEP Salesforce Knowledge Base

Invite manager should respect location availability`

The current design of the Invite Manager permits users to book any of a host’s services at any location, even when the host has no availability there. This oversight means that the host’s location availability isn’t consistently enforced, which it should be, whether the appointment originates from the online scheduler or the Invite Manager.

Presets – ability to setup timezone

We need the ability for Sumo users (call center members) to select the host timezone instead of the Sumo user timezone selected by default.

Add Override Button to Permissions

The anytime and overlap buttons have the ability to be added to any user through a permission. I would like to have the override button set up in the same way.

Rename notes field

Currently the label of the notes field on the online scheduler Additional info tab is “Note for participants”. We would love to be able to change that customer-facing label.

availability header and start times

In User Availability, make the headers stay when user scrolls down the hours table. Also, most customers won’t be scheduling at 2AM. Set default start time where this table will load, to relieve us from scrolling so much.

Online Scheduler: don’t ask customer to name account

The online scheduler creates a contact and an account to own it. The Contact tab allows contact fields but the only account field it allows is Account Name. That may work for corporate clients and for person accounts, but we use a household account model (NPSP) that automatically creates a contact’s account and names it. […]

Select or filter contacts in Invite Manager on account

If a user opens Invite Manager on an account with the New Appointmnet button, the participants field searches all contacts in the database. So if it’s Jim Larson and there are ten Jim Larsons in your database, it may be hard to know which one to invite. You could filter that lookup to contacts under […]

auto select fields in Invite Manager

If a field has only one available value, pre-select it (service, location, user).

add to documentation

https://cep.sumoscheduler.com/faq/admin-faq/#4403, should say which customizations are available to deploy in change sets. https://cep.sumoscheduler.com/faq/admin-faq/#4208 should say that custom fields must be included in fieldset Process Matching Fields.

Improve search results

Maybe demote ancient release notes, and promote results with search term in title (see images)

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Board: Ideas

Invite manager should respect location availability`

Presets – ability to setup timezone

Add Override Button to Permissions

Rename notes field

availability header and start times

Online Scheduler: don’t ask customer to name account

Select or filter contacts in Invite Manager on account

auto select fields in Invite Manager

add to documentation

Improve search results

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