archives

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.

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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. […]

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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.

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I would like the ability to have external users assign more than one participant to a meeting scheduled via the Online Scheduler. Right now you can only assign the Primary Participant and then an internal user would have to go in and manually change the meeting to assign any additional participants.

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I would like to be able to mark participants as a no show directly from the Multi Calendar.

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Users have to spend time to hover over on the timezone pick list values to check one by one. If we can display all full text from the dropdown, then it will save time for booking.

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I would like the ability to book internal meetings within SUMO. SUMO User to SUMO User with no contact or lead involved. Showing me the availability of all internal users I need for the meeting to be booked.

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I would like the ability to schedule an appointment without creating a contact in Salesforce. I would like to click New Appointment and add a SUMO user as the host and then just an email address as the participant without creating a contact or a lead.

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As a SUMO Admin, I’d like the ability to be able to export SUMO User Availability into a report that shows scheduled availability by user by interval for a specified duration.

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We have several brands in our org and the sharing model is that members of a brand can only see records belonging to other members of their brand. When booking appointments though, users can see ALL SUMO locations (each brand has several SUMO Locations). We would like to control that list on the User or […]

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