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It would be great if ...

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  1. Default the Opportunity/Account section of an activity being logged to "Account" instead of "AP Task"

    Have the ability to set a default value on the Oppty/Account Field LoV dropdown.

    Default the Opportunity/Account section of an activity being logged to "Account" instead of "AP Task"

    4 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 3 votes
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        1 comment  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
      • Better Notifications and UI

        I am using Signals as it gives better alerts, UI's etc for email tracking. I used Cirrus email tracking as it is included in my current subscription hoping that I would not ned to pay extra for Signals. But I barely come to know who opened the emails. I have to locate that particular email and then check. Whereas Signals shows silent notifications on my screen. Besides I can click a simple interface link in my gmail to see all the emails that were opened and un opened.

        6 votes
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          0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
        • Allow manual refresh of email templates

          Changes to email templates, including the addiiton/deletion of templates and modification to existing templates, apparently take up to an hour to appear in Cirrus Insight. I would like to be able to force a refresh of the templates. Just as I start prospecting, I often realize I should update my template so I jump to Salesforce and make a tweak or create a new template. Having to wait for my improved template to show up in Cirrus Insight kills my flow. That is the opposite of what Cirrus Insight usually does for me.

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 3 votes
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Save and New Task

              Right now in SFDC I will call a contact, if they don't answer I copy my notes, mark the action as "left message" then I click "save and new task" to save task and create a new one. This option is not available in the gmail widget which is pretty much a deal breaker for me. I can be much more efficient in SFDC.

              1 vote
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                0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
              • I could see the 'last reconcile date/time' on the dashboard

                As new users setup Cirrus, I can't see them immediately on the Cirrus Dashboard. Moreover, they may get a 'trial version' message upon installation due to lag time in refreshing the user list within Cirrus for our account. I'd like to be able to confirm this is likely due to lag in the setup behind the scenes and not user installation error by seeing the last reconcile data/time.

                1 vote
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                  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
                • Cirrus would suggest an acvount based an e-mail's domain

                  Whenever I seem to have an e-mail from someone new, the right-side bar shows the possibility to add a LEAD or a CONTACT. So far so good. But it would be nice if immediately, maybe based on the last part of the e-mail, it would recognize that there are other contacts from the same domain already in the database and suggest these accounts to add the contact to. Right now I believe the risks exists that someone creates a lead for someone who could be added to an account as it already exists. The lookup does require extra manual action…

                  2 votes
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                    0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
                  • Recognize email saved to Salesforce by another user when you have also received the same email

                    Say an email is addressed to multiple people in the organization. If person A adds the email to Salesforce allow cirrus to show person B that it has already been added.

                    11 votes
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                      under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 2 votes
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                        under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • customize snapshot

                        Add the ability to customize the SnapShot. I don't want to see Opportunities or Cases, but I do want to be able to see other Salesforce objects.

                        12 votes
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                          under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Automatically add reminder date/time

                          When I'm adding a task via the Cirrus sidebar panel and set a due date, I would love it if the reminder date/time could automatically be set (or give me an option to do that).

                          Otherwise, I find myself setting a due date, having to scroll down to set a date down below and comparing it to the date above.

                          In Salesforce it does this automatically, which is nice...

                          0 votes
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                            1 comment  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                          • Cirrus would not default to archive emails when sent

                            Right now Cirrus automatically archives an email once sent, but it would be better to have the option to either 'send' or 'send & archive.' This could be either a setting/preference, or simply a choice upon sending any given email. There are many situations where we don't want to save an email once sent, and the auto archive feature unnecessarily saves emails.

                            1 vote
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                              0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                            • 3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 3 votes
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                                  0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                • Email Tracking Only For Logged Messages

                                  Since not everyone in our org uses SalesForce and, by extension, Cirrus, the email tracking feature creates a situation where some users can track internal emails and other cannot. In order to make this a customer-only tool, would like to have an administrative option to only allow emails to be tracked if that message is also logged in Salesforce

                                  3 votes
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                                    1 comment  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →

                                    We were talking about adding the “Email Tracking” checkbox to the Add To Salesforce dialog (in addition to it’s current location). If we did that, you could ask your users to only choose email tracking from that screen, accomplishing what you need.

                                  • 29 votes
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                                      under review  ·  3 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Salesforce Email Template Bug?

                                      Selecting an email template from Salesforce has been buggy.

                                      For some reason the intro "Hi (lead name)" has been a bigger font than the rest of the template. Even though I made sure all the font was same sized in Salesforce when I saved it.

                                      One of my templates I created also has not been showing up, so I can't use that template through Cirrus.

                                      Thanks!

                                      1 vote
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                                        0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                      • When creating an event from inside of CI that I could relate the event to more than one contact

                                        I create events regularly and I find myself not being able to from CI because I can only relate it to one Lead or Contact. It would be great if from CI I could create an event and relate it to multiple attendees.

                                        4 votes
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                                          under review  ·  0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Indicate "Last Login" on User Section on Admin Dashboard

                                          In order to identify users who have stopped using Cirrus Insight because of technical issues, training needs, or otherwise, I would like a column on the user list indicating the last login date/time.

                                          3 votes
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                                            planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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