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  1. Make a dropped Email into an open activity

    When dropping an email to Salesforce, if the drop down could include dropping the email as an OPEN activity instead of it always dropping to Activity HISTORY as a closed task. This would allow client emails and emails from coworkers to easily become tasks instead of just history.

    8 votes
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    • Opportunity Default in Side Panel (instead of Tasks)

      In the Cirrus Side Panel I would like to be able to set Opportunities as the org default instead of tasks. We don't use tasks heavily so opportunities would make more sense.

      1 vote
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      • There were an indicator when the Flight will begin in the future (not current)

        Hi, I made a Salesforce process that puts a customer on a flight in 21 days (StartDate=NOW()+21). This customer shows up in the Flights sub-tab in Flight Plans, but no indication of where they are in the flight. The overview still says there are zero people in the flight, I assume because this customer isn't in it yet, for 21 days. It would be helpful if there was some indication--maybe "Scheduled for [date]" under Steps?

        2 votes
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        • Per recipient email Tracking

          Email tracking to be per recipient while tracking

          8 votes
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          • Email and Email Opt out fields are included within the snapshot.

            In preparing for the GDPR in the EU it would help to be able to see if a customer or lead has opted out when emailing from Outlook or the mobile app from the snapshot view in the side panel.

            2 votes
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            • Save emails as Emails in Salesforce

              You should be able to save emails to Salesforce as Emails instead of Tasks.

              4 votes
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                started  ·  0 comments  ·  Email Sync  ·  Admin →
              • Reduce contact sync time

                Would you PLEASE add a "Sync Now" feature - PLEASE...

                It's easily the most frustrating aspect of using Cirrus Insight with SalesForce.

                Every time I add a new contact I have to wait at least 15 - 20 minutes for the details to sync so I can send my NEW contact an email

                13 votes
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                • Set a default meeting length

                  Since the personal scheduling page isn't available to all users who use the Book Meeting functionality, it would be helpful to have a setting to set the default meeting length within Book Meeting itself.

                  Right now it appears to only default to 30-minute meetings.

                  Screenshot: https://cl.ly/0A2H3w3G2O0o

                  2 votes
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                  • Integrate into the New Gmail UI Apps Sidebar, Instead of Own Side Panel

                    CI isn’t following the convention of all the other Gmail sidebar apps in the New Gmail UI (2018). CI uses its own interface for a side panel... not the sidebar panel with all the other app buttons and interfaces.

                    You can prove/test this because CI and another regular sidebar app can both be open at the same time. No two regular sidebar apps can be open at the same time because opening a new one closes the second, as they occupy the same space in the UI.

                    Additionally, this causes rendering issues with all other sidebar apps who are following…

                    1 vote
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                    • one click add attachments from email to sfdc

                      Rather than needing to go to the ATS and then to "Custom" , there should be a button in the where I have highlighted, that would allow the user to add the attachments with one click. Alternatively, a checkbox in the quickadd for ATS would be preferable to what there is today.

                      1 vote
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                      • The Office 365 (web, not desktop) version should not have a broken (send and)ATS button when composing an email

                        RE: OUTLOOK ON THE WEB (browser, not desktop)...

                        Office 365 (OotW, aka OWA, client) has a button to "Add to Salesforce" during composition (not in v1.0.0.0, which is why we're still stuck using that old version), which doesn't work. It queues the email until another email is ATS'ed, thus queueing that 2nd until a 3rd is added, and so on. Plus, the prior pushed email gets timestamped for the queueing of the next instead of its original timestamp of when it was queued, resulting in unreliable timestamp data. If you don't add an email to SF in days, your added…

                        4 votes
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                        • The Task Assignment Email should be sent when creating delegated tasks through the Cirrus Insight Panel for Outlook

                          When you create a task in Salesforce and change the Assigned To to another user, that user then receives a Task Assignment Email to notify them that a task has been delegated to them.

                          Currently, if you create a task using the Cirrus Insight for Outlook Side Panel and change the Assigned To to another user, that user does not receive a Task Assignment Email.

                          Seeing as Cirrus Insight creates this task in Salesforce, it is very weird to me that this standard functionality is not triggered when the task is created through Cirrus Insight.

                          It would be very helpful…

                          1 vote
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                          • Option to disable Attach.io

                            If the Attach.io feature is not useful, it would be great to have the option to remove the button from users' inboxes or disable it altogether.

                            3 votes
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                            • 3 votes
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                              • Book Meeting allowed you to overlay multiple calendars while selecting times

                                I need to look at multiple calendars when scheduling: my Google calendar, my husband's, and my work calendar (Outlook). I can see all three in Google, but need a scheduling solutions that is able to "see" all three when scheduling.

                                6 votes
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                                • CI Supported in the Pop Window Supported

                                  It turns out that if you use notifications to open up messages and try to reply, CI covers the email body window so that when you type, your text gets covered by the CI window. It's impossible to use pop ups and CI together in GMAIL.

                                  Support confirmed that POP UPS are not supported in CI which is unfortunate as we deal in email and rely on notifications to alert of important messages. We can no longer click the notifications to reply, instead have to go back to the main gmail window and reply normally.

                                  Surprised to hear this, with…

                                  1 vote
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                                  • When creating a new personal scheduling page, I could set that calendar link to appear as a specific time zone all the time.

                                    I'd like to ability to select a fixed time zone when creating a new personal scheduling page. Dreamforce comes to mind.

                                    1 vote
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                                    • Save to files instead of attachments

                                      Whilst chatter feed functionality has been around for a long time, as per Ryan's comment here: http://ideas.cirrusinsight.com/forums/121921-general/suggestions/7204809-save-gmail-attachments-to-sf-files

                                      This is not in line with the current salesforce roadmap. This action saves the files to attachments, a feature that is being sunsetted by salesforce, and will not be migrated into lighting.

                                      It is necessary for admins to be able to determine which related list we push emailed attachments to, so that we can enable users effectively.

                                      4 votes
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                                      • add more calendar day suggestions in the book meeting

                                        add more calendar day suggestions in the book meeting. The limit of 3 is not enough day suggestions when booking.

                                        1 vote
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                                        • The ability for the invitee to suggest calendar times on an actual calendar and not just an email reply.

                                          The ability for the invitee to suggest calendar times on an actual calendar and not just an email reply. This would make the process so much faster.

                                          1 vote
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