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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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    • 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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        • 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

          12 votes
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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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            • Save emails as Emails in Salesforce

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

              3 votes
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                started  ·  0 comments  ·  Email Sync  ·  Admin →
              • 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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                  • 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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                      • 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

                        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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                          • 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.

                            5 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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                                • Attach.io icon location is too close to Gmail attach icon

                                  The location of the Attach.io icon is confusing because it is too close to the Gmail attach icon. Can you move it up into the Cirrus Insight ribbon?

                                  1 vote
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                                  • Better error message for validation errors for Add to Salesforce function

                                    I have a validation rule that if a picklist has a certain value one of two fields needs to be selected. CI only returns a generic message "Email Failed to Log to Salesforce - UNKNOWN Error". I believe when I chatted with CI support they received the normal validation error message in their logs (something like "For appointments you must enter the product or strategy"). Please show the validation;s specific message.

                                    1 vote
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                                    • Generate report or export the “who’s viewed” our documents info (in Attach.io).

                                      Hi there
                                      I’m wondering if there’s a way to generate report or export the “who’s viewed” our documents info that we can see?
                                      It will be very handy if we can export them to a file and refer to see who’s viewed our documents. Thanks!

                                      1 vote
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                                      • Create a Template on the Fly from an Email

                                        Is there an easy way to make an email I have written on the fly into a Template without re-writing it?

                                        For example, if I wrote a great email, before I press send, I would like a "Make Email a Template" button where it would literally create a complete copy of the email and allow me to insert the merge fields where appropriate and save as a Template in a couple of clicks. Make sense? Salesforce Inbox (formerly IQ) has the capability. Very handy as many great template (reuseable) ideas come from one message.

                                        1 vote
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                                        • Easily Export Flight Plans to a document like MS Word or MS Excel

                                          It would be great if we could export Flight Plans that have been created to either MS Word or MS Excel format for: (1) Backup purposes (2) Easy to review in an "offline" mode.

                                          1 vote
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