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It would be great if ...

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  1. If there was a drop down from Cirrus insight drop email to SF screen to make the email a task and assign it?

    I often email drop from Cirrus Insight to Salesforce and then separately go into Salesforce Household and change the dropped email to a task and assign it out. It would be great to eliminate all these extra steps and be able to choose to drop as email (in Activity History in SF) or drop as task (into Open Activities in SF) and assign right from Cirrus screen.

    18 votes
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    • Edit attachment names before adding to Salesforce

      I see this was mentioned once before and declined. This is actually a big deal for our admin users who need to attach a lot of documents. If they could edit the name of the attachment before adding it to salesforce this would be a huge time saver, so I'd like to bring forth the idea gain. As it is some of our custom objects that we attach to won't allow you to edit a file name once it's been attached and since attachments aren't always named by the sender in a manner our company wants, this presents a problem.

      5 votes
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      • Save attachments to Cirrus Files folder

        When I'm adding an (inbound) email to Salesforce I want to save the attachment to the cirrus files folder on Google Drive related to the same object.

        1 vote
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        • Incorporate User fields into email templates

          I have developed email templates that pull from the user information to create a unique signature and also personalize the email further based on the user, not just the contact that the email is being sent to. This works just fine through salesforce, but not through gmail. With gmail, only the standard fields merge, and not custom fields.

          Once again, this addition will greatly improve the ability to customize email templates based on the User as well as the Contact

          3 votes
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          • Cirrus Insight to support Gmail Groups - Collaborative Inbox

            We would like to use Cirrus Insight with Gmail Groups - Collaborative Inbox.

            https://support.google.com/a/answer/167430?hl=en

            28 votes
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            • Autopolulate Name in salesforce tab from invitee

              Hi.

              Because Google contact and contact from salesforces are sync (So Sames informations) it would be greate to autopolulate Name in the saleforce tab from invity. It will avoid us to write 2 time the same name.

              3 votes
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              • Add email to multiple invoices/transactions at same time

                Allow us to add an email to multiple invoices/transactions at the same time, without having to do them individually one at a time

                1 vote
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                • Sync Home Phone Number Field

                  Currently, only mobile and office phone fields are included in the sync. Most of the people I know still have land-lines at their home... not that they use them, but some of the older ones do!

                  3 votes
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                  • Sort Overdue Task by Date

                    Allow sorting of Overdue task by date by clicking on the "Due Date" header. (Ascending and descending)

                    1 vote
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                    • Only add current email (not entire thread) to Salesforce

                      It would be great strip out the previous replies when logging an individual email that a continuation of a longer thread.

                      3 votes
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                      • Time zone view

                        Ability to view contact's time zone easily in contact view and task view.

                        0 votes
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                          under review  ·  1 comment  ·  Contact Sync  ·  Admin →
                        • Copy Shipping to Billing Address

                          After creating an account and entering the shipping address, it would be useful to have a 'Copy to Billing' without having to re-type it

                          1 vote
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                            0 comments  ·  Dashboard  ·  Admin →
                          • Allow disabling the "Quick Send & Add" button, forcing users to choose the correct record and/or opportunity to associate email with

                            Allow disabling the "Quick Send & Add" button, forcing users to choose the correct record and/or opportunity to associate email with

                            3 votes
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                            • I could place the widget on the left side of my screen

                              Place the widget on the left side of my screen.

                              3 votes
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                              • Display Account name next to Contact when searching, so you can easily locate the correct record to relate to

                                When adding email against a Contact record and you search for the Contact sometimes you get a very long list (Contact has multiple records against different companies or it is a popular name therefore lots of similar contact records exist) - rather than having to go down the list and hover of each Search Result to get extra detail i.e. Account Name. If the Account Name was visible as one of the columns initially then that would make attaching the email to the corrct record so much quicker.

                                Thanks!

                                1 vote
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                                • 8 votes
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                                  • Salesforce account/opp info on initial Calendar display

                                    V pleased to see we can now link a Google Calendar event directly to an account or oppty in Salesforce but can we not get that account/oppty info on the calendar display itself rather than hidden behind a tab when editing the event?

                                    0 votes
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                                      planned  ·  0 comments  ·  Calendar Sync  ·  Admin →
                                    • the email tracking is improved to match functionality of ToutApp, Signals and Yesware.

                                      I find the interface for following up on who has read which email difficult to get an overview on.

                                      I think you should copy and improve on what ToutApp, Signals and Yesware have done. With having simple interfaces where I can see who opened what when. The sidebar on the right is too small and doesn't lend itself to easily understand what is happening.

                                      16 votes
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                                      • Email and Event

                                        Before sending email, enable to log a task, call, or event as a followup action related to sent email.

                                        0 votes
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                                        • 1 vote
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