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It would be great if ...

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  1. Add more than 5 Sync Sets in Contact Sync.

    Right now, we are only given an option to add a max of 5 sync sets in contact sync. This becomes an inconvenience when the sales rep wants to create "distribution lists" for each of their accounts in SFDC which they use for mass emails. All, if not most, of our sales reps have more than 5 accounts so it would really help if we can input more than 5 (hopefully unlimited) sync sets.

    128 votes
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      planned  ·  9 comments  ·  Contact Sync  ·  Admin →
    • Add the email address of the track or the contact when a useful model

      Add the email address of the track or the contact in the email when a useful a Salesforce Email template

      29 votes
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      • 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.

        21 votes
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        • Cirrus support for new "Inbox by Gmail"

          Gmail has created a new inbox that actually has a really great interface, and works the way a person manages their email (leaving unread things that haven't been actioned, etc). I really like it and would like to use it but I need Cirrus to work with it. In case you're all curious: http://www.google.com/inbox/

          12 votes
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          • Email entire Salesforce list (leads & contacts) email marketing

            I need to send marketing email's to my entire Salesforce list (leads & contacts).

            It normal copy, templates, simple mutli template follow up automation and stopping if replaying. Similar to what Tout does.

            8 votes
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              planned  ·  1 comment  ·  Gmail Integration  ·  Admin →
            • Leads Creation from email CC

              Create leads from cc in gmail. Leads should show email address that is in email cc. company name should be the domain name.

              This would be a great feature to have

              Regards,

              Tawfiq

              7 votes
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              • Add to multiple records at the same time

                Allow us to log an email to several Salesforce "Related Records" at a time. For example, logging a single email to several invoices at the same time instead of clicking Add To Salesforce several times for the same email.

                6 votes
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                • Compatibility with Clearslide

                  Impossible to send email - This happen just when I want to send an email to a lead and I click "GMAIL" next to the lead's email on SalesForce.
                  This problem started after the new Cirrus update.

                  1 vote
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                  • Capture mobile numbers not just cell phone numbers

                    Cirrus needs to capture 'mobile', 'mobile phone' or 'm:" numbers not just 'cell phone'

                    3 votes
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                    • 5 votes
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                        1 comment  ·  Admin →
                      • Allow me to force Google contacts sync

                        Allow me to force Google Contacts sync instead of waiting until the end of an hour.

                        I get a new lead or enter a contact into SFDC and then want to send them a message. When I click on the record out of CI it doesn't include the person's name in the To: field, only their email address.

                        I feel this looks unprofessional so I must instead hand write/copy/paste:

                        FirstName LastName <email@adress.com>

                        4 votes
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                        • Disable internal email tracking for colleagues

                          As in Yesware, disable the tracking of emails to my peers (or that they were cc'd) as it's a bit useless

                          10 votes
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                          • Customizable Colors Templates

                            Allow Cirrus a customizable color palette to better represent corporate branding. Additionally, allows admins to draw users' attention to certain Cirrus functions that are essential to the company's workflow.

                            3 votes
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                            • Automatically schedule followup emails

                              Modify email so I can automatically schedule a followup email in n days. The schedule function already exists so I would like to use it to create mini email workflows.

                              4 votes
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                              • Create follow up task when saving an email to SF

                                When saving an email to SF it would be great to have the option to create a follow up task from within the same screen. This eliminates the need to go in to SF after you saved an email and create a follow up task.

                                4 votes
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                                  started  ·  0 comments  ·  Admin →
                                • Wow the new update is radical. One comment is that in adding email activity for a Contact to SFC, I may not want to add it to the Account.

                                  Wow the new update is radical.

                                  One comment is that in adding email activity for a Contact to SFC, I may not want to add it to the Account. I am not sure if the old version would add to the Account by default, but the new version definitely does.

                                  For example, we are using SFC for recruiting. If I have a candidate graduating from columbia university, her Account will be Columbia University but I don;t really need to have all of the dialogue with candidates getting added to the Columbia account.

                                  1 vote
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                                  • 1 vote
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                                    • Ability to add a task from Cirrus Files SF screen and/or from Google Drive

                                      Sycning documents in Files has helped our firm manage documents much more efficiently. However, we often have to set up tasks from the documents. It would be great to have the ability to set a task from the Cirrus SF screen and/or in Google drive when the document is being viewed.

                                      The same theory holds for Chatter, if we could post to the chatter feed for a document from Cirrus files or have all of the collaboration in google drive sync with the object in chatter, we would be in business.

                                      1 vote
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                                      • Change Side Panel "Focus" in one click

                                        Change the "Focus" of the side panel to the lead/contact you want by clicking a hyperlinked name inside the panel, instead of having to do a search for it, or click their name in an email header. This would save clicks and time.

                                        Hi Michael,

                                        Thanks for writing. The "My Tasks" tab (which is what is loaded in the screenshot) allows you to access your Tasks regardless of the person loaded in the side panel.

                                        Normally, to change the "focus" of the side panel, you can just hover over an email address, but that's within an email. I see what…

                                        3 votes
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                                        • Auto delete or archive Google Drive folders

                                          Auto delete or archive Google Drive folders for objects that meet a given criteria (i.e. blank folder on a case closed for 60 days).

                                          1 vote
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