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  1. the location field is connected to google maps so we don't have to type the whole address.

    Request from Case 00163134

    The location should connect to google maps, so we don't have to type the whole address.

    2 votes
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      1 comment  ·  Book Meeting  ·  Admin →
    • Fix/improve EmailMessage object support in Classic

      When Enhanced Email is enabled in a SF org, emails sent directly from SF using the Send an Email button under Activity History are stored as EmailMessage records.

      The Insight admin portal has a setting for enabling the Email Message Object so that messages will be stored in the same way in SF. This causes emails transferred via Insight to be stored as a EmailMessage records instead of a Task records. It does not work as expected however.

      In theory, emails transferred to SF using Insight with the Email Message Object setting enabled should then appear in SF just like…

      1 vote
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        1 comment  ·  Email Sync  ·  Admin →
      • Color customization

        Can I customize some of the colors in the new Cirrus format? Most specifically, the toolbar that appears within the body of my Gmail (when I'm reading or responding to someone)? It's very distracting visually (I'm dyslexic)

        2 votes
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        • delete draft after stopping flight

          After starting a flight for multiple users, sometimes the flight will be stopped if the user chimes in via phone or email, however, the draft will remain in the drafts folder.

          After the flight has been stopped by choosing an outcome, we would like it to automatically delete the associated draft as well.

          2 votes
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          • Pull company information when creating a new account for a non-lead/non-contact from the side panel.

            Add a button to the side panel under the company info tab to create a new account directly from there and pull the fields over into the new account where possible.

            2 votes
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            • Flight Plans open reply rate per person, not per email.

              Would be great to have an option for a "Follow-ID" or similar, having Open/Reply Rate per person... not per email. For example, 10 (unique) responses from 200 emails sent to 100 people should be 10% instead of currently a 5% reply rate.

              2 votes
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              • scheduling feature available for coworkers calendar on Outlook/Outlook 365

                Book Meeting feature available for coworkers calendar on Outlook/Outlook 365

                1 vote
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                  planned  ·  1 comment  ·  Book Meeting  ·  Admin →
                • 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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                  • Able to turn off sync for person accounts

                    I would like to be able to turn off the auto sync feature for person accounts but leave it on for contacts. We differentiate between the 2 and due to data protection rules we would like to prevent the email sync if the matching email address is found for a person account.

                    1 vote
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                      1 comment  ·  Email Sync  ·  Admin →
                    • our calendars overlayed

                      If I get an invite from someone who uses Assistant.to it would be great if I could see the overlaps on calendars rather than have to toggle back and forth or write down the options and then go to my calendar

                      1 vote
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                        @heather, can you expand on this for me? Are you yourself an Assistant.to or Cirrus Insight user? We’ve considered this in the past, but have put it off since we’d have to ask non-customers for their permission to view their calendar — which can be sensitive. But it’s good to hear this feedback — maybe not as big of a concern?

                      • Provide a visual editor with drag and drop functionality when building drip campaigns in Flight Plans

                        Just something I noticed when browsing other drip campaign and funnel builder tools and thought it would be a familiar UI improvement users would appreciate.

                        1 vote
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                        • Cirrus Insight would support permission sets

                          When I give permissions to edit a template, I have to assign the permission directly to the profile as opposed to giving the permissions in a permission set. It would be great if Cirrus Insight would support permission sets.

                          1 vote
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                          • Add the ability attach emails to multiple opportunities in SalesForce

                            There are times when an email needs to be associated with multiple opportunities. I'd like to have the ability to identify more than 1 opportunity to have the email attached to in SalesForce when adding to SalesForce before sending. I was able to do this with a different product, but since moving to Cirrus I've had to add steps to my workflow making it longer. Let me know if more detail or use cases are needed.

                            1 vote
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                            • 1 vote
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                              • the Office 365 sidebar were persistent on outlook for mac.

                                i must recheck the sidebar with each email. if i click pin, the sidebar doesn't change.

                                1 vote
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                                  I know it’s annoying. Unfortunately, we’re at the mercy of what’s supported by Microsoft — and HOW they support it. We’re currently doing some R&D on ways to work around the limitations that Office 365 presents, with respect to the persistent sidebar, and hope to have a solution in the coming months.

                                • Be Able to SEND LATER from Mobile

                                  From the mobile app it would be nice to schedule an email to be sent in the future like we can from a desktop

                                  1 vote
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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.

                                    2 votes
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                                    • 1 vote
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                                        planned  ·  0 comments  ·  Book Meeting  ·  Admin →
                                      • Emails were grouped by their email/outlook id#. Our current crm does this do a thread of emails all get automatically grouped in same task.

                                        Emails are associated with a task or service request and the system doesn’t then create multiple emails on the same subject/task.

                                        1 vote
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                                          0 comments  ·  Email Sync  ·  Admin →
                                        • specify auto sync accounts

                                          We should be able to specify which accounts auto sync applies to.
                                          the blocked domain gives an option for kind of "automatically on, but turn it off for specifics)
                                          This doesn't work for us, due to data protection; the chance of syncing confidential emails is too great.

                                          We need the default to be off, but then to be able to turn it on for specifics.

                                          1 vote
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                                            0 comments  ·  Email Sync  ·  Admin →
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