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It would be great if ...

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  1. Add to SF "Functionality" - Related Record Search

    In the Add to SF - Related Record Search - It would be excellent to be able to click on an option to search the record in either ascending or descending order. For Instance, if there are 10 cases open for a related search to be able to search and click to search newest case first or newest Opp, etc first. This is especially necessary in case view since our company has 20K cases to search and many clients have multiple records (cases) and it isn't pulling the newest first so we lose the ability to find it in related…

    45 votes
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    • Sync Internal Events to Salesforce

      Cirrus used to sync these events. In a 2016 update, this feature was disabled. Now we have people getting double booked because "internal events" aren't showing up in Salesforce.

      Please restore the original functionality that was working for all but 39 of your users and give an "option" for those that don't want to sync internal events.

      35 votes
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        started  ·  2 comments  ·  Calendar Sync  ·  Admin →
      • Multiple public calendar links

        Can I have multiple public calendars? Example, next week I am in Denver and then the week after I am in Houston. Can I set up the calendar for specific dates and share with one people in the cities I am traveling to and ask for an appointment? Thanks!

        40 votes
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          1 comment  ·  Book Meeting  ·  Admin →
        • support clearbit

          Clearbit is a useful gmail integration and Cirrus legacy worked okay with it, but the new cirrus integration overrides it and will not let me use it.

          17 votes
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          • More sorting available in "tracking" and list views

            It would be great if I was able to sort within different columns to see who had the most opens OR who hasn't opened my emails at all.

            Along those same lines, it would be great to have sortable views i.e. "email sent but not opened" or "email sent with no reply".

            Would also like to see a scoring column for "activity score" with 1 point for opens, 3 for replies/clicks, so I can see who is the best to follow up with.

            9 votes
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              1 comment  ·  Dashboard  ·  Admin →
            • The ability to send campaigns from different aliases

              When sending email campaigns, it would be really helpful if we could select which alias it goes from. For example, some email campaigns come from our "support" email, others from our "rsvp" email, etc. All of these emails are aliases in Gmail managed by one user so it would be really nice to be able to toggle back and forth between all of them when sending email campaign.

              7 votes
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              • mailto w/ whatid(s) and/or whoid(s) somewhere in URL to auto select SF records to save to

                It would be slick if SF users could trigger an email via a mailto link that included the associated whatid(s) and/or whoid(s) wiithin it that cirrus could capture and use when setting what to log to in SF.

                3 votes
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                • The banner across the top of email was collapsible

                  The banner across the top of GMail is excessive. Would be nice if this would collapse or hide like the dashboard.

                  9 votes
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                  • Remove top bar in latest release

                    If you could remove (Or make optional) the top bar that you have added in the latest release of Insight. It's very intrusive and messes with my other plugins

                    4 votes
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                    • Outlook and Outlook 365 contacts could sync with Salesforce

                      We're using Outlook and Office 365 and need the ability to sync Salesforce and Outlook contacts and send emails to a Salesforce lists from Outlook. I believe this functionality already exists for Gmail, but it would be great if Outlook were included too.

                      7 votes
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                        1 comment  ·  Contact Sync  ·  Admin →

                        Thanks Meico. I’d like to get some clarification:

                        Do you need contact sync so you can send individual salesforce contacts emails?

                        OR

                        Do you want to send an email blast to lists of contacts?

                        We have both features in Gmail. We have plans to add Email Campaigns to Office 365, but haven’t heard a lot of demand for Contact Sync.

                      • We could filter emails we've sent that are unread/unopened

                        It would help us follow up with clients if we could filter to see a list of all the emails that we've sent that have NOT been read/opened.

                        2 votes
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                          planned  ·  0 comments  ·  Email Tracking  ·  Admin →
                        • Email Snooze

                          Just like Google Inbox Snooze button.

                          3 votes
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                            1 comment  ·  Admin →
                          • Blocked times in the calendar to be a darker color

                            It's difficult for our older clients to see the current color scheme!

                            3 votes
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                            • Contact sync set sould be related to Contact Views oder CampaignMembers

                              There is no Field on a Contact where I can define a Statement using equal oder starts with to define a relevant Sync list for me. I can define Views in Salesforce oder Campaigns with all relevant Contacts for me.
                              Please add either a Operation like "Contains" or a Feature like: Take Campaign as Sync List or take Contact-View as Synclist

                              51 votes
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                                1 comment  ·  Contact Sync  ·  Admin →
                              • Customization of field layouts from admin dashboard

                                For administrators, updating object layouts via the email client addon is tedious.

                                Object layouts should be configurable from the administration dashboard instead of only via the email client interface.

                                Something like the following:
                                1. Pick an object
                                2. Pick a profile
                                3. Display the current Cirrus layout and allow updates

                                3 votes
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                                  0 comments  ·  Dashboard  ·  Admin →
                                • Recognize email addresses in Gmail that have other contacts/leads with the same domain and label them with a different color.

                                  Currently a blue dot is used for a contact and an orange dot is used for a lead but I'd like to see another color marker for people who may not have a record in SF yet but a colleague of there's does with the same email domain.

                                  4 votes
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                                  • Multiple Add to Salesforce Ideas

                                    1. I would like for there to be a way to make Cirrus use the new Email object in Salesforce rather than Tasks?

                                    2. I would like to search in GMail for emails to find emails that are not already added to Salesforce. Maybe Cirrus Insight could tag those emails with a label so that I can find them.

                                    3. I would lie to auto-sync emails that are tagged with a specific GMail label.

                                    4. I'd really like to see an activity history of email when I click on an email in GMail - so I can see previous conversations…

                                    1 vote
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                                    • Campaign via Gmail Contacts or CVS file (not in Salesforce)

                                      I'd like the ability to run campaigns against contacts that I have in Gmail or contacts that I can import from a cvs/xls file.

                                      At my company, we only put contacts into salesforce as leads or contacts if they have engaged with us. So, in cases where I'm running campaigns on cold contacts, I'd like to be able to select contacts from my Google Contacts or by importing a contact list from a cvs file. Then, if the prospect responds, I would want the ability to convert that contact into a salesforce lead.

                                      Let me know if you need more…

                                      5 votes
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                                      • Option to see email tracking in sidebar instead of Salesforce

                                        It would be great if you could choose what you wanted to see in the sidebar. I would love to see my email tracking in the sidebar with a dropdown menu to sort (opened, unopened, clicked) I can do this in my current product (ContactMonkey, YesWare) most email tracking software already does this.

                                        3 votes
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                                        • Placing your email in a choosen task instead of default

                                          It would be good to be able to edit the setting to allow the end user to have the emails logged in call/email as I have to now manually change all email to this type due to my organization tracking only this category.

                                          3 votes
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