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It would be great if ...

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  1. 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

    25 votes
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      1 comment  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
    • Easily identify active and inactive Contact records

      It would be great if CI could mark or easily identify Active and Inactive records and default active records to the top of the search results. This way users can be sure they are logging emails to the correct Contact record.

      24 votes
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        under review  ·  2 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
      • For saving e-mails to Salesforce, we could export the entire e-mail as a PDF (not just a text field)

        This would allow preserving the send and receive date, sender and recipient name and e-mails and the integrity of the e-mail as a record rather than just what was written in the e-mail.

        7 votes
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          0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
        • Change Cirrus Files Templates to be adjustable based on a field mapping (ie. different file templates for end-users versus )

          Change Cirrus Files Templates to be adjustable based on a field mapping (ie. different file templates for end-users versus )

          3 votes
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            2 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
          • Increased adoption and user productivity

            I wish I could select multiple emails at once, in a list fashion and add them to the appropriate record in SF.

            For example, I have over 50 emails that all relate to a specific oppty, but it is too time consuming for me to go back and add them one at a time.

            I realize I should be adding them as I go, but I also want to add emails from other people, so there is a full record.

            I also struggle with how to leverage your mobile solution to link emails to opptys.

            Thanks, Kevin

            0 votes
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              0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
            • Cirrus Insight to support secondary calendars that could be displayed on Salesforce Account records

              When I track a company I want to sell to, it is helpful for me to be able to see events that the company has, because those events are an opportunity for me to sell to them. So I would like to have an individual Google calendar for my accounts that I could link to an account record in Salesforce and then have that Google calendar display on the Account record.

              3 votes
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                0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
              • Add account team to sync set criteria

                Syncing via Account team. It would be great if you could include account team in the search criteria for syncing contact sets.

                0 votes
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                  0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
                • Track email opens from inside Salesforce

                  Track email opens from inside Salesforce

                  0 votes
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                    1 comment  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                  • Automatic

                    Automatically track all mails without having to press the button

                    0 votes
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                      0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                    • Able to use the search tab for finding an account through the account number

                      In our company we do have thousands of accounts that in some cases the accounts have same first name or last name. But all the accounts do have a different account number. While we are on the phone we our customer and they give us their account number, it would be nice to search for their account using the account number that was given.

                      6 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Create new Contacts for an email where referred contact does not have an email

                        I get emails where a contact is referenced but does not have an email for that references contact. I want to be able to add that contact to the existing account that the email is already associated with. In short allow creating new contacts for an existing contact in Salesforce. Show the Create new Contact + sign on an existing contact information on the side panel

                        3 votes
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                          0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                        • Email Tracking - but not yourself or co-workers

                          Can you segregate the email tracking to NOT report false-positives from co-workers or even your own email when viewing from the regular email client? More information on the views such as by whom is welcome as well.

                          0 votes
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                            0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                          • Automatically labeling incoming email

                            This feature would be great for shared mailboxes.

                            The outcome I would like is that an incoming email would be automatically labeled in Gmail if the sender (which has a single match in salesforce as for email address; I would leave multiple matches alone) had a custom field in the contact or in the account it is tied to.

                            Example:
                            steve@toto.com sends an email to the shared mailbox.

                            this email matches Steve Taylor from the account TEST1 which is in location = ATLANTIC

                            I would like the email to be labeled "ATLANTIC".

                            0 votes
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                              0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  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.

                              12 votes
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                                0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                              • You had a more comprehensive contact/lead/opp view

                                It'd be great if the record window reflected:

                                +lead,
                                +contact,
                                +cases
                                +opp

                                The "+" is an expand option and matching opps/contacts to an email communication, incoming or outgoing, could then be double clicked or selected for "record to". Current "record to multiple" does not meet the needs we have when history doesn't apply to all recipients and only some.

                                1 vote
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                                  0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                                • Cirrus and SalesLoft Cadence could play nice together

                                  Both are great tools for Sales Development and live in your Gmail inbox. So it would ideal to have them both up and running at the same time.

                                  1 vote
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                                    0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                  • New Contacts added to existing accounts, add account site

                                    It would be great when if you go to add a lead to an existing account with multiple sites (i.e. multiple offices across the US) if the account site showed up next to the account. Otherwise, it is a guessing game.

                                    9 votes
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                                      under review  ·  0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Correct Date format

                                      Outside of America the date 11 Sep 14 would be expressed like this: 11/09/14.

                                      Salesforce, and most other software allows for it with the date format setting, yet your software ignores the date format setting in SalesForce and displays dates in the American format - highly confusing for the rest of us, since we would see 09/11/14 and assume this was 9th November.

                                      On behalf of your international customers it would be good if you could address this.

                                      2 votes
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                                        0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow HTML in Cirrus fields

                                        Rich text fields in Salesforce show as long, illegible paragraphs in CI, including their HTML tags. Text formatting would be great, but having even just <br> and <p> tags work in CI would make those fields usable when viewing in CI.

                                        2 votes
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                                          under review  ·  1 comment  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Email synced to 'Email' related list on Cases, or option to do so.

                                          For support organizations, most email communications are funneled into the 'Email' related list on the Case object. It would be great if we could have the option of attaching emails to that related list in Cirrus instead of the Activity object. Is that feasible?

                                          1 vote
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                                            0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
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