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It would be great if ...

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  1. Cirrus would suggest an acvount based an e-mail's domain

    Whenever I seem to have an e-mail from someone new, the right-side bar shows the possibility to add a LEAD or a CONTACT. So far so good. But it would be nice if immediately, maybe based on the last part of the e-mail, it would recognize that there are other contacts from the same domain already in the database and suggest these accounts to add the contact to. Right now I believe the risks exists that someone creates a lead for someone who could be added to an account as it already exists. The lookup does require extra manual action…

    4 votes
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      0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
    • Recognize email saved to Salesforce by another user when you have also received the same email

      Say an email is addressed to multiple people in the organization. If person A adds the email to Salesforce allow cirrus to show person B that it has already been added.

      8 votes
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        under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • customize snapshot

          Add the ability to customize the SnapShot. I don't want to see Opportunities or Cases, but I do want to be able to see other Salesforce objects.

          9 votes
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            under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Cirrus would not default to archive emails when sent

            Right now Cirrus automatically archives an email once sent, but it would be better to have the option to either 'send' or 'send & archive.' This could be either a setting/preference, or simply a choice upon sending any given email. There are many situations where we don't want to save an email once sent, and the auto archive feature unnecessarily saves emails.

            1 vote
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              0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
            • 3 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 3 votes
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                  0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                • Email Tracking Only For Logged Messages

                  Since not everyone in our org uses SalesForce and, by extension, Cirrus, the email tracking feature creates a situation where some users can track internal emails and other cannot. In order to make this a customer-only tool, would like to have an administrative option to only allow emails to be tracked if that message is also logged in Salesforce

                  3 votes
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                    1 comment  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →

                    We were talking about adding the “Email Tracking” checkbox to the Add To Salesforce dialog (in addition to it’s current location). If we did that, you could ask your users to only choose email tracking from that screen, accomplishing what you need.

                  • Salesforce Email Template Bug?

                    Selecting an email template from Salesforce has been buggy.

                    For some reason the intro "Hi (lead name)" has been a bigger font than the rest of the template. Even though I made sure all the font was same sized in Salesforce when I saved it.

                    One of my templates I created also has not been showing up, so I can't use that template through Cirrus.

                    Thanks!

                    1 vote
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                      0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                    • 26 votes
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                        under review  ·  3 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
                      • When creating an event from inside of CI that I could relate the event to more than one contact

                        I create events regularly and I find myself not being able to from CI because I can only relate it to one Lead or Contact. It would be great if from CI I could create an event and relate it to multiple attendees.

                        4 votes
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                          under review  ·  0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
                        • Indicate "Last Login" on User Section on Admin Dashboard

                          In order to identify users who have stopped using Cirrus Insight because of technical issues, training needs, or otherwise, I would like a column on the user list indicating the last login date/time.

                          3 votes
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                            planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Visualforce display of tracked emails on object detail page

                            It would great to have a visualforce page added as a section on Account, Contact, and Lead that displays all the tracked emails for that related record. Even though the tracking fields are available on the Task layout and Activity History related list, the resulting completed Tasks would be mixed with other complete Tasks. A visualforce page that displays only Tasks that represent tracked email could be added in the detail section of the page layout.

                            3 votes
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                              under review  ·  0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                            • I could capture all the information, name, address, etc., on contacts WITHOUT email addresses.

                              I acquire lists oftentimes without email addresses. I would like to enter these contacts in Salesforce via Cirrus Insight. At present, a contact is required to have an email address. Any possibility of that happening?

                              1 vote
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                                0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →

                                Technically, you can create a contact without an email address… But I think what you’re looking for is the ability to create a contact (or perhaps other types of records) irrespective of an actual email.

                              • Cirrus Insight could sync emails with Boomerang

                                A number of our users currently use both Cirrus Insight and Boomerang. When using Boomerang, they are forced to wait until the email sends, then go to their Sent Mail folder and sync the email there. It would be great if CI had a forward-looking sync, or some type of integration with Boomerang that didn't require the extra step.

                                6 votes
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                                  under review  ·  0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                • Send HTML email templates

                                  Send HTML versions of Salesforce Template e-mails from GMail. Specifically, we have a logo at the top of our HTML templates which does not pull into Gmail via Cirrus Insight

                                  3 votes
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                                    0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add Google Chats to Salesforce

                                    I'd like to add my Google IM and/or G+ or Hangout 'Chats' to salesforce in the same way I add emails.

                                    9 votes
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                                      under review  ·  1 comment  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Contact sync should synchronize all your email addresses on Salesforce

                                      As of now only one email field from Salesforce is synchronized - but our contacts sometimes have more than one email (for instance their work email and their personal email). The sync tool now only brings one email address to Gmail.

                                      1 vote
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                                        under review  ·  0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                      • When attaching an email to an Opportunity search on all fields to find the correct one.

                                        After our sales group gets an opportunity signed then our internal teams take over. Our internal personnel do not know the opportunity name but they know an internal tracking number that is also listed in the opportunity.

                                        We need the ability to search for that internal number and find the opportunity vs trying to have our internal staff learn the opportunity names.

                                        34 votes
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                                          under review  ·  3 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                        • you could customize the fields available on the Add Email popups

                                          Our unique identifier in our systems is Account Number as we allow our customers to sign up for multiple accounts with the same email address. And many of them do. So we have a lot of duplicates and without having these additional custom fields available on the Add Email popups, it is impossible for our users to be able to see which record to log an email too.

                                          78 votes
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                                            planned  ·  3 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
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