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It would be great if ...

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  1. Book meeting multiple receipient

    It should be possible to arrange and book meetings for several receipient. Now only 1 can be selected

    17 votes
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    • Cirrus Insight for Apple Mail

      Can you create/compile the Cirrus Insight tool for Apple Mail, as you have with Outlook in WIndows? I know Cirrus Insight does not work in Outlook for Mac, and I understand why. My company uses gmail as our mail client, but many of us don't like the gmail interface. We have several Mac users in our company, and would like to sync our e-mails with Salesforce, using the Apple Mail client. This is a feature that I think ALL Mac users would like, and is not addressed. Mail Drop works OK. but the features in Cirrus Insight are much better.

      17 votes
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        1 comment  ·  Admin →
      • Default Follow Up

        Automated follow up settings. Allow me to set a default for follow up on all messages. For instance, I'd like every email I send to have a default follow up notification attached to it for 24 hours or 5 days, etc...

        6 votes
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        • Google Calendar Sync could sync different colors to different types of events in Salesforce

          Google Calendar Sync could sync different colors to different types of events in Salesforce. We would like to be able to use calendar event colors to indicate different types of meetings: e.g. Client meetings, prospect meetings, executive sponsorship meetings.

          6 votes
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          • Update the salesforce tab on a Google Calendar event even if your not the owner of the event.

            There is currently no way to access the Salesforce tab on calendar events that you aren't the owner of. For example, if someone from another company that uses google for email sends me a meeting invite and I want to categorize it with SF fields, the Cirrus Insight tool doesn't allow you to do it.

            28 votes
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            • 1 vote
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                1 comment  ·  Dashboard  ·  Admin →
              • 5 votes
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                • Calendar Sync had a configurable search UI when trying to relate different types of records to a calendar event

                  Love the fact that we can now relate events in Google Calendar to different types of records - Opportunities, Accounts, Contacts, Cases, Custom Objects, etc. - however, it would be great if we could configure both the fields searched and the fields displayed for each record type we might need to relate to. Today, it just gives you "Name" and "Type" which is not very useful. Especially, when the custom object has a Name of a random number, and the easier understanding of what the record represents is provided in other fields.

                  6 votes
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                  • Select prospect's time zone for scheduling

                    When using the Book Meeting function, it would be great to select our prospect's time zone as a courtesy. It feels more professional and thoughtful. Currently, the onus is on them to change from our time zone, the default.

                    3 votes
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                      planned  ·  1 comment  ·  Book Meeting  ·  Admin →
                    • Book Meeting Tool

                      Enable to change the default message, due to the necessity of different languages. For example, when I need to send this book meeting to someone at Mexico, I would like to send it in Spanish instead of English.

                      2 votes
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                        planned  ·  0 comments  ·  Book Meeting  ·  Admin →
                      • 4 votes
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                        • The composer of "schedule meeting" to also receive notifications

                          It should be possible for the composer of "schedule meeting" feature booking via a shared calendar to also receive notifications when the meeting gets booked. This will be very helpful for executive assistants to know when the meeting they composed/scheduled is now confirmed.

                          3 votes
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                          • Assign Case to Account Rather than Contact

                            Right now you can only assign a case to a contact via cirrus. I have contacts assigned to multiple accounts, so the case gets lost in translation.

                            Would be great to allow Cases to be assigned to an Account.

                            1 vote
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                            • Default mail sync to leads before contacts in Salesforce

                              If I have a lead and a contact with the same email. I rather it default to the lead before the contact. Following up on leads by email takes forever because I have to click the Cirrus button and manually change it from, contact to lead, before I send an email.

                              3 votes
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                              • Add emails to blacklist to prevent emails to the address from being tracked in Salesforce.

                                Cirrrus needs a blacklist feature so users don't have to deselect "tracking" in gmail every time they send an email. For example, I continually have to deselect tracking every time I email colleagues, friends or family. It'd be nice to have them in a blacklist.

                                1 vote
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                                • Cirrus Insight for Outlook supported calendar sync

                                  It's a real shame that Cirrus Insight for Outlook does not support calendar sync - that would be a great feature to add

                                  5 votes
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                                  • I could remove cirrus insight from my macbook/gmail

                                    I would like to remove the sync between Cirrus Insight and my gmail account now that we are no longer working with Sales Force.

                                    1 vote
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                                    • You could get alerts for opportunities with close date within the next 7 days

                                      It would be useful to receive an automatic alert informing you that the opportunity xxx has a close date within the next 7 days (for example).
                                      In additional to the usual follow up done by the sales reps, it would be a reminder that an action has to be done with the customer (action or push out).
                                      If it is possible, then in the task we could imagine a filter like "Opps with Close date in next 7 days", the same as you have an option to check the pending tasks or events in the next 7 days.

                                      1 vote
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                                        0 comments  ·  Dashboard  ·  Admin →
                                      • 1 vote
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                                        • Make follow up reminder visible

                                          Make it visible if a follow up reminder is scheduled for an email

                                          1 vote
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