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  1. CI Analytics provided a specific field on the Activity indicating whether an email was inbound or outbound.

    Inbound/outbound arrows on the activity name could then be an optional preference for organizations that have CI Analytics installed into their ORG.

    5 votes
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      0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
    • 3 votes
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        1 comment  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
      • Associate Email with open task, and mark it complete.

        If I set a task for myself to email my customer on Monday
        morning. I'd like the email that I send to update that original task, and market it as complete. Right now I will create a new activity by sending the email, then need to go
        close that task separately.

        1 vote
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          1 comment  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
        • There were an "Add Image" button to save images to Salesforce chatter.

          Would be cool if there were an "Add Image" button to save images to Salesforce Chatter. Had a prospect say they can't find this in any apps they've looked at.

          1 vote
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            1 comment  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
          • 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.

            3 votes
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              1 comment  ·  Book Meeting  ·  Flag idea as inappropriate…  ·  Admin →
            • When using the book meeting feature, the first name pulled form the Salesforce field and not the email address.

              Mist times I have to adjust this because it either displays the whole email address, lame, or it pulls just the header of the email, like "jsmith" or "bramirez"

              1 vote
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                1 comment  ·  Book Meeting  ·  Flag idea as inappropriate…  ·  Admin →
              • You could customize the email text of the "book meeting" function.

                Currently, I manually edit it each time to be a bit more chatty/less stilted, but I would love to create my own customized message and save it in the settings.

                2 votes
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                  0 comments  ·  Book Meeting  ·  Flag idea as inappropriate…  ·  Admin →
                • watermarking would be available for attach.io

                  documents that can be downloaded should have a watermark of the recipients email and/or Name. Would help limiting sharing the downloaded document.

                  1 vote
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                    1 comment  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                  • Busy meeting over multiple days only shows as busy for the first day in personalized scheduling page e.g., PTO

                    Busy meeting over multiple days only shows as busy for the first day in personalized scheduling page e.g., PTO
                    Would be great if it showed busy the entire duration of the multiple day event

                    1 vote
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                      0 comments  ·  Scheduling Pages  ·  Flag idea as inappropriate…  ·  Admin →
                    • Sync values in Type field in Salesforce when sending Emails

                      We report on the Type field on Activities in Salesforce to track effort we are putting into various initiatives, and it is required on Tasks including Emails. When you send an email Cirrius Inisght pops up a message that the field is required as it should however when you select the desired value it still pushes the generic "Email" type value in Salesforce which is creating more work than it is helping since we have to now manually clean those values.

                      Can you please make sure that the values that are being selected in Cirrius / Gmail are actually being…

                      1 vote
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                        0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                      • Log Gmail Unique Link in SalesForce

                        Years ago, Cirrus Insight captured the Unique Gmail Link and appended it to the bottom of the information that was logged into SalesForce. This was very helpful when you needed to go back to the actual Gmail item and forward or reply to that email. I would like to see this brought back into production.

                        1 vote
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                          0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                        • Gmail - drop down menu to select Task Type to autosync email too instead of a generic 'email' type.

                          We have a few different types of emails and a few different positions that require email sync to SF. We have different email tasks types. This will save us from manually changing it in SF.

                          1 vote
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                            0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                          • Whitelisting

                            Making sure that only the emailaddresses I have send the link to can access/open a document.

                            1 vote
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                              0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                            • bulk sharing / sharing many documents

                              It would be helpful to share many documents at once with one or more recipients.

                              1 vote
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                                0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                              • viewing a list of emails a document is shared with

                                When sharing a document and adding a list of emails, it is not possible to see afterwards with whom I have shared the document. I would like to keep track of people I have shared the link with.

                                1 vote
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                                  0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  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  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 1 vote
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                                      0 comments  ·  Follow-Up Reminders  ·  Flag idea as inappropriate…  ·  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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                                        1 comment  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 1 vote
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                                          0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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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                                            0 comments  ·  Flight Plans  ·  Flag idea as inappropriate…  ·  Admin →
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