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  1. Email and Email Opt out fields are included within the snapshot.

    In preparing for the GDPR in the EU it would help to be able to see if a customer or lead has opted out when emailing from Outlook or the mobile app from the snapshot view in the side panel.

    3 votes
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    • Adding multiple Email attachments with identical file names

      Currently Cirrus doesn't recognize and cannot add attachments with identical file names within the same email. Even if when saving one attachment and renaming it, the second cannot be added all the time. Can this be changed so that multiple files with identical file names can be added? When 'dropping' these files onto a network drive one will automatically be renamed with (1) at the end. A similar solution in from Cirrus would be fine.

      1 vote
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      • Include Sent Date and Time with Outlook email body

        The ActvityDate field in SFDC Task object is Date Only. We trigger email logging manually as Sender and Destination Contact are seldom same. For reporting, Threading msgs, etc, logging date and time of sent email would be a great feature addition. Please and Thank you!!!

        1 vote
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        • The Office 365 (web, not desktop) version should not have a broken (send and)ATS button when composing an email

          RE: OUTLOOK ON THE WEB (browser, not desktop)...

          Office 365 (OotW, aka OWA, client) has a button to "Add to Salesforce" during composition (not in v1.0.0.0, which is why we're still stuck using that old version), which doesn't work. It queues the email until another email is ATS'ed, thus queueing that 2nd until a 3rd is added, and so on. Plus, the prior pushed email gets timestamped for the queueing of the next instead of its original timestamp of when it was queued, resulting in unreliable timestamp data. If you don't add an email to SF in days, your added…

          4 votes
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          • The Task Assignment Email should be sent when creating delegated tasks through the Cirrus Insight Panel for Outlook

            When you create a task in Salesforce and change the Assigned To to another user, that user then receives a Task Assignment Email to notify them that a task has been delegated to them.

            Currently, if you create a task using the Cirrus Insight for Outlook Side Panel and change the Assigned To to another user, that user does not receive a Task Assignment Email.

            Seeing as Cirrus Insight creates this task in Salesforce, it is very weird to me that this standard functionality is not triggered when the task is created through Cirrus Insight.

            It would be very helpful…

            1 vote
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            • Better error message for validation errors for Add to Salesforce function

              I have a validation rule that if a picklist has a certain value one of two fields needs to be selected. CI only returns a generic message "Email Failed to Log to Salesforce - UNKNOWN Error". I believe when I chatted with CI support they received the normal validation error message in their logs (something like "For appointments you must enter the product or strategy"). Please show the validation;s specific message.

              1 vote
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              • Can the side panel updating, etc. not slow down Outlook if it is hidden (moved to side by carat)

                Like Lightning for Outlook, can the side panel updating, etc. not slow down Outlook if it is hidden (moved to side by carat). Why update information that people are not viewing and may have closed for many hours.

                1 vote
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                • Make contact drop down and related to(contact) field more intelligent

                  Currently if the sender is not a Salesforce contact the related to (contact) field in ATS comes up blank and if you save the ATS panel, there are no related to contacts or accounts. If you ATS from your sent mail, this also seems to happen even if the system would not add you as a contact since you are the signed in user.
                  Can this be fixed to try to show the contact on the ATS contact line that is really a contact (and not the signed in user) and not one that shows as blank (no blue dot)?

                  1 vote
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                  • Clear Warning that RTF format is not supported

                    Currently if a user selects a RTF formatted email, the system often keeps the information for a previous email. potentially adding the incorrect information to Salesforce with the ATS function. If you refuse to correctly handle RTF formatted emails (some such as for sent appointments is the only option Microsoft supports), please at least give a warning and clear all fields when a user moves to a RTF email.

                    1 vote
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                    • Fixing system to not choke on RTF emails

                      We may have 50,000 employees that have emails defaulting to RTF format (including people in the UK that previously used your product which is interesting). When a user gets these emails, how are they to enter them in Salesforce if your system supplies the information for a previous email in the ATS panel? What is the workaround and is this limitation/workaround in your product documented on your website and user documentation? Are you going to fix this problem?

                      1 vote
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                      • Outlook Calendar sync by by Category or another field

                        I thought I was notified previously that this was planned, but I no longer see my idea. While not optimal, have a method to control what gets synched would be great. Such Outlook categories and/or a Salesforce field to control what gets synched. I think the most important now would be on controlling the Salesforce side.

                        1 vote
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                        • Allow individual Salesforce events to be sent to Outlook's Calendar.

                          Allow individual events on Salesforce to be sent to Outlook's calendar.

                          1 vote
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                          • Email Campaigns in Outlook/Office 365

                            Our Sales Reps want to be able to send out mass email campaigns to 500 customers at a time to boost productivity, though this feature is available for Gmail we use Outlook and Office 365

                            7 votes
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                            • Better formatting of email body's html text when corvert to text by CI

                              Some improvements in the formatting of html text should be made, at least attempting to respect line breaks in tables, etc.

                              1 vote
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                              • Resolve destructive conflict between Cirrus and ToDoIst Outlook Plug-Ins

                                Please, resolve a conflict between with Outlook ToDoIst plug-in, which causes Cirrus plug-in to stop working and right-panel to disappear.
                                PS This conflict has been witnessed with the help of Cirrus 2nd line support.

                                1 vote
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                                • Autopopulate and log Date & Time into SF

                                  For legal reasons, we need to have a record of the date *and* time of the email that we're logging to a student's record in Salesforce. It would be great if this information could be autopopulated into a (custom) field that would also make it easy to sort by and report on.

                                  Thanks!

                                  3 votes
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                                  • Cirrus Insight would support HTML headers from Salesforce email templates for Outlook

                                    Cirrus Insight would support HTML headers from Salesforce email templates for Outlook

                                    1 vote
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                                    • Change the field names

                                      In the Add to Salesforce window, the Contact field is named "Related To", but maps to the "Name" field.

                                      In Salesforce the "Related To" field is mapped to the CI "Related Record" field.

                                      Wouldn't it make sense to have these named the same as where they go in Salesforce?

                                      1 vote
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                                      • Pin the Cirrus panel in Outlook 365

                                        Cirrus is amazing but it takes about 10 seconds to load up whenever I click on the app in Outlook 365 - it's not a lot but it adds up, and it's annoying. Could you allow us to pin/unpin the panel like we can do in Gmail?
                                        Thanks :)

                                        2 votes
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                                        • Email Opt Out Flag - deliver a warning if set to true

                                          If the Email Opt Out Flag is set to true, (it's a SF standard field):
                                          - Increase visibility to the flag on the contact record (so the user can see it right next to the email itself).
                                          - Then depending on the profile of the user, the system could enforce that field, or allow the user to override it. (Example: Sales rep sends out prospect emails, the system would automatically decline to send the email to those prospects - or if override is turned on, the someone like Client Services could use Cirrus to email as needed).

                                          The intention is…

                                          2 votes
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                                            Hi Susan. Your first point is something that we could consider doing, and I agree would make a good enhancement. The second point is very much tied to your business rules and configuration, and you’d need to set that up in your org in particular. I think all you’re talking about is allowing certain profiles to change that field.

                                            We also have some settings you can find in the Dashboard under Email Campaigns to control how that field is enforced.

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