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  1. 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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    • 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

      4 votes
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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…

            1 vote
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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.

            • Cirrus Insight to insert line breaks by using <br> tags on Outlook

              The <br> tag is generated from a Salesforce function named "BR()" to insert break lines so that billing address will have format:

              Billing Street

              Billing City

              Billing State

              Billing Postal Code

              Billing Country

              But on Outlook just displays <br> tags and not insert line break which works fine on Salesforce.
              Please can you add this function to Cirrus Insight

              1 vote
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