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  1. book meeting could have a setting to require a phone number to book a meeting.

    Add a field that can be made optional or required where the user can enter a phone number to be contacted at, rather than giving out our phone number.

    2 votes
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      0 comments  ·  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.

      3 votes
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        0 comments  ·  Book Meeting  ·  Flag idea as inappropriate…  ·  Admin →
      • Never block inbox/email functionality, even if there are Cirrus Insight errors.

        Cirrus Insight will present a message ("error preparing to send or send later") if Salesforce API limit is hit. This error prevents emails from being sent via Gmail.

        The solution would either be to allow the Gmail behavior regardless of Cirrus Insight errors, or to provide very specific error messaging that explains the API limit being hit and that Cirrus Insight features should be disabled until the API issue is resolved.

        2 votes
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          0 comments  ·  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 →
          • you could easily add a contact to an opportunity

            It is pretty frustrating that it is so hard to add a contact to an opportunity using Cirrus inside of Gmail??? You over one of 5 email addresses and the contact comes up. Awesome! then, you try to see if the person is added to an opportunity by clicking on "Related", they are not and so you think hang on, I know this person is involved in opportunity "x". You would think then it would be as easy as perhaps having 2 options. "Add to - New opportunity" and "Add to existing opportunity". However.... nope You have to go out…

            1 vote
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              0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
            • you could get a downloadable csv file of the reported errors when trying to create a campaign from a CSV file.

              Having a way to get information on what emails couldn't be read would go a long way to getting the email campaign to work smoothly and towards quality data entry.

              1 vote
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                0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
              • Create opportunity product from opportunity related list without an existing product

                When I go to an Opportunity on the side panel I should be able to create an Opportunity Product directly from the side panel even if there is not an existing product. This is currently possible via the red '+' button but is not possible directly through the object (again, if there is not an existing product).

                1 vote
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                  0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                • A view "All Tasks" or "All Open Tasks" view in Gmail task sidebar

                  I would like to see All Open Task not just limited to the Next 7 Days + Overdue

                  1 vote
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                    0 comments  ·  Task Management  ·  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 →
                    • Track Bounces like Opens and Clicks

                      I'd like to be able to track bounces in SF. So if it isn't able to be delivered, it should be tracked in Cirrus.

                      25 votes
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                        under review  ·  4 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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 →
                          • 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 →
                                • 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 →
                                  • 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 →
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