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  1. 3 votes
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      1 comment  ·  Email Sync  ·  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.

      2 votes
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        1 comment  ·  Book Meeting  ·  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  ·  Admin →
        • 1 vote
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          • 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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            • 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 vote
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                • 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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                  • Pull company information when creating a new account for a non-lead/non-contact from the side panel.

                    Add a button to the side panel under the company info tab to create a new account directly from there and pull the fields over into the new account where possible.

                    2 votes
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                    • Flight Plans open reply rate per person, not per email.

                      Would be great to have an option for a "Follow-ID" or similar, having Open/Reply Rate per person... not per email. For example, 10 (unique) responses from 200 emails sent to 100 people should be 10% instead of currently a 5% reply rate.

                      2 votes
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                      • gmass<-> cirrus= Issue on the two sending buttons

                        The two send buttons overlap sometime on the new Gmail.
                        Could we correct this?Or could I disable/hide your sending button?

                        1 vote
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                        • Add support for recurring events in CI for Google Calendar

                          Currently, if you save a recurring event and use CI for Google Calendar, only the first event in the series will be saved to Salesforce.

                          1 vote
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                          • change scheduled flight between automatic and manual sending in Salesforce process

                            We schedule flights from Salesforce to automatically send a follow-up email 21 days after initial contact. We can cancel that flight from Salesforce, but cannot change it from sending automatically to sending manually. That would be preferable.

                            1 vote
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                            • scheduling feature available for coworkers calendar on Outlook/Outlook 365

                              Book Meeting feature available for coworkers calendar on Outlook/Outlook 365

                              1 vote
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                                planned  ·  1 comment  ·  Book Meeting  ·  Admin →
                              • There were an indicator when the Flight will begin in the future (not current)

                                Hi, I made a Salesforce process that puts a customer on a flight in 21 days (StartDate=NOW()+21). This customer shows up in the Flights sub-tab in Flight Plans, but no indication of where they are in the flight. The overview still says there are zero people in the flight, I assume because this customer isn't in it yet, for 21 days. It would be helpful if there was some indication--maybe "Scheduled for [date]" under Steps?

                                2 votes
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                                • Able to turn off sync for person accounts

                                  I would like to be able to turn off the auto sync feature for person accounts but leave it on for contacts. We differentiate between the 2 and due to data protection rules we would like to prevent the email sync if the matching email address is found for a person account.

                                  1 vote
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                                    1 comment  ·  Email Sync  ·  Admin →
                                  • our calendars overlayed

                                    If I get an invite from someone who uses Assistant.to it would be great if I could see the overlaps on calendars rather than have to toggle back and forth or write down the options and then go to my calendar

                                    1 vote
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                                      @heather, can you expand on this for me? Are you yourself an Assistant.to or Cirrus Insight user? We’ve considered this in the past, but have put it off since we’d have to ask non-customers for their permission to view their calendar — which can be sensitive. But it’s good to hear this feedback — maybe not as big of a concern?

                                    • Provide a visual editor with drag and drop functionality when building drip campaigns in Flight Plans

                                      Just something I noticed when browsing other drip campaign and funnel builder tools and thought it would be a familiar UI improvement users would appreciate.

                                      1 vote
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                                      • Cirrus Insight would support permission sets

                                        When I give permissions to edit a template, I have to assign the permission directly to the profile as opposed to giving the permissions in a permission set. It would be great if Cirrus Insight would support permission sets.

                                        1 vote
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                                        • Add the ability attach emails to multiple opportunities in SalesForce

                                          There are times when an email needs to be associated with multiple opportunities. I'd like to have the ability to identify more than 1 opportunity to have the email attached to in SalesForce when adding to SalesForce before sending. I was able to do this with a different product, but since moving to Cirrus I've had to add steps to my workflow making it longer. Let me know if more detail or use cases are needed.

                                          1 vote
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