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  1. Auto-enable Follow-up was available as a feature

    I'd like auto-enable to be available as a feature on my cirrus insight. Thank you.

    12 votes
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    • filter power search

      I request ability to filter power search by
      record type or by some other standard/custom field

      6 votes
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      • Advanced Search

        We log our emails to a custom Projects object. Currently, when we do a search, we search by our identifiers and get 20+ results but unfortunately, it shows all pending, in progress and completed projects. More than needed and since we are limited to 10 results, its cumbersome. Would love the flexibility to define what fields our search results are driven by.

        25 votes
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        • Fix UI to not conflict with Gmail Offline

          When the Ciurrus plugin is turned on, it covers a number of important button in Gmail Offline (specifically Gmail Offline app), like Refresh, Delete, Archive, etc. I use Gmail Offline all the time when traveling. But every time I do, I need to turn off Cirrus so I can do email. Those are often my biggest blocks of emailing (one the plane between CA and NY), so lots of emails aren't being tracked and reduces the value and usefulness from Cirrus.

          5 votes
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          • Follow-Ups on Mobile

            You can configure a follow-up from the web app but not the mobile app. This is an area where our Sales team would really like to see feature parity.

            4 votes
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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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              • 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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                • Have Yes/No embedded in Email Step

                  Allow an embedded "Yes/No" option within an Email step. Based on radial button response (Yes or No), a specific text for email is used. For example, in Review and Send, I would like an option that says, "Connected on LinkedIn?" Yes or No. After I check to see if we are connected, I select either Yes or No response and based on the response, CI serves up one email vs. another.

                  1 vote
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                    1 comment  ·  Flight Plans  ·  Admin →

                    Hi Robert. Thanks for your feedback. This is not likely on our near-term roadmap, but I want to see what others in the community say.

                    I understand the differences you’re looking for, but with the current product, you can have a customer Flight Plan and a Prospect flight plan (or likely multiple of each).

                  • Ability for Many People to Book Same Time for {Book Meeting in Flight Plans}

                    I use Book a Meeting in a Flight Plan that is for an event - in this case, a webinar. In the case of webinars, you want many people to be able to book the same time slot.

                    2 votes
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                      Thanks Robert. I understand what you’re looking for, but Book Meeting — as it is today — isn’t made for this. But I’ll think through it some more.

                      But for this specific webinar use case, don’t you have a webinar sign-up page that has direct integration to your webinar solution?

                    • The cirrus insight was not in the way in google tasks

                      The cirrus insight bar works in mail, but is in the way in google tasks. It may have to do with the link: https://mail.google.com/tasks/canvas

                      1 vote
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                      • 4 votes
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                          1 comment  ·  Flight Plans  ·  Admin →
                        • Have as Day of Week Send option in Flight Plans

                          We want the ability to specify an email step in a flight plan to be sent on a specific day - not just hours/days after previous step. For example, Have email send the following Monday (selected by checking box for a particular day of the week).

                          1 vote
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                          • When inserting a video link in email have it display a hero image

                            To create better engagement with links - particularly video links - we would like to see hero images of a video link displayed in email - similar to YouTube, Vimeo, Screencast, etc.

                            1 vote
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                            • Need the ability for users to see more than 50 tasks in Action Items list

                              Flight Plans currently limits users to only view 50 items at a time. Adding a more option or auto-update on scroll would be helpful.

                              3 votes
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                                started  ·  1 comment  ·  Flight Plans  ·  Admin →
                              • User-Specific Email Address Blocking

                                Allow specific users to block syncing emails from specific addresses without mandating an org-wide block.
                                For example: a user with a personal or sensitive relationship with a contact in salesforce shouldn't have their emails synced to that person, but other people in the org should still be able to communicate and have their emails logged.

                                1 vote
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                                  0 comments  ·  Email Sync  ·  Admin →
                                • Flight Plan Opportunity Reporting

                                  We currently use Salesforce reports to ensure opportunities have future activities planned. When we use Flight Plan there is no way to report on opportunities that have an activity to are in a flight plan.

                                  3 votes
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                                    under review  ·  1 comment  ·  Flight Plans  ·  Admin →
                                  • Add justification formatting in CI Template Editor

                                    Add formatting options to justify text left, center, or right

                                    2 votes
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                                    • Be able to see what Accounts are in what Step in a Flight Plan

                                      Maybe part of analytics coming in the future. But in the meantime, is this something that can be surfaced up from within Cirrus Insight like a lot of the other analytical info?

                                      1 vote
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                                      • Book Meeting: Alerts/Notifications

                                        I'd like for there to be an option for alert (either email or pop-up) added to a meeting that someone signs up for. See attached for a screenshot of the functionality that exists inside of Apple's Calendar app.

                                        2 votes
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                                        • Reset Primary ID from the Account Dashboard

                                          Currently, if you change your email address or if you've inherited an existing Salesforce user license from a previous user, the CI Support Team has to reset the Primary ID (email address) that CI's sync processes refer to. It would be great if CI Admins could perform the reset for their users from the Account Dashboard.

                                          1 vote
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                                            0 comments  ·  Dashboard  ·  Admin →
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