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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.

    2 votes
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    • CI Supported in the Pop Window Supported

      It turns out that if you use notifications to open up messages and try to reply, CI covers the email body window so that when you type, your text gets covered by the CI window. It's impossible to use pop ups and CI together in GMAIL.

      Support confirmed that POP UPS are not supported in CI which is unfortunate as we deal in email and rely on notifications to alert of important messages. We can no longer click the notifications to reply, instead have to go back to the main gmail window and reply normally.

      Surprised to hear this, with…

      1 vote
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      • When creating a new personal scheduling page, I could set that calendar link to appear as a specific time zone all the time.

        I'd like to ability to select a fixed time zone when creating a new personal scheduling page. Dreamforce comes to mind.

        1 vote
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        • Set a default meeting length

          Since the personal scheduling page isn't available to all users who use the Book Meeting functionality, it would be helpful to have a setting to set the default meeting length within Book Meeting itself.

          Right now it appears to only default to 30-minute meetings.

          Screenshot: https://cl.ly/0A2H3w3G2O0o

          1 vote
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          • add more calendar day suggestions in the book meeting

            add more calendar day suggestions in the book meeting. The limit of 3 is not enough day suggestions when booking.

            1 vote
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            • The ability for the invitee to suggest calendar times on an actual calendar and not just an email reply.

              The ability for the invitee to suggest calendar times on an actual calendar and not just an email reply. This would make the process so much faster.

              1 vote
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              • Attach.io icon location is too close to Gmail attach icon

                The location of the Attach.io icon is confusing because it is too close to the Gmail attach icon. Can you move it up into the Cirrus Insight ribbon?

                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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                  • Generate report or export the “who’s viewed” our documents info (in Attach.io).

                    Hi there
                    I’m wondering if there’s a way to generate report or export the “who’s viewed” our documents info that we can see?
                    It will be very handy if we can export them to a file and refer to see who’s viewed our documents. Thanks!

                    1 vote
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                    • Create a Template on the Fly from an Email

                      Is there an easy way to make an email I have written on the fly into a Template without re-writing it?

                      For example, if I wrote a great email, before I press send, I would like a "Make Email a Template" button where it would literally create a complete copy of the email and allow me to insert the merge fields where appropriate and save as a Template in a couple of clicks. Make sense? Salesforce Inbox (formerly IQ) has the capability. Very handy as many great template (reuseable) ideas come from one message.

                      1 vote
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                      • Easily Export Flight Plans to a document like MS Word or MS Excel

                        It would be great if we could export Flight Plans that have been created to either MS Word or MS Excel format for: (1) Backup purposes (2) Easy to review in an "offline" mode.

                        1 vote
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                        • The calendar was easier to use

                          I used to be able to scroll in the calendar for scheduling my follow-up and now I have to click. The extra step does not seem warranted.

                          1 vote
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                          • when custom attaching emails to Salesforce Opportunities, you could search for the Opp by Opp Number (versus Opp Name only)

                            We attach emails to Salesforce a lot, usually of the custom variety, to opportunities.

                            For opportunities, this process would be easier if a user could search for the opportunity by opportunity number also. As it stands, they must search by opportunity name.

                            Because we have many similar opportunities, the names are similar and this takes more effort. Sometimes to the point of going into Salesforce to locate the particular Opp name because they need to see the details surrounding it, and then coming back to the Cirrus side panel to complete the attachment (which defeats the purpose).

                            This comes into…

                            1 vote
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                              0 comments  ·  Email Sync  ·  Admin →
                            • Ask Questions only when document is being downloaded

                              An option where the gate (name, phone, company, etc.) does not appear to view the document. Instead ,the gate is present when a recipient attempts to download the document.

                              1 vote
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                              • 1 vote
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                                • Admin and non-admin versions of the setup program should be able (with permissions) to uninstall the other version

                                  The admin and non-admin versions should be able to uninstall the other (if have the permission) and cleanly uninstall the other. We have multiple cases where people with the admin version since get an indication to install a new version which gives then a complete new install of the personal. Besides that issue then I believe they have two installs. Support said people get pop-ups for GUI changes so how do a person know what to click on when?

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                                  • Supply add to Salesforce functionality for Outlook appointments without Exchange web service involvement

                                    Have an option such as Salesforce for Outlook to have Outlook vs. Exchange controlled calendar synching. My corproation does not allow Exchange web services so we need to investigate other products that can do this.

                                    1 vote
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                                    • Supply add to Salesforce functionality for Outlook appointments without Exchange web service involvement

                                      Have an option such as Salesforce for Outlook to have Outlook vs. Exchange controlled calendar synching. My corproation does not allow Exchange web services so we need to investigate other products that can do this.

                                      0 votes
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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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