General

It would be great if ...

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. 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
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)

      We’ll send you updates on this idea

      0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
    • 3 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)

        We’ll send you updates on this idea

        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
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)

          We’ll send you updates on this idea

          1 comment  ·  Email Sync  ·  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
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)

            We’ll send you updates on this idea

            0 comments  ·  Email Sync  ·  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
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)

              We’ll send you updates on this idea

              0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  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
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)

                We’ll send you updates on this idea

                1 comment  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
              • 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
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  1 comment  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                • Emails were grouped by their email/outlook id#. Our current crm does this do a thread of emails all get automatically grouped in same task.

                  Emails are associated with a task or service request and the system doesn’t then create multiple emails on the same subject/task.

                  1 vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                  • specify auto sync accounts

                    We should be able to specify which accounts auto sync applies to.
                    the blocked domain gives an option for kind of "automatically on, but turn it off for specifics)
                    This doesn't work for us, due to data protection; the chance of syncing confidential emails is too great.

                    We need the default to be off, but then to be able to turn it on for specifics.

                    1 vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                    • Save emails as Emails in Salesforce

                      You should be able to save emails to Salesforce as Emails instead of Tasks.

                      4 votes
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        started  ·  0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                        • There was an "unsubscribe" button for Campaign emails.

                          When I send out emails to a group using the Campaigns feature in Cirrus Insight, it would be great if there was a way for the recipient to be able to unsubscribe or opt out and it be recorded in SF so they were eliminated from future outreach.

                          5 votes
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            under review  ·  0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                          • add to salesforce based on who is a recipient of email

                            in the mac version, you can click on Cirrus and it allows "quick add" based on people in the email. in Windows it does not (for outlook)

                            1 vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                            • Email Sync - Multiple Contacts

                              Users should be able to choose which Contacts a record syncs to via the "Custom" Add to Salesforce feature when sending to multiple recipients. Currently, they can only accept that the email will sync to multiple records (which impacts reporting on daily activities) or choose not to sync entirely.

                              1 vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

                                0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  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
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                • Change Opportunity Contact Role name or disable

                                  Opportunity Contact Roles created by Cirrus are listed as "Opportunity Contact." This doesn't make sense for all opportunities. The following functionality would be helpful.

                                  1) Ability to designate a different Contact Role type (also in this Idea http://ideas.cirrusinsight.com/forums/121921-general/suggestions/4274594-ability-to-select-the-contact-role-value-when-crea)

                                  2) Ability to disable the creation of the Opportunity Contact Roles for all of my users (from the admin level).

                                  3) Ability to disable/enable the creation of Opportunity Contact Roles on each record.

                                  Use case: Staff sending emails related to an Opportunity are being added as an "Opportunity Contact" contact role. This doesn't make sense in our org.

                                  1 vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Enable Automatic Attachment of Files to Email Activity in SalesForce

                                    I would like to see a setting that can be enabled so that we can Enable Automatic Attachment of Files to Email Activity in SalesForce

                                    1 vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      planned  ·  0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow automatic email logging to be set on an individual or account basis.

                                      Not everyone in the org needs every email automatically logged in Salesforce (marketing and biz dev), while some people need all of them logged (sales reps). This feature should be able to be set individually like Calendar Sync.

                                      2 votes
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        under review  ·  0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Don't see your idea?

                                      Feedback and Knowledge Base