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  1. 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 →
        • 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

          8 votes
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            planned  ·  3 comments  ·  Outlook Integration  ·  Flag idea as inappropriate…  ·  Admin →
          • Follow up if no reply to email sent

            The follow up feature is good (I use return to my inbox) but it would be better if there was a setting to return to inbox if they don't reply to your email. If there is a reply then no follow up is necessary (unless you toggle it again).

            3 votes
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              0 comments  ·  Follow-Up Reminders  ·  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 →
              • 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 →
                        • Google Calendar Sync: Select calendar(s) to sync.

                          In Cirrus Settings for Calendar sync, user should be able to select which calendar - or calendars - to sync.

                          187 votes
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                            under review  ·  31 comments  ·  Calendar 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
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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 →
                                  • bulk sharing / sharing many documents

                                    It would be helpful to share many documents at once with one or more recipients.

                                    1 vote
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                                      0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                                    • viewing a list of emails a document is shared with

                                      When sharing a document and adding a list of emails, it is not possible to see afterwards with whom I have shared the document. I would like to keep track of people I have shared the link with.

                                      1 vote
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                                        0 comments  ·  Attachment Tracking  ·  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
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                                          1 comment  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 1 vote
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                                            0 comments  ·  Follow-Up Reminders  ·  Flag idea as inappropriate…  ·  Admin →
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