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  1. 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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      0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
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        0 comments  ·  Flight Plans  ·  Flag idea as inappropriate…  ·  Admin →
      • the Office 365 sidebar were persistent on outlook for mac.

        i must recheck the sidebar with each email. if i click pin, the sidebar doesn't change.

        1 vote
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          0 comments  ·  Outlook Integration  ·  Flag idea as inappropriate…  ·  Admin →

          I know it’s annoying. Unfortunately, we’re at the mercy of what’s supported by Microsoft — and HOW they support it. We’re currently doing some R&D on ways to work around the limitations that Office 365 presents, with respect to the persistent sidebar, and hope to have a solution in the coming months.

        • Be Able to SEND LATER from Mobile

          From the mobile app it would be nice to schedule an email to be sent in the future like we can from a desktop

          1 vote
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            0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
          • Opportunity Default in Side Panel (instead of Tasks)

            In the Cirrus Side Panel I would like to be able to set Opportunities as the org default instead of tasks. We don't use tasks heavily so opportunities would make more sense.

            2 votes
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              1 comment  ·  Task Management  ·  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
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                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
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                  0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                • Get rid of the "Search button" since the search is meant to be automatic; making the button redundant

                  Also, ensure that right-clicking to Paste triggers a search. Currently it doesn't and the only way around it is to press Enter after clicking Paste. (CC0AIR0249)

                  1 vote
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                    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
                  • Change outcomes after chosen

                    You should be able to change the selected outcome after it has already been saved. In our case, a Flight was stopped because of an error and an outcome had to be chosen. The outcome that was chosen has a "positive" designation, and it is now skewing the reporting of outcomes.

                    1 vote
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                      under review  ·  0 comments  ·  Flight Plans  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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.

                      3 votes
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                        0 comments  ·  Outlook Integration  ·  Flag idea as inappropriate…  ·  Admin →
                      • Make a dropped Email into an open activity

                        When dropping an email to Salesforce, if the drop down could include dropping the email as an OPEN activity instead of it always dropping to Activity HISTORY as a closed task. This would allow client emails and emails from coworkers to easily become tasks instead of just history.

                        8 votes
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                          0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                        • Per recipient email Tracking

                          Email tracking to be per recipient while tracking

                          10 votes
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                            0 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                          • We can customize flights quickly before sending to clients. As an example, I currently use a service called Klenty. When adding prospects to

                            We can customize flights quickly before sending to clients. As an example, I currently use a service called Klenty. When adding prospects to a flight, I can see all three steps and edit quickly before sending. It's a big time saver and helps personalize each email. I encourage your team to check out this service and this feature for their competitive advantage. I would love to see this added to Cirrus. I'm happy to hop on a call with someone to show them what I mean as well. My cell is 714 404 9470. I'm with Fyber. My company just…

                            1 vote
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                              0 comments  ·  Flight Plans  ·  Flag idea as inappropriate…  ·  Admin →
                            • 1 vote
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                                0 comments  ·  Flight Plans  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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.

                                2 votes
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                                  1 comment  ·  Book Meeting  ·  Flag idea as inappropriate…  ·  Admin →
                                • Adding multiple Email attachments with identical file names

                                  Currently Cirrus doesn't recognize and cannot add attachments with identical file names within the same email. Even if when saving one attachment and renaming it, the second cannot be added all the time. Can this be changed so that multiple files with identical file names can be added? When 'dropping' these files onto a network drive one will automatically be renamed with (1) at the end. A similar solution in from Cirrus would be fine.

                                  1 vote
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                                    0 comments  ·  Outlook Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Include Sent Date and Time with Outlook email body

                                    The ActvityDate field in SFDC Task object is Date Only. We trigger email logging manually as Sender and Destination Contact are seldom same. For reporting, Threading msgs, etc, logging date and time of sent email would be a great feature addition. Please and Thank you!!!

                                    1 vote
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                                      0 comments  ·  Outlook Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Allow to manually add a profile picture for a contact in the side panel.

                                      It would be super helpful if we could add profile pictures to contacts, so different people within our organization can put a face to a contact. For example, if our new CEO corresponds with a donor, he would also then know what he/she looks like for the next time they meet.

                                      1 vote
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                                        0 comments  ·  Gmail Integration  ·  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
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                                          started  ·  0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Reduce contact sync time

                                          Would you PLEASE add a "Sync Now" feature - PLEASE...

                                          It's easily the most frustrating aspect of using Cirrus Insight with SalesForce.

                                          Every time I add a new contact I have to wait at least 15 - 20 minutes for the details to sync so I can send my NEW contact an email

                                          13 votes
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                                            0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
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