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  1. 3 votes
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      2 comments  ·  Email Tracking  ·  Flag idea as inappropriate…  ·  Admin →
    • 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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        0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
      • unsubscribe

        Add an unsubscribe button to the automated Calendar Sync and Email Sync emails that are sent out after disabling either feature so the user can stop getting the emails if they don't want them.

        3 votes
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          0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
        • 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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            0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
          • Public Calendar Link that works in email templates

            I am building email templates for Flight Plans and I'm building them as Salesforce Email Templates. I was hoping to incorporate a "Public Calendar Link" into some of the email templates, but there's no way to do this. In other words, Public Calendar Links are only able to be inserted manually by users. It would be awesome if there was a "Merge Field" that allowed you to create templates that automatically incorporated the URL for the Public Calendar Link of the user sending the email template. Even better if this could somehow be created as a Salesforce email template.

            1 vote
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              2 comments  ·  Book Meeting  ·  Flag idea as inappropriate…  ·  Admin →

              That’s a great idea. We’ve gotten around that ourselves, by adding a custom field on the User object where you can put each user’s scheduling page link. But I like your idea more!

            • 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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                0 comments  ·  Outlook Integration  ·  Flag idea as inappropriate…  ·  Admin →
              • 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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                  0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                • 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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                    0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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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                      0 comments  ·  Flight Plans  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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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                        0 comments  ·  Follow-Up Reminders  ·  Flag idea as inappropriate…  ·  Admin →
                      • 2 votes
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                          0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                        • Set Task Type in Cirrus Layout for Salesforce

                          When you are saving an email as a task the Salesforce Type field is missing from the Cirrus layout. For some task record types I'd like to be able to set a default for the Type field as an admin, but for other record types I want to allow the user to input thisType field prior to saving the task to Salesforce.

                          So, would be great if:
                          1. User could set task Type field if that field is added to the Cirrus Add to Salesforce page layout.
                          2. Admin could set task Type default for different task record types if…

                          5 votes
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                            0 comments  ·  Task Management  ·  Flag idea as inappropriate…  ·  Admin →
                          • 2 votes
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                              0 comments  ·  Book Meeting  ·  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
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                                0 comments  ·  Email Sync  ·  Flag idea as inappropriate…  ·  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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                                  0 comments  ·  Attachment Tracking  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
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                                    0 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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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                                      0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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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                                        0 comments  ·  Outlook Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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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                                          0 comments  ·  Outlook Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Clear Warning that RTF format is not supported

                                          Currently if a user selects a RTF formatted email, the system often keeps the information for a previous email. potentially adding the incorrect information to Salesforce with the ATS function. If you refuse to correctly handle RTF formatted emails (some such as for sent appointments is the only option Microsoft supports), please at least give a warning and clear all fields when a user moves to a RTF email.

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