Cirrus Insight Mobile

How can we improve Cirrus Insight Mobile?

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  1. Logging a Call in Cirrus Insight Mobile. Make Call default in Type section

    To make a call I must
    1. Open Cirrus Insight app
    2. Click the 4 lines on the top left
    3. click on the Search Record
    4. Enter name of person they want to call
    5. Click contact
    6. Click phone number
    7. Click Call
    8. Chat to partner
    9. Click Log Call to Salesforce
    10. Click Type
    11. Click Call
    12. Click Description
    13. Enter notes
    14. Click tick on top right

    Is there anyway this can be configured to make this process a little easier for the Users?

    1 vote
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    • Mobile Task

      When creating a task related to a specific opportunity I would like to only have to search through the open opportunities of that account rather than all the opportunities of all the accounts in salesforce.

      1 vote
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      • Salesforce Integration was better on Android app.

        I have been using Beta for Android. There needs to be better functionality for accessing salesforce information on Android. For example, can you put the search bar for salesforce on the main page as opposed to going to the menu and THEN searching? Also, how can I set the DEFAULT search to "Power Search"? Also, the ability to search within a contact to find certain information that is through created apps in Salesforce. We use apps from salesforce for much of our sales process but cannot access them on the Beta version. Thanks.

        1 vote
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          2 comments  ·  Android  ·  Admin →

          @avi: We won’t be able to help with your custom apps, but if there is something going on in Cirrus Insight that’s breaking that, we’d be happy to help out. If you open a ticket, we can start looking into it with you.

        • Salesforce Contacts Details Can Be Called Directly On Android Beta

          In a snapshot of a contact, the information is linked so that I can call or email that contact.

          However, in the more detailed section of the contact, the numbers are grayed out and I cannot just immediately call. Can this be fixed please?

          1 vote
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            0 comments  ·  Android  ·  Admin →
          • Salesforce Improvement

            When I go into contact details (not snapshot) of a Salesforce contact, the phone numbers are not blue (linked), but grey. This prevents me from directly dialing the number of the contact. Can this please be fixed in the Beta for Android version?

            Thanks

            1 vote
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              0 comments  ·  Android  ·  Admin →
            • Auto Signature Capture for Mobile

              Capture the info from a persons email signature and pre-fill when creating a new contact. Understanding that this is a current feature of the desktop version, would love to see it in mobile version as well!

              6 votes
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              • Filter related records on Mobile

                When adding an email to Salesforce in mobile, filter the related records of a selected object based on the Contact's association with the Account and/or other objects (e.g. custom object "Project" in our case).

                4 votes
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                • Customize the available objects for related records

                  To simplify and make more user friendly, allow customization of which objects appear as available options for selection when adding an email to a related record (e.g. removal and cleanup of objects that we don't use--like Cases, Contracts, etc).

                  4 votes
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                  • Allow customization of fields for Cirrus Insight Mobile version

                    I cannot use the mobile version, as I haven't got access to the custom fields we use for almost all communication. It would be great to be able to customize the fields as in the Chrome version.

                    2 votes
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                      1 comment  ·  Admin →
                    • Need multiple labels option

                      (Gmail works with labels, rather than folders.) Would love to have a pop-up that asks which of these 2 things I want to do - MOVE THIS MESSAGE TO LABEL: or LABEL AS:. Right now, I can only move to a label from the mobile app. Meaning, I can't add multiple labels to an email message like I can from Gmail desktop.

                      2 votes
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                        planned  ·  0 comments  ·  Admin →
                      • Unopened folder needed similar to the native folder in IOS mail app

                        Create an "Unopened" and "flagged" folder in the folders section to quickly address unopened mail or mail you have flagged to come back to.

                        1 vote
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                        • Integration with Cirrus Files

                          Would love to add attachments to Cirrus Files from Cirrus Insight Mobile.

                          1 vote
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                            planned  ·  0 comments  ·  Admin →
                          • When receiving an email from a referral source I would be good to have the email adress available to be added as a contact or lead

                            Like most email applications and the desktop version, the identification of email address in the body of an email in blue so it can be hovered over and added as a contact or a lead would be very handy.

                            7 votes
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                            • Support Dual Factor Authentication in Cirrus Mobile App

                              Currently, the Cirrus mobile app does not work if you have dual factor authentication enabled for gmail. Let's make that happen.

                              10 votes
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                                started  ·  2 comments  ·  Admin →
                              • 6 votes
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                                  planned  ·  0 comments  ·  Admin →
                                • Allow users to use email templates

                                  Similar to Gmail app, allow users to use an email template to seed an email message.

                                  5 votes
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                                    planned  ·  0 comments  ·  Admin →
                                  • Allow users to attach files from cloud storage (Dropbox, Box, Google Drive)

                                    Allow users to include in outgoing emails, links to files stored in cloud file storage services like Dropbox, Box, Google Drive, etc

                                    4 votes
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                                      under review  ·  1 comment  ·  Admin →
                                    • Send push notifications for new email

                                      Cirrus Insight Mobile seems to have a regular poll for new messages, but I want to receive notifications the second a new email is received.

                                      4 votes
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                                        planned  ·  2 comments  ·  Admin →
                                      • Allow me to filter the inbox by Leads/Contacts/Unread/Important

                                        In addition to the ability to show me only "Important and Unread" emails, like I can do in the Gmail app, I'd like to be able to filter the inbox to show only those emails to/from people that are Leads and/or Contacts in Salesforce.

                                        4 votes
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                                          planned  ·  0 comments  ·  Admin →
                                        • Allow me to save email attachments to Salesforce

                                          I can save attachments from an email to Salesforce using the Gmail app. I want to be able to do the same thing from Cirrus Insight Mobile.

                                          4 votes
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                                            planned  ·  0 comments  ·  Admin →
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