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It would be great if ...

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  1. Google Calendar Sync: Select calendar to sync.

    In Cirrus Settings for Calendar sync, user should be able to select which calendar to sync

    59 votes
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      under review  ·  5 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
    • When adding email, allow association to *any* contact via search.

      Right now once a user clicks Add to SF it locks in the associated contact based on the sidebar results.

      It'd be great if the user could override the default association with a search. Basically, mirroring/replicating the sidebar search in the Add to SF screen would do the trick!

      It's not intuitive to have to look up a contact in the sidebar then click Add to SF.

      Example:
      Bob sends Susan an internal email about Customer X's opportunity. Bob wants to associate with Customer X in SF. He should be able to click "Add to SF" then search for Customer…

      4 votes
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        3 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
      • add new e-mail address to existing contact

        Cirrus seems to search by e-mail address for contacts. If an existing contact e-mails from a different e-mail address, it would be excellent if Cirrus searched also by name, and then there was an add to contact button, you could update that contact by adding the new e-mail address

        23 votes
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          0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
        • It would be great if you could convert and Lead to a Contact and create the Opportunity from the tab. Converting is a daily grind.

          Converting Leads to Contacts thus creating Opportunities. We convert 20 or so people a day and it would be so much smoother to be able to do it from the tab.

          15 votes
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            under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • you could synchronize Salesforce Tasks to Google Tasks or Google Calendar.

            I know that you can now synchronize Salesforce calendar with Google calendar but we rely heavily on Salesforce tasks. It would be nice if those synchronized with Google.

            31 votes
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              under review  ·  5 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
            • Add multiple gmail calendars to your cirrus insight sync

              Anything you can do to add multiple gmail calendars to your cirrus insight sync would be great! :)

              I'll pay!

              CC

              31 votes
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                under review  ·  2 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
              • Calendar Sync would create events in Salesforce with the reminder flag set

                Currently Calendar Sync will create en event in Salesforce that you have created in your Google Calendar. The problem is that the "Reminder" flag is not set and therefore the event never pops up in Salesforce. For users used to using Salesforce reminder as the "TODO" or "Checklist" this is a big problem, as there is no reminder to complete information on that event once the event date is over.

                3 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • 3 votes
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                    1 comment  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                  • 4 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • After I attached an email to an Opportunity, it would do that everytime as the default.

                      At least 99% of the time (if not 100% of the time) that I use Cirrus Insight to attach an email to SFDC, I want to assign it to the contact and the opportunity. It would be great if Cirrus Insight could default to this action, once I do it once with a contact.

                      3 votes
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                        under review  ·  4 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                      • automatically added emails to salesforce based on the from field in the email header

                        I find it laborious and counter-productive to have to add emails manually to Salesforce from Gmail via CirrusInsight (CI). I would like to be able to have CI add ANY emails in Gmail to Salesforce based on an email address match. For example, if an email comes in from bobama@whitehouse.us and I have this in my Salesforce contacts, then the email should be AUTOMATICALLY added. I there is no email address match then I should get a prompt to add the contact/lead etc.

                        1 vote
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                          1 comment  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                        • Parsing Emails to pre-populate some of the Lead/Contact deals

                          For example 'reading' a signature block.

                          23 votes
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                            under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                          • Create a sync with Evernote to SF.

                            I catpture notes with clients in Evernote and would like to sync them with Opps, Accts & Contacts in SF.

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • When I sent an email it didn't automatically archive it

                              It seems like every time I send an email using Cirrus Insight, it auto-archives the email. Sometimes this behavior is desirable and sometimes not. It would be great to have that option

                              3 votes
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                                3 comments  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                              • Search Contact Roles for related Opportunities

                                It seems that only Opportunities related to a Contact's Account are displayed, but it would be helpful to also leverage the Contact Roles functionality. We work many Opps that have more than one Account involved and we connect the players using the Contact Roles feature.

                                When a Contact loads, I would like to see all Opportunities for their Account and all Opportunities on which they are a Contact Role.

                                3 votes
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                                  1 comment  ·  Gmail Integration  ·  Flag idea as inappropriate…  ·  Admin →
                                • Do not sync private events

                                  It would be great if you could filter out private appointments from Google Calendar so that they do not sync to SFDC.

                                  1 vote
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                                    0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Include a field to add the website of the contact

                                    Everybody has a website nowadays. It would be a lot easier if we could type our leads' ones in cirrus instead of having to open Sales force.

                                    3 votes
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                                      0 comments  ·  Contact Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Perform lookups based on telephone number

                                      In our environment, we get voicemails forwarded by email with the caller ID as a clickable link in the body of the email. Sometimes the caller's name is correctly transcribed by the voice mail service, sometimes it's clearly audible in the recording, but often the caller ID is all I have to go on. With the understanding that phone numbers can be formatted every which way, with and without the country prefix and with or without leading zeros for the area code (common for in-country dialing), it would be great if could perform lookups via telephone number.

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 15 votes
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                                          planned  ·  0 comments  ·  Calendar Sync  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Send an invite for Cirrus Insight to a new-hire

                                          It would be nice to be able to trigger an invite for the service for a new-hire. Most out the SaaS apps that we subscribe have some form of welcome email or invite and it's great for getting users started. Perhaps this could be paired with the purchase of the new license for the new-hire.

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