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This Knowledge Base is the new home for all Cirrus Insight 2019 articles. You’ll find everything here going forward.

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How do I choose whether a contact or an account is automatically displayed in the Sidebar?

Overview

When you open an email or hover over an email address in your inbox, Cirrus Insight will automatically search Salesforce and then display the matching Salesforce record in the sidebar. Depending on your setting, you can choose to either display the matching contact record or the account record tied to that email address. Follow the steps below to adjust that setting.

Steps

1. From the blue Cirrus Insight bar in your inbox, select the wrench icon to open Settings.

2. Select Account Preferences from the menu on the left.

3. Choose your Enable Account Snapshot setting.

  • Contact view: Keep the Enable Account Snapshot setting unchecked if you want to automatically display contact records in the sidebar (default setting).
  • Account view: Check the Enable Account Snapshot box if you'd prefer to display account records rather than contacts.

Relevant Articles

For Admins: Where can I view detailed information about each Flight Plan? For Admins: How do I start a Flight for a lead or contact? How do I reauthorize and re-enable Calendar Sync? How do I start a Flight for a lead or contact? How do I add recipients to a Flight from a CSV? How do I create Email Templates?
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