Constituent Search in Outlook App

The outlook app is a great plugin if you want to take action on someone who just sent an email. If I want to append and make an action about someone who is not the addressee, I can't with the current version. Simple solution, allow constituent search/addition from the app so we can find or add who we need to take action on. Thanks.

  • José F. González
  • Oct 20 2017
  • Shipped
Actions
  • Attach files
  • Jarod Bonino commented
    January 02, 2019 17:44

    I am happy to announce that this is now possible. I have marked the idea as "Shipped". Sorry about the delay in getting this idea updated.

    Attachments Open full size
  • Guest commented
    September 05, 2018 17:31

    I added my vote, but am also adding a comment: this is a necessary feature for this add in.  At my organization, since the integration doesn't work with mobile phones, our president will often forward emails they would like recorded as actions to her assistant.  Understandably, the integration won't work because then the actions would be saved as one between the president and her assistant.

    Attachments Open full size
  • Federico Ippoliti commented
    September 05, 2018 12:34

    it is definitely possible on SmartOutlook integration developed by Smart Thing. I wonder if it would be possible for the Blackbaud guys to talk to them?

    Attachments Open full size
  • Lizzie Shelley commented
    July 16, 2018 13:54

    We really need this!

    Attachments Open full size
  • Sunshine Watson commented
    June 14, 2018 16:42

    This would be very useful. Also, it should show results for organization relationships. Nine times out of ten, the action should go on the organization record, but the app only pulls up the individual record.

    Attachments Open full size
  • Guest commented
    January 22, 2018 10:50

    That would be very useful, as quite often I am attaching to records info forwarded to me by colleagues.

    Attachments Open full size

Related ideas