Outlook Add-In - Calendar Meeting Actions
One of the metrics that we track for our MGOs are face-to-face meetings with our donors. While we can currently add Meetings to our calendars from Actions in NXT, most of my MGOs work and schedule meetings directly from their Outlook Calendars. A way for the MGOs to add actions to NXT from Outlook Calendar would make Meeting Action creation easier.
I would like to see either the ability to add actions to NXT directly from a Meeting in Outlook...
OR
Allow for multiple types of Actions to be created from an Email (Action types for Emails or Meetings or whatever). A Reply to a Meeting allows the Outlook Add-In to create an action, just not a Meeting Action.
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Kevin Lee
- Oct 26 2017
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This would be so helpful!
This is exactly what I came looking for. My team and I are new to NXT and although there are some exciting features, there are still some inefficient gaps that need to be addressed. This is one of them. Our fundraisers will use NXT to help manage relationships, but these folks will still primarily use their emails and calendars to keep things moving forward. We risk missing out on capturing information and fully using NXT if the system forces them to do double-enter actions.
We need this! We need this!
My CEO just approached me with this same thought. It we can add an email as an action with the Outlook plug-in why can't we add a calendar appointment? I see that this idea is over a year old and would love to see it bumped up to current status!