Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-609 I'd like Tasks in RE to show up as Tasks in Outlook or Gmail instead of adding it to my calendar as an appointment. .

Google Apps Integration - Mail and Calendar Merged

My organization, like many others who use Blackbaud products, uses Google Apps.  I've tried to get a way for emails between our fundraisers and our constituents to get back into Raiser's Edge as actions.  

I've tried using the SmartGMAIL add in, which was decent, but I hate that I'd have to pay for another service to integrate two services I'm already paying for.  We're a non-profit, not a fortune 500 company.

I tried routing my google app email through Outlook online to take advantage of the RE NXT plugin for Outlook, but I must be totally frank that the resulting action is not helpful.  While the body of the email does come through as a note, it's practically useless to me and our team's performance that the action doesn't show who sent the email; my assumption is that the way this should work is that the resulting action would be assigned to the internal fundraiser who sent it.  

At the end of the day, there is also no broadly simple way to integrate email activity and our database with mobile email activity. Even if my email account and my RE NXT account were integrated in a decent way right now, I'd still have to log into a desktop version of my email client to sync any emails sent via phone or tablet.

This really, really, really needs to be addressed.

  • David Dines
  • Nov 13 2017
  • Reviewed: Voting Open