Add Summary when using RE NXT Outlook add-in

It would be very helpful if you could add an action summary when saving an email as an action using the RE NXT Outlook add-in. At present, you have to save the email using the add-in, then go into the constituent's record and manually add the summary.

  • Laura Rooney
  • Jun 14 2018
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  • JoHanna Young commented
    September 04, 2018 18:35

    Our development officers aren't using this function as often because if doesn't link them as the solicitor when they use it, so they have to remember to go back in the action and edit the solicitor field.