Include all Action fields in Outlook add-in

The Outlook add-in is great if you just want to add the content of an email to a constituent record, but it's very limited for truly assigning actions. It would be helpful to have the ability to assign a solicitor, select whether the action is open or closed (it automatically marks actions added this way as closed, and we track actions by status), etc.

  • Caitlyn McAnulty
  • Jul 10 2018
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  • Lauren Zastrow commented
    August 27, 2019 18:29

    Yes, this is a helpful tool for recording research but if an action requires follow up, automatically marking it as complete/closed complicates the process.