In this scenario, our ultimate goal is to ensure that an Individual’s name and their company show up as options when we track an action in RE NXT. 

In regards to tracking actions in Raiser’s Edge, the barriers for our team specifically are that the Add to Raiser’s Edge button in Microsoft Outlook doesn’t assign a solicitor in Outlook.

This means we have to go into the web view to edit the action and assign it to ourselves. 

Can this process be streamlined?