Allow Outlook Integration to add Opportunity Action

As far as I can tell, it's not possible to add an email as an action within an opportunity via the Outlook integration.  This would be very, very helpful.

  • Guest
  • Aug 20 2018
Opportunities
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  • Alex Bishop-Thorpe commented
    February 27, 2019 01:58

    Hi David - 

     

    I believe this functionality already exists and we use it ourselves fairly regularly, but maybe I'm misunderstanding?

    When we locate the constituent record using the outlook plugin, we have a drop down menu which lists all Opportunities that are held against that Constituent Record. We pick the opportunity that we want and it links the action to that Opportunity.

    This causes the actions to appear under the Opportunity when you view it.

     

    Is this the functionality you're looking for?

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  • Guest commented
    August 27, 2018 20:35

    James, one can certainly do that after the action is added to RENXT, but for the sake of efficiency it would be helpful not to have to do that extra step.

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  • Guest commented
    August 21, 2018 10:14

    We're waiting for our Exchange server to be updated before we get the outlook integration.  Can you not add the action and then assign it to the Opportunity?

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