Add action custom fields (attributes) to Outlook add-in

Most of our actions require custom field values.  This makes the Outlook add-in, which otherwise has great potential, essentially useless for us.  We can create an action through Outlook, but we still need to open that action and add the attributes.  Another option would be the ability to open the action in NXT directly from Outlook.

  • Gary Cook
  • Dec 12 2018
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  • Suzie Capps commented
    April 27, 2022 09:27

    Please, please add this functionality!

  • Gary Cook commented
    March 16, 2020 20:05

    An additional way to address this situation would be for the Outlook generated action to automatically open in NXT -- the same way that a newly added constituent record opens, allowing you to immediately add further information