Search and Edit Uncompleted Actions in Outlook Plugin

It would be nice to open unfinished actions in the Outlook plugin. I often assign actions for the future or for other teammates. Then once they complete the action and add from outlook, there is a duplicate. It would be great to see all unfinished actions once the constituent is chosen in the outlook plugin and be able to add notes or mark it complete from there.

  • Rebekah Kornblum
  • Jul 1 2019
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  • Heather McLean commented
    November 03, 2020 15:55

    This I would imagine is a best practice since we do recommend setting up future actions.