Outlook integration expanded to calendar appointments

We'd like to take appointments on our outlook calendars and create meeting actions with those items in NXT, like is done with emails through the current outlook integration. This would make it easy to keep on top of calendars and get information into NXT without having to re-enter the same info.

  • Victoria Schonfeld
  • Sep 18 2019
  • Attach files
  • Melissa Graves commented
    December 07, 2020 21:36

    What I interestingly learned is that if you "send" you calendar item to someone you can - from the sent folder in outlook - use the outlook plugin to add that action to RE. But if you are just adding it as a calendar item for yourself and not "sending" it to anyone you can't use the add-in. But as a workaround you can send the calendar item to yourself, then go to sent items and use the add in - it will try to add the calendar item to yourself but you can search for the constituent to change it to the right person.

    Clunky but it does the job until the add in works on calendar items.