Save outgoing emails from NXT as actions on a constituent record

We would prefer that our stakeholders worked from RE NXT instead of having to go back into RE to create an action to send an email to save directly in a constituents record

  • Mona Saade
  • Jan 5 2017
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  • Sheila Dvorak Galione commented
    October 29, 2018 18:19

    Yes, this time consuming problem means that many of our most valuable conversations happening in the email of our busy fundraisers are NOT logged in and we are not able to fully track all of our stewardship and development work.

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