Add Outlook Email to Open Action

The ability to add an Outlook email to an existing action in Raiser's Edge through the plugin. Currently if you create a future action as a reminder/moves plan, there is no way to add the email to this action, through the plugin. You must create a second action when using the Outlook plugin.

  • April Snow
  • Jul 29 2024
  • Reviewed: Voting Open
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  • Devan Bessinger commented
    04 Feb 21:36

    This is a very common need for our staff. If you have an action record where you are emailing back & forth with a constituent talking about a single topic, we consider that to be one interaction with them because you're just having a conversation. We want all of those emails to be listed as notes on the same action record, not listed as separate actions. #1: Having them as separate actions is confusing and makes it hard to piece together the conversation (especially if it's interspersed with action records from other staff members). #2: It inflates reporting and makes it look like a staff member is having multiple touchpoints with a client, even if it's really just one conversation.

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  • Dana Smith commented
    January 27, 2025 20:23

    Yes. This creates a glut of essentially duplicate actions on records.

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