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
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    • Dana Smith commented
      27 Jan 20:23

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