I was so excited to learn about the outlook add-in during the NXT Road Map webinar, however it is hardly functional since notes/actions can only be added to the file with an email that corresponds to the sender. When emails are forwarded or about a different constituent, you can't use it. Additionally, when an email is for a CONTACT for an organization, you can't add the action to the organization, just the contacts file. Please allow the add in to select which constituent you add the action too.
We were all so excited about this and then the more we started to use it the more we realized it doesn't have enough functionality and causes more work sometimes. You can't search for a constituent so if the email address in the to or the from is not in RE then you have to add the action another way. If someone forwards you an email from a donor, same thing.
I was so excited to learn about the outlook add-in during the NXT Road Map webinar, however it is hardly functional since notes/actions can only be added to the file with an email that corresponds to the sender. When emails are forwarded or about a different constituent, you can't use it. Additionally, when an email is for a CONTACT for an organization, you can't add the action to the organization, just the contacts file. Please allow the add in to select which constituent you add the action too.
We were all so excited about this and then the more we started to use it the more we realized it doesn't have enough functionality and causes more work sometimes. You can't search for a constituent so if the email address in the to or the from is not in RE then you have to add the action another way. If someone forwards you an email from a donor, same thing.
Great idea :)