Outlook Add-In - changing the constituent

It would be really useful if we were able to change the constituent that we wanted to add the action to on the Outlook Add-In. 

  • Guest
  • Sep 5 2017
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  • Guest commented
    October 02, 2017 17:24

    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. 

  • Crystal Chouinard commented
    September 28, 2017 21:59

    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.

  • Abigail Wharne commented
    September 05, 2017 09:48

    Great idea :)