Customise display fields for Outlook Add In

I would also like to display the donor's constituent ID in the Outlook preview without opening the record in NXT. I am sure others would like to see other Bio 1 and 2 fields so being able to customise the preview would be great.

I love how easy the Outlook add in makes it to see if an email address is in RE and add an action. But I often want to give the donor their constituent ID in my reply e.g. to use as a reference when depositing funds. Also I usually need to open the record it in database view to do other things as a result of an incoming email, so the ID number would be a help me go straight to the correct record.

 

  • Catherine Burns
  • Sep 10 2017
  • Reviewed: Voting Open
Constituents
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  • Zoe Feder commented
    October 22, 2019 15:17

    I strongly agree! I would love to view email address as well from within Outlook. 

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  • Chrs Clark commented
    May 17, 2019 17:46

    I agree that it would be incredibly helpful to be able to customize what fields from the constituent record that we would like to see displayed in the Outlook plugin. In my case, I cannot see the constituent's email address in the plugin record summary - just their mailing address and phone number. Not terribly useful if I have opened the plugin to look up a donor to send them an email! As it is, I have to leave Outlook, open NXT, look up the record, copy the email address for the person I wish to email, return to Outlook, paste the email address into the email, then open the NXT plugin to save the email action back into the constituent record. Thanks!

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