Outlook integration
Provide integration with Microsoft Outlook for sending and recording of both emails and calendar Interactions. Need support for Outlook 2007 & 2010.
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Guest
- Jun 29 2015
- Reviewed: Voting Open
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- +73
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Set Appointment in Outlook
Merged Our fundraisers would like to have a 'Set Appointment button' on the Constituent Contact tab so they could choose an address and click the button and have an Outlook appointment populated with the Constituent's name and the address they selected.0 Reviewed: Voting Open
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We use BBEC for one group as a CRM only, not for fundraising. OUTLOOK integration!
Merged Provide Outlook integration. either direction, but optimally from outlook. we finally get all the data, including notes, centralized, and now are asking the end users, who are primarily emergencies related, to update both their own outlook AND bbe...0 Reviewed: Voting Open
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Enable a user within MS Outlook to add an incoming or outgoing email as an interaction (including in prospect plans)
Merged Users would like to be able to add an Interaction or a Prospect Plan Interaction (as appropriate) by individual selection to Blackbaud CRM directly from Microsoft Outlook, pulling through configurable pre-populated Interaction / Prospect Plan Inte...0 Reviewed: Voting Open
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create a feature that would allow a user to add a calendar item from outlook to a primary prospect plan.
Merged No description provided0 Reviewed: Voting Open
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Provide and support email integration with Office365
Merged No description provided0 Reviewed: Voting Open
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Keep "Do not contact" addresses out of Outlook when using Exchange Integration
Merged Exchange Integration with Blackbaud CRM allows users to bring constituent and contact information (address, phone, email) into Microsoft Outlook. However, addresses that are marked "Do not send mail to this address" and "This address is confidenti...0 Reviewed: Voting Open
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Microsoft Outlook 2013 integration.
Merged Microsoft Outlook 2013 integration.Allow users to save emails, attachments, and calendar interaction directly from Outlook 2013 to RE.0 Reviewed: Voting Open
Related ideas
We have been very happy with the Silicon Harbor Solutions Outlook Integration.
I know Zuri Group has an Outlook Integration.
integration for Outlook 2013 too?
Along these lines need integration for Outlook 2016