Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-1374 Outlook integration.

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 Interaction data fields and enabling the user to add the remaining data fields within the same process. This should be manageable completely from within MS Outlook without then having to review batches in Blackbaud CRM afterwards; and having added the Interaction it should be possible to view and edit it as appropriate. This is desirable by multiple clients, so standard code should be provided by Blackbaud to facilitate this with as minimal client-specific customisation as possible.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
  • +53