What's New The Week Of August 29: Raiser's Edge NXT For Outlook!

Published

To help manage and track email interactions, you can now install the new Raiser's Edge NXT for Outlook add-in to view constituent information and add actions directly in Microsoft Outlook!

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From an email message in Outlook, you can:

Quickly review details from the constituent record of a sender or recipient, including their name, contact information, and recent giving.
Automatically add the email interaction as an action on the constituent's record, complete with what was said and when.

Admins! To enable others at your organization to install the add-in, first connect it in Control Panel, Applications. Under Available apps, browse to Raiser's Edge NXT for Outlook and select Connect. Once enabled, people at your organization can then install the application through the Microsoft Office Store.

For more information, see the Raiser's Edge NXT for Outlook Help.

To catch up on previous releases, see the What's Recent Help. Enjoy!

News Blackbaud Raiser's Edge NXT® Blog 08/29/2017 1:16pm EDT

Added by Steve Stegelin

6 Comments

Tonya Higgins Jul '18

This is a great tool! I hope even more is done with it!

Ryan Carr Sep '17

I think you guys need to be more clear on the server-side requirement, the initial release information did not mention this. Most larger organizations do not update this type of software at a regular clip - we are still on Exchange 2010 SP3 for instance. It would be wise to be more upfront with that information and help manage expectations. Thanks!

Halley Coplin Aug '17

Hi Bob,

The body of your email should automatically be copied into the notes of the email. A few things to note there are that attachments and html formatting are not currently supported -- only the plain text version of the email content will be copied over. Could you give me more information about what you were doing when you saved the email? What folder were you viewing/saving from (ie: were you composing an email, interacting from your inbox, or your sent folder)?

In terms of adding the action automatically when you hit send, it is a possible enhancement we could make in the future. Or initial discovery led us to believe that adding the actions separately from the send action allows for more flexibility, particularly when composing emails to multiple constituents. It is definitely a potential enhancement we could make though, so I would recommend posting the suggestion on the idea bank and if it gets a lot of votes, we might change the experience on that front.

Thanks for your feedback, and I hope you continue to enjoy the add-in!
Halley

Bob Wiebe Aug '17

Steve, thakns for the info. I tried this out. It is great to be able to work in my regular Outlook rather than the old Outlook 2007 now associated with the Data Base View, woith its exgtra steps required. But I was expecting two things that did not happen: 1) I was expecting that an e mail sent would be automatically saved in actions. This used to be the case in database view. Is this coming in the future? 2) I was expecting to be able to see the body of my sent e mail in the actions, after I selected the e mail for saving. Am I missing something? thanks.

Steve Stegelin Aug '17

Hey Donella! The add-in works with a variety of flavors of Outlook, including:
- Office 365 Outlook on the Web
- 2013 or later for Windows
- 2016 or later for Mac
- Outlook for iOS (Outlook for Android coming soon)
- Server-side with Exchange Online and Exchange Server 2016 or later

I hope that helps! Thanks!

Donella Robb Aug '17

Hi Steve, Is this add-on for specific versions of Outlook? (i.e. Office 365, Outlook 2013?) or will it work with Outlook 2010, Outlook hosted locally on an Exchange server?
Regards, DonellaPost