Outlook Widget

Natalia Pierson
Natalia Pierson
in Blackbaud Raiser's Edge NXT®: General Discussions

My MGOs are using the outlook plugin to record email actions, which is great. But we really need to add the completed date to the action, and the only thing that is on the plugin is action date. I'm trying to encourage them to plan their actions, but emails are by their nature both created and completed the same day. Can we get that as one of the fields when they're using the plugin?

Comments

  • Thomas DeMerit
    Thomas DeMerit
    Name Dropper Participant Facilitator 1

    @Natalia Pierson Yes! And while we're at it, would be great to add the user (AddedBy field) to the Assigned Fundraiser list, by default, or by configured default.

  • Karen Diener
    Karen Diener Community All-Star
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Natalia Pierson GREAT idea!

    This is the first cleanup task we encounter whenever we are trying to train staff on using the Work Center. Because emails are not easily marked as complete - whether you are using the plug-in OR entering directly in webview - the number of overdue actions is very high. This causes a lot of frustration, confusion, and mistrust of the data EVEN AFTER cleaning it up.

    Celebrate the fact that staff is using the plug-in and logging their emails. Don't make them start to question every move because they aren't sure if it is “enough” or “right”.

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