What's New: Search For Who To Apply An Action To With Raiser's Edge NXT For Outlook

Steve Stegelin

With the Raiser's Edge NXT for Outlook add-in, you can view constituent details about email senders and recipients — and create actions from their messages — in your Microsoft Outlook inbox. If you select a message in your inbox but no constituent record has the email address, you can now search for who to apply the action to in the Search for a constituent field. For more information, see the Raiser's Edge NXT for Outlook Help.

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


For more information about this week's new features, or to catch up on previous releases, check out the What's New Help and What's Recent Help. Enjoy!

Sunshine Reinken Watson

Thank you for adding the search function! This is great!

Dan Snyder

Will the same feature be coming for the Gmail add-on?

Adam Hickey

We are actively working on the search feature for the Gmail add-on. We will make an announcement when it is released!

Adam Hickey

This will be announced in a more formal post, but I'm updating this thread to say the Gmail add-on search feature has been released.

Tami Hormell

Does this work with Office/Outlook 365?

 

Deborah Tyczenski

It seems once you pick additional fundraisers, it saves it for the next email / actions you may have assignments for.  Is this intentional or is there a way when I open the next email, it is refreshed for me to have to pick either myself or others again?