email text from Outlook into Action in NXT

I've been experimenting with this today and got the same results as you. However, when I started in Outlook, with the Blackbaud for Outlook extension panel visible, It searched for the email address as I filled out the “to” line and rest of the email. I then selected the blackbaud name it presented in the panel, clicked save in the same panel, then sent the email the normal way through Outlook. When I went back to RE NXT and checked out that person's record, the email appeared, with its complete text, in the “actions” tile. Now it has stopped working for some reason so I've attempted chatting but the chat line is busy so I'm here.

Hi,

Just to note we provide an automated email recording system that you can just leave and forget - SmartEMAIL (it is a paid for product). You set up your rules (all emails, certain filtered emails, only sent, only incoming etc., exclude internal emails) and the emails are recorded in NXT on the records with matched email addresses automatically as actions. You can also choose to have an ‘create if constituent does not exist in RE' and so on… you define the rules but then it just gets on with it in the background.

This is more akin to how Salesforce and other platforms records emails. So you are not reliant on someone remembering to do it, it is just set up to automatically record emails and then anyone looking at a constituent can see a full picture of communications within the actions area.

Anyway, just thought you should know there are other options out there.

Cheers

Warren

The Outlook plugin is an add-in for Outlook - do you have a button on the Outlook ribbon that looks like this: