Apr 9

Outlook request: allow syncing of sent emails based on who the email is sent to.

2 comments

Thank you for submitting this idea! Our team is reviewing it and we'll let you know when we've added it to our roadmap.

New Posts
  • Be able to add an organization while adding a relationship.
  • My two cents would be to make the order different on a few of the titles. Constituents Tile Order: Constituent Summary Add Constituents Update Constituent Interaction: Add Interaction Update Interaction View Interaction Contact Report: Add Contact Report Update Contact Report Contact Report Summary Other: Add Plan Step View Planned Steps View Fundraisers Sync: Sync Calendar Sync Contacts Edit Sync Settings Settings: Go to CRM Settings Help
  • I would recommend the default order for the plugin to be... Constituent Interaction Contact Report Other Sync Settings

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