Apr 9

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


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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