Auto save email from outlook as action in RE if contact is already "linked" for cons sync

Automatically add an action to RE when one sends an email in Outlook (ask if user wants to save it as an action first) for contacts that have already been "linked". Outlook contacts that have been "linked" to RE for synchronization purposes already have the Raiser's Edge Constituent Import ID recorded in their record. It's a shame that one has to go search for the record each time an action is to be saved to RE if the job has already been done.

  • Guest
  • Aug 2 2013
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