Expand capability of "add note to CSuite" Outlook integration
Thank you for creating the Foundant for Outlook add-in with the "add note to CSuite" feature! I would love to see the "add note" function expand to include profile Opportunities. We encourage our staff to use the opportunities area to document many types of communications, so it would be great for us to have the option to use the Outlook add-in to create a note within an existing profile opportunity when an email is sent or received (maybe this could be an option nested under the existing profile search?).
Madison Leighty
shared this idea
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Laurel Shulman
commented
We love the outlook integration! We really want to see the integration also allow for note type selection and fund name. We pull reports based on note types to internally report on our stakeholder engagement, so as of right now, we have to log into CSuite anyways to add the note type (which makes the integration less of a tool for success and more of a barrier in its current state).
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Kelly Siefkin
commented
Thrilled for Outlook integration. Tying to opportunity is critical as that is where our Foundation stores notes on current solicitations.
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Eyerusalem Gehringer
commented
I also appreciate the add note to CSuite outlook integration. In addition to adding to profile opportunities, it would be nice to have expanded features in the add note, such as selecting the note type. It would also be nice if the integration could show who the steward is for a profile. Sometimes donors email a different steward and we want to make sure the current steward reaches out (or for various other scenarios) we want to see who the steward is of the email in front of us, it would be great if in addition it found the profile in system and could display the steward. I also someday hope that notes could have custom fields and if they ever do, would like the option to select custom fields from the outlook integration.