1 votes

Would like any pop-up notifications on a constituent account to appear when selecting that account to add interaction, etc. For example, we might have a pop-up saying an account is a VIP account and that user should contact the prospect manager before adding any information; it would be nice if the user could see this from Outlook.

Suggested by: Dawn Ebert Upvoted: 31 May, '18 Comments: 0

Under consideration In Discovery - Outlook 365 In Discovery - Outlook Plugin

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