2 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: 29 Oct, '19 Comments: 0

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

Add a comment

0 / 1,000

* Your name will be publicly visible

* Your email will be visible only to moderators