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Outlook Plugin Enhancement

  • September 13, 2024
  • 0 replies
  • 9 views
travis_centers
elizabeth
easton_taylor
dan_ahrens
jonathan_mann
+1
  • travis_centers
    travis_centers
  • elizabeth
    elizabeth
  • easton_taylor
    easton_taylor
  • dan_ahrens
    dan_ahrens
  • jonathan_mann
    jonathan_mann
  • elena_painter
    elena_painter

ShawnaP

Loving the GS Outlook plugin. Team is using it to speed up their meeting recaps. When selecting the activity type to update the timeline, it would be great to have all optional fields relating to that activity type populate so the team can update from their email.

Example: we have some fields that are required to be captured when entering a meeting entry to the timeline. We set the activity type to meeting, but then are required to go to the timeline and update the required fields. If we could do this at email creation, that would be preferred.

Fields for Outlook plugin:

Other fields available in GS:



Thanks!

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