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Outlook Plugin Enhancement

  • September 13, 2024
  • 0 replies
  • 9 views
a.slyusar
  • a.slyusar
    a.slyusar

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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