Outlook 365 Integration
Create Outlook 365 plugin or integration where I can assign tasks, etc directly from email. For example, a client emails me a action item/task, I can press a button in outlook 365 and turn it into a task associated with that client and assign it to support staff. Wealth Box does this!!!
Agreed. A simple plugin that allows the user to link a task, calendar activity, or even an email (if related to the client but not from the client) would be super helpful.
Glenn Moore commented
Yes, this would be extremely helpful and would be a huge time saver.