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!!!
66
votes
Anonymous
shared this idea
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Laurence
commented
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.
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Glenn Moore
commented
Yes, this would be extremely helpful and would be a huge time saver.