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Recording Missing Contact after Using SendSLX

Status: Delivered in 8.1
by on ‎08-23-2012 01:56 PM

When a user sends an email using the SendSLX button in Outlook and the contact is not found in the SLX database, they receive a notification popup and are only give the option to click OK to close the message.  It would be nice if there was an option to open the site (we use the web version) and have a new contact page open with the email address pre-populated.  The user would then need to choose the account and finish adding the remaining information.  Upon saving, the email should be added to the History for that contact.

Status: Delivered in 8.1

Functionality delivered in Xbar.

by Gold Super Contributor
on ‎08-24-2012 06:42 AM

You want to be able to insert the new "contact" as EITHER a contact or lead..


Lead needs the same full support in SendSLX, ect as Contact does.

by Moderator Moderator
on ‎02-12-2013 11:50 AM
Status changed to: Under Consideration
by Moderator Moderator
on ‎08-08-2014 04:14 PM
Status changed to: Delivered in 8.1

Functionality delivered in Xbar.

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