Currently, if i email a new contact and use the outlook integration to track those contacts in, the contact/companies are automatically created. This creates problems where i have other mandatory fields which are required for data quality purposes which i then have to create a bunch of tasks for people to complete - (which they often don’t and requires lot’s of chasing - waste of time!)
It would be really useful if:
- When using the integration, before i send an email, the integration checks if the contacts already exist, if not i’m REQUIRED to create the contact and mandatory fields that are configured
-If a new company is being created, the same should happen.
at the moment, it’s too easy to circumnavigate required fields and it creates a bunch of admin work to keep on top of.