We have the outlook sidekick plugin on our email accounts, which logs emails and gives you a nice sidebar for more contact details. - Which is great for our actual customer contacts.
However, this plugin is currently adding absolutely everyone to our CRM automatically, so I've got a list of emails with no other data, and some contacts are irrelevant and not necessary for our CRM.
PLEASE can you make an option, that only LOGS Emails to existing CRM contacts. And if a contact is not in the CRM, it should pop up and say - "This contact is not in CRM do you what to add this contact" Y/N.
This way - I won't end up having a list as long as my arm, of half filled out contacts from my team. 🙂
Hi @KJB, appreciate you reaching out with your feedback. If possible could you provide some example emails or designs that would need this type of "make required" feature built into them? I'm assuming that the problem is that the design of the email is problimatic if there aren't certain fields or text areas filled out, but I'm not super clear on how exactly it might work. Any additional examples or context you can provide is very helpful.