Why choose SmartOUTLOOK over Blackbaud's standard solution?
SmartOUTLOOK is significantly quicker than Blackbaud’s standard email solution. Don’t wait around to record your emails in Raiser’s Edge.
SmartOUTLOOK enables you to edit the action before you save it. Blackbaud’s solution only allows you to save the email as it is. With SmartOUTLOOK you can:
a. edit the text of the email
b. assign action to a fundraiser
c. add to calendar (set a reminder to act on an email)
d. mark as not complete (reminder for you to do something)
e. add attachments to the action
f. choose which record you want to assign the action to (not necessarily the person who sent you the email)
When you buy SmartOUTLOOK, you now get SmartEMAIL for free. SmartEMAIL, when set up, means that emails can be automatically recorded in RE NXT simply by, for example, bcc’ing yourself or adding the email to a ‘record to NXT’ folder. No such automation exists for Blackbaud’s standard solution.
If the email comes from someone who is not a contact in Raiser’s Edge, SmartOUTLOOK allows you to add them as a contact to Raiser’s Edge. This is not possible in Blackbaud’s solution.
“We have users saving emails from Outlook and Outlook 365 to Raiser’s Edge NXT and version 7. SmartOUTLOOK helps all these users do that at the click of a button. And at such a reasonable price too!”
Compatible with all recent desktop editions of Outlook (2010, 2012, 2013 and 2016). SmartOUTLOOK copes with any email provider (including Gmail, Yahoo and Live Mail) that connects to Outlook. SmartOUTLOOK also supports all the common Blackbaud platforms. If you have any other CRM you wish added to the list please contact our team.
Raiser’s Edge (Database view / Citrix)
You start Raiser’s Edge by logging in via a web page and then launching RE or you have an icon on your desktop in Windows with the letters RE that you click to launch RE.
Raiser’s Edge NXT (Browser)
You login to RE NXT through your web browser and use RE within the web browser (without using the Database View link)
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