SmartOUTLOOK for Outlook Desktop and Raiser's Edge NXT (Web version)

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• How to send emails from Raiser’s Edge via Outlook, Outlook 365 or OWA

  Raiser's Edge (RE) Database view (through Citrix) When you start RE via Citrix (by going to Blackbaud's website and logging in to launch the Database View of RE) there are no direct email integration options for sending emails. Clicking on an email ...

• SmartEMAIL: Connecting Gmail / Outlook to Raiser's Edge NXT

  Pick up the emails you wish to record First you need to create the category (in Outlook) or label (in Gmail) which you will apply to emails you wish SmartEMAIL to process. Any emails with this marker will be processed within 5 minutes by SmartSYNC ...

• SmartOUTLOOK - Set up instructions

  SmartOUTLOOK works with Raiser's Edge NXT - both web view and the older RE version through Citrix/Database view. You can use Outlook desktop edition and Outlook through the web and still store your emails in  Raiser's Edge. There are some additional ...

• Clicking an email address in Raiser’s Edge breaks SmartOUTLOOK

  Only applying to self-hosted clients, some users find that when they click on an email address in RE to send an email they are then unable to record this as an action. The user would expect that Outlook would appear with a new blank email, and while ...

• SmartOUTLOOK NXT PRO: Setup

  Step 1: Verify SmartOUTLOOK NXT installation Ensure that the SmartOUTLOOK NXT extension is installed. The link and installation instructions are provided to you in your SmartOUTLOOK NXT license email. Step 2: Add the SmartOUTLOOK NXT application to ...