Welcome to Luminate Ideas!

Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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Allow Notes to be added to Constituent Records via BCC on an email

This would allow solicitor team members to add a BCC to their outgoing emails to constituents which would automatically add a note to the constituent record noting that the contact was made and adding the email text to the record. The constituent being emailed could be matched through their email address on file. It would save soliciting team members quite a bit of time that is spent having to go back and note the records of the constituents they've contacted to keep the entire team informed.

  • Karissa Michelin
  • Oct 25 2017
  • Reviewed: Voting Open
  • Attach files
  • +1

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