With the Outlook add-in, you can add an email as action to the constituent's record. When you save an action, the add-in automatically: 
  • Tracks the interaction as an email, completed on the date you create the action

  • Assigns you as the action's fundraiser

To automatically assign actions to yourself, your constituent record must be marked as a fundraiser and include an email address under Contact information that matches your Outlook email address exactly. If you use Outlook 365, include your Outlook email address with the "onmicrosoft.com" domain in addition to the standard domain.

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