No option to link Outlook Calendar Event to Action

Some users experience a problem with Outlook Integration, where all other aspects of the Integration works, but they cannot link Outlook Calendar Events to Raiser's Edge.

Affected Users see Go To Action in the Add-Ins tab of the Event in Outlook, however the option is grayed out.
In cases where the integration works, users see a Create Link button that allows for multiple options like creating a new action or linking to an existing action.
This was resolved in The Raiser's Edge 7.96, patch 4, released in May 2017 and applied to databases in Blackbaud Hosting Services. If your database is installed locally, download and install the latest version and patch, if applicable.

Steps to Duplicate

1) Open Outlook

2) File > Options > Add-ins

3) If the Blackbaud RE7 Outlook Add-in is not already under available add-ins, click the Go button next to Manage COM Add-Ins

4) Select the Blackbaud RE7 Outlook Add-in

5) If the file path is not there, browse to C:\Program Files (x86)\Blackbaud\Raisers Edge 7\DLL and select the RE7Outlook.dll

6) In Outlook, go to the Add-ins tab, make sure that the Raiser's Edge Add-in is not set to work offline

7) If necessary, set the UAC to Never Notify (we had to do this to get the Add-Ins to work online)

8) Go to Calendar in Outlook

9) Open a Calendar Event

10) Go to the add-ins tab

11) There is no Create Link button, and the Go To Action button is grayed out


 Raiser's Edge

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