How can we improve Nintex Drawloop DocGen for Salesforce

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Lightning Doc Gen Email 'To' Lookup Has No Filter Criteria for Contact Selection

Email 'To' has no filter criteria for lookup - no way to identify the contact for selection based on criteria as there is in Classic. We are told this is standard functionality of this page, but it is having a huge impact on the ability to select the correct contact for email.

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Nancy Grunewald shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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Open for voting  ·  AdminCandace Stump (Product Manager, Nintex) responded  · 

Hi there! We so appreciate the time you take to give thoughtful feedback and help us improve your experience. 


Thus, we are opening this up for voting so we can determine how many users are affected. Please share your thoughts with us!

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8 - Nintex Drawloop DocGen™ for Salesforce: Lightning Experience

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