Is there a way to copy relevant information such as text, email, etc. directly into a new item (2) in the DBPlanner via drag and drop. Maybe that an email is dragged & dropped directly from Outlook into the DBPLanner and a new item is created straight away (1)
This interaction with external apps would require that OLE drag & drop is implemented. At this moment, our Planner works with VCL drag & drop (i.e. limited to within the application context).
At this moment, OLE drag & drop is not implemented at Planner level. You'd need to add this at application level. Some starting information can be found here:
http://www.grahamwideman.com/gw/tech/Delphi/dragdrop/