How To: Use the Outlook Plugin

Open the outlook plugin:

You must now login to the plugin using your adviser cloud portal login credentials(The host name is the website address you use to access your client portal e.g. company.advisorcloud.co.uk :

Then to log an email:

• Select an email
• Press the plugin logo.
• You can then search a client, using the search bar, it will load a value if the email address exists on your portal.

• Select a person and add a note.

• Then press log email to upload.
• This will then be displayed in your contact log.