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.