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.
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