You may want to use our Outlook Plugin to hep sync your Contacts, Calendars, Emails and Tasks to Outlook. Our plugin can be downloaded for free inside the setup area of Adviser CRM.
1. Click Set Up tool
2. Click Microsoft
3. Click the drop down tool and click the version you want to download
4. Once downloaded, click to install and follow instructions
You will be ask for a Server URL which you can use crm.advisercrm.co.nz or if this does not work use nzadvisercrm.zohoplatform.com and enter your usual Adviser CRM username and email address that you would use when you log into Adviser CRM.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article