Phone calls, appointments, tasks, emails and contacts can be synced between Advisor360 and Outlook.
To set up, go to A360 Dashboard – Admin (maybe hiding under More) – CRM Admin - Personal CRM Settings
1) Download CRM Add-in and install to Outlook (only works in Windows and not MAC)
2) Select Advisor ID to Sync
3) Sync with Outlook - "Yes"
4) Select activities to sync
5) Hit Save & Back
Activities and emails will auto sync if household / email exist and can be matched within A360. Advisor and staff can manually track CRM activities to A360. (See CRM Outlook Integration Reference Sheet)
IMPORTANT - Advisor and staff should not add company provided or business use email (ex, financialguide, charteroakfinancial) within a household as it may auto sync all emails to the household.
If CRM Outlook Sync stopped working:
1) Check to make sure the Add-in has been enabled
2) File - Manage COM Add-ins
3) If this does not resolve the issue, try un-install and re-install the CRM add-in
***Please note, user may experience compatibility issues with the New Outlook and they sync may not work.