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Overview
This article explains how to bring Outlook calendar appointments into your AdviserLogic Diary using the built-in options. Instead of manually re-entering meetings from Outlook into AdviserLogic.
Access
Go to your Outlook calendar, select the day of the appointment and select New Meeting Request
Invite your account's @advisermail.net email address (which you can find on the Import Emails screen - you'll find this by hovering over the left menu panel).
This will create an Appointment type entry in the Import Emails section, which, once assigned to a client, creates a synchronized Diary appointment. Any changes made in Outlook to that appointment will automatically update the AdviserLogic Diary entry.
Once you have imported the appointment into the AdviserLogic Diary, you can edit the appointment by double-clicking on it in the diary section.
In the new window, go to the Resource field and select which members of your team you would like to share the appointment with from the drop-down.
You can map the appointment to the client by searching for their name under the Invitees field
