Phone: +64 9 930 9390 | Mobile: +64 27 577 7764 (Sean Davis) | Email: support@advisercrm.co.nz
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Knowledge Base
For New Users
Learn the first things all new users want to do to customise and personalise their own user profile.User Guide
Get answers and help to any questions or issues you may have. Read our user guide and search for answers.Recorded Webinars
Watch or download recorded webinars to help you learn Adviser CRM and share with your team.Troubleshooting
Here you will find solutions to the most common issues during setup and integration to external systems.
Recent Articles
Data migration from Xplan to Adviser CRM
We can migrate your Xplan data to Adviser CRM. There is a one off cost to do this, so please check with us for current pricing. XPlan will need to know the following You will need to request a full data backup from Xplan. Xplan will let you know when ...Customising a Record View using Canvas
Customizing Record Detail Page Using Canvas The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field ...How to use our Android Mobile App
The following video will show you the most common uses that advisers use. The tutorial will show you how to; How to find a Contact How to make a Phone Call from our app How to dictate note to the Phone Call How to record an audio note to the Phone ...How to download a mailmerge document as a Word Document for editing
At the moment, we do not have a single button solution to download your mailmerge documents such as your Scope of Service or Statement of Advice so in the meantime, there is a work around to get these documents as Word documents so you can download ...How to create an email signature