How to use out Android Mobile App

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;
  1. How to find a Contact
  2. How to make a Phone Call from our app
  3. How to dictate note to the Phone Call
  4. How to record an audio note to the Phone Call
  5. How to record or dictate notes anywhere in the system
  6. How to view Policy information
  7. How to view Loan information
  8. How to click the Maps link to find your appointment location
  9. Misc navigation


    • Related Articles

    • How to change your login email address and password

      If you want to change the email address and password you use to log into Adviser CRM please follow the instructions below in this video tutorial.  Changing your login email address does not have any affect the email account your Adviser CRM account ...
    Phone: +64 9 930 9390
    Mobile: +64 27 577 7764 (Sean Davis)

    Please do not send support requests by text