Caruso

Caruso's Outlook add-in seamlessly integrates investor communications with your fund management workflow. 

Create tasks directly from emails, automatically log correspondence to investor records, and delegate follow-ups to team members without leaving your inbox. The add-in intelligently recognizes investor contacts and lets you assign tasks to compliance, finance, or investor relations teams, maintaining a complete audit trail of all investor interactions in one central location.

*Important: Caruso is enterprise software. To create an account or learn how Caruso can help your fund management business, please visit <a href="https://www.getcaruso.com" rel="nofollow noopener noreferrer" target="_blank">https://www.getcaruso.com</a>

In Microsoft Outlook, click the (•••) button in the top ribbon. 

1. Note:
   1. To view the button, you need to select an email. 
   2. If using Outlook from your browser, you will see different icon on  the email ribbon (see image below). 

Search for "Caruso" in the Microsoft Market Place

Once installed, select the Caruso add-in in Outlook

1. Select "Sign in with Caruso"
2. This will open a pop-up window with sign in options
3. Complete the sign in using the same email and password that you would to sign in to the Caruso Admin Application
4. Complete the two-factor authentication using the same authenticator app that you would to sign in to the Caruso Admin Application

You're all set! The add-in will remain available in your Outlook side pane. 

1. Note that your session may occasionally expire, requiring you to sign in again.

1. In Microsoft Outlook, click the (•••) button in the top ribbon. 
 1. Note:
 1. To view the button, you need to select an email. 
 2. If using Outlook from your browser, you will see different icon on the email ribbon (see image below). 
2. Select "Get Add-ins"
3. Search for "Caruso" in the Microsoft Market Place
4. Once installed, select the Caruso add-in in Outlook
5. Sign in to your existing Caruso account:
 1. Select "Sign in with Caruso"
 2. This will open a pop-up window with sign in options
 3. Complete the sign in using the same email and password that you would to sign in to the Caruso Admin Application
 4. Complete the two-factor authentication using the same authenticator app that you would to sign in to the Caruso Admin Application
6. You're all set! The add-in will remain available in your Outlook side pane. 
 1. Note that your session may occasionally expire, requiring you to sign in again.

Don't have a Caruso account? Visit <a href="https://www.getcaruso.com" rel="nofollow noopener noreferrer" target="_blank">https://www.getcaruso.com</a> to learn how Caruso can support your fund management business.

With the Caruso add-in open, select "Create Task" while viewing the relevant email

- Assign to a team or team member
- Select the investing entity or account profile
- Add any additional notes or context, like a priority rating

1. With the Caruso add-in open, select "Create Task" while viewing the relevant email
2. Fill in the task details:
   - Assign to a team or team member
   - Select the investing entity or account profile
   - Add any additional notes or context, like a priority rating
3. Click "Create task" to save

The task will immediately appear in the Caruso admin application, where assigned team members can view and action it. All tasks are automatically linked to their associated investing entity or account profile for easy reference and reporting.