DRIVE Version 3 Release

DRIVE CRM

Relate DRIVE CRM & Practice Management Version 3 is now available to download. The main changes in this update are additional modules for:-

  • Budgets
  • Credit Control
  • Alerts Manager
  • GDPR

For full details on the changes please download and read the release notes.

Before Installing the Update

  • a. Make sure that DRIVE is closed
  • b. Make sure that everybody is logged out
  • c. Make sure that you backup the database

Download and read the release notes
Click the link: Download DRIVE Version 3 Release Notes


Download the Version 3 Zip
Click the link: Download DRIVE Version 3
Right click the file and select ‘Extract All’, then click Extract.


Installing the Update

  • a. Double click the update and select install. The update will run through and then close.
  • b. Log back into DRIVE as normal. It will ask the first user to update the database. Click update and let it run through.
  • c. The login screen will then be displayed. Log in as normal.

If you are currently using Microsoft Outlook & Send to DRIVE, you should download the new DRIVE Office Add-In to avail of the new functionality.

To Download the new DRIVE Office Add-In

Click the link: Download DRIVE Office Add-In
Right click the file and select ‘Extract All’, then click Extract.


To Install the latest Office DRIVE Add-In

  • a. Close Microsoft Office (Excel, Word and Outlook)
  • b. Double click the setup.exe and select install. The update will run through and then close.
  • c. Go to C:\Program Files (x86)\Relate Software\DRIVE E-Mail AddInSetup and run DRIVE E-Mail AddIn.vsto. The update will run through and then close.
  • d. Emails should now contain a DRIVE section at the bottom, for linking to clients.

To use the new Alerts Manager


Download & Install the Alerts Manager
Click the link: Download Alert Manager
Right click the file and select ‘Extract All’, then click Extract.


Install the Alerts Manager

Double click the AlertManager.exe, enter the required settings.


If you have any issues downloading the update please contact your IT, if they are unable to resolve the issue please contact support.

Should you encounter any issues, lack of functionality or other problems with the software, please let us know immediately so we can rectify these accordingly. Your assistance in this regard is greatly appreciated.

Of course, if you would like to tell us anything or if you have any ideas for new features or future enhancements, you can contact us anytime by clicking on the button below:






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