Adviser Cloud Word Assistant

https://store-images.s-microsoft.com/image/apps.3051.8de8bd5f-936d-4a0e-a1f5-7c28a8680143.b0781b53-20e1-45c5-beb9-cb3660573095.2d253acc-b516-4aaf-9a0a-0a62cb6b4450.png

개요 등급 + 리뷰 세부 정보 + 지원

Generate Word Templates, populate templates with client details, Save back to the Adviser Cloud CRM.

A supportive Add In which allows Adviser Cloud users to generate word templates to improve interaction with their clients.

Features include:

Generate and Load Word Templates

Populate templates with client data

Save documents back to the Adviser Cloud CRM.

This Add In is dependant on having an Adviser Cloud Account, if you don't have an account, you can book a demo or learn more about our services here: http://advisercloud.co.uk/

앱 기능

이 앱을 사용하면

문서를 읽거나 변경할 수 있음
인터넷을 통해 데이터를 보낼 수 있음

한눈에 보기

https://store-images.s-microsoft.com/image/apps.29432.8de8bd5f-936d-4a0e-a1f5-7c28a8680143.b0781b53-20e1-45c5-beb9-cb3660573095.eda0452b-34cd-422b-92b1-1b8890eca20b.png

Adviser Cloud Limited에 의해

Generate Word Templates, populate templates with client details, Save back to the Adviser Cloud CRM.

앱 기능

한눈에 보기