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

Oversikt Vurderinger og anmeldelser Detaljer + kundestøtte

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/

Appfunksjoner

Når denne appen brukes, kan den

Kan lese og gjøre endringer i dokumentet ditt
Kan sende data over Internett

Rask oversikt

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

av Adviser Cloud Limited

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

Appfunksjoner

Rask oversikt