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

Przegląd Oceny i recenzje Szczegóły i pomoc techniczna

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/

Możliwości aplikacji

Gdy ta aplikacja jest używana,

Może odczytywać i wprowadzać zmiany w dokumencie
Może wysyłać dane przez Internet

W skrócie

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

firmy Adviser Cloud Limited

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

Możliwości aplikacji

W skrócie