https://store-images.s-microsoft.com/image/apps.21000.a0ee582c-5fa8-4ff0-ad5e-1f55cb4dc24a.c096132c-2780-4822-a9b4-3217704c5891.c95d7ea1-3b49-468c-8b4c-efb36a38012d.png

Save emails against clients. Add new clients, View existing client information.

A supportive Add In which allows Adviser Cloud users to manage contact with their clients.

Features include:

Save emails to the Adviser Cloud Contact Log.

View clients details.

Add clients 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/

应用功能

使用此应用时，

可通过 Internet 发送数据
此应用可访问和修改活动邮件中的个人信息，例如正文、主题、发件人、收件人和附件信息。无法读取或修改邮箱中的其他项目。有关如何管理和处理个人信息的更多详细信息，请查看开发人员的隐私策略。

概览

https://store-images.s-microsoft.com/image/apps.20752.a0ee582c-5fa8-4ff0-ad5e-1f55cb4dc24a.c096132c-2780-4822-a9b4-3217704c5891.2cb998f4-715b-4c6b-8020-7d075a6a52bd.png

Adviser Cloud Assistant

作者 Adviser Cloud Limited

Save emails against clients. Add new clients, View existing client information.

应用功能

概览