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/

應用程式功能

使用此應用程式時，

可以在網際網路上傳送資料
此應用程式可以存取及修改使用中訊息內的個人資訊，例如本文、主旨、寄件者、收件者及附件資訊等等。對於您信箱中的其他項目則無法讀取或修改。請檢閱開發人員的隱私權原則，了解有關如何管理與處理個人資訊的更多詳細資料。

概覽

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.

應用程式功能

概覽