https://store-images.s-microsoft.com/image/apps.4375.d8c22604-4e23-4296-a58f-93a960ac497d.07ce0287-c5ca-41bd-abfc-faa0fe72f705.0aad2d6c-a051-4c87-8e8d-f7c5463717ee.png

OA Life & CRM

作者 OA Life & CRM

Enterprise add-in for creating letter templates and managing letters in OA Life & CRM application

Enhance your productivity with our Word Add-In designed for the existing users of Online Application Life + CRM. The access to the word add-in needs to be setup for the existing users and once the access is enabled at the broker firm and user levels, simply install the add-in in MS Word to access and modify letter templates directly from the CRM. The add-in handles logins automatically, ensuring a seamless experience for creating and saving documents. You can use the add-in to create new letter templates with the merge fields from the OA Life & CRM application. You can also use it to create new letters against clients and also save updates to them or lock them from editing by finishing the letter.

应用功能

使用此应用时，
  • 可读取文档并对其作出更改
  • 可通过 Internet 发送数据

概览

https://store-images.s-microsoft.com/image/apps.5939.d8c22604-4e23-4296-a58f-93a960ac497d.07ce0287-c5ca-41bd-abfc-faa0fe72f705.618b9a2b-2fec-461b-9d98-2c5a3ba458a8.png
https://store-images.s-microsoft.com/image/apps.52623.d8c22604-4e23-4296-a58f-93a960ac497d.07ce0287-c5ca-41bd-abfc-faa0fe72f705.54724e03-e45d-4928-9700-fe143d2f56c8.png
https://store-images.s-microsoft.com/image/apps.39559.d8c22604-4e23-4296-a58f-93a960ac497d.07ce0287-c5ca-41bd-abfc-faa0fe72f705.8cee3dde-52d5-43ca-8b92-574467372c6f.png
https://store-images.s-microsoft.com/image/apps.64463.d8c22604-4e23-4296-a58f-93a960ac497d.07ce0287-c5ca-41bd-abfc-faa0fe72f705.0755de13-8d4d-449f-914d-8d34f4ef607a.png
https://store-images.s-microsoft.com/image/apps.61245.d8c22604-4e23-4296-a58f-93a960ac497d.07ce0287-c5ca-41bd-abfc-faa0fe72f705.24758c7d-12b1-4df1-8c80-8d5e31fcb016.png