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Complete wealth management suite for CIF/CGP: client journey, regulatory documents (DER, PI, BP, LM, RA), simulators (Life Insurance, PER, PEA, IFI, PVI, Livrets), AI method, client portal.
StrategyScore 360 is not a simple KPI table. It is a complete Strategic Performance Management System natively integrated into Dolibarr, managing the whole strategy cycle: Vision, Perspectives, Objectives, Cause/Effect, KPI/KRI, Targets, Initiatives, Results, Variances, Health scores, Alerts, Reviews, Decisions and Corrective actions.
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Module "Meeting confirmation" allows to generate and email a PDF confirmation of your meetings.
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Module version: 1.7.0
Publisher/Licence: Mikael Carlavan / AGPL
User interface language: English
Help/Support: Mail to contact@mika-carl.fr
Prerequisites:
Install:
unzip modulefile.zip
Module "Meeting confirmation" allows to generate and email a PDF confirmation of your meetings.
Module "Meeting confirmation" allows to generate PDF confirmation of your meeting of phone call appointements.
The module comes with full documentation and can be tested on http://www.mika-carl.fr/dev (login : qis, password : demo) in the Agenda tab then "Confirmations" menu on the left