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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.
Floating stopwatch on tickets, project tasks, interventions and third-party cards — one click saves time as an intervention line or task time.
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This module allows you to define percentage discounts on propals, orders, invoices. You can affect the document within three ways : all product or service lines, or second or third discount on bottom of document.
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Module version: auto
Publisher/Licence: Laurent Lebleu / AGPL
User interface language: English
Help/Support: Mail to petitcamionbleu@free.fr
Prerequisites:
Install:
unzip module_llremise-1.0.1.zip