This session will show you how to combine your TAM data with the ability to format dates, numbers and text in Microsoft Word.
It will also cover how to use the "Date Minus One" formula. For example, if you want a document to show a policy start date of 01/12/2021 with a policy expiry date of 30/11/2022 by merely using the TAM system policy start and end dates with no need for "ASK" statements.
With these skills, you'll be able to produce flexible and professional client-facing documents and break free from what otherwise might appear to be a rigid and inflexible system.