Free letter templates can be added to Winner Bizz from the Sales settings > Customer follow-up settings tab.
First, create the template as a Word template document, a .dot file. You can copy an existing file by using the export function. The available bookmarks and their description are listed below.
Customer
| Name | Description |
| Customer_AAddr | Info from the customer address - address |
| Customer_AApproachValue | Info from the customer address - academic title |
| Customer_ACountryValue | Info from the customer address - country |
| Customer_AEmail | Info from the customer address - e-mail address |
| Customer_AFax | Info from the customer address - fax |
| Customer_AFirstname | Info from the customer address - customer first name |
| Customer_AInitials | Info from the customer address - initials |
| Customer_AMobile | Info from the customer address - mobile phone |
| Customer_APhone | Info from the customer address - work phone |
| Customer_APhoneHome | Info from the customer address - home phone |
| Customer_APost | Info from the customer address - county |
| Customer_AStage | Info from the customer address - stage |
| Customer_ASurname | Info from the customer address - customer surname |
| Customer_ATitleValue | Info from the customer address - title |
| Customer_AZIP | Info from the customer address - zip code |
| Customer_DAddr | Info from the customer delivery address - delivery address |
| Customer_DApproachValue | Info from the customer delivery address - academic title |
| Customer_DCountryValue | Info from the customer delivery address - country |
| Customer_DeliveryTermsValue | Info from the customer - delivery terms |
| Customer_DEmail | Info from the customer delivery address - e-mail address |
| Customer_DFax | Info from the customer delivery address - fax |
| Customer_DFirstName | Info from the customer delivery address - customer first name |
| Customer_DInitials | Info from the customer delivery address - initials |
| Customer_Discount3pc | Info from the customer - standard discount 3 |
| Customer_DistrictValue | Info from the customer - district |
| Customer_DMobile | Info from the customer delivery address - mobile phone |
| Customer_DPhone | Info from the customer delivery address - work phone |
| Customer_DPhoneHome | Info from the customer delivery address - home phone |
| Customer_DPost | Info from the customer delivery address - county |
| Customer_DStage | Info from the customer delivery address - stage |
| Customer_DSurname | Info from the customer delivery address - customer surname |
| Customer_DTitleValue | Info from the customer delivery address - title |
| Customer_DZIP | Info from the customer delivery address - zip code |
| Customer_IAddr | Info from the customer invoice address - customer invoice address |
| Customer_IApproachValue | Info from the customer invoice address - academic title |
| Customer_ICountryValue | Info from the customer invoice address - country |
| Customer_IEmail | Info from the customer invoice address - e-mail address |
| Customer_IFax | Info from the customer invoice address - fax |
| Customer_IFirstname | Info from the customer invoice address - customer first name |
| Customer_IInitials | Info from the customer invoice address - initials |
| Customer_IMobile | Info from the customer invoice address - mobile phone |
| Customer_InternalType | Info from the customer – Internal type (contact, prospect or customer) |
| Customer_IPhone | Info from the customer invoice address - work phone |
| Customer_IPhoneHome | Info from the customer invoice address - home phone |
| Customer_IPost | Info from the customer invoice address - county |
| Customer_IStage | Info from the customer invoice address - stage |
| Customer_ISurname | Info from the customer invoice address - customer surname |
| Customer_ITitleValue | Info from the customer invoice address - title |
| Customer_IZIP | Info from the customer invoice address - zip code |
| CustomerReference_ApproachValue | Info from the customer contact - academic title |
| CustomerReference_DApproachValue | Info from the customer delivery contact - academic title |
| CustomerReference_DEmail | Info from the customer delivery contact - e-mail address |
| CustomerReference_DFax | Info from the customer delivery contact - fax |
| CustomerReference_DFirstname | Info from the customer delivery contact - Contact first name |
| CustomerReference_DInitials | Info from the customer delivery contact - initials |
| CustomerReference_DMobile | Info from the customer delivery contact – mobile phone |
| CustomerReference_DPhone | Info from the customer delivery contact - phone number |
| CustomerReference_DPhoneHome | Info from the customer delivery contact – home phone |
| CustomerReference_DSurname | Info from the customer delivery contact - Contact surname |
| CustomerReference_DTitleValue | Info from the customer delivery contact - title |
| CustomerReference_Email | Info from the customer contact - e-mail address |
| CustomerReference_Fax | Info from the customer contact - fax |
| CustomerReference_First name | Info from the customer contact - Contact first name |
| CustomerReference_IApproachValue | Info from the customer invoice contact – academic title |
| CustomerReference_IEmail | Info from the customer invoice contact – e-mail address |
| CustomerReference_IFax | Info from the customer invoice contact – fax |
| CustomerReference_IFirstname | Info from the customer invoice contact - Contact first name |
| CustomerReference_IInitials | Info from the customer invoice contact - initials |
| CustomerReference_IMobile | Info from the customer invoice contact – mobile phone |
| CustomerReference_Initials | Info from the customer contact - initials |
| CustomerReference_IPhone | Info from the customer invoice contact – phone number |
| CustomerReference_IPhoneHome | Info from the customer invoice contact – home phone |
| CustomerReference_ISurname | Info from the customer invoice contact - Contact surname |
| CustomerReference_ITitleValue | Info from the customer invoice contact - title |
| CustomerReference_Mobile | Info from the customer contact - mobile phone |
| CustomerReference_Phone | Info from the customer contact - phone number |
| CustomerReference_PhoneHome | Info from the customer contact - home phone |
| CustomerReference_Surname | Info from the customer contact - Contact surname |
| CustomerReference_TitleValue | Info from the customer contact - title |
Company
| Name | Description |
| Company_RegNr | Company register number |
| Company_VATRegNr | Company VAT register number |
| Company_DepartmentNr | Company department number |
| Company_ShopAddress | Company visit address |
| Company_BankName | Company bank name |
| Company_BankNumber | Company bank number |
| Company_BankAccount | Company bank account number |
| Company_PostAccount | Company post account number |
| Company_AName | Info from the company address - Company name |
| Company_AAddr | Info from the company address - address |
| Company_AZIP | Info from the company address - zip code |
| Company_APost | Info from the company address - county |
| Company_ACountryValue | Info from the company address - country |
| Company_APhone | Info from the company address - work phone |
| Company_APhoneHome | Info from the company address - home phone |
| Company_AMobile | Info from the company address - mobile phone |
| Company_AFax | Info from the company address - fax |
| Company_AEmail | Info from the company address - e-mail address |
| Company_AWeb | Info from the company address - web site |
| Company_DName | Info from the company delivery address - company name |
| Company_DAddr | Info from the company delivery address - address |
| Company_DZIP | Info from the company delivery address - zip code |
| Company_DPost | Info from the company delivery address - country |
| Company_DCountryValue | Info from the company delivery address - country |
| Company_DPhone | Info from the company delivery address - work phone |
| Company_DPhoneHome | Info from the company delivery address - home phone |
| Company_DMobile | Info from the company delivery address - mobile phone |
| Company_DFax | Info from the company delivery address - fax |
| Company_DEmail | Info from the company delivery address - e-mail address |
| Company_DWeb | Info from the company delivery address - web site |
| Company_Logo | Company logo |
Logged user
| Name | Description |
| User_Initials | Logged user’s initials |
| User_Surname | Logged user’s surname |
| User_FirstName | Logged user’s first name |
| User_Email | Logged user’s email address |
| User_PhoneHome | Logged user’s private phone |
| User_Phone | Logged user’s work phone |
| User_Mobile | Logged user’s mobile phone |
| User_Fax | Logged user’s fax number |
Alternative
| Name | Description |
| Alternative_AlternativeCode | Alternative code. It is composed by the "Project number/Milieu number/alternative number”. |
| Alternative_AlternativeName | Alternative name. |
| Alternative_AskToBeCancelled | Date the alternative was asked to be cancelled. |
| Alternative_CarcaseColor | Alternative carcase color. |
| Alternative_Comment | Comment defined at the alternative level. |
| Alternative_CommentText | Comment defined at the alternative level. |
| Alternative_ContractNr | Alternative contract number. |
| Alternative_ControlComment | Order control comment. |
| Alternative_ControlStatus | Control status: not controlled, to correct, OK… |
| Alternative_DAddr | Info from the alternative delivery address - delivery address |
| Alternative_DApproachCode | Info from the alternative delivery address - academic code |
| Alternative_DApproachValue | Info from the alternative delivery address - academic title |
| Alternative_DateAmendment | Amendment date. |
| Alternative_DateAmendmentCnf | Amendment confirmation date. |
| Alternative_DateApprovedForOrder | Date the alternative was approved for order. |
| Alternative_DateDelivery | Order delivery date to the customer. |
| Alternative_DateLegal | Quotation validity date. |
| Alternative_DateOffer | Offer date. |
| Alternative_DateOrder | Date the customer order was approved for order. |
| Alternative_DateOrderCnf | Sales contract date. |
| Alternative_DateOrderControl | Order control date. |
| Alternative_DateReqFrom | Desired delivery date of goods to the customer |
| Alternative_DateReqStatusValue | Status with regard to the delivery of the goods. |
| Alternative_DateReqTo | Desired delivery period of goods to the customer. |
| Alternative_DContactApproachCode | Info from the alternative delivery address contact – academic code |
| Alternative_DContactApproachValue | Info from the alternative delivery address contact – academic title |
| Alternative_DContactEmail | Info from the alternative delivery address contact – e-mail address |
| Alternative_DContactFax | Info from the alternative delivery address contact – fax |
| Alternative_DContactFirstname | Info from the alternative delivery address contact – Contact first name |
| Alternative_DContactInitials | Info from the alternative delivery address contact – initials |
| Alternative_DContactMobile | Info from the alternative delivery address contact – mobile phone |
| Alternative_DContactPhone | Info from the alternative delivery address contact – phone number |
| Alternative_DContactPhoneHome | Info from the alternative delivery address contact – home phone |
| Alternative_DContactSurname | Info from the alternative delivery address contact – Contact surname |
| Alternative_DContactTitleCode | Info from the alternative delivery address contact – title |
| Alternative_DContactTitleValue | Info from the alternative delivery address contact – title |
| Alternative_DCountryCode | Info from the alternative delivery address – country code |
| Alternative_DCountryValue | Info from the alternative delivery address – country |
| Alternative_DelayConfirmationDate | Delay confirmation date of the selected alternative. |
| Alternative_DeliveryComment | Delivery comment defined at the alternative level. |
| Alternative_DeliveryCommentText | Delivery comment defined at the alternative level. |
| Alternative_DeliveryNoteDate | Delivery note date of the selected alternative. |
| Alternative_DelivTermsValue | Delivery terms defined for the alternative. |
| Alternative_DelivTimeValue | Delivery time defined for the alternative. |
| Alternative_DEmail | Info from the alternative delivery address - e-mail address |
| Alternative_DFax | Info from the alternative delivery address - fax |
| Alternative_DFirstname | Info from the alternative delivery address - first name |
| Alternative_DInitials | Info from the alternative delivery address - initials |
| Alternative_DMobile | Info from the alternative delivery address – mobile phone |
| Alternative_DPhone | Info from the alternative delivery address – work phone |
| Alternative_DPhoneHome | Info from the alternative delivery address – home phone |
| Alternative_DPost | Info from the alternative delivery address - county |
| Alternative_DStage | Info from the alternative delivery address - stage |
| Alternative_DSurname | Info from the alternative delivery address - surname |
| Alternative_DTitleCode | Info from the alternative delivery address – title code |
| Alternative_DTitleValue | Info from the alternative delivery address - title |
| Alternative_DueAmount | Due amount of the alternative. |
| Alternative_DZIP | Info from the alternative delivery address – zip code |
| Alternative_FrontColor | Alternative front color. |
| Alternative_FrontFinish | Alternative front finish. |
| Alternative_GoodsMark | Alternative goods mark. |
| Alternative_GoodsMarkText | Alternative goods mark. |
| Alternative_InstallationBeginDate | Installation start date. If there are several installation events planned for the alternative, it’s the first event start date. |
| Alternative_InstallationEndDate | Installation end date. If there are several installation events planned for the alternative, it’s the last event end date. |
| Alternative_InstallationWorker | Alternative worker name for Installation type. |
| Alternative_InvoiceDate | Alternative invoice date. |
| Alternative_IsCancelled | Date the alternative was cancelled. |
| Alternative_MainCatalogueName | Main catalogue used in the alternative. |
| Alternative_MainModelName | Main model of the alternative. |
| Alternative_MeasurementBeginDate | Measurement start date. If there are several measurement events planned for the alternative, it’s the first event start date. |
| Alternative_MeasurementEndDate | Measurement end date. If there are several measurement events planned for the alternative, it’s the last event end date. |
| Alternative_OrderNr | Customer order number |
| Alternative_OurRefApproachCode | Approach code of “Our reference” selected for the alternative. |
| Alternative_OurRefApproachValue | Approach value of “Our reference” selected for the alternative. |
| Alternative_OurRefEmail | Email of “Our reference” selected for the alternative. |
| Alternative_OurRefFax | Fax of “Our reference” selected for the alternative. |
| Alternative_OurRefFirstname | First name of “Our reference” selected for the alternative. |
| Alternative_OurRefInitials | Initials of “Our reference” selected for the alternative. |
| Alternative_OurRefMobile | Mobile of “Our reference” selected for the alternative. |
| Alternative_OurRefPhone | Phone of “Our reference” selected for the alternative. |
| Alternative_OurRefPhoneHome | Phone home of “Our reference” selected for the alternative. |
| Alternative_OurRefSurname | Surname of “Our reference” selected for the alternative. |
| Alternative_OurRefTitleCode | Title code of “Our reference” selected for the alternative. |
| Alternative_OurRefTitleValue | Title of “Our reference” selected for the alternative. |
| Alternative_OutputRemarks | Output remarks registered for the alternative. |
| Alternative_PaymentTermsValue | Payment terms defined for the alternative. |
| Alternative_PickupLetterDate | Alternative pick up letter date. |
| Alternative_PromisedSupplierDeliveryDate | Promised delivery date of the supplier order. If there are several supplier orders, it’s the latest delivery date (date all goods for the alternative should be received and ready for the customer delivery). |
| Alternative_StatusInfoValue | Additional information concerning the alternative status defined for the alternative. |
| Alternative_SupplierOrderConfirmation | Alternative supplier order confirmation date. |
| Alternative_TransportBeginDate | Transport start date. If there are several transport events planned for the alternative, it’s the first event start date. |
| Alternative_TransportConfirmationDate | Alternative transport confirmation date. |
| Alternative_TransportEndDate | Transport end date. If there are several transport events planned for the alternative, it’s the last event end date. |
| Alternative_TransportTermsValue | Transport terms defined for the alternative. |
| Alternative_WeekAmendment | Amendment date (week format). |
| Alternative_WeekAmendmentCnf | Amendment confirmation date (week format). |
| Alternative_WeekApprovedForOrder | Date the alternative was approved for order (week format). |
| Alternative_WeekDelivery, | Order delivery date to the customer (week format). |
| Alternative_WeekLegal | Quotation validity date (week format). |
| Alternative_WeekOffer | Offer date (week format). |
| Alternative_WeekOrder | Date the customer order was approved for order (week format). |
| Alternative_WeekOrderCnf | Sales contract date (week format). |
| Alternative_WeekReqFrom | Desired delivery period of goods to the customer. |
| Alternative_WeekReqTo | Deadline date for the customer delivery. |
| Alternative_WorktopCataloguePrintName | Alternative worktop catalogue print name. |
| Alternative_WorktopFinishName | Alternative worktop finish name. |
| Alternative_WorktopModelName | Alternative worktop model name. |
Design
| Name | Description |
| Design_MilieuName | Design milieu name |
| Design_DesignName | Design name |
| Design_DesignNr | Design number |
Project
| Name | Description |
| Architect_Addr | Info from the project – builder address |
| Architect_ApproachCode | Info from the project – builder academic code |
| Architect_ApproachValue | Info from the project – builder academic title |
| Architect_CountryCode | Info from the project – builder country code |
| Architect_CountryValue | Info from the project – builder country |
| Architect_Email | Info from the project – builder e-mail address |
| Architect_Fax | Info from the project – builder fax |
| Architect_Firstname | Info from the project – builder first name |
| Architect_Initials | Info from the project – builder initials |
| Architect_Mobile | Info from the project – builder mobile phone |
| Architect_Phone | Info from the project – builder work phone |
| Architect_PhoneHome | Info from the project – builder home phone |
| Architect_Post | Info from the project – builder county |
| Architect_Stage | Info from the project – builder stage |
| Architect_Surname | Info from the project – builder surname |
| Architect_TitleCode | Info from the project – builder title code |
| Architect_TitleValue | Info from the project – builder title |
| Architect_ZIP | Info from the project – builder zip code |
| Contractor_Addr | Info from the project – project owner address |
| Contractor_ApproachCode | Info from the project – project owner academic code |
| Contractor_ApproachValue | Info from the project – project owner academic title |
| Contractor_CountryCode | Info from the project – project owner country code |
| Contractor_CountryValue | Info from the project – project owner country |
| Contractor_Email | Info from the project – project owner e-mail address |
| Contractor_Fax | Info from the project – project owner fax |
| Contractor_Firstname | Info from the project – project owner first name |
| Contractor_Initials | Info from the project – project owner initials |
| Contractor_Mobile | Info from the project – project owner mobile phone |
| Contractor_Phone | Info from the project – project owner work phone |
| Contractor_PhoneHome | Info from the project – project owner home phone |
| Contractor_Post | Info from the project – project owner county |
| Contractor_Stage | Info from the project – project owner stage |
| Contractor_Surname | Info from the project – project owner surname |
| Contractor_TitleCode | Info from the project – project owner title code |
| Contractor_TitleValue | Info from the project – project owner title |
| Contractor_ZIP | Info from the project – project owner zip code |
| Designer_ApproachCode | Info from the project – designer academic code |
| Designer_ApproachValue | Info from the project – designer academic title |
| Designer_Email | Info from the project – designer e-mail address |
| Designer_Fax | Info from the project – designer fax |
| Designer_Firstname | Info from the project – designer first name |
| Designer_Initials | Info from the project – designer initials |
| Designer_Mobile | Info from the project – designer mobile phone |
| Designer_Phone | Info from the project – designer work phone |
| Designer_PhoneHome | Info from the project – designer phone home |
| Designer_Surname | Info from the project – designer surname |
| Designer_TitleCode | Info from the project – designer title code |
| Designer_TitleValue | Info from the project – designer title |
| Project_Comment | Project comment. |
| Project_CompetitorCode | Info from the project – competitor code |
| Project_CompetitorValue | Info from the project – competitor |
| Project_ContractNr | Contract number defined at the project level. |
| Project_CustomerOrderNr | Customer order number defined at project level. |
| Project_DAddr | Info from the project delivery address – delivery address |
| Project_DApproachCode | Info from the project delivery address – academic code |
| Project_DApproachValue | Info from the project delivery address – academic title |
| Project_DateCreate | Project creation date. |
| Project_DCountryCode | Info from the project delivery address – country code |
| Project_DCountryValue | Info from the project delivery address – country |
| Project_DealerTerms | Dealer terms defined at the project level |
| Project_DealerTermsCode | Code for dealer terms defined at the project level |
| Project_DelivTermsCode | Code for delivery terms defined at the project level |
| Project_DelivTermsValue | Delivery time defined at the project level |
| Project_DelivTimeCode | Code for delivery time defined at the project level |
| Project_DelivTimeValue | Info from the project address – delivery time |
| Project_DEmail | Info from the project delivery address – e-mail address |
| Project_DFax | Info from the project delivery address – fax |
| Project_DFirstname | Info from the project delivery address – first name |
| Project_DInitials | Info from the project delivery address – initials |
| Project_Discount3pc | Info from the project - standard discount 3 % |
| Project_DistrictCode | Project district code defined at the project level. |
| Project_DistrictValue | Project district defined at the project level. |
| Project_DMobile | Info from the project delivery address – mobile phone |
| Project_DPhone | Info from the project delivery address – phone number |
| Project_DPhoneHome | Info from the project delivery address – work phone |
| Project_DPost | Info from the project delivery address – county |
| Project_DStage | Info from the project delivery address – stage |
| Project_DSurname | Info from the project delivery address – surname |
| Project_DTitleCode | Info from the project delivery address – title code |
| Project_DTitleValue | Info from the project delivery address – title |
| Project_DZIP | Info from the project delivery address – zip code |
| Project_ExternalReference | External reference defined at the project level |
| Project_FK_DesignerLoginName | Designer login name defined at the project level |
| Project_FK_OurRefLoginName | OurRef login name defined at the project level |
| Project_IAddr | Info from the project invoice address – invoice address |
| Project_IApproachCode | Info from the project invoice address – academic code |
| Project_IApproachValue | Info from the project invoice address – academic title |
| Project_ICountryCode | Info from the project invoice address – country code |
| Project_ICountryValue | Info from the project invoice address – country |
| Project_IEmail | Info from the project invoice address – e-mail address |
| Project_IFax | Info from the project invoice address – fax |
| Project_IFirstname | Info from the project invoice address – first name |
| Project_IInitials | Info from the project invoice address – initials |
| Project_IMobile | Info from the project invoice address – mobile phone |
| Project_IPhone | Info from the project invoice address – work phone |
| Project_IPhoneHome | Info from the project invoice address – phone home |
| Project_IPost | Info from the project invoice address – county |
| Project_IStage | Info from the project invoice address – stage |
| Project_ISurname | Info from the project invoice address – surname |
| Project_ITitleCode | Info from the project invoice address – title code |
| Project_ITitleValue | Info from the project invoice address – title |
| Project_IZIP | Info from the project invoice address – zip code |
| Project_MiscCode | Miscellaneous code defined at the project level |
| Project_MiscValue | Miscellaneous information defined at the project level |
| Project_Name | Project name. |
| Project_OrderStatusCode | Order status code defined at the project level |
| Project_OrderStatusValue | Order status defined at the project level |
| Project_OurRefApproachCode | Academic code of salesperson selected for the project. |
| Project_OurRefApproachValue | Academic title of salesperson selected for the project. |
| Project_OurRefEmail | E-mail address of salesperson selected for the project. |
| Project_OurRefFax | Fax of salesperson selected for the project. |
| Project_OurRefFirstname | First name of salesperson selected for the project. |
| Project_OurRefInitials | Initials of salesperson selected for the project. |
| Project_OurRefMobile | Mobile phone of salesperson selected for the project. |
| Project_OurRefPhone | Mobile phone of salesperson selected for the project. |
| Project_OurRefPhoneHome | Phone home of salesperson selected for the project. |
| Project_OurRefSurname | Surname of salesperson selected for the project. |
| Project_OurRefTitleCode | Title code of salesperson selected for the project. |
| Project_OurRefTitleValue | Title of salesperson selected for the project. |
| Project_PaymentTermsCode | Payment terms code defined for the project. |
| Project_PaymentTermsValue | Payment terms defined for the project. |
| Project_ProjectNr | Project number. |
| Project_ProjectTypeCode | Project type code defined at the project level. |
| Project_ProjectTypeValue | Project type defined at the project level. |
| Project_Reference | Optional reference that identifies the project. |
| Project_Status | Project status. |
| Project_StatusInfoCode | Additional information concerning the project status code defined for the project. |
| Project_StatusInfoValue | Additional information concerning the project status defined for the project. |
| Project_SubProjectNr | Sub project number. |
| Project_TransportTermsCode | Transport terms code defined for the project. |
| Project_TransportTermsValue | Transport terms defined for the project. |
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