In Winner Bizz, users can link projects, alternatives, supplier deliveries, customers or suppliers to emails and tasks.
Linking an object
- In the Tasks and mails section, create a new task or a new email.
- In the Linked objects section, click + Add...
- In the Filter window, select the Link type and click OK.
- The link will appear in the Linked objects section. If the link is to a customer or an alternative, the user can double click on it:
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Double-clicking on a linked customer will open the Contact edit window, where you can find all the information about this client.
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Double-clicking on a linked alternative will open the Customer follow-up, already pre-filtered on the selected alternative.
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Double-clicking on a linked customer will open the Contact edit window, where you can find all the information about this client.
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