Linked objects in mails and tasks

In Winner Bizz, users can link projects, alternatives, supplier deliveries, customers or suppliers to emails and tasks. 

Linking an object

1. In the Tasks and mails section, create a new task or a new email.
   
   
2. In the Linked objects section, click + Add...
   
   
   
   
3. In the Filter window, select the Link type and click OK.
   
   
   
   
4. 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:
   
   
   • Double-clicking on a linked customer will open the Contact edit window, where you can find all the information about this client.
     
     
   • Double-clicking on a linked alternative will open the Customer follow-up, already pre-filtered on the selected alternative.