Charline Crugnola

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Recent activity by Charline Crugnola Recent activity Votes

  • Add a printing to your favourites

    1. Sales
    2. Printing

    In Winner Bizz, when printing a document, users can add a printout as a favourite: In the Printing list window, select the All tab. Right-click on the desired printout template and select Set as...

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  • Introduction to Workflow

    1. Settings
    2. Workflow settings

    The purpose of this section is to explain how to set up your Workflow and how to customize it in Winner Bizz. To configure rules to communicate with third-party applications click here.   Summary ...

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  • How to setup an e-signature

    1. Sales
    2. E-signature

    In Winner Bizz, users can set up an e-signature, or use a service such as DocuSign, to electronically sign sales contracts.   Configure e-signature account (general) Go to Other tab. Select Applic...

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    • Updated
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  • Winner Bizz 12.0e9 - Hotfixes

    1. Installation & Updates
    2. Release Notes

    Project FR-30373: Error when edit building project Email DE-28833: Fix line breaks display in plain text emails Add job for synchronization in email timer Manage Connection closed gracefully in ...

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  • How to restore a design version

    1. Sales
    2. Restore a design version

    In Winner Bizz, users can restore the previous version of a design. Restore a saved design (Cloud users only) Restore an unregistered design (manual restoration) Restore a saved design (Cloud use...

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  • Appendix

    1. Sales
    2. Building component

    PropertiesProperties can be set on different levels: project level, alternative level and design level. Project propertiesFind below the possible settings:Tab InformationSet a start- and end-date f...

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  • Reports

    1. Sales
    2. Building component

    In Winner Bizz, within the reports module users can choose the type of report they wish to analyse and filter the project type or sales type. Go to the desired module Sales or Purchase or Work > Re...

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  • Quotation summary

    1. Sales
    2. Building component

    In Winner Bizz, to display a quotation summary, click Summary. A dialog window will open, showing the user keys figures for the selected project.If the alternative contains several designs, users c...

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  • Summarised Workflow

    1. Sales
    2. Building component

    In Winner Bizz, when opening the workflow, users can directly create new building projects or final projects from existing building projects.

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  • Invoicing & payment calendar

    1. Sales
    2. Building component

    In Winner Bizz, once the user has sent the quotation and received the confirmation contact from the builder or contractor, the user must invoice the complete building project to the contractor or b...

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