Charline Crugnola
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Recent activity by Charline Crugnola-
How to import Winner Bizz BI data in a data visualisation software?
In this article: How to import data in Power BiHow to import data in Microsoft ExcelExternal resources Once your BI is set up in Winner Bizz, you can import this data into your data visualisation s...
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Sending an email from the Workflow
In Winner Bizz, to send an email from the workflow: Select the step where the user wishes to send an email before or after. Select the Send email type. Fill in the required fields. To modify the m...
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How to activate the e-signature feature
In Winner Bizz, users can create a new or modify a sales contract to be signed using an e-signature. Users will find here how to activate e-signature during sales contracts steps and how to configu...
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Winner Bizz 12.0f1 - What's New
Summary Winner Design settings Restore drawing version Workflow Merge workflow and external communication Send e-mail from Workflow step Web service - API key authentication Better network conn...
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Configuring rules to export business reports for accounting systems
In Winner Bizz, this function is used to export business reports from Winner Bizz to third party applications. Note: This function works best if it is accessed using a Winner Bizz primary server i...
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How to follow the status of a sent sales contract
In Winner Bizz, users can follow the status of the a sent sales contract. Sales contract Go to Sales. Select Projects tab. Put a filter on the alternative related to the contract in the project ...
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Winner Bizz 12.0e1 - What's New
Summary GDPR BI connector - pilot phase New report - Incoming payments Third Party Integration Supplier order - via Web page or Web service Sign-On with OpenID Alternative JSON V2.0 - New fields ...
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How to send a sales contract with an e-signature
In Winner Bizz, users can send a sales contract with an e-signature. To do so, users must add an email address to the customer's contact details and have an e-signature set up. For more information...
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BI scopes - After-sales (After-sales)
Name of the table: BIAfterSales Field namesDescriptionPK_BIAfterSalesIDInternal unique referenceFK_BIAlternativeIDInternal unique referenceDateCreationDate of creation of the after salesAfterSalesC...
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Winner Bizz 12.0d1 - What's New
Summary Tradeplace New accountancy export - Quadra/CSV file Web page/service Help Centre Tradeplace Tradeplace is B2B electronic marketplace for European retailers and manufacturers of househol...