Charline Crugnola
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Recent activity by Charline Crugnola-
Create work events from an After-Sales order
From Winner Bizz version 12.0i, in the After-sales edit window, you can select the Treatment tab and then the Orders tab. This section displays the order pending for this alternative. You can selec...
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Work properties
From Winner Bizz version 12.0i, the Work properties window allows user to define work related information when planning a work event. The alternative reference. User can change the selected alter...
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Attribute a colour to a worker
From Winner Bizz version 12.0i, you can now choose to attribute a colour to a worker, to increase their visibility in your work schedule. In the Work settings window, select a worker, click Edit an...
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Work schedule
In this article, we will go through the Work schedule in Winner Bizz through these different sections: Work list Work schedule Change the display Display settingsNote: Some of these features are o...
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Send an email to a worker from the Customer follow up
From Winner Bizz version 12.0i, it is possible to send a document to a worker by email via the Customer follow up. From the Customer follow up, go in the Documents section, right-click on the docum...
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Select a responsible person in the After sales edit
From Winner Bizz version 12.0i, when selecting the source / cause and or responsible person in the After sales edit window, it is now possible to select directly the type of user (Supplier / user) ...
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Link an alternative to an e-mail
From Winner Bizz version 12.0i, users can link an unread e-mail to an existing alternative if the sender's email address is linked to an alternative email. This allows users to keep track of the e-...
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Dashboard: how to configure the Sales margin KPI
From Winner Bizz version 12.0i, users can see their sales margin KPI visually represented on the Winner Bizz Dashboard by a gauge: Note: If no sales objectives have been set, the minimum and the m...
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Convert a mail into a task
From Winner Bizz version 12.0i, users can choose to turn an e-mail into a task. In the Communication menu > Tasks and mails > Right-click on the e-mail > Add as task. The Edit task window opens, ...
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External applications shortcuts
From Winner Bizz version 12.0i, users can create quick access to web pages and local applications, which improves the browsing experience within Winner Bizz. To add or modify a shortcut, select Ot...