Charline Crugnola
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Recent activity by Charline Crugnola-
Create after-sales work event and view works schedule
From Winner Bizz version 12.0i, in the After-Sales edit window, under the Treatment tab, a new tab is available: Works. This section displays all the work events related to the alternative and allo...
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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, ...