Charline Crugnola

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Articles

Recent activity by Charline Crugnola Recent activity Votes
  • 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...

  • 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) ...

  • 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-...

  • 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...

  • 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, ...

  • 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...

  • Winner Bizz 12.0h7 - Hotfixes

    Export The date displayed on financial exports is now the real date instead of predefined term like "today" Fix the Eco participation report: the export is now based on the date of delivery EANCO...

  • Simple catalogue management

    From Winner Bizz version 12.0i, there is an easy way to manage catalogues, based on the Winner Design settings, that is available for Cloud users. Simple catalogue management allow users to set cat...

  • Advanced CMC

    CMC - Catalogue Maintenance Component - allows users to customise the standard catalogues provided by Compusoft in order to define tailor made sales and cost index.  There are three types of catalo...

  • Simple CMC

    CMC - Catalogue Maintenance Component - allows users to customise the standard catalogues provided by Compusoft in order to define tailor made sales and cost index.  There are three types of catalo...