WinLine Edition 2024
Pure digitalisation.
The digitalisation of processes offers great opportunities for companies:
Defy the omnipresent shortage of skilled labour through automated processes. Create a cosy feeling for the greatest possible customer proximity through perfect service. Open up new markets, because geographical boundaries are virtually non-existent in the digital world. Or, or ... the list goes on and on.
How can WinLine Edition 2024 support you in your digitalisation strategy? We'll show you now!
New features for digitized work
Always improving - that is our goal. Our focus: our users and their tasks. Here are some examples of what we have implemented in WinLine Edition 2024:
Efficient data entry for individual forms
More possibilities in WinLine FORM - Form Designer
You now have even more options when creating html-based, individual forms in WinLine. The integrated Form Designer not only shines with extended design settings, but also offers even more flexible design options for your FORMs with its new layout elements.
In addition, you can now combine individual FORMs into a so-called Multi FORM to bundle data entries for related subject areas. Using fleet management as an example, this means that you can, for example, enter logbooks, damage reports and recurring vehicle costs such as tire changes and inspections at the same time as entering vehicle master data.
Complex data links presented in an understandable way
Extended selection options in the WinLine VIEW 360
Since WinLine Edition 2023, you can use the WinLine VIEW 360 module to display links to WinLine objects very clearly using graphics. With WinLine Edition 2024, the possibilities have been extended by additional objects. In addition to the previous person accounts, articles, projects, representatives, statistics, receipts, archive documents and CRM processes, these new objects can now also be selected:
- Interested parties
- Contact persons/contacts
- FORMS
Do you want to view certain views regularly? Then save them as a template and call up the view at any time at the touch of a button. Speaking of viewing: The look and feel of the graphical display has also been updated and is now even more modern and appealing with its 3D effects and a new HTML design.
New possibilities for convenient data processing
Simple and clear data processing via CRM Kanban
The Kanban view for CRM workflows has been part of WinLine since Edition 2023. Here, a workflow is displayed graphically in its entirety (including all subsequent steps). You can edit your CRM processes extremely conveniently in this clear graphical view.
What's new with WinLine Edition 2024?
- Automatic data update: Specify whether and at what intervals your CRM Kanban data should be updated.
- Sorting function in Kanban: Sort the data within your Kanban using filters.
- Workflow loops: If a workflow step that has already been executed in a CRM process is to be repeated directly, you can initiate this simply by pressing a button.
If you are working with very extensive Kanban outputs, we have integrated additional features in WinLine Edition 2024 that are particularly helpful in this case:
- The search functions make it easier for you to find a very specific process.
- The performance mode allows you to work faster, as only the current process is updated.
And what else?
As usual, we have made countless major and minor innovations, optimizations and enhancements across the entire range of our applications. Among other things, you can look forward to the following:
- Optimized audit analysis
- New functions for multi-year comparison
- New information for XML document import
- Optimization of inventory entry
- More convenient order proposals
- Optimized resource utilization
- Extended table outputs in the FIBU
- New administrator options
- Extended formula function
- Adaptations ATLAS to AES 3.0
- Extended contract management
- Extended contract management
- New options for posting payments
- and more than 100 other functions
- Dark Design
- Simplifications in MesoCalc
- Modernized MesoMail
- Comprehensive document info
- Adjustments in the form editor
- New options for OP display
Getting started is so easy
Digitization does not mean that you have to turn your company completely inside out. Even small steps can achieve measurable success.
Here is a first example:
Of course, there are countless other digitisation measures that can be implemented quickly and easily with the WinLine. We will now introduce you to further ideas:
Are you still searching or are you already archiving? Find faster!
Present complex relationships simply? Sure you can!
Fed up with complicated spreadsheets? It's easier this way!
Checklists, surveys or forms on paper? You can do that electronically!
Too much paper on your desk? Say goodbye to sticky notes!
Simplify approval processes and see the status at any time? No problem!
Invoices via the mailing list? That doesn't have to be the case!
Are you curious?
Of course, you can also implement much more complex digitization projects with WinLine. With the integrated workflow management in WinLine CRM, you can design your own individual processes.
Further information on digitization with WinLine can be found here:
Talk to us or your mesonic system house partner. We look forward to developing ideas for your company together.