WIN IT® Update
An updated version of WIN IT® is available to registered users. We encourage you to download this upgrade in order to take of advantage of new features and to correct some existing problems. There is no charge for this upgrade.
Very Important
Please read all of the instructions below before upgrading.
Close WIN IT® before proceeding to the next step.
Very Important
Version 7.3 of WIN IT incorporates a new data structure (added fields). Users must convert their existing file(s) in order to use new features related to exporting tasks to Outlook. After the installation is complete:
- Start WIN IT® .
- Click "File" then "Convert WIN IT® File To This Version".
- When prompted, select the file to be converted and then click "Open".
- After WIN IT® has converted the file, you will be prompted to save the information that is now in WIN IT® 's temporary file. You should save this data using the original file name, i.e. overwrite the file.
Downloading
Click here to download version 7.3 (File Size ~5 MB). When prompted, select "save this program to disk".
After downloading, double click on the file in order to launch the installation program. The installation program assumes that the WIN IT application was previously installed to the following folder on your hard drive: "C:\Program Files\Anderson & Kinsella\WIN IT".
Please call or write to us if you have any questions (see the contact information in the left frame of this page).
Version 7.3
- Simplifies the Main Menu page in order to make it easier to navigate the application.
- Incorporates an option that exports WIN IT actions to Outlook task folders.
Version 7.2
Opportunity Summary Slide Creation: Provides an option to exclude Yearly revenue columns, i.e. shows only Total Contract Value/Booking figures.
Action Page: Corrects a problem related to automatic calendar selection.
Version 7Hf
Corrects problem with graph re-sizing related to some computer screen sizes.
Version 7He
Corrects problems related to trying to save a new file or to use the "save as" feature. The specific problem resulted in the user seeing an erroneous message that indicated that the data base may be in use by another user or another application.
Version 7Hd
Corrects the following problems:
- Graphs Page: Reestablishes the check box that makes it possible to exclude 100% probablity of sale projects from graphs.
- Graphs, Opportunities, Incumbent Supliers and Customer Satisfaction Survey Results Pages: Corrects graph sizing that precluded seeing the entire graph in certain display settings.
- Main Menu Page: Ensures that a user creates a file before populating account plan. Ensures that work will not be lost when a database canno be closed due to being in use on another page or by another user.
Version 7Hc
Corrects the following problems:
- Directory Page: Unable to delete a directory record under certain conditions.
- Main Menu Page: Unable to save temporary file under certain conditions.
Version 7Ha
- Code added to the Directory function to prevent Comments/Notes from being exported to Microsoft Outlook if the user first types the word "Private" in that field.
Version 7H
- Positioning Plan: Changes the table heading from "Principal Relationship Owner" to "Relationship Coordinator(s)". This change is also reflected in slides created from this page.
Version 7G
- Opportunity Page: Adds a tab to this page that, when selected, displays a table summarizing key information about all Sales Projects. The table will display information about a single account or all accounts depending upon the selection in the combo boxes at the top of the Opportunity page.
The table displayed in this manner is comparable to the table that was previously only available on the Objectives and Strategies page.
- Position Plan/Call Plan Page: Adds a capability to create a slide containing a simple list of all past and future call plans. These slides contain tables containing columns for Person(s) Called Upon and The Date.
Version 7F
- Adds a button to Main Menu navigation box in order to facilitate easier access to links to Web Pages and Other Documents.
- Changes the format of some slides in order to streamline their appearance.
- Corrects a few minor problems, e.g. base year not properly displayed on Financial Trends" page.
Version 7e
Re-formats many of slides generated by WIN IT in order to improve readability.
Versions 7c and 7d
- Corrects a problem that results in the error "Improper Use Of Null" when selecting advocacy positions for key decision makers/influencers.
- Financial Trends Page: Corrects a problem related to displaying profit changes as negative percentages when there is a year over year decline in profits.
Version 7b
A very significant change happens with this version. You can now create great PowerPoint slides by using the "Create Slide(s)" feature that is accessed via the menu bar on every applicable page. You can now create complete and highly professional account presentations in minutes.
Version 6.2.1b
- Corrects a fault condition when adding rows to Supplier table.
- Prevents entering data into check boxes in Customers and Alliances table.
Version 6.2.A
- Adds a three year revenue history feature to the Suppliers page.
- Adds a prompt prior to deleting an entire survey in the Record Customer Survey section.
- Corrects a flaw related to filtering Opportunity related data when the Windows international setting is other than the U.S.
- Corrects totals on the Financial Trends and Sales by Region Pages when your Windows international setting is other than the U.S.
- Changes appearance of Welcome page.
Version 6.2
- Changes the look and navigation features of the main menu page.
Version 6.1.H
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- Adds the capability to launch WIN IT and to open a file by clicking on any file name that has a ".wit" extension. For example, by clicking on an e-mail attachment or a WIN IT database file that is listed in Windows Explorer.
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Version 6.1.G
- Sales Campaign|Value Proposition section: Corrects a problem related to display of differentiation table. With some screen resolutions, more than one row was being displayed.
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- Sales Campaign|Objectives and Strategies section: Corrects a fault condition that occurred if this window was minimized or otherwise resized.
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Version 6.1.F
- Opportunity Section: Changes the way that records are selected when viewing Sales Projects by project manager.
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- Opportunity Section: Corrects a problem associated with deleting sales projects after editing the project name. In some instances, the related product forecast records were not being deleted.
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Version 6.1.e.2
- Provides additional ways to order and to search the Directory database (last name, first name, account affiliations and company name).
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- Makes entering numbers in the product forecasting window easier by re-setting the field to blanks when the first key stroke is detected.
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- Corrects the display of year over year percentage change when profits for a particular account are negative numbers. (Customer Profile|Business Definition/Trends|Financial Trends).
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Version 6.1.e.1
- Changes the way that key decision makers and influencers can be added to tables. The function now operates the same as other tables, e.g. click on the last row to add a person.
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- Improves the way that totals are displayed at the bottom of the following pages:
- Financial Trends
- Sales By Region
- Suppliers
- Opportunity Summary
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- Makes it possible to print an exact image of any table by selecting the table by clicking on it and then pressing F2. An exact color image of the table will be printed to your default printer.
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- Makes it possible to export any of the tables to an html format file by selecting the table and then pressing F3. If a file already exists, you will be prompted to determine if you want to append the selected table to that file or to simply write over it. The ability to append information in this manner makes it possible to create a single file containing any and all images of WIN IT tables.
Note that this feature only applies to tables, not simple text boxes.
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- Adds an additional category and color code to selections related to Competitive Differentiation and Competitive Positioning. The categories are now Poor, Fair, Good, Excellent and Not Determined.
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Version 6.1.d1
- Adds a button to permit an automatic link to the Google search engine. This button is on the Customer Profile; Links To Web Sites and Other Documents page.
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- Adds check boxes to the "Significant Customer's and Alliance Partners" page in order to be able to distinguish between a significant customer and a partner.
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- Adds a field to the Sales Campaign|Positioning Plan page that indicates the current relationship that your company has with a key decision maker and influencer. This editable field is linked to the Sales Campaign|Competitive Positioning page.
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- Adds drop down pick lists that can be used to select probability of sale parameters. These pick lists now appear on the Opportunity page as well as on the Totals and Graphs Page.
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Version 6.1.c
- Makes it possible to use long file names containing spaces when saving WIN IT ® data base files.
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- Changes button labels related to recording customer satisfaction survey responses. This was done to reduce confusion related to the previous labeling convention.
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- Corrects an intermittent problem that sometimes caused the application to "hang" when closing.
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Version 6.1.b
- Adds the ability to import and export contact related records between Microsoft Outlook and WIN IT ® . Use the Directory feature to access this new feature.
Please note that this feature is also great for PDA users who sync these devices to Microsoft Outlook.
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- Adds a calendar function that can be used when entering dates in the Action page or other pages that use date functions.
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- Enhances the calculator feature in order to allow inputs using the keyboard in addition to mouse clicks.
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