Latest release Admin 15 September 2022
LATEST RELEASE

All the news and the latest updates made to the ZenShare Suite solutions.

Latest version

ZENSHARE SUITE

Service Health
Introduced the page that summarizes the history of all interventions on the platform, both impromptu and planned.

Email sending /receiving:
Introduced the new Oauth2 authentication library on Microsoft Office 365.

Web Services
Provided the log of all Web Services and related archiving on a daily basis.

Look and Feel
Restyling of the Suite in terms of logos and visual design according to the new Interzen corporate identity.

URL calls
Verified by HTTPS certificate.

Application code
Optimization PHP and removing outdated HTML tags.

ZENCRM

Target list
Export of target lists with complete list of fields

Marketing
Alert insertion in case of disabled campaign.

Bounced emails
Full-text search procedure of the recipient’s email in the text of the return email with insertion of the text “email bounced” in the corresponding lead/contact

Leads and contacts
Massive import with automatic updating of data already present in the archive.

ZEN E-ORDERS (Electronic Order Management)
  • An icon has been added on the home page to highlight orders awaiting management to users.
  • Revised the classification procedure of the channel of origin of received electronic orders.
ZENDMS

Workflow
Improved automatic choice of approvers from metadata.

Export
Export based on document ID and publication date.

Incoming mail
New access verification functionality of the single email/PEC box directly in the Inbox area; automatic movement of inbound emails and status setting to read email.

ZEN E-INVOICES (Electronic Invoicing)

Self invoices
New management with suppliers as per the regulation of July 2022.

Digital Archiving
Adjustment of the metadata retention path as per the January 2022 legislation.

Previous versions

ZENSHARE SUITE
Vulnerability resolution on the login page and in the installation procedure. Critical, High and minor vulnerability resolution.
ZENCRM

New Version of ZenCRM compatible with Microsoft Teams, by installing a specific app entirely to Teams.

AGENDA
New procedure for saving new commitments on Baikal via scheduling and not in real time.

ZEN E-ORDERS (Electronic Order Management)
  • Release of the micro service (ZenReceiver) for receiving electronic orders from NSO (Nodo Smistamento Ordini).
  • Order normalization features to enable on-demand normalization.
ZENDMS

REPOSITORY

  • Features on the mailbox that could be connected to the folder for on-demand verification of the number of unread emails.
  • New Gmail authentication procedure using Oauth.
  • Resolution of the protocol document access problem.
ZEN E-INVOICES (Electronic Invoicing)
  • Management of the invoice receipt date from the SDI.
  • Publication of attachments to invoices.
  • Vehicle invoice management.
ZENCRM
AGENDA

  • Changes to the layout and icons related to appointment.
  • New synchronization batches on Baikal agenda.
  • Fixed massive event deletion issue.
  • New dedicated virtual host for Caldav and generation of a dedicated link.
  • Fixed the refresh problem when accepting a commitment.

MARKETING
Target list. Complete export of the fields of a target list.

SALES

  • New management of the closure of a contract and relative automatic cancellation of any tranches of invoices in the ‘booking’ status.
  • Fixed the display of sales target data.
  • Fixed the issue on invoice edit/export permissions.
  • Fixed payment registration issue.
ZENPROJECT
TASK MANAGEMENT
Creation of a kanban board on project tasks.

TIMESHEET
Timesheet page speedup via single query.

ZEN e-ORDERS (Electronic Order Management)
  • Single order actions. Email reception, notification to the operator.
  • Updating of the XML format for NSO/Peppol.
  • Pre-agreed order: API for document type validation and parsing.
  • Complete Order: Application module in Java language for sending orders on the Peppol network.

Simple Order: Normalization of orders for forwarding to ERPs.

ZENDMS
WORKFLOW
Implementation of document approval layout at management level.

INBOUND EMAIL

  • Added the sender in the description field.
  • Management of attachments when publishing invoices.

DOCUMENT REGISTRATION
Introduced a new parameter to manage uniqueness in the recipients database or an alert in case of duplicate databases.

ARCHIVING
Adopted a new format for sending files with indexes for storage.

REPOSITORY

  • New consultation layout and user management in library documents.
  • New user interface with tree view and further improvements to item sorting and search filtering.
ZEN E-INVOICES (Electronic Invoicing)
  • New filters for accounts receivable: taxable amount, VAT, total, customer tax code, customer VAT number.
  • New filters for accounts payable: taxable amount, VAT, total, supplier tax code, supplier VAT number.
  • Multiple export management.
  • Possibility to print PDF accounts receivable in ministerial format with indication of the XML file name and SDI identifier in the header.
  • Possibility to print in PDF the account payable in AssoSoftware format.
ZENDMS
RESERVATION

  • The possibility of viewing all the company resources booked in the diary has been provided.
  • It is now possible to select company resources only in certain pre-set time slots during the week.
ZENORDERS
SALES ORDERS

Management of the complete ordering process.

ZENCRM
OPPORTUNITY
The figure of Sales Support has been introduced: this is a user with a commercial role – added to the main user present in the contracts; is the recipient of email notifications and is assigned an economic percentage of the contracts in the dashboards.

COMPANIES
Optional display of commercial information on Italian and foreign companies by Cribis D&B.

ZENPROJECT
CASES
By opening a Case connected to a job order, it is possible to view an alert that advises that the job order end date has been exceeded.
ZENHR
HOLIDAYS MANAGEMENT
Provided in Holidays management Module the period of continuous working leave in the Holidays form, being able to select non-working days as the start and end dates of the period.
ZENORDERS
The new ZenOrders module has been released, for the management of orders from public bodies of the National Health Service integrated with NSO (Nodo Smistamento Ordini) via the PEPPOL network (Pan-European Public Procurement On-Line).

The new solution, integrated in ZenCRM, is focused on the Order Management process and offers the possibility of managing the entire phase relating to purchase and sales orders in electronic format in an integrated manner, according to the provisions of the new legislation on public procurement .

The module allows you to create a new order (for a private customer or a public body) by entering the header data and selecting the products from the catalogue.

ZenOrders subsequently generates the XML file on which the compliance check takes place; once the order has been confirmed, the system changes its status and proceeds to forward it to the NSO, in the case of orders from public bodies.
ZenOrders manages different types of orders and, in the case of the Public Administration, the 3 types Simple, Complete and Pre-agreed: when there are communications between the supplier and the final customer, ZenOrders archives these communications together with the order itself.

The ZenOrders module features a DashBoard in which to view the status of all orders received.

ZENCRM
OPPORTUNITY
Now the pre-existing function of generating an offer document in PDF format starting from an opportunity also manages the tags present in the header and footer of the Microsoft Word template.

AGENDA

  • New feature for duplicating a commitment: the form for filling in a new commitment is re-proposed with all the information taken from the previous commitment, except the date and time.
  • New feature for meetings that are yet to be confirmed. If you create a meeting-type appointment and select the To be confirmed flag, the appointment in the agenda is displayed in Red; if the flag is unchecked because the meeting is confirmed, the appointment follows the normal color, i.e. green for the user who created the appointment or dark green/orange for the participants, depending on whether they have accepted/not yet accepted the appointment.
  • Update of the FullCalendar library for managing calendar events, to improve the drag&drop functionality of calendar events.

CAMPAIGNS

  • Differentiated management of campaigns of two alternative types: campaigns for commercial purposes (sending information of an administrative nature) and campaigns for marketing purposes (sending promotional and advertising information).
  • In ZenCRM trackers (preset links for tracking user clicks) it is possible to pass some additional data from the profile of the user who clicks on the tracker.
  • In newsletters in which fields of the type Placeholder are used, in the event that the data in the corresponding fields of the Leads/Contacts data sheet are missing, an obfuscation procedure intervenes in which an empty space is shown in the placeholder.
ZENPROJECT
SCRUM
Improvement of the overall usability of the sprint detail page.
ZENORDERS
SALES ORDERS

  • Integration with the PEPPOL (Pan-European Public Procurement On-Line) gateway for sending and receiving orders in electronic format (XML) both towards NSO (Nodo Smistamento Ordini) and at European level.
  • Pre-check of the electronic order files using Schematron, an XML validation language.
ZENDMS
WORKFLOW
Addition of the new massive data export function from the list view of documents to be approved and massive download of documents included in the workflow.
ZENCRM
MARKETING CAMPAIGNS

An interval of a few seconds has been inserted between one email sending and the next.
The target list of a marketing campaign mailing is created on the same date/time established to carry out the mailing in question.
When a marketing campaign sending is cancelled, ZenCRM reports the sending itself from the Email History TAB to the Scheduled Emails TAB if no email has been sent yet.

AGENDA
The agenda of each ZenCRM user is represented with a different color.
The user filters for Company have been introduced in the management of the shared agenda.

TIMETABLE
In the view of the invoices to be issued, the invoice issuing authorization log has been inserted which collects data such as author and authorization date.

ZENPROJECT
JOB ORDERS

Creation of a WBS (Work breakdown structure) template for jobs.
In the reporting phase, it is possible to access the task to enter the percentage of completion of the same.
When a task is complete, it is possible to send an email to the relevant Project Manager reporting the completed tasks.
In the WBS (Work breakdown structure), completed tasks are highlighted in green.
The single day resource allocation report has been added.
It is also available the indication of the allocation of the single resource on the task of the WBS (Work breakdown structure) with relative load of the resource itself.

ZENDMS
WORKFLOW

In the graphic designer, it was added initial state Document Entry, state change, job copy functionality.
Multiple approval features at single state level; in case of multiple approval on selection, it is possible to define the user or group of approvers.

REPOSITORY
Introduction of the LOG Email functionality for non-administrator users.

DOCUMENT REGISTRATION SYSTEM
In the Inbox it is also possible to monitor the Sent Mail folder (Sent Items) to register the outgoing PEO/PEC messages.
Message-ID saving for PEO/PEC messages to avoid multiple email downloads.
In the case of reserved type protocols, if the user who registrates the document has not indicated any user to whom to route the registrated document, ZenDMS signals it.
Is now available the link to the file hash of the registrated document

ZENORDERS
ORDERS GATEWAY

Implementation of the NSO Gateway module for receiving and sending sales orders and related notifications.

SALES ORDERS
Procedure for processing the XML files received from NSO (Nodo Smistamento Ordini).

ZENHR
HOLIDAYS

The new Employee ID field is available in the Timesheet..
A filter by Company and a system of user permissions based on the Company have also been added, so as to allow viewing only of the attendance sheet of the specific company to which they belong.

ZENCRM
HOME

The ‘reminder’ feature is now also active on expiring contracts.

MARKETING CAMPAIGNS

  • Duplicating an email campaign now also includes links to scheduled emails, trackers and Web to Lead Forms.
  • The Target List item has also been included among the search filters.

CONTRACTS
It has been added the feature for the automatic creation of billing tranches.

AGENDA


  • Two-way synchronization between the CRM Calendar and the GOOGLE CALENDAR calendar has been implemented.
  • Following the integration of the calendar with Google Calendar, the possibility of inserting the link to a Google Meet event (for video calls) has been added.
ZENPROJECT
RESOURCE GANTT

A punctual bug fixing activity was carried out aimed at speeding up the performance of this functional area.

ZENDMS
ADMIN

  • It has been certified to use Postgres 12.7 with the standard features of ZenShare.
  • Login for Microsoft Office365 users has been introduced.

DOCUMENT REGISTRATION

  • The entry has been added in the ‘Protocol Information’ section Registrated by.
  • The usability of the form for creating a document registration mask has been improved: in fact, it is now possible to forward a registrated document to other users (or to other offices) directly from the main interface, without going through the detail page.
  • The digital label, watermark, has also been inserted on the PDF documents attached to the protocols.
  • In the registration process of a digitally signed document, a copy of the document is created on which the watermark of the registration will be affixed.
ZENCRM
OPPORTUNITIES

In the opportunity area, when creating the attachments, it is possible to save these documents in the document repository and in addition it is possible to categorize them as particular types of documents within the opportunity file.

CONTRACTS
In the management of related contracts (parent-child relationship), you can view the parent contract in the child contracts. Additional information has been introduced in the email notification for New Contracts.

AGENDA
Integration with remote calendars via CALDAV has been improved.

DASHBOARD
Introduction of the Complete Dashboard Funnel which collects economic data from contracts.

CPQ
Introduced a separation between revenue-type CPQ and CPQ for internal use. When creating a CPQ for internal use, it is possible to define SPECIFIC PHASES and differentiate with respect to CPQs of the Revenue/Sales type.

ZENPROJECT
NEW SCRUM MODULE

The module for managing projects and orders in Scrum mode has been released.
Here are some features that characterize this new module:

  • Product Backlog: sorted list of all tasks based on “Business value”, “Story point” estimate and importance;
  • Team and Resources: definition of the team and roles, i.e. Product Owner, Scrum Master and Team Member;
  • Sprint: in this section each team member has the possibility to manage their own tasks for the entire duration of the Sprint;
  • Burndown Chart: graph that highlights the progress of the Sprint allowing you to monitor the velocity of the team.

OPERATIVE HOME PAGE
The icon for accessing the ‘reports to be approved’ has been added.

TIMESHEET

  • reporting was envisaged only on the tasks on which the resource is actually allocated;
  • a new simplified reporting layout has been developed.
ZENDMS
ADMIN

The procedure for reactivating a blocked account has been activated.

REPOSITORY

  • The document foldering function has been added (i.e. the automatic choice of the folder during publication starting from the metadata) also during editing as well as publication.
  • Unlike in the past now, if a change is made to the metadata of a document, it is automatically transferred to the correct folder.

AUTOIMPORT
Optimizations have been made through new post-import functions.

EXPORT
Now it is possible to export multiple documents by filtering on the type of file extension.

DOCUMENT REGISTRATION
The general usability of the module has been improved by carrying out a first significant work of modernization and simplification of the protocol interface.

ZENCRM
MARKETING CAMPAIGNS

Target-list: it is possible to create automatic target lists, where leads/contacts created subsequently to the target list can be automatically added by ZenCRM when they meet the criteria set for the target list.

SAMPLES MANAGEMENT
·
Sample requests have been made exportable in PDF format

ZENPROJECT

JOB ORDERS

  • Addition of Phases and Activities in an order without having to modify the estimate associated with the order; possibility of renaming Phases and Activities in a job order without having to change the descriptions in the estimate associated with the job;
  • insertion of actual external costs into the job order without having to create an PR/PO.

HOLIDAY MANAGEMENT

  • inclusion of different types of leave/holidays;
  • management of the worker hiring company;
  • improved the attendance sheet report, with export of employees by company and insertion of totals (days worked, holidays, leave);
  • possibility to indicate whether a user is required to report the hours worked or not.
ZENDMS
ADMIN

the procedure for reactivating a blocked user has been defined.

DOCUMENT MANAGEMENT
the massive export of documents has been foreseen based on the selection of two or more metadata.

WORKFLOW
search filters have been added to the workflow page in ZENCRM. If the metadata is visible, then the specific filter is also visible.

DOCUMENT REGISTRATION

  • in the section ‘Registrations search’ the link to the registered document has been added;
  • document regitration operators have been prevented from deleting titulary templates;
  • the list view of protocol senders and recipients is now paginated.
ZENDMS
REPOSITORY
Document reminder management of three different types: manual, scheduled, recursive.

DOCUMENT REGISTRATION
When sending a PEC message, the PEC box configured in the system is automatically selected.

EXPORT
Mass export scheduled in the system by document search.

ZENCRM
OPERATIVE HOME
New Missing Reports icon.

MARKETING CAMPAIGNS
Target-list: the telephone number is also available when synchronizing the target lists with MailUp.

SEARCH
Display of search results also for RDA/ODA.

OPPORTUNITIES
Management of dynamic tabs in the personal data sheet.

CONTRACTS
Management of dynamic tabs in the personal data sheet.

ZENCRM
OPERATIVE HOME
New ‘Cases to Approve’ icon

MARKETING CAMPAIGNS
Target-list: èthe creation of mixed target lists is allowed, containing both contacts and leads.

CASES

  • Introduced the management of support cases, with the possibility of creating a case starting from a support contract or not bound by a contract.
  • Possibility of printing the case intervention report and tracking of the products (coming from the catalogue) used in the cases.
  • Management of the activities provided in the individual case with consequent reporting in the timesheet module.
  • Integration of cases with ZenCRM quote module (CPQ, configure, price, quote), management of cases to be approved (by users with commercial role), possibility of closing a case.

CONTRACTS
It has been provided the management of assistance type contracts with associated human resource tariffs.

ZENPROJECT
JOB ORDERS

The summary of assistance activities has been included within the job order.

AUTHENTICATION TO ZENSHARE SUITE

  • User lockout after 10 failed attempts.
  • User lockout after 180 days of inactivity
ZENCRM
MARKETING CAMPAIGNS

Web to lead form: it is possible to save the web to lead form and modify it later (associate the link of the landing where the web to lead form is used), duplicate the pre-existing web to lead form and associate it with a different marketing campaign; each web to lead form displays the number of leads generated.

SAMPLES
New management, with the possibility to select multiple products in the catalog to be included in a single request for sending samples.

LEAD
Possibility of displaying the target lists to which the lead belongs, the associated campaigns and the tracking of clicks on the marketing campaign trackers in the Lead data sheet.

OPPORTUNITIES
When sending an email with the offer document attached, ZenCRM inserts the contact email; if it is not present, ZenCRM inserts the company email. Possibility of sending emails with the sales representative in CC (carbon copy).

ZENPROJECT
JOB ORDERS
Resource Gantt now available not only on the single order but also on the total order portfolio.

TIMESHEET
Full access to the Approval page in the Timesheet has been provided.

ZENDMS
DOCUMENT REGISTRATION

In the registration of an ordinary email message (PEO) in the Inbox section, the subject, date and type fields are automatically filled in (as for PEC).

ZENDMS
DUE REGISTER NEW MODULE

Implemented the new expiration system with functionality of:

  1. Document expiration with email notification
  2. Management of taking charge of the expired document
  3. Processing of the expired document
  4. Renewal of expired document.

EMAIL/PEC MONITORING
improved management of email and PEC passwords to be monitored

REPOSITORY
new view of documents attached to the main, displaying them indented with respect to the published main document

SORTING
improved sorting management in case of refusal of a document.

ZENCRM
INTEGRATION WITH GAMMA ENTERPRISE MANAGEMENT SOFTWARE

ZenCRM has been integrated with the management system Gamma Enterprise by TeamSystem, in the following areas:

Customers which allows to:

  • view the customer records of the management system
  • create a new customer on ERP directly from the CRM
  • modify a customer master data on the Management System directly from the CRM

Products which allows to:

  1. consult the list of products.
  2. having information relating to stock availability from the ERP is for each individual product
  3. insert a new product on the management system directly from the CRM

Orders and contracts which allows to:

  • create a quotation, convert it into an order and enter it directly in the management system
  • monitor the status of an order entered in the ERP
  • monitor the billing status of the single contract/order

Invoices which allows to:

  • send a pre-invoice to the management
  • acquire all invoices relating to orders present on the CRM
  • automatically close a contract against the issue of all invoices

COMPANIES
now it is possible to consult the list of CPQ Quotations directly within the single company (TAB CPQ)

LEAD

  • massive import of Leads via Microsoft Excel file, in addition to the previously provided CSV format.
  • possibility of viewing the history of the registrations created using the web to lead form in the Lead personal data sheet under the History tab.

CONTACTS

  • massive import of Contacts via Microsoft Excel file, in addition to the previously provided CSV format
  • possibility of viewing the history of the registrations created using the web to lead form in the contact’s personal data sheet, under the History tab

PRODUCTS

  • added gallery functionality on CRM products, with the possibility of loading multiple images for a single product, indicating the default image and viewing the image in full screen format
  • added feature Duplicate products

OPPORTUNITIES

when sending emails, you can search for contacts and select the email to send to

MARKETING CAMPAIGNS

Web to lead form: registering a name whose email is already present in ZenCRM does not create a new lead but updates the existing one for the fields of the personal data sheet not yet filled in; now it is possible to enter the Google recaptcha (requires the prior configuration of a control panel) and the flag to ask for confirmation that you have read the company privacy policy.

Target-list: a dedicated section is now available in which to view the list view of all the target-lists present on ZenCRM

AGENDA
if a new engagement is created, a new “next step” suggestion alert has been inserted which inherits the participants from the previous engagement

GENERAL SEARCH

  • possibility to search also within the quotations
  • display of search results also for PR/PO
ZENPROJECT
TIMESHEET

  • Report-customer statement. Made accessible by all technical resources and users with appropriate rights such as, for example, Third Party Reporting. Users with Third Party Reporting enabled can access all reports, even if they are not supervisors/manager of the order.
  • Access permission also to the Holidays and permits section, to allow the export of all data relating to the presence of resources to Microsoft Excel. Full access to the Approval page in the Timesheet.
  • On-site reporting allowed (requires the addition of the flag on the popup “Final balance – location).” When the week changes in the view, the tree structure remains open to facilitate users’ work.
ZENDMS
LOGIN

Introduced new management system for external libraries

ZENCRM
BIDIRECTIONAL DIARY ON OTHER DEVICES
New version of the integrated bidirectional agenda with external devices. (Baikal)

COMPANIES
addition of the possibility to consult the list of orders directly within the single company (TAB Orders)

CONTACTS
validation of the MOBILE field on personal data has been introduced

MARKETING CAMPAIGNS SMS
introduced the possibility of sending SMS through integration with the MailUP platform

CAMPAIGNS AND TARGET LIST
possibility to define a target list visible for all campaigns

EMAIL CAMPAIGNS
when creating an email, possibility to select multiple target lists

CPQ

  • possibility to select only salable products from the estimate
  • the functionality of Creation of estimate in double format has been implemented: DOCX and PDF
ZENPROJECT
JOB ORDERS
it is possible to access to job orders also for users who cannot see contractual data, therefore with reduced visibility of economic information

TASKS
tasks with 100% completion automatically change status to completed

ZENDMS
LOGIN
login is now even more secure thanks to the introduction of token systems for authentication

E-MAIL/PEC
the log on sending emails sent directly from the ZenShare portal has been introduced

SECURITY/FIREWALL

  • a page reserved for Administrators has been added to view connected users
  • the Access Firewall Management has been introduced to limit authentication to particular IP classes

SORTING
the possibility of receiving immediate email notification has been introduced for all documents sorted to an office and the email notification is intended for all users of the indicated office

ZENCRM
CAMPAIGNS AND NEWSLETTERS

  • the possibility of creating target lists shared among all email campaigns has been introduced
  • it is also possible to send a newsletter by associating several different Target lists to the same mailing
  • it has been established that on the campaign end date, the system will automatically close the campaign (passage to ‘closed’ status)

GLOBAL SEARCH
it has been extended the possibility of global search also in the TAB of the Suppliers database

PRODUCTS
it has been introduced PDF datasheet upload functionality within individual products

OPPORTUNITIES
It has been introduced the featureof sending the offer document via email with the possibility to automatically attach the technical data sheets of the products included in the offer

QUOTATIONS
it is possible to generate a quote both in DOCX format and in PDF format

ZENPROJECT
WBS AND GANTT AREAS

the management of ‘subtasks’ has been introduced, which allows you to create a further level on the project GANTT.

ZENDMS
INBOUND MAIL
the integrated correspondence process with POSTEL has been improved

CORE
the management of application errors on ZenShare has been re-engineered, with specific management of the detailed error log reserved for users with an admin profile

WORKFLOW

  • the graphical interface of the electronic invoices displayed in the workflow has been improved
  • it is now possible to publish a document avoiding double publication

USERS MANAGEMENT
in the area dedicated to administrators, information on the date of last access to the user database has been added

ZENCRM
PRODUCTS
mass product editing functionality has been added

CONTACTS
From today on the opportunities it is possible to define products that are renewable, on the expiry date defined by the opportunity, the system automatically converts it into a contract and generates the relative new opportunity

ZENDMS
INBOUND MAIL
ZenDMS is now integrated with the Postel portal for the management of scanned paper correspondence and made available on the Postel portal Other improvements have been made to the integrated correspondence process with Postel

CORE

the Composer tool was introduced for centralized management of external libraries

the management of application errors on ZenShare has been re-engineered, with specific management of the detailed error log reserved for users with an admin profile

WORKFLOW
the graphic aspect of the electronic invoices displayed in the workflow has been improved

ZENCRM
CPQ MODULE

  • the possibility of quickly creating the company and the product directly in the estimate area has been introduced
  • the display of the documents tab area has been improved

CONTACTS
the function of linking a contact to a supplier or a customer has been added, with only one requirement

ZENPROJECT
JOB ORDERS MANAGEMENT MODULE

  • in the order list view, the link has also been added to the Description item
  • Further improvements have been made to other features

TASK MANAGEMENT

  • document management has been introduced within the single task
  • at the detail level of the task, usability has been improved with the addition of a list button at the bottom and the increase in the minimum height of the documents tab
  • the link has also been added to the Description item on the list of tasks

GANTT AREA

  • the management of dependencies between tasks has been re-engineered and improved
  • the inclusion of company closures directly in the GANTT has been envisaged

PURCHASE REQUEST MANAGEMENT
the delivered status has been introduced in the PR, in order to quickly distinguish the Purhase Requests that have not yet been delivered from those that have already been closed

HUMAN RESOURCES MODULE
the email notification interface has been improved, with the addition of a direct link for vacation approval

ELECTRONIC INVOICING
the new XML electronic invoice format v. 1.2.1 · the graphical interface of passive invoices has been improved, with particular attention to the amounts
ZENDMS
SCAN MODULE
The entire front-end of the Scans area has been re-engineered.
ZENCRM
CPQ MODULE
The possibility to create gods is now provided Corporate CPQ templates, therefore visible to all users

SUPPLIER MODULE
The general usability of the module has been improved

CONTRACTS MODULE
The possibility of managing the CPQ has been added without the obligation to go through electronic invoicing

ZENPROJECT
JOB ORDERS MODULE
the possibility of defining the status of a job has been added with automatic/manual email notification of the change of status of a job.

GANTT MODULE
the following features have been added:

  • holiday management
  • working day management
  • management of the dependencies between the tasks

TASK MODULE

Have been added:

  • the possibility of inserting urgent priority tasks with provision of a reminder via email.
  • the possibility of reporting directly from the task, with the possible addition of notes.
  • in the list I list the task with the indication of the missing residue and the totals at the bottom of the page.
ELECTRONIC INVOICING

ACCOUNTS RECEIVABLE
The necessary adjustments have been made to manage the new format of the electronic invoice 1.6.1

ZENPROJECT
JOB ORDERS MANAGEMENT MODULE
The GANTT has been inserted for the graphic visualization of the order planning.

TASK MANAGEMENT
The new feature for managing tasks assigned to users has been introduced.

ZENSHARE
UPDATING TO PHP 7.3.x
The application code has been adapted to PHP 7.3.x, resulting in an improved level of security.
ZENSHARE
NEW LOOK & FEEL
The graphic aspect of ZenShare has been renewed and improved thanks to a clearer representation of objects and a more intuitive view of the operations to be performed. The menu and table views have also been revised with the aim of simplifying the work area , freeing it from unnecessary graphic elements. The restyling of the icons served to make everything more intelligible and current. Particular attention was paid to the Login to the Home page and to the Workflow and Document Registration areas in order to offer users a work environment in which to orient themselves and operate without difficulty.

SORTING
The management of the sorting at the offices was introduced, with taking charge and processing of the document for the entire office.

DOCUMENT REGISTRATION

  • Attention has been focused on optimization, for example the connector for direct scanning from a Twain scanner has been developed, the possibility of sorting correction, the possibility of correcting the scanned document and the possibility of scanning attached documents.
  • The generation and storage of the protocol register has also been envisaged, a function required for Document Registration in the Public Administration.
ZENCRM
NEW VACATION AND LEAVE PLAN MODULE

The Holidays and Permits request form has been completely re-engineered. The module can be enabled both individually and at the same time as enabling the job orders module.

JOB ORDER MANAGEMENT MODULE

  • The WBS for job orders management has been introduced.
  • Optimizations have been made in the management of job orders, purchases and orders.
ZENDMS
DASHBOARD

  • Introduction of the Sales Network Objectives dashboard, for quarterly monitoring of the salesmen turnover/contracted objectives
  • NEW MODULE: JOB ORDER MANAGEMENT
  • Introduced the management of job orders (both internal and external) in an application area integrated in ZenCRM
  • Creation of the order starting from the contract, inheriting the detailed information of the CPQ
  • Visualization in the Profit&Loss (P&L) area of the job order , of all the economic information and its margins

NEW MODULE:PURCHASE REQUESTS MANAGEMENT (PR)

  • Application area integrated in ZenCRM to manage the process of purchasing products and services
  • Purchase requests are linked to a customer order or can be extemporaneous
  • The Purchase requests are included in an approval process which provides for notifications to the approvers and applicants

NEW ORDER MANAGEMENT MODULE

  • Order generation starting from one or more purchase requests
  • Possibility to modify the supplier and the prices of the discounted products
  • Order generation in PDF format starting from a template
  • The order is subjected to an approval process and is reconciled with the related payable invoice
ZENCRM

NEW HOLIDAYS AND PERMITS MODULE
The Holidays and Permits Request Module has been completely re-engineered. The module can be enabled both individually and at the same time as enabling the job orders module.

JOB ORDER MANAGEMENT MODULE

  • The WBS for the job order management has been introduced
  • Optimizations have been made in the management of job orders, purchases and orders.
ELECTRONIC INVOICING
ACCOUNTS RECEIVABLE
Introduced the integrated credit note management function in ZenCRM

ACCOUNTS PAYABLE
Manual upload of payable invoices on the portal

ZENCRM
CASE MANAGEMENT

  • The management of the case closure mask has been improved also thanks to the introduction of the ‘Author’ and ‘Closing date’ fields
  • It has been made possible to reopen a closed case only by users with supervisor role
  • The module has been made more usable thanks to the reduction of alerts and notifications
  • It is now possible to view contact details directly from the assigned case form

AGENDA

  • The filter for Company has been introduced
  • The management of Priority calls has been improved
  • Participants in an already completed engagement no longer display the engagement even if the organizer user has not proceeded to close the engagement

CONTACTS AND LEADS

  • The properties of ‘Last call date’ and ‘Next call date’ have been added to the list
  • A text field has also been introduced for managing notes with more textual content
ZENDMS
SYSTEM

System adaptation to PHP 5.6 has been finalized

SAFETY

  • Further improvements have been made to the encryption system for server-side documents and database data
  • The search functionality on encrypted documents in PDF, Microsoft Office and TXT format has been introduced

DOCUMENT REGISTRATION

  • The functionality of watermarking PDF files has been added
  • Data encryption on the database has been added

SEARCH
The full-text search engine of documents in PDF, OFFICE and TXT format was reengineered • With reference to PECs, the user interface for changing the PEC password archived on ZenShare was fine-tuned

CLAIMS
The ability to quickly duplicate reporting lines has been introduced

ZENCRM
AGENDA
The interface related to scheduled calls has been improved

CONTACTS
Recall management has been implemented in the contact card

SECURITY – GDPR MODULE
They have been introduced:

  • notifications on the homepage near the expiry of the consent to the processing of personal data of contacts and leads
  • the management of the null consent
  • the sending of GDPR consent request emails with the creation of a customizable email format
  • revision of the public personal data consent page (introduction, description of consent, privacy of profiling)
  • the saving of the confirmation email at the time of privacy acceptance by the external user
  • the adaptation of the WebToLead Form module for saving the registration data and the related consent acceptance flags Privacy

CAMPAIGNS MODULE
The possibility of preventing the sending of newsletters has been introduced even for users who have given their consent

ELECTRONIC INVOICING
The Electronic Invoicing Module has been made compatible with electronic invoicing between private individuals:

  • XML layout has been adjusted
  • web services have been implemented in the REST standard for integration with third-party ERP
  • a specific web interface was created for passive billing
  • the Dashboard has been adapted to make it compliant with the new system. More specifically,

for receivable invoices it is possible to:

  • insert a receivable invoice file
  • return to the data of a receivable invoice

For payable invoicing it is possible:

  • accept or decline an invoice
  • get the details of an invoice
  • view the list of invoices to be processed
ZENSHARE SUITE CLOUD
SECURITY:GDPR MODULE
Substantial interventions have been made to make the ZenShare Cloud Suite (document management, customer relationship management) fully compliant with the GDPR and to obtain a more solid management of IT security, both systems and applications. With a view to strengthening its ZenShare suite, Interzen has developed its own security policy structured on several levels and with broad spectrum risk management.
ZENCRM
SAFETY

Lead and Contacts data sheet
The differentiated management of 3 areas of consent to the processing of personal data has been provided:

  • Commercial Consent
  • Marketing Consent
  • Profiling consent

List view Leads and Contacts Filters
In the lateral search filters available for both leads and contacts, there are fields relating to the 3 main areas of consent provided by ZenCRM (commercial, marketing, profiling).

Consent to the processing of personal data expired
The ZenCRM user, using the filters available in the lead and contact list views, can select leads and contacts for which one or more consents have expired and then choose which action to perform:

  • Anonymization
  • Cancellation

Consent management page
A web page accessible by the single lead or contact has been provided for the autonomous management of one’s consent to the processing of personal data. The leads or contacts display the fields relating to the scope of consent and other ancillary information. Once their preferences have been updated, the interested party will receive a summary email.

DPO/Data Controller/GDPR Manager
Users with “administrator” role see an alert with the following information:

  • feature update notification for GDPR compliance;
  • selection request, among all users active on ZenCRM, of the user who has the role of DPO/GDPR manager. The user with the “DPO/GDPR manager” role displays a GDPR configuration management panel.

For more details, click here CPQ. A new management of credit notes has been introduced in Invoicing with CPQ.

ZENDMS
SECURITY
Important interventions have been carried out to ensure greater security in particular on the file encryption system and on the remediation of documents, more specifically for:

  • document reversion
  • document versions within the workflow
  • the webservice
  • sent emails
  • auto-import of encrypted files
  • the adjustment in export operations of encrypted files

WORKFLOW

  • a new layout has been created for mandatory approval of documents with model and read-only metadata
  • automatic approval functionality has been implemented
  • the document expiration function has been added in the Workflow area.
ZENCRM
OPERATIVE HOME
A new dashboard has been introduced for the number of calls received and made per day.

Marketing/Sales

  • it is now possible to combine 2 master data, with reference to leads, companies and contacts
  • better visualization of the details of the leads and the relative assignment to a user
  • the possibility of uploading the privacy document of the single B2C contact has been introduced
  • simplification of the management of deleted contacts

Sales NEW BILLING MODULE FOR CPQ
The new module, integrated with ZenCRM and ZenShare Cloud Fepa, provides the ability to manage and issue invoices in pdf format. Specifically, it is foreseen:

  • the management of invoices with details and breakdown of the products to be invoiced
  • the automatic creation of the PA electronic invoice and/or the issue of the invoice in pdf format
  • the ability to customize the invoice
  • the structured management of payments, with the possibility of inserting partial payments
  • the adjustment of dashboards related to turnover by product category
  • the management of credit notes linked to the Electronic Invoicing Module

Operation CASES

  • It is now possible to manage the calls of other operators within the case
  • Control on cases to be closed has been added. If there are calls scheduled, the system does not allow the case to be closed
  • The management of cases in the ‘pending’ state has been improved, with automatic update of the case in the face of a new scheduled phone call
  • In the management of inbound requests, the notes entered during the case assignment phase are also displayed within the case itself
  • The case cancellation button has been added to inbound requests
  • The customer details can now be viewed directly from the inbound request management mask
  • the case sample shipping module has been improved in the management of internal notes and notes to be printed on the labels.
  • The export process in xls format has also been improved

Dashboard
The responsive display on smartphones has been improved.

ZENSHARE
Bug fixing
Management of login from Google in case of empty password.

Claims
New management of the read-only Claims Module.

Report
The automatic sending of the generated reports via email has been set up.

Document Management
Added ZenShare ID reference to document notes.

Workflow
The management of approvers on selection has been improved.

ZENCRM
Marketing/Operation
It is now possible to create new cases starting from a marketing campaign.

System Features
Improved role access management for users with administrator role.

ZENDMS
Strong password authentication
It has been made mandatory to change the password at the first login with a strong password:

  • of at least 8 characters – which excludes the reuse of the username and the last 5 passwords entered
  • which contains at least one uppercase, at least one lowercase, at least one number, at least one special character !@#$%^&*()
  • with a password expiration of 3 months
  • which provides for user blocking after 5 failed login attempts

Authentication via Google
The possibility of authenticating via Google and the predisposition for 2-factor authentication has been added.

ZENCRM
Support
A new OTRS management has been developed obtaining:

  • a new way of integrating and updating OTRS Tickets
  • a new ZenCRM permission system to access/export the OTRS ticket list
  • the ability to manage new opportunities starting from closed tickets (for example when reporting evolutionary changes)

Marketing
The integration between ZenCRM and MailUP was carried out in order to automatically create the lists of recipients of the campaign’s newsletters.

It is now possible:

  • create and update target lists and groups
  • update opt-outs
  • download sent emails
  • download the number of email openings
ZENSHARE
Integrations
New Web services (SOAP) for document search by external applications have been set up.
ZENCRM
NEW RESPONSIVE VERSION
ZenCRM in its Marketing, Sales, Operation Administration and Agenda areas has been made responsive and therefore also navigable on smartphones

Marketing
Possibility of merging duplicate leads: starting from 2 leads, where one lead results in the duplication of the other, it has been made possible to proceed with the unification of the two into a single master data by simply indicating which fields are more important than others .

Sales
Possibility to merge duplicate companies.

Agenda
The management of task participants in the agenda with invitation emails has been improved. At the same time as the invitation, the recipient user will receive details on: reservations, notes and details on the commitment, as well as the possibility of managing the refusal or acceptance of the invitation.

ZENDMS
Changes have been made aimed at optimizing the module document Workflow
ZENCRM
NEW CASE MANAGEMENT MODULE
The new module dedicated to the management, by the internal Customer Service Departments, of requests and complaints from customers. The module has been equipped with an email connector for automatic opening of cases from email

Operative Home
New dashboard on assigned cases

Contacts
Management of B2C end consumer contacts: and verticalisation by medical device sector.

Medical device sector sampling
Ability to manage shipments of samples to B2C contacts

ZENDMS
  • The advanced search of the protocolled documents within the Document Module has been refined: Filter Protocol/Filter by Dimension/Barcode/Year/Type of protocol/Confidentiality/Protocol date interval/Calendar/Document date/Document status/Subject/Notes
  • Web Write Editor (CKEditor) component security bug fix
  • Reviewed and improved the backup copy procedures for large databases in a Windows environment
ZENCRM
Opportunities, Contracts and Turnover in currency
Currency management with history: each user has the possibility to select the currency in which to view the data within ZenCRM. Currency history management has also been introduced, in order to manage the history of currency data using the exchange rate in effect at the time the data was entered.

Visits Report
The viewing permission on Visit Reports based on roles has been introduced.

System features
New management of the summary sections in company detail: possibility of independently configuring the summary sections of the company file based on the modules and customizations required.

ZENDMS

Management of payable invoices in paper and digital format

  • The feature capable of managing payable invoices in an automated and integrated way with SAP has been implemented.
  • Payable invoices are recorded in SAP complete with barcode and VAT protocol. Their archiving and subsequent storage in ZenShare takes place by importing data from SAP by means of a barcode which allows each invoice to be identified unambiguously and without the possibility of error.

Models
Automatic email notification on model: the publication of a document associated with a particular model of involves the automatic sending of a notification email to the group of users predefined by the document model itself.

Document Workflow

A section of the Workflow has been introduced to massively modify the approving users on selection.

Timed document suspension: if a document for approval in the Workflow is suspended, the system automatically restores the document to be approved when the time set for suspension expires.

API Web Service
Two new Web Services have been introduced for searching documents using a document model and using exact text matching.

Timetable
A differentiated expiration system has been introduced: it is possible to define a specific expiration date based on the document model.

Sorting
Improved the display system on sorted documents.

Document register system

  • Multiple Automatic Sorting by Registration number: the possibility of automatically sorting a document to multiple recipients directly during the initial registration phase has been introduced.
  • The performance for viewing and searching the Document Registration Module has been improved.
ZENCRM
Marketing Campaigns
Integration between ZenCRM and Mail Chimp in order to automatically create the lists of recipients of the campaign’s newsletters.

Agenda
Optimized management for telephone marketing activities: leads to be contacted are assigned and calls scheduled directly from ZenCRM. The system is able to notify the user of the next leads to be contacted with consequent saving of time between one phone call and the next.

Dashboard
Dashboard adjustment from a Multi-Company perspective: in order to have more accurate analyzes of opportunities and turnover, all those companies that use ZenCRM with multiple company names can also filter the dashboards based on the chosen company name.

ZENDMS
Documents Register System

  • Multi-entity management: the system allows you to manage IT protocols even for multiple entities, HOA (Homogeneous Organizational Areas).
  • A new manual reconciliation procedure has been introduced for previously logged but not automatically reconciled electronic documents.

System
Integration with the CAS (Central Authentication Service) authentication system: advanced system for centralized user authentication on multiple applications.

Claims Management System
A new management of permissions on the Claim has been introduced. – Lock of the single Claim: in case of processing by a user, access to the claim is prevented from other users. – Improved the entire usability of the Claims module.

ZENCRM
Integration with OTRS
A new feature has been introduced that allows you to open a new opportunity based on a ticket received within OTRS.

Visit report
The management of the ‘Visit Report’ has been improved in order to create/modify samples at the same time as the report generation.

Opportunities

  • The numbering and automatic coding of opportunities based on an annual counter has been introduced.
  • During the creation of a new opportunity, the automatic creation of a sub-tree of folders has been introduced within the documents TAB.

Contracts
The management of the contract code was introduced on the basis of an automatic numbering and coding of the opportunities based on an annual counter.

Agenda

  • Improvements have been made to email notifications about calendar tasks.
  • Massive type operations have been extended and improved.

CPQ

  • It is now possible to access the Assigned Quotations directly from the ZenCRM Home page.
  • Massive type operations have been extended and improved.
  • Improvements have been made to the quote management interface.

Sampling

  • The possibility of managing documents within the single sampling has been introduced.
  • It is now possible to access customer details directly from the sample list.

Companies
A new report has been introduced for the export of Ordered/Invoiced products also grouped by Family and not only, as in the past, by single Product Code.

ZENDMS
Large volume modules
A new “Workflow” property has been added which allows the workflow to be linked to the folder: the user can go to the folder and upload the documents, which in turn will automatically inherit the workflow assigned to the folder they belong to.

Incoming mail
The management of emails and the contextual deletion of any attachments using the massive type operation has been improved.

Multi-company module
The management of the ‘Number of Companies’ type license has been provided within the multi-company module.

ZENCRM
Dashboard
Two new dashboards have been added:

  • conversion rate of opportunities into contracts;
  • analysis of contracts by product categories

Sampling
Document management functionality has been added to the sampling section.

Product
Fixed bugs on the product catalog.

Opportunities
Personalized offer number management.

Leads/Contacts
Dynamic lead/contact duplicate management, ability to customize duplicate management.

ZENDMS
Document Register System

  • New Office management and multiple association of users to multiple offices.
  • New multi-register version of single user registration.
  • New management of permissions on reserved protocols.
  • New management of registration permissions only in Inbound or Outbound or Internal.
  • Senders/recipients: the uniqueness check on emails, VAT number, Fiscal Code, PEC has been added.

Sorting
New feature in the sorting area: response and logging button.

Search
Improved generic search functionality:

  • the search results are displayed by document model.
  • the search is also carried out on the information relating to the registration (subject/sender/recipient/number).

Agenda
Fixed anomalies on the Zenshare agenda (compatibility with ZenCRM)

Admin
Added links to ZenShare User and Admin manuals.

ZENCRM
SALES AREA :CPQ Module
The new advanced feature that allows you to automate the estimating process (Configure-Price-Quote) according to the following logical steps:

Configure:
research, selection and combination of products/resources

Price:

  • determination of the price of products and resources in automatic mode (as per catalog) or manual
  • application of discounts based on company policies

Quote:
generation of the quote/offer

ZENDMS
DOCUMENT REGISTER SYSTEM

  • Improved display on smaller monitors (e.g. 1280×800 resolutions)
  • Possibility of direct sending of the registered document via PEC
  • Insertion of the response to the registration, creation of a new registration as feedback, ‘response to registration’ to an already existing registration
  • Bugfixing: bug fix on small anomalies

MANAGEMENT OF MEDICAL RECORDS
Integrated, modular and scalable document workflow and Document registration system for the management of medical records in digital format and generation of certified copies with relative certification by the reference health authority. Process stages:

  • Digitization of the medical record
  • Visualization of the medical record with personalized permissions
  • Generation of certified copy
  • Generation of the certified true copy certificate
  • Printing of the certified copy
ZENDMS
DOCUMENT REGISTER SYSTEM

  • Automatic sorting by registration
  • Watermarking PDF
ZENDMS
High volume metadata and high volume digital preservation

  • A refined system of permissions on single metadata has been added. The administrator can decide to make visible in read-only or to hide certain metadata to specific users or groups. For example, within the same model, the administrator can decide to enable some users to view only active invoices for a given year and instead enable other users to view only passive invoices for a given company and so on.
  • It is possible to schedule a process for checking and sending a group of documents to electronic storage in batch mode: the purpose is to allow the management of very high volumes.
ZENCRM
Credit note management
In the invoice area, credit notes can now also be entered (with a negative amount).

New guest management
If enabled, the advanced management of the Agenda allows the addition of other ZenCRM users among the participants for each engagement: contacts and leads. For each invitee, you can choose whether to send an invitation by email or not.
In each e-mail received, in addition to the invitation details, the user will have two actions available: ACCEPT and REFUSE.
Each acceptance or refusal by the participants is notified to the author of the commitment. ZenCRM is also able to manage:

  • the cancellation of invitations (with notification to those who had already been invited);
  • the possibility of inserting participants without inviting them immediately, but at a later time.

New task management
Section dedicated to “things to do” with details and expiry date. These are not real commitments, but activities to be carried out which can however be converted into commitments through a specific function. Completed tasks end up in History (like all completed tasks).

ZENDMS
Split PDF documents
Built-in feature within Zenshare that allows you to split a PDF document into two documents. More precisely, once the user has identified the pdf to be ‘split’, he simply indicates the range of pages (from page – to page) to identify ‘the division point’. We will have as a result two pdf documents. The new pdf documents created will inherit the same metadata of the original document with the possibility of modification.
ZENCRM
NEW: Web Questionnaire Module
ZenCRM integration with Limesurvey. ZenCRM connects directly to LimeSurvey by reading the list of active questionnaires. ZenCRM users can invite leads or contacts to fill out the questionnaire via email. A reminder e-mail and a password recovery function have also been provided, in case the lead or contact has lost the password to access the questionnaire. Through direct access to the Limesurvey database, it is possible to have, in real time, information on the status of the completion of each individual questionnaire and download the completed version in PDF format.

NEW: Competitor Module
The Competitors feature of ZenCRM allows you to strategically collect, organize and manage information about your competitors.

Visit Report
Added a field with the author in the single visit report (on video and on PDF)

Mileage Tracking

  • Module for CRM users (e.g. agents) for daily registration of itineraries and km. made with the assigned car.
  • There is also a monthly reporting system
ZENCRM
SALES AREA Product Management Module
A product management module to be able to view, search and work on
products In particular, the following have been implemented:

  • Product List Form This form will be accessible by users and will allow you to view the list of products. There will be several search filters in order to access the desired products; in particular, it can be filtered by item code, item description, principal.
  • Product Detail Mask By accessing the article detail it will be possible to view various information and reports on individual products.

The mask features:

  • Basic master data of the product, such as name, code, principal, price, appraisal price, product availability.
  • TAB containing all the opportunities associated with the specific product.
  • TAB containing the contract associated with the specific product.
  • TAB containing all customer visits associated with the product, classifiable by type, visit on board, test, notarial deeds, etc.
  • Dashboard representing visits made to the product
  • Dashboard representing the open opportunities on that product.
  • Performance: performance improvement in order to speed up the loading of web pages.

• Bugfix: bug fix on small anomalies.

ZENCRM

NEW MODULES

  • Product management
  • Currency management
  • Web visits
  • Lead score
  • Sampling

Contracts
Revenue forecast management

ZENDMS
Claim
The Claim database architecture was re-engineered in order to optimize performance
ZENCRM
NEW: Report Visite Module
ZENDMS
Document Registration
Supporto per protocollazione delle PEC in entrata. Support for logging of incoming certified emails.

Large Volumes
Versioning on metadata of large volumes. FEPA Adaptation of the FEPA split payment module

ZENCRM
Automated marketing
Functionality of the Marketing-Campaigns area that allows you to build a predefined flow of email messages to be sent to leads and contacts, with which to manage a multi-step communication process.

Geo-location
Representation of the geographical location of leads, contacts, companies and agenda on the Google map.

Streamlining of DEM campaigns
Simplification of the user interface for managing DEM campaigns (target-list, sending, reporting).

Massive update of Leads, contacts, companies
Ability to simultaneously edit a larger number of parameters for multiple items selected within a tabular view (leads, contacts, companies, opportunities).

Management of “other commitments” in the diary
Possibility of managing commitments of a “non-commercial” nature in the company (for example, holidays, leaves, sickness, etc.)

Visit report
Report of all visits made by agents/sellers by quarter, with detailed reporting and configuration of Coverage and Visit Frequency objectives.

Export diary in MS Excel format

Sampling (only for large companies)
Possibility of tracking the shipment of a product sample to the customer for commercial purposes.

Massive entry of commitments
Possibility of inserting a commitment in the agenda of several users simultaneously.

ELECTRONIC BILLING
Update
Update to the new version 1.1 of the XML layout of the invoice to the P.A.
ZENSHARE SUITE
GENERAL IMPROVEMENTS TO THE ENTIRE SUITE

  • Introduced the new Fepa Electronic Invoicing module. Introduced the management of Named Logins to the system.
  • Introduced the management of custom licenses for Customers (Cloud environment only).
  • Introduced the ability to create new instances on the Cloud having multiple templates available.
ZENCRM
OPERATIVE HOME

  • Improved Opportunities tab loading, now it displays only your active opportunities.
  • Improved the count of New Leads and assigned Leads.

MARKETING MODULO Lead

Added Level search filters in the Lead list list.

Campaigns
Introduced Webtoleadform functionality

SALES MODULE

Companies
Company module bugfix.

Contacts

  • Mass insertion of commitments on the contact list.
  • CARDDAV management

Opportunities
Opportunity module bugfix.

ADMINISTRATION MODULE

Invoices

Introduced the new Fepa Electronic Invoicing module.

DASHBOARD

  • Optimized dashboard display.
  • Introduced the Report of visits.
  • ABC analysis, optimized Dashboard loading.

AGENDA

  • Introduced a new type of commitments not directly associated with the CRM. (Holidays, Permits, other commitments in general).
  • Introduced the Carddav standard for sharing CRM contacts.
ZENDMS
HOME
New button in the operating home: “New Registration”.

SORTING
Improved management of sorting to office users.

WORKFLOW
Bugfix

DOCUMENT REGISTER SYSTEM
Optimization of the protocol module and improvements to the barcode printing system.

ELECTRONIC INVOICING
NEW: Electronic Invoicing Module ‘Fepa’
From the management of the menu dedicated to the creation and sending of the electronic invoice.
ZENCRM
NEW GENERAL FEATURES

  • New permit system management
  • Separate CRM management for Small Businesses / Enterprise Companies, with management of internal or external turnover data to the system.
  • New security management, to limit access to external users

SALES MODULE Companies

  • Email tab: ability to associate and delete emails even within the Company area
  • Revenue dashboard by month in the single company
  • Dashboard of opportunities aggregated by company group

Contacts

  • Email Tab: ability to delete the associated email in the contact card
  • New permission system for contacts, they no longer inherit company data, but have their own separate permission system

Opportunities

  • Opportunity management closed lost, with motivation
  • Added the management of activities related to opportunities
  • Added next step hint in opportunity
  • Added reminder of the number of days before the opportunity expires • Opportunity trend graph has been added
  • Sampling management, for Enterprise type companies

ADMINISTRATION MODULE

Contracts
Opportunity/Contract trend dashboard

Invoices

  • Invoice expiry management
  • Added filter ‘overdue invoices’ within the list list

DASHBOARD

  • Dashboard access also for ‘non-administrator’ users
  • ABC analysis, carried out by corporate group and not by individual company
  • Added closed/lost opportunity analysis dashboard
  • Implemented the Revenue per Company, in the enterprise version
  • Implemented the Revenue by Division/BU/Sector, in the enterprise version

MARKETING MODULE

Lead
Changed the management of New/assigned leads. To date, the assignment takes place via the new field Assigned to + Assigned status.

Campaigns

  • Added functionality of massive update operations on sent email list
  • Added list views Leads Created, Contacts Created, Customers Generated
ZENDMS
INCOMING MAIL

  • Improved logging of a document from incoming mail
  • The functionality of publishing and sorting a document has been added

REPOSITORY

  • Added Description property also to folders/issues
  • Improved the management of “Related Documents”

ARCHIVE

  • Added Description property also to Folders
  • Improved management of ‘related documents’

SEARCH
Improved search throughout the portal, separated by section: Topics, Owner, ZenCRM, Archive.. etc.

SORTING

  • Added multiple dispatch to multiple users
  • Possibility to sort the document from the ‘Inbox’ section
  • Possibility of sorting archive documents
  • New view of all documents being sorted, reserved for the administrator user

DASHBOARD

  • New dashboard: ‘Published documents per user’
  • New dashboard: ‘Chart of documents sorted by user’
ZENCRM
GENERAL IMPROVEMENTS
General improvements have been made in terms of usability and creation of the ‘next-step suggestions’ feature. This functionality is able to help the operator/agent in the daily management of the activities to be done. It has been implemented the two-way agenda in CALDAV format and optimized the usability on IPad devices.

AGENDA

  • Added ‘next-step suggestion’ feature when closing an engagement
  • Inbound email: improved archiving management of emails archived and associated with contacts/companies
  • The bidirectional reading and writing agenda in CALDAV format has been implemented

MARKETING MODULE

Lead
Added functionality of massive update operations

SALES MODULE

Opportunities

  • Aggiunta la gestione e l’analisi delle opportunità chiuse/perse
  • Improved management of issued offers
ZENDMS
TIMESHEET

  • Possibility to visualize the notes in the Timesheet, directly in the table
  • Expected to export the Timesheet of your reports to Excel
  • All the Timesheets of a specific order will be exported to Excel
  • The export of the cost and revenue details of the order to Excel is expected

RESERVATION
Ability to view the booking history and the ability to export them to Excel

ZENCRM
General improvements to the ZenCRM module in terms of usability and graphical interface.

MARKETING MODULE

Lead

  • Added list feature for generated Leads with related massive update operations
  • Implemented the Leads import module from Campaigns CSV file
  • Improved email campaign management

SALES MODULE Opportunities
Added offer document generation functionality

Contacts
Added the ability to publish a document attached to the email

Contracts
The Opportunity into Contract conversion mask has been implemented, with the possibility of predicting the renewal and generating a new future opportunity

ZENDMS
MODELS
The activation/deactivation function of the document model has been added

WORKFLOW
The document workflow activation/deactivation function has been added

ZENCRM
LEAD

  • New feature of massive update operations
  • Bug-fixing of accented characters when converting from lead to contact
  • New functionality for receiving and archiving automatic e-mails with automatic association with the lead
  • New online lead tracking feature
  • Convert lead to contact: the master data of the lead is saved in the new company file
  • Duplicate lead notification: Real-time notification if the lead is duplicated
  • Inbound email management: archiving of incoming email correspondence, automatically associating it with individual contacts/leads

CAMPAIGNS

  • Added add tracker button on trackers list
  • Bug-fixing of trackers and mail-merges when creating an e-mail delivery

CONTACTS

  • New feature of massive update operations
  • Document integration: new document folder creation button
  • New functions for receiving and storing automatic e-mails with automatic association with the contact
  • Duplicate lead notification: Real-time notification if the lead is duplicated

COMPANIES

  • New feature of massive update operations
  • New management of cascade look-up menus by country/region/province
  • Document integration: new document folder creation button

OPPORTUNITIES

  • Bug-fixing of duplication of an opportunity
  • New check on the net amount column
  • Document integration: new document folder creation button
  • E-mail notification to the assignee in case of change of assignment of the opportunity

INVOICES

  • Invoice export management in Microsoft Excel format
  • Possibility to change the invoice issue date also in the table view of the invoice list
  • Possibility to change the invoice issue date also in the table view of the invoice list
  • Bank save bug-fixing

DASHBOARD

  • Advanced dashboards, to analyze turnover, company performance over time, turnover targets to be achieved
  • Implemented 4 new graphs for Goals
  • Implemented 4 new graphs for Turnover
  • Personal goal bug-fixing
  • New “ABC Analysis” chart (based on the Pareto principle)

AGENDA

  • The agenda has been integrated with the ZenShare Reservation area
  • Bug-fixing of the view of activities of which the user is not the author but only a participant
  • It is possible to save commitments without necessarily associating them with a contact

SEARCH
Bug-fixing of search for special characters

HOME

  • New direct authentication from homepage to ZenCRM
  • Bug-fixing during data loading
  • Bug-fixing del server-time UTC
ZENDMS
ARCHIVE

• View attached documents in advanced archive search
• Introduced tracking of the user who deletes a document: date and time of deletion, editor who performed the deletion
• Bug-fixing of the modification on the bar-code

REPOSITORY

Increased the applet time-out for multiple file uploads to 15 minutes

INCOMING MAIL

Bug-fixing of the counter being published from the Mail room

SORTING

  • Introduced the possibility of publishing a document in the archive also from sorting
  • Added the sorting tab of documents in the archive
  • Improved sorting reason management

MODELS

  • Conditional metadata management: for disabled fields they are not displayed
  • Improved usability when inserting document templates

WORKFLOW
Workflow bug-fixing following recent changes to the module

DOCUMENT REGISTER SYSTEM
Improved the graphical interface of the registration page

IMPORT
Restored the end of import email notification

SCHEDULER
Bug-fixing of the hourly scheduling of the activities

PORTAL
  • Added BLOCK control for browsers lower than IE 10;
  • Bugfix sull’autenticazione, in caso di redirect;
  • Added the control for displaying the address book.
ZENCRM
  • Introduced management of the Reservation within commitments;
  • Bugfixes various improvements to the entire ZenCRM platform.
ARCHIVE
Barcode uniqueness check—> inactive = 0;

Related Docs: Parent-child correlation fixed the new version;

Added the uniqueness check on the barcode;

Added download of related files. It will be possible to download the parent-document and all the child-documents in a single ZIP file;

Added the relationship between father and son and the possibility of attaching a placeholder;

Added the “multiple copy and move” functionality.

MODELS
  • New barcode management;
  • Default metadata manager;
  • Enabling advanced metadata:
    • based on other metadata (conditional metadata);
    • implemented as default value the last entered;
  • The new barcode management has been added: generation via expression;
  • Added the check for the case in which the counter is used as an automatic barcode generator;
  • Inserted the expression for the description in the archive folder.
REPOSITORY
  • Improved management of related documents by inserting pagination and sorting;
  • Fixed multiple download of documents with same filename;
  • Fixed anomaly in case of null barcode.
IMPORT
  • Import profile duplication;
  • Saving of all the csv files that are processed in the STORICOCSV folder;
  • Directory management and process error for imports;
  • Added functions to split the barcode.
SEARCH FOR LARGE VOLUMES
  • Inserted the edit of the document in the search results;
  • The barcode has been added to the grid: now you can search by barcode and sort by barcode;
  • Indexing of DOC, PPT and PPTX documents.
ADVANCED SEARCH
  • Cascade combo on advanced search;
  • Inserted the ASC/DESC sorting of the search using the arrows.
CK EDITOR
updated CKEDITOR version to fix any security bugs.
ZENCRM MODULE
New sections released

  • Home page: new graphical dashlets;
  • Marketing: Campaigns area;
  • Agenda;
  • Administration: Invoices area;
  • Dashboard;
  • My Settings: entered the turnover target;
  • Alerting: alert systems implemented;
  • Search engine: invoice search.
NEW MODULES/FEATURES
Archive

  • Mass document movement;
  • Related documents on file;
  • Corrected anomalies on permission management;
  • Added the function that stores the documents selected during paging;

Operational home

  • Publication of document in the archive;
  • Corrected errors in the document counting schedule;

Mail-room
Document publication in the deposit/historical archive;

Claims form
Disabling buttons after submitting the claim;

Holiday form
Corrected error in counting accrued holidays;

Models

  • Introduced unique folder-only/document-only templates;
  • Improved management of multi-look-up fields.
ZENCRM MODULE
NEW: Customer Relationship Marketing module with interface in html5 and Jquery

Sections released

  • Home page;
  • Marketing, area Leads;
  • Sales,Accounts Area; • Sales, Contacts Area;
  • Sales, Opportunities Area;
  • Administration, Contracts area;
  • Global search engine;
NEW MODULES/FEATURES
WorkE-mail to external users in the approval phase;

  • New approval layout for the filing/historical archive module, mandatory correlation with a document;
  • Fixed bug in displaying links in emails;
  • Introduced the work-flow in the filing/historical archive module;

Archive

  • New area for displaying the directory of folders with related metadata;
  • Added the check on the failure to upload the file to be correlated;
  • Introduced the management of related documents in the filing/historical archive module;
  • Optimized model management in the filing/historical archive module;
  • Optimized multiple document deletion API;

Reposiroy

  • Added cache management for “back” navigation;
  • Fixed a document sorting error;
  • Correct management of parts of the navigation tree;
  • Introduced the preview of the document being edited;
  • Fixed problem in downloading large files;
  • Fixed the multiple “drag&drop” problem in the case of files containing special characters;
  • Fixed permission anomalies for creating a new folder and creating a new file;
  • Document publication: enabling of the new “Publish and send via email” button;

Search

  • Bug on document search counts. The full text didn’t count;
  • Added the version in the advanced search results;

Models

  • Introduced the containers on the models for the filing/historical archive module;
  • Introduced the management of multiple look-ups and optimized the interface;

Timesheet
Displays the list of open job orders by default; • Fixed the bug related to the sub-order;

Back-end IZCM
Nnew management of “custom” fields;

Document register system

  • Distinction between internal and external logging in the closing phase;
  • Added the indication of protocol canceled on the current archive and within the protocol itself

Timetable
Fixed the bug in sending the email of expiring documents;

Incoming mail
Automatic creation of the attachment directory, with new display of incoming emails;

USABILITY
Archive
New area for displaying the directory of folders with related metadata;

Search
Introduced a new layout for general search results;

DEPOSIT/HISTORY ARCHIVE FORM

NEW: Filing/historical archive module with management of document models also on folders

  • New document archive;
  • New management of document templates;
  • New search management.
NEW MODULES/FEATURES
Timesheet

  • Introduced half-hour reporting;
  • Introduced dynamic management of the daily hours to be reported;

Document models

  • Introduced model management system for the storage/historical archive, with group management;
  • New text range metadata type;

Search engine

  • Exclusion of documents contained in the filing/historical archive module;
  • Fixed the error in case of orphaned document;
  • Improved sorting of search results, internal sorting by macro-groups (folders, documents, contents) by last modification;

Export Module
Report at the end of export;

Reposiroy

  • Inserted the classification in the notes;
  • Change on copy-move permissions;
  • Introduced management of the passage from the current archive to the storage/historical archive module;
  • Fixed issues with apostrophes in sorting;
  • Fixed bug on multiple deletion of documents;

Workflow
When selecting the approvers, the username is also displayed;

E-mail import
Fixed bug on inbound emails from Google webmail;

Auto-import

  • Introduced the management of document updating from external systems and web-services;
  • Possibility to carry out the auto-import on the current archive and on the storage/historical archive module;

Digital Archiving
Updated the XML file to send to ZenArchive; the conservation lots are named by year/month of competence.

USABILITY
Incoming mail:

  • Improved management of incoming e-mails and related publication;
  • Ability to publish document and related attachments at the same time.
NEW MODULES/FEATURES
  • Implementation of UTF-8 encoding for handling languages like Polish, Spanish, Chinese, Cyrillic, etc;
  • Full compatibility with Internet Explorer 10;
  • New Manage module for simplified management of administration functions from the front end area of the platform;
USABILITY
  • Optimization of the integrated management of document flows Protocol – Document management;
  • Integration of the search for documents attached to the reports (Claim module) with the search for the document system;
  • Miscellaneous optimizations to modules:
    • Documents Register System
    • Shared agenda
    • Imports
    • Digital archiving
    • Personal desk
    • Document management
    • Business Communication for sending massive emails and PEC
NEW MODULES/FEATURES
  • New specific document regiatration module for private companies, for the management of incoming, outgoing and internal correspondence;
  • New functionality for creating folder templates with a fixed structure: possibility of defining a template on various levels, which can be reused during document archiving to standardize and speed up archiving operations;
  • During archiving, possibility to automatically send the archived document as an email attachment to all users with viewing permission;
  • New features for automating services in batch mode via backup procedure job scheduler:
    • email campaigns from ZenCRM;
    • email reminders for documents to be approved, expired documents, PEC emails to be sent and verification of incoming ones;
    • notification of emails sent by the repository;
    • reminder for holiday requests;
    • massive imports of documents;
  • Full compatibility of the protocol module with IE 9 browser;
  • Introduced multiple deletion of documents in the library; • Created a new section for changing the password.
USABILITY AND OPTIMIZATIONS
  • Optimized the advanced search with the possibility of exporting the results of the document search to excel;
  • Optimization of the Claim management module for handling complaints;
  • Introduction of the permission filter also in the statistics area based on the faculty of access to the sections of the portal;
  • The MailRoom area has been optimized for the logging and filing of all incoming documents;
  • Optimized the functionality of Edit document and its properties;
  • The Workflow and Autoimport modules have been further optimized.
Start your innovation journey with ZenShare!