REPOSITORY

· Document reminder management of three different types: manual, planned, recursive.

DOCUMENT REGISTER SYSTEM

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

EXPORT

· Massive export scheduled in the system through the document search.

OPERATIVE HOME

· New Missing Reports icon.

MARKETING CAMPAIGNS

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

RESEARCH

· Display of search results also for RDA / ODA.

OPPORTUNITY

· Dynamic tab management in the personal data sheet.

CONTRACTS

· Dynamic tab management in the personal data sheet.

OPERATIVE HOME

· New ‘Cases to be approved’ icon

MARKETING CAMPAIGNS

· Target-list: it is possible to create mixed target lists, 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 released from a contract.

· Possibility of printing the intervention report of the case and tracing the products (coming from the catalog) 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 estimates module (CPQ, configure, price, quote), management of cases to be approved (by users with a commercial role), possibility of closing a case.

CONTRACTS

· The management of assistance-type contracts with the associated human resources tariff is foreseen.

PROJECTS
· Summary of the assistance activities within the order

DOCUMENT REGISTER SYSTEM

· 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).

MARKETING CAMPAIGNS

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

SAMPLES

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

LEAD

· Ability to view the target list to which it belongs, the associated campaigns and the tracking of clicks on the trackers of marketing campaigns in the Lead registry.

OPPORTUNITY

· When sending email with the offer document attached, ZenCRM enters the contact email; if it is not present, ZenCRM enters the company email. Possibility of sending emails with the reference commercial in CC (carbon copy).

PROJECTS
· 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.

Implemented the new schedule system with functionality of:

1. Expiration of the document with email notification

2. Management of taking charge of the expired document

3. Processing of the expired document

4. Renewal of the expired document

EMAIL / PEC MONITORING

· Improved the management of email and PEC passwords to be monitored

REPOSITORY

· New view of documents attached to the main one, displaying them with an indent with respect to the main published document

SORTING

· Improved handling of sorting in the event of a document being refused

INTEGRATION WITH GAMMA ENTERPRISE

ZenCRM is finally integrated with TeamSystem’s Gamma Enterprise management software, in the following areas:

   Customers that allows you to:

· view the customer data of the management system

· create a new customer on the Management System directly from the CRM

· modify a customer database on the Management System directly from the CRM

   Products that allow you to:

· consult the list of products.

· have information relating to stock availability from the management system for each individual product

·  insert a new product on the management system directly from the CRM

   Orders and contracts that allows you to:

· create a quote, convert it into an order and insert it directly into the management system

· monitor the status of an order entered in the management system

· monitor the invoicing status of the single contract / order

   Invoices that allow you to:

· send a pre-invoice to the management system

· acquire all invoices relating to orders on the CRM

· automatically close a contract upon issuance of all invoices

COMPANIES

· Added the ability to consult the list of CPQ estimates directly within the individual company (CPQ Tab)

LEAD
· Massive import of leads via Microsoft Excel files, in addition to the previously provided CSV format

· Ability to view the history of its registrations created using the web to lead form in the lead data sheet under the History tab.

CONTACTS
· Massive import of Contacts via Microsoft Excel file, in addition to the previously provided CSV format

· Ability to view the history of his registrations created using the web to lead form in the contact’s personal data card under the History tab

PRODUCTS

· Added gallery functionality on CRM products, with the possibility of uploading multiple images for each product, indicating the default image and viewing the image in full screen format

· Added Duplicate Products feature

OPPORTUNITY

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

MARKETING CAMPAIGNS

· Web to lead form: the registration of 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 insert 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
Added alert in case of creation of a new commitment from a “next step” suggestion that inherits the participants from the previous commitment.

GENERIC SEARCH

· possibility to search also within the estimates

· possibility to display of search results also for RDA / ODA

TIMESHEET
· Customer report: made accessible by all technical resources and by users with adequate rights such as, for example, Reporting on behalf of third parties. Users with Third Party Reporting enabled can access all reports, even if they are not supervisors / managers of the order.

· Approval: access permission also to the Holidays and permits section, to allow the export to Microsoft Excel of all data relating to the presence of resources. Full access to the Approval page in the Timesheet.

· Reporting: on-site reporting allowed (requires the addition of the flag on the popup “Final balance – place”.) At the change of week in the view, the tree structure remains open to facilitate the work of users.

LOGIN

· Introduced a new management system for external libraries

BIDIRECTIONAL AGENDA ON OTHER DEVICES

· New version of the bidirectional integrated agenda with external devices. (Baikal)

COMPANIES

· Added the ability to consult the list of orders directly within the individual company (Orders TAB)

CONTACTS

· Introduced the validation of the MOBILE field on the personal data

SMS MARKETING CAMPAIGNS

· Introduced the possibility of sending SMS through integration with the MailUp platform

CAMPAIGNS AND TARGET LIST

· Possibility to define a visible target list for all campaigns

EMAIL CAMPAIGNS

· In the creation of an email sending, possibility to select multiple target lists

CPQ

· Possibility to select only salable products from the estimate

· Implemented the function of Creating an estimate in double format: DOCX and PDF

PROJECTS

· Allowed access to orders even to users who cannot see contractual data, therefore with reduced visibility on economic information

TASKS

· 100% completed tasks automatically change their state to Completed

INCOMING MAIL

· the integrated correspondence process with POSTEL has been improved

CORE

· the management of application errors on ZenShare was reengineered, with specific management of the detailed error log reserved for users with an admin profile

WORKFLOW

· the graphic 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, the information on the last access date has been added to the user database 

CAMPAIGNS AND NEWSLETTER

· the possibility of creating target lists shared among all email campaigns was introduced

· it is also possible to send a newsletter by associating several different Target lists to the same sending

· at the end of the campaign, the system automatically closes the campaign (transition to ‘closed’ status)

GLOBAL SEARCH

· the possibility of a global search has also been extended in the TAB of the Suppliers database

PRODUCTS

· the loading functionality of the PDF data sheet has been introduced within the individual products

OPPORTUNITIES

·the functionality of sending the offer document by email was introduced with the possibility of automatically attaching the technical data sheets of the products included in the offer

QUOTES

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

 WBS AND GANTT AREAS

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

LOGIN

· the login is now even more secure thanks to the introduction of Token systems for authentication

E-MAIL/CERTIFICATED MAIL

· the log on sending emails sent directly from the ZenShare portal was introduced

SECURITY/FIREWALL

· a page reserved for Administrators has been added to view connected users

· access to Firewall Management was introduced to limit authentication to particular IP classes

SORTING

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

PRODUCTS

· massive product modification functionality has been added

CONTACTS

· From today on the opportunities it is possible to define products that are renewable, on the expiration date defined by the opportunity, the system automatically converts the contract and generates the related new opportunity

INCOMING MAIL

· ZenDMS is now integrated with the Postel portal for the management of paper correspondence scanned and made available on the Postel portal

· other improvements have been made to the integrated mailing process with Postel

CORE

· the Composer tool for centralized management of external libraries has been introduced

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

WORKFLOW

· a better graphic interface for  the electronic invoices displayed in the workflow

CPQ MODULE

· it has been introduced the possibility to create quickly a company or product directly from the CPQ area

· it has been improved the graphic interface of documents tab

CONTACTS

· it has been added the functionality of hooking a contact to a supplier or customer

PROJECT MANAGEMENT 

· in the project list view, a link has also been added to the Description item

· further improvements to other features have been made

TASK MANAGEMENT

· document management has been introduced within the single task

· at a 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 tab

· the link on the Description item has also been added to the Task list view

GANTT AREA

· it has been improved the management of dependencies between tasks

· company closings has been added directly in the GANTT

PURCHASE REQUESTS MANAGEMENT

· the delivered status has been introduced in the RDA, in order to quickly distinguish the RDA that have not yet been delivered from those already closed

HUMAN RESOURCES MODULE

· the interface for email notifications has been improved, with the addition of a direct link for the approval of holidays

· the new XML electronic invoice layout has been adjusted v. 1.2.1

· the graphical interface of accounts payable has been improved, with particular attention to the amounts

· further improvements to other features have been made

The entire front end of the Scans area has been reengineered.

Now there is the possibility of creating company CPQ Templates, therefore visible to all users.

SUPPLIERS MODULE:

The general usability of the module has been improved.

CONTRACTS MODULE:

The possibility of managing the CPQ has been included without intermediate steps.

The possibility of defining the statuses of a job with automatic / manual email notification of the status change of a job has been added.

GANTT MODULE:

The following features have been added:

• holiday days management

• working days management

• management of dependency between tasks

TASK MODULE:

The following functionalities have been inserted:

• the possibility of inserting urgent priority tasks with an email reminder

• the possibility of reporting already directly from the task, with the possible addition of notes

• in the task list, for each task there is the indication of the missing residue and the totals

The necessary adjustments have been made to manage the new electronic invoice layout 1.6.1

TASKS
It has been introduced the new functionality for managing the tasks assigned to users

The graphic aspect of ZenShare has been renewed and improved thanks to a clearer representation of the objects and a more intuitive vision of the operations to be performed. The menu and the table views have also been revised with the aim of lightening 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 Login to the Home page and to the Workflow and Document Register System areas in order to offer users a work environment in which to orientate and operate without difficulty.

DOCUMENT SORTING

It has been introduced the management of sorting documents to offices.

DOCUMENT REGISTER SYSTEM

• Attention was focused on optimization, for example the connector for direct scanning from Twain scanner, the possibility of sorting the correction, the possibility of correcting the scanned document and the possibility of scanning the attached documents were developed.

PROJECT MANAGEMENT MODULE

• WBS has been introduced to manage the project.

• Optimizations have been made in the management of purchases and orders.

• It has been introduced the Sales Network Objectives dashboard, to monitor the revenue objectives on a quarterly basis

NEW: PROJECT MANAGEMENT MODULE

• Management of Projects (both internal and external) introduced in an application area integrated in ZenCRM

• Creation of the new project starting from the contract, inheriting the detailed information from the CPQ

• Display in the Profit & Loss (P&L) area of all project economic information and its margins

NEW: PURCHASE ORDER MANAGEMENT MODULE

• Integrated in ZenCRM to manage the process of purchasing products and services

• Purchase requests are tied to a customer order or can be impromptu

• The purchase request is part of an approval process that provides for notifications to approvers and applicants

NUOVO MODULO: GESTIONE ORDINI

• Generazione dell’ordine a partire da una o più richieste di acquisto

• Possibilità di modificare il fornitore ed i prezzi dei prodotti a ribasso

• Generazione dell’ordine in formato PDF a partire da un template

• L’ordine è sottoposto ad un processo approvativo e viene riconciliato con la fattura passiva correlata

E’ stato reingegnerizzato completamente il modulo di richiesta Ferie e Permessi. Il modulo può essere abilitato sia singolarmente che contestualmente all’abilitazione del modulo commesse.

MODULO GESTIONE COMMESSE

• E’ stata introdotta la WBS per la gestione della commessa.

• Sono state apportate ottimizzazioni nella gestione di commesse, acquisti e ordini.

• Introdotta la funzionalità della gestione nota credito integrata in ZenCRM

FATTURE PASSIVE

• Caricamento manuale fatture passive su portale  

• The management of the case closing mask has been improved thanks to the introduction of the ‘Author’ and ‘Closing date’ fields

• The reopening of a closed case is now possible only for users with a supervisor role

• The module has been made more usable thanks to the reduction of alerts and notifications

• Contact data can now be viewed directly from the assigned case form

AGENDA

• Company filter has been introduced

• Priority call handling has been improved

•Participants to a closed commitment no longer see the commitment even if the organizing user has not closed the commitment

CONTACTS AND LEADS

• The properties of ‘Last call date’ and ‘Next call date’ have been added to the list list

• A text field has been introduced for managing notes with more textual content

• The adaptation of the system to PHP 5.6 has been finalized

SECURITY

• Further improvements have been made to the encryption system for server-side documents and database

• The search functionality on encrypted documents in PDF, Microsoft Office and TXT format has been introduced

DOCUMENT REGISTER SYSTEM

• Watermarking on PDF files has been added

• Encryption of data on database has been added

SEARCH

• Full-text search engine for documents in PDF, OFFICE and TXT format has been reengineered

• With reference to the Certified Electronic Mail, the user interface has been set up to change the PEC password stored on ZenShare

CLAIMS

• The ability to quickly duplicate reporting lines has been introduced

• The interface for scheduled calls has been improved

CONTACTS

• Recall management has been implemented in the contact form

SECURITY – GDPR MODULE

There have been introduced:

• notifications on the homepage nearing the expiry of the consent to the processing of personal data of contacts and leads

• the management of null consent

• sending e-mails requesting GDPR consent with the creation of a customizable email format

• the revision of the public page of the personal data consent (introduction, description of the consent, profiling privacy)

• the saving of the confirmation email at the time of acceptance of privacy by the external user

• the adaptation of the WebToLeadForm module for saving personal data and the related  Privacy consent flags

CAMPAIGNS MODULE

• The possibility of preventing the sending of newsletters has also been introduced for users who have given their consent

• the XML layout has been adapted

• web services have been implemented in the REST standard for integration with third-party ERP

•a specific web interface has been created for accounts payable

• the Dashboard has been adapted to make it compliant with the new system

More specifically, for accounts receivable it is possible to:

• insert a file for an account receivable
• return to the data of an account receivable

For accounts payable it is possible to:

• accept or decline an invoice
• get the detail of an invoice
• view the list of invoices to be processed

Substantial steps have been taken 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 on systems and applications.

To strengthen its ZenShare Suite, Interzen has developed its own security policy structured on several levels and with a broad spectrum risk management.

Lead and Contact Master Data Sheet

The differentiated management of 3 areas of consent to the processing of personal data has been envisaged:

• Commercial consent

• Marketing consent

• Profiling consent

Lead and Contact list filters

The lateral search filters available for both leads and contacts contain fields relating to the 3 main areas of consent envisaged by ZenCRM (commercial, marketing, profiling).

Expired consent to the processing of personal data

The user of ZenCRM, using the filters available in the list of leads and contacts, 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 their consent to the processing of personal data. The leads or contacts display the fields relating to the areas 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 an “administrator” role see an alert with the following information:

• notification of functionalities update for the compatibility with the GDPR;

• request for selection of the user who has the role of DPO / GDPR manager.

The user with the “DPO / GDPR manager” role displays a panel to manage the GDPR configuration.
For more details click here

CPQ

A new credit note management has been introduced in CPQ Billing.

Important interventions have been made to guarantee greater security, in particular on the file encryption system and on the reclamation of documents, more specifically for:

• documents reversioning

• the versions of the documents within the workflow

• the webservice

• sent emails

•auto-import of encrypted files

• the adjustment in export operations of encrypted files

WORKFLOW

• a new layout was created for the approval requirement of documents with read-only model and metadata

• the automatic approval feature has been implemented

• the Document Expiration functionality has been added in the Workflow area.

A new dashboard has been introduced for the number of daily calls received and made.

Marketing/Sales

• the combination of 2 master data is now possible, with reference to leads, companies and contacts

• better display of the lead detail and its assignment to a user

• the possibility of uploading the privacy document of the individual B2C contact has been introduced

• simplified 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, there are:

• invoices management with detail and distribution of the products to be invoiced

• the automatic creation of the electronic invoice for the PA and / or the issuance of the invoice in pdf format

• the possibility to customize the invoice

• the structured payment management, with the possibility of inserting partial payments

• the adjustment of the dashboards linked to the turnover by product categories

•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

• Check on cases to close has been added. If there are still scheduled calls, the system does not allow the case to be closed

• It has been introduced the automatic updating of the case when there is a new scheduled call

• In the management of inbound requests, the notes entered during the assignment of the case are also displayed within the case itself

• The case cancellation button has been inserted in the inbound requests

• The case detail can now be viewed directly from the inbound request management mask

• The samples shipping module has been improved in the management of internal notes and notes to be printed on labels.

• The export process in xls format has also been improved

Dashboard

Responsive display on smartphones has been improved.

Claims
New management of the Claims Module in read-only modality.

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

Document Management
ZenShare ID reference has been added to the document notes.

Workflow
The management of approvers on selection has been improved.

System Functionalities
Improved role access management for users with an administrator role.

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

A new OTRS management has been developed obtaining:
• a new way to integrate and update OTRS Tickets
• a new system of ZenCRM permissions to access / export the OTRS ticket list
• the possibility to manage new opportunities starting from closed tickets (for example when there are reports of evolutionary changes) Marketing
The integration between ZenCRM and MailUP was carried out in order to automatically create the recipient lists of the newsletters targeted by the campaign.
It is now possible:
• create and update target lists and groups
• update the opt / outs
• download the sent emails
• download the number of email openings

INTEGRATIONS

New Web services (SOAP) for document research have been prepared by external applications.

Sales
Ability to merge duplicated companies

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

Changes have been made to optimize the Document Workflow module.

CONTACTS
Management of B2C contacts for final consumers: and verticalization by medical device sector.

SAMPLES
Possibility to manage shipments of samples to B2C contacts

VISITS REPORT
Permission to view Visits Reports based on roles has been introduced.

SYSTEM FUNCTIONALITIES
Possibility to configure the summary sections of the company data sheet based on the required modules and customizations.

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

WORKFLOW
– A section of the Workflow has been introduced to modify and approve users on selection.
– Timed document suspension: in case of suspension of a document being approved in the Workflow, the system automatically restores the document to be approved at the end of the time foreseen by the suspension.

API Web SERVICE
– 2 new Web Services have been introduced to search for documents using the document model and the exact correspondence of the text.

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

DOCUMENT SORTING
Improved the display system on sorted documents.

DOCUMENT REGISTER SYSTEM
– Automatic Multiple Sorting: the possibility of automatically sorting a document to multiple recipients directly during the first registration phase has been introduced.
– Performance for viewing and searching for documents has been improved

AGENDA
Optimized management for telephone marketing activities: the leads to be contacted are assigned and the calls planned directly by ZenCRM. The system is able to notify the ZenCRM user of the next leads to contact with time savings between one phone call and the next.

DASHBOARD
Dashboard adjustment from: in order to have more accurate analysis of opportunities and turnover, all those companies that use ZenCRM with more than one company name can filter the dashboards also according to the chosen company name.

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

CLAIMS MANAGEMENT SYSTEM
– A new management of permits on the Claim has been introduced.
– In case of a claim beeing processed by a ZenCRM user, the access to the same claim is inhibited to other users.
– It has been improved the entire usability of the Claims module.

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

Opportunities
1. The numbering and automatic coding of opportunities on the basis of an annual counter has been introduced.
2. During the creation of a new opportunity, the automatic creation of a subtree of folders within the document TAB has been introduced.

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

Agenda

1. Improvements have been made to email notifications about agenda commitments.
2. Massive operations have been extended and improved.

CPQ

Samples
1. The possibility of managing documents within the individual sampling has been introduced.
2. It is now possible to access the customer detail directly from the sample list list.

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

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

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

SAMPLES
The functionality of document management has been added in the sampling section.

PRODUCTS
Fixed bugs on the product catalog.

OPPORTUNITIES
Personalized offer code number management.

LEADS / CONTACTS
Dynamic duplicate management of leads / contacts, possibility to customize the management of duplicates.

DOCUMENT SORTING
New functionality: answer and protocol button.

SEARCH
General search functionality improved:
1. search results are displayed by document model.
2. the search is also carried out on the information relating to the protocol (object / sender / recipient / number).

AGENDA
Fixed bugs on Zenshare’s agenda (compatibility with ZeCRM)

ADMIN
Links to ZenShare User and Admin manuals added.

The new advanced functionality that allows you to automate the quotation process (Configure-Price-Quote) according to the following logical phases:

Configure:
Research, selection and combination of products / resources

Price:
1. determination of the price of products and resources in automatic (as per catalog) or manual mode
2. application of discounts based on company policies

Quote:
Generation of the estimate / offer

Improved view on smaller monitors (e.g. 1280×800 resolutions)
Possibility of direct sending of the registered document via Certified Mail
Bugfix: bug fix on small anomalies

MEDICAL RECORDS MANAGEMENT

Integrated, modular and scalable system of document workflow and register system for the management of medical records in digital format and the generation of the certified copy with relative certification by the health authority.

• Automatic sorting by protocol

• Applying watermarks on pdf

• A refined system of viewing permissions has been added. The administrator can decide to make some metadata visible in read-only mode or to hide them from specific users or groups.
For example, within the same model, the administrator can decide to enable some users to view only the accounts receivable of a given year and instead enable other users to view only the accounts payable for a given company and so on.

• It is possible to schedule a process for checking and archiving a group of documents in batch mode: the purpose is to manage a very high volume of documents.

New management of the guests

If enabled, the advanced management of the Agenda allows the addition of other ZenCRM users among the participants: contacts and leads.
For each invitee you can choose whether to send an invitation by e-mail or not.
In each e-mail received by the user, in addition to the details of the invitation, he will have two actions available: ACCEPT and REFUSE. Any acceptance or refusal by participants is notified to the author of the invitation
ZenCRM can also manage:
– 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 but convertible into commitments through a specific function.

NEW: Competitor Module

ZenCRM’s Competitors feature allows you to strategically collect, organize and manage information about competitors.

Visit Report Module

It has been added a field with the author in the single visit report

Mileage tracking

Module for CRM users (e.g. agents) for daily registration of itineraries and miles traveled with the assigned car. A monthly reporting system is also provided.

SALES AREA

Product Management Module
A product management module to view, research and work on products

In particular, the following features have been implemented:

Product List Mask
This mask 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 is possible to filter by article code, article description, principal.

Product Detail Mask
by accessing the article detail, it is possible to view various information and reports on individual products.
The mask is characterized by:
• Basic personal data of the product, such as name, code, client, price, price from appraisal, product availability.
• TAB containing all the opportunities associated with that specific product.
• TAB containing the contract associated with a specific product.
• TAB containing all customer visits associated with a product, classifiable by type, visit on board, test, notarial deeds, etc.
• Dashboard representing the visits made in relation to the sale of that specific product
• Dashboard representing the open opportunities on that product.

PERFORMANCE
improved performance in order to speed up the loading of web pages.

BUGFIXING
bug fix on small anomalies.

NEW MODULES

• Product management

• Currency management

• Web visits

• Lead score

• Sampling

Contracts

Turnover forecast management

The Claim database architecture has been reengineered in order to optimize performance

NEW: Visit Report Module

HIGH VOLUMES MANAGEMENT
Versioning on metadata of large volumes.

FEPA
Adjustment of FEPA module to split payment

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

• Geolocation
Representation of the geographical position of leads, contacts, companies and agenda on the Google map.

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

• Leads, contacts, companies
Possibility to simultaneously edit a larger number of parameters for multiple selected elements within a table view (leads, contacts, companies, opportunities).

• Agenda
– It has been added the management of commitments of a “non-commercial” nature (for example, holidays, permits, illness, etc.)

– Export of the agenda in MS Excel format

– Possibility to put a task on the agenda for multiple users simultaneously

• Report of visits
Report of all visits made by agents / sellers per quarter, with detailed reporting and configuration of coverage objectives and visit frequency.

• Sampling
Possibility to trace the sending to the customer of a product sample for commercial purposes.

MARKETING AREA

Lead

• Added Level search filters in the Lead list.

Campaigns

• Webtoleadform functionality introduced

SALES AREA

Companies

• Bugfix Companies module.

Contacts

• Massive engagement on the contact list list.

• CARDDAV management

Opportunity

• Bugfix opportunity module.

ADMINISTRATION AREA

Invoices

• The new Fepa Electronic Invoicing module has been introduced.

DASHBOARD

• Optimized the display of dashboards.

• Report of visits introduced.

• ABC analysis, optimized the loading of the Dashboard.

AGENDA

• New type of commitments not directly associated with CRM introduced. (Holidays, Permits, other commitments in general).

• Introduced the Carddav standard for sharing CRM contacts.

PORTAL HOME
• New button in the operational home: “New Protocol”.

DOCUMENTS SORTING

• Improved the management of sorting to users of an office.

WORKFLOW

• Bugfix workflow module.

DOCUMENT REGISTER SYSTEM

• Optimization of the protocol module and improvements to the barcode printing system.

SALES FORM

Companies

• Email tab: possibility to associate and delete emails also within the Company area

• Dashboard of turnover per month in the single company

• Dashboard of aggregate opportunities by corporate group

Contacts

• Email tab: possibility to delete the associated email in the contact card

• New system of permissions for contacts, they no longer inherit the company’s data, but have their own separate permission system

Opportunity

• Closed lost opportunity management with motivation

• Added management of activities related to opportunities

• Added next step suggestion in opportunity

• Added a number of days reminder before the opportunity expires

• Added opportunity trend graph

• Sampling management, for Enterprise type companies

ADMINISTRATION FORM

Contracts

• Opportunity / Contract performance dashboard

Invoices

• Management of invoice due dates

• Inserted ‘expired invoices’ filter into the list list

DASHBOARD

• Dashboard access also to ‘non-administrators’ users

• ABC analysis, carried out by corporate group and not by individual company

• Closed / missed opportunity analysis dashboard added

• Company turnover has been implemented in the enterprise version

• Implemented the Turnover by Division / BU / Sector, in the enterprise version

MARKETING AREA

Lead

• Management of new / assigned leads has been modified. To date, the assignment takes place via a new field assigned to + assigned status.

Campaigns

• Added functionality of massive update operations on the list of emails sent

• Added Leads Create list views, Created Contacts list, Generated Customers

INCOMING MAIL
• Improved the registration of a document from the inbox

• Added the functionality of publishing and sorting a document

LIBRARY

• Description property also added to Folders / Dossiers

• Improved management of “Related Documents”

ARCHIVE

• Description property also added to Folders

• Improved management of ‘related documents’

RESEARCH

• Improved the search in the whole portal, separated by section: Topics, Owner, ZenCRM, Archive .. etc.

DOCUMENT SORTING

• Added multiple sorting to multiple users

• Ability to sort the document from the ‘Inbox’ section

• Possibility to sort the archive documents

• New view of all documents being sorted, reserved for the administrator user

DASHBOARD

• New dashboard: ‘Documents published per user’

• New dashboard: ‘Graph documents sorted by user’

AGENDA

• Added ‘next-step suggestion’ functionality upon closing a commitment

• Inbound e-mail: improved management of archiving of archived emails associated with contacts / companies

• Implemented the bidirectional agenda for reading and writing in CALDAV format

MARKETING AREA

Leads

• Added functionality of massive update operations

SALES AREA

Opportunity

• Added management and analysis of closed / missed opportunities

• Improved the management of the offers issued

TIMESHEET

• It’ possible to view the notes in the Timesheet on the screen, directly in the table

• It has been added the possibility to export the timesheet reports to Excel

• It is possible to export to Excel all the Timesheets of a specific project

• It is possible to export to Excel the costs and revenues details of a project

RESERVATION

• Possibility to view the history of reservations and possibility to export them to Excel

MARKETING AREA

Leads

• Added list list functionality for Leads generated with attached massive update operations

• Implemented the Leads import form from CSV file

Campaigns

• Improved the management of email campaigns

SALES AREA

Opportunity

• Added offer document generation functionality

Contacts

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

Contracts

• Implemented the mask for converting the opportunity into a contract, with the possibility of predicting renewal and generating a new future opportunity

MODELS
• The activation / deactivation functionality of the document model has been included

WORKFLOW

• The activation / deactivation functionality of the document workflow has been included

• Bugfix on authentication, in case of redirect;

• Added the control to display the address book.

• Related documents: father-son correlation fixed the new version;

• The uniqueness check has been added to the barcode;

• Download of related files has been added. It will be possible to download the parent document and all the child documents in a single ZIP file;

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

• Added the function of “copy and move multiple.

– based on other metadata (conditional metadata);

– implemented as default the last inserted;

• The new barcode management has been added: generation by expression;

• The control has been inserted for the case in which the counter is used as an automatic barcode generator;

• Entered the expression for the description in the archive folder.

• Fixed multiple download of documents with same filename;

• Fixed anomaly in case of null barcode.

• Saving of all csv files that are processed in the STORICOCSV folder;

• Directory management and error process for imports;

• Added functions to split the barcode.

• Barcode inserted in the grid: now you can search by barcode and sort by barcode;

• Indexing of DOC, PPT and PPTX documents.

• Inserted the ASC / DESC order of the search using the arrows.

• Administration: invoices area

• Dashboard;

• My Settings: entered the sales target

• Alerting: alert systems implemented

• Search engine for invoices

• The function that stores the selected documents during paging has been added;

Operative home

• Document publication in the archive;

• Fixed errors in the scheduling of document counting;

Mail-room

• Document publication in the deposit / historical archive;

Claim form

• Disabling the buttons after submitting the claim;

Vacation form

• Corrected error in the counting of accrued holidays;

Models

• Exclusive models introduced only for folder / only for document;

• Improved management of multi-look-up fields.

• Home page;

• Marketing;

• Leads area;

• Sales, Accounts area;

• Sales, Contacts area;

• Sales, Opportunities area;

• Administration, Contracts area;

• Global search engine;

• New approval layout for the deposit / historical archive form, mandatory correlation with a document;

• Fixed error in the display of links in e-mails;

• Work-flow introduced in the deposit / historical archive form;

Archive

• New area to view the registry of folders with related metadata;

• Added the control on the failure to load the file to be correlated;

• The management of related documents has been introduced in the deposit / historical archive form;

• Optimized the management of the models in the deposit / historical archive module;

• Optimized the multiple document deletion API;

Library

• Added cache management for “back” browsing;

• Fixed an error in ordering documents;

• Correct management of parts of the navigation tree;

• The preview of the document being edited has been introduced;

• Fixed problem in downloading large files;

• Fixed problem of multiple “drag & drop” in the case of files containing special characters;

• Fixed anomalies of permissions for new folder creation and new file creation;

• Document publication: enabling the new “Publish and send by email” button;

Research

• Bug on document search counts. Full text didn’t count;

• Added the version in the advanced search results;

Models

• Introduced the containers on the models for the storage / historical archive module;

• The management of multiple look-ups has been introduced and the interface has been optimized;

Timesheet

• Displays the list of open orders by default;

• Fixed the bug related to the sub-order;

IZCM back-end

• New management of “custom” fields;

Protocol

• Distinction between internal and external protocols during the closing phase;

• Added 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 e-mails;

Archive
• New area to view the registry of folders with related metadata;

Research

• New layout for general search results introduced;

• New research management;

• Sales, Contacts area;

• Sales, Opportunities area;

• Administration, Contracts area;

• Global search engine;

Document models

• Model management system for the storage / historical archive introduced, with group management;

• New type of text range metadata;

Search engine
• Exclusion of the documents contained in the deposit / historical archive form;

• Corrected the error in the case of an orphan document;

• Improved the sorting of search results, the internal sorting by macro-groups (folders, documents, contents) by last modification;

Export module
• Report at the end of export;

Library
• Inserted the classification in the notes;

• Change on copy-move permissions;

• Management of the transition from the current archive to the deposit / historical archive module has been introduced;

• Fixed problems with apostrophes in sorting;

• Fixed bug on multiple deletion of documents;

Workflow
• During the selection of the approvers, the username is also displayed;

E-mail import
• Fixed bug on in-bound emails from Google’s web-mail;

Auto-import
• Management of updating documents from external systems and web-services introduced;

• Ability to perform auto-import on the current archive and on the deposit / historical archive form;

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

• Full compatibility with Internet Explorer 10;

• New Manage module for simplified management of administration functions from the front end of the platform;

• Various optimizations to the modules:

1. IT protocol

2. Shared agenda

3.Importazioni

4. Digital preservation

5. Personal desk

6. Document management

7.Business Communication for massive sending of email and PEC

• Possibility to automatically send the archived document as an email attachment to all users with viewing permission;

• Services automation features in batch mode through process scheduler
backup procedures:

1. email campaigns from ZenCRM;

2.reminder email for documents to be approved, expired documents, PEC email to be sent and verification of incoming ones;

3.notification to emails sent from the library;

4.reminder for vacation requests;

5. massive import of documents;

• Full compatibility of the protocol module with the IE 9 browser;

• Introduced multiple deletion of documents in the library;

• New section for password change created.

• Optimization of the Claim management module for the management of complaints;

• Introduction of the filter allowed also in the statistics area based on the ability to access the sections of the portal;

• Optimized the MailRoom area for the recording and archiving of all incoming documents;

• Optimized the document editing functionality and its properties;

• Workflow and Autoimport modules further optimized.