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

• Introduced the disabling of authentication with ZenShare Suite user credentials if third-party authentication procedures (Microsoft, Google) are active.

• Modified the Case Management API to manage case booking and modification, and closing of draft cases.
• Management of email or mobile phone fields required.
• The new Hot Tasks icon has been introduced on the home page, tasks that must be completed within “n” days (a parameter is available where the number of days can be configured).
• Management of contract balancing.

• Management of the note field on the order.
• New management of PO reconciliation with the invoice.

Reposiroy

• Export functionality of an entire tree branch.
• Introduction of new parameter to set the default sending mode, whether email or certificated mail.
• The file sending functionality also allows you to select entire folders.
• Introduction of the PDF format file parser.

Document register system

• Added document date field in search.

Workflow

• Optimized the management of the non-mandatory nature of non-visible fields.

Claims

• Added Middle East country.
• Cancellation of pending approvals upon closing a Claim.
• Email notification for re-opening of a Claim has been implemented.
• Language configuration of system notification emails.

• Checking for errors in XML parsing.
• Duplication of an electronic invoice.
• Improved management of Delivery Notes sent on the Peppol network.

Home page

• Added the new ‘My Expired Job Orders’ icon to directly access the corresponding view.

Marketing

• Fixed display issues with the chart zoom-in button in marketing campaigns.
• Interface and UX optimization of BeeFree, the email creation editor: improved buttons, added error messages, extended HTML input window, font preview.

Case management, real estate sector

• It has been added the list views of the assets assigned to a single supplier and of the different suppliers assigned to a single aggregate.
• Management of the user types to which the various managed assets are assigned, and management of the history of the user type assignments to the managed assets

Job Orders

• Additional information added to email notifications (allocation/status change).
• Implementation of the global job order report which collects all the hours reported in a time frame defined by the individual user.

Task Kanban

• Tasks that have expired have been highlighted in red.

• The reception of Delivery Notes type documents from the Peppol network has been implemented.
• It has been implemented an API to provide third-party systems with the list of delivery notes-type documents and the relative status for each of them.
• It has been implemented the management of response and rejection for the complete Order process.

Login

• The federated SPID authentication procedure has been implemented, which allows service providers to avoid the identity authentication process by relying on a third party that has accredited itself with Agid.

Document register system

• Uploading a signed PDF document, for which a new version is created.

• The procedure for editing XML electronic invoices in error has been implemented, which allows operators to correct the data that determines the error status.

• Introduced user authentication via Microsoft for admin user present on all customer instances

• API for exporting metadata and querying documents towards Maggioli Sicraweb and TeamDev SIT ESRI

Management of delivery notes (DN)

• dashboard
• item list
• detail
• Peppol shipping receipt

• API for importing data from third-party ERP/management and Delivery Notes generation in XML format according to the Peppol standard
• API for exporting Peppol receipts of individual DDTs sent

• Updated scripting language PHP to version 8.1 for better security and performance of the Suite
• The SPID authentication procedure and related metadata have been updated
• Added the authentication button through the Microsoft user management system

Home page

• Adjusted CSS for improved contrast and readability.

Sales

• Introduced email address validation for Leads, Companies and Contacts.
• Integration with Microsoft Azure Marketplace for lead data exchange and service activation.

Case management

• Development of the API for creating a new case and for exporting the data and for reading the list of cases and the details of the single case.
• Development of massive asset import procedure
• Creation of the Documents and Lease Agreements tab in the Asset detail.
• Integration of assets and suppliers into the module.
• Email notification to provider for case assignment.

Marketing

• Web visits module adapted to the new Google Analytics 4 standard.

Documents Register System

• Extended search for correspondents in the address book.

Document Management

• Integration with Maggioli Sicraweb application for document metadata exchange.
• Document access log by date/time and user.

Cases

• New asset management module
• Multi-level asset management (asset group to single asset)
• Integration of assets and suppliers
• Case opening and assignment of its resolution to a supplier, with email notification to the same
• Introduced the new statuses ‘Assigned’ and ‘Accepted’
• When creating a case, automatic valorisation of the ‘Company’ field based on the selected assets

• Integration of ZenShare Suite with the open source identity and access management solution Keycloak
• Authentication also possible via Azure Active Directory, the corporate identity management service and single sign-on from Microsoft

• Graphic restyling of the ZenCRM solution: an intervention aimed at improving the usability and pleasantness of the user interface, with greater ease of interaction in the various functions offered.
• Integration with Microsoft Marketplaces. For Microsoft ISVs (independent software vendors) who market their application solutions on one of the Microsoft marketplaces (AppSource, Azure Marketplace) in transact mode (i.e. purchasable online), in the event of a purchase, the customer data available on the Microsoft Marketplace can be saved directly in ZenCRM using a specific feature.

Leads

Added flag during import to indicate if the record has been added/modified

Tasks

Task start date and end date control

Reposiroy

• The search engine also reaches the description field of the document folder
• Possibility of sending documents for conservation directly from the document folder where they are located

Claims

• Sending an email notification to the customer in case of closure of the report
• Creation of a specific report for claims that are still open

Timetable

• In the case of a document model indicated, the description of the expiration field of the model is displayed

• Added tax representative field in active invoices
• Added the management of the country in the VAT number for accounts payable

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

Send/receive emails
Introduced new library for Oauth2 authentication on Microsoft Office 365.

Web Services
All Web Services are logged and archived 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
Verify via HTTPS certificate.

Application code
PHP optimization and removal of obsolete HTML tags.

Target list
Export of target lists with full list of fields

Marketing
Insert alert in case of disabled campaign.

Bounced Emails
Full-text search procedure of recipient email in bounce email text with insertion of “bounced email” text in corresponding lead/contact

Leads and contacts
Mass import with automatic update of data already present in the archive.

• 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.

Workflow
Improved automatic selection of approvers from metadata.

Export
Export by document ID and publication date.

Incoming mail
New functionality for checking access to a single email/PEC mailbox directly in the Inbox area; automatic moving of inbound emails and setting the status to read email.

Self-invoices
New management with suppliers as per July 2022 regulations.

Digital archiving
Adequate metadata retention track as per January 2022 regulations.

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

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

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

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.

• Management of the invoice receipt date from the SDI.
• Publication of attachments to invoices.
• Vehicle invoice management.

• 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.

TIMESHEET
Speed up timesheet page via single query.

• 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.

INCOMING MAIL

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

DOCUMENT REGISTRATION
Introduced a new parameter to manage uniqueness in recipient records or an alert in case of duplicate records.

ARCHIVING
Adopted a new format for sending indexed files for preservation.

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.

• 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.

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.

SALES ORDERS

Management of the complete ordering process.

COMPANIES
Optional display of commercial information on Italian and foreign companies by Cribis DB.

The new ZenPurchase 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.

ZenPurchase then generates the XML file on which the compliance check takes place; once the order is confirmed, the system changes its status and forwards it to the NSO, in the case of orders from public bodies. ZenPurchase manages different types of orders and, in the case of the Public Administration, the 3 types provided for Simple, Complete and Pre-agreed: where there are communications between the supplier and the end customer, ZenPurchase archives these communications together with the order itself.

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

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.

• 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.

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

AGENDA
Each ZenCRM user’s agenda is represented with a different color.
User filters for Company have been introduced in the shared agenda management.

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

Creating a WBS (Work breakdown structure) template for orders.
During reporting, you can access the task to enter its completion percentage.
When a task is complete, you can send an email to the Project Manager with the completed tasks.
In the WBS (Work breakdown structure), completed tasks are highlighted in green.
The resource allocation report for each day has been added.
The allocation of each individual resource on the WBS (Work breakdown structure) task with the relative load of the resource itself is also available.

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

REPOSITORY
Introduced Email LOG functionality for non-administrator users.

PROTOCOLLO
In the Inbox, you can also monitor the Sent Items folder to log outgoing PEO/PEC messages.
Saving the message-ID for PEO/PEC messages to avoid multiple email downloads.
In the case of confidential registrations, if the logging user has not indicated any user to whom the registration should be forwarded, ZenDMS signals this.
The link to the hash file of the logged document is available in the registrations recording.

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

SALES ORDERS
Procedure for processing XML files received from NSO (Order Sorting Node).

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.

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.

CONTRACTSI
The automatic creation of invoice tranches has been added.

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.

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

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

DOCUMENT REGISTER SYSTEM

• 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.

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
Introduced the Complete Funnel Dashboard that collects economic data from the contracted party.

CPQ
Introduced a separation between revenue-type CPQ and internal-use CPQ. 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.

The module for managing projects and orders in Scrum mode has been released.
Here are some of the 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.

HOME PAGE
The icon to access the ‘reports to approve’ 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.

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
Multiple document export is now possible by filtering on file extension type.

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.

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.

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

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.

the procedure for reactivating a blocked user has been defined.

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

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 REGISTER SYSTEM

• 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.