Latest release – ZenShare Suite Admin 26 February 2025
LATEST RELEASE ZENSHARE SUITE
ZenShareSuite Grigio 250x

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

ZenShare Suite solutions are subject to a continuous update process, with cloud service releases (SaaS) planned at least every 6 months.
The following notice periods are provided for ZenShare Suite customers:
a) in the case of minor releases, 3 days
b) in the case of major releases, 30 days

Minor releases are changes that mainly concern bug fixes or the addition of new features.
Major releases are changes that involve a substantial evolution of the service’s features compared to the previous version.

Latest version

ZENCRM
  • Added the BeeFree module, a visual template builder, for sending single emails from lead and contact data sheets.
  • Opportunities, contracts and orders. Added the End Customer field, useful for optimal management of indirect customers.
ZENDMS

Documents Register System

  • Added new user permission to allow canceling only your own registrations; ZenDMS sends an email notification to all users who have sorted the document, communicating that the protocol has been canceled and therefore the sorting has been revoked accordingly.

Home page

  • New My unprocessed registrations icon: shows a list of protocols recorded by the single user who accesses the home page, distributed to other users/offices, but not yet in the Processed status.
  • New icon My PECs sent in error: shows a list of PECs in error and sent by the single user who accesses the home page; when he views it, this list is no longer shown on the home page; standard filters for viewing are present.

Sorting

  • If a sorter rejects a dispatch, a user notification is sent to the original dispatcher.

Search engine

  • Feature to display attachments at the end of search results.
  • Feature that does not show (by default) attached documents in the search results list.

Email sending

  • Option to send separate emails for each individual recipient.

Previous versions

ZENSHARE SUITE
  • Introduced the disabling of authentication with ZenShare Suite user credentials if third-party authentication procedures (Microsoft, Google) are active.
ZENCRM
  • 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.
ZENPROJECT
  • Management of the note field on the order.
  • New management of PO reconciliation with the invoice.
ZENDMS

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.
ZEN E-INVOICE SERVICES
  • Checking for errors in XML parsing.
  • Duplication of an electronic invoice.
  • Improved management of Delivery Notes sent on the Peppol network.
ZENCRM

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
ZENPROJECT

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.
ZEN E-ORDERS
  • 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.
ZENDMS

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.
ZEN E-Invoices
  • The procedure for editing XML electronic invoices in error has been implemented, which allows operators to correct the data that determines the error status.
ZENSHARE SUITE
  • Introduced user authentication via Microsoft for admin user present on all customer instances
ZENDMS
  • API for exporting metadata and querying documents towards Maggioli Sicraweb and TeamDev SIT ESRI
ZEN E-ORDERS

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
ZENSHARE SUITE
  • 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
ZENCRM

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.
ZENDMS

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.
ZENCRM

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
ZENSHARE SUITE
  • 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
ZENCRM
  • 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

ZENPROJECT

Tasks

Task start date and end date control

ZENDMS

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
ZEN E-INVOICES (Electronic Invoicing)
  • Added tax representative field in active invoices
  • Added the management of the country in the VAT number for accounts payable
ZENSHARE SUITE

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.

ZENCRM

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.

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 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.

ZEN E-INVOICES (Electronic Invoicing)

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

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

ZENSHARE SUITE
Fixed vulnerabilities on the login page and in the installation procedure. Fixed vulnerabilities of Critical, High and minor levels.
ZENCRM

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.

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
Speed up timesheet page 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.

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.
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.
ZENPURCHASE

SALES ORDERS

Management of the complete ordering process.

ZENCRM
OPPORTUNITIES
The Sales Support figure has been introduced: this is a user with a commercial role – added to the main user present in the contracts; he 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 DB.

ZENPROJECT
CASES
By opening a Case linked to a job, it is possible to view an alert that warns when the job end date has been exceeded.
ZENHR
HOLIDAYS MANAGEMENT
By opening a Case linked to a job, it is possible to view an alert that warns when the job end date has been exceeded.
ZENPURCHASE

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.

ZENCRM
OPPORTUNITIES
Now the pre-existing functionality 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
Improved overall usability of the sprint detail page.
ZENPURCHASE
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
Added new functionality for mass data export from the list view of documents to be approved and mass download of documents inserted in the workflow..
ZENCRM
MARKETING CAMPAIGNS

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.

ZENPROJECT
JOB ORDERS

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.

ZENDMS
WORKFLOW

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.

ZENPURCHASE
ORDERS GATEWAY

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).

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.

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.
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 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.
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
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.

ZENPROJECT
NEW SCRUM MODULE

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.
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
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.

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.

SAMPLING 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
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.
ZENDMS
REPOSITORY
Management of three different types of document reminders: manual, scheduled, recursive.

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

EXPORT
Scheduled bulk export in the system using document search.

ZENCRM
HOME
New Missing Reports icon.

MARKETING CAMPAIGNS
Target-list: the telephone number is also available in the synchronization of target lists with MailUp.

SEARCH
Display search results also for RDA/ODA.

OPPORTUNITIES
Dynamic tab management in the personal data sheet.

CONTRACTS
Dynamic tab management in the personal data sheet.

ZENCRM
OPERATIVE HOME
New ‘Cases to Approve’ icon

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

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
Management of assistance-type contracts is foreseen with the associated human resources price list.

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 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 for each web to lead form.

SAMPLING
New management, with the possibility of selecting multiple products in the catalog to include in a single sample request.

LEAD
Possibility to view in the Lead’s personal data sheet the target lists to which it belongs, the associated campaigns and the tracking of clicks that occurred on the marketing campaign trackers.

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 job but also on the total job 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 monitor

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

SORTING
improved sorting management in case of document rejection.

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
It is now possible to consult the list of CPQ Quotes directly within the individual company (CPQ TAB)

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 insert the Google recaptcha (requires the prior configuration of a control panel) and the flag to ask for confirmation of having 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
in case of creation of a new commitment, a new “next step” suggestion alert has been inserted which inherits the participants from the previous commitment

GENERAL SEARCH

  • possibility to search even within the estimates
  • 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
TWO-WAY AGENDA ON OTHER DEVICES
New version of the integrated two-way agenda with external devices. (Baikal)

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

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

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, the ability 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 for all documents sent to an office has been introduced 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
the possibility of global search has been extended also in the Supplier master data TAB

PRODUCTS
the functionality for uploading the PDF technical data sheet within individual products has been introduced

OPPORTUNITIES
the functionality of sending the offer document via email has been 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

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
INCOMING 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 Detail 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

USER MANAGEMENT
In the area dedicated to administrators, information on the last access date has been added to the user profile

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 them into a contract and generates the relative new opportunity

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