1. Marketing Management
1. The content center adds top, group and role permission functions
Supports creating new groups, setting permissions for groups, and pinning certain content, including the following materials: micro-pages, customer acquisition articles, corporate posters, photo galleries, company files, and videos.
2. Three major activities - support and promote content produced by external platforms
Support filling in external content links when promoting marketing activity content, and support obtaining external content access data and registration data collected from the marketing channel micro page form in the content.
3. Support the creation of online and offline multi-venue activities
Supports the creation of multi-venue events, and can create, associate or unbind sub-events, and can synchronize registration data to sub-events.
4. Support the selection of templates to generate event registration forms
Support configuration of live broadcast and conference form templates. When creating a new live broadcast or conference event, the configured form template can be selected to automatically generate appointment registration content.
5. Enterprise micro SOP receiving task staff support priority configuration
When adding an SOP task, when the trigger action is selected as "Enterprise Micro SOP Task", it is supported to send it to employees with the employee department and the time of adding customer friends as the priority conditions.
6. Qiwei Marketing Communication H5 version is online
Support sharing activities or content to Qiwei customers, customer groups, customer circles of friends, WeChat friends and WeChat circles of friends through Qiwei Marketing Communication H5 version.
7. Official website supports following service account login
Configure the login page description, button color, service account diversion code, and service privacy agreement.
8. Other optimizations
(1) Content center: The content center supports uploading compressed files, and supports viewing and downloading compressed files on micro-pages;
(2) Qiwei Moments: Qiwei Moments publishes details and supports viewing customer details;
(3) Channel QR code: the channel QR code of the all-staff marketing and promotion official account supports and records the promoter;
(4) Marketing activities:
- When creating and editing conference marketing, it supports displaying custom region type fields;
- The conference supports multi-site sign-in;
- The event participant list supports exporting form information.
(5) SOP: When the three major activities are invalidated, delete the promotional materials and stop the sop task;
(6) SMS marketing: SMS signature application review data update; SMS group expansion supports uploading 1w mobile phone numbers;
(7) API interface: provide product module API interface.
2. Sales management
1. Relationship Radar
* Versions above Ultimate (including Ultimate) have it by default, and other versions do not support separate activation. If necessary, you need to upgrade the version.
Added [Personal Relationship Radar] component under the lead customer contact object, which displays current business data (leads/customers/contacts), takes the customer as the center, and identifies all business data and the person in charge of the business data and related team members. And display it in a visual map to help sales quickly reach.
* Note: The relationships and fields in [Personal Relationship Radar] will not verify data permissions. It can be seen that [Personal Relationship Radar] will see all related relationships and display all fields configured in the visible layout component.
2. Business opportunity contact map
The business opportunity contact relationship map is componentized, which supports configuration of whether to display in the layout, and supports the display configuration of map card fields, and supports simultaneous configuration of the display configuration of contacts and business opportunity contact fields.
3. After the duplicate thread is merged, update the duplicate label
On the duplicate rule configuration page of the duplicate lead management function, the trigger action adds "merge", and the processing rules support "marking duplicates", "collecting to existing leads" and "executing custom functions".
4. [Enterprise database, customer] Release the 1st and 2nd level industries in the mapping rules
When the lead is transferred to the customer, you can directly bring the 1st and 2nd level industry to it, no need to manually
Add another field and supplement the field value.
5. The recovery of the clue pool/high seas is affected by the follow-up behavior. Add hints
When the lead pool and the high seas are configured with a retraction rule, a reminder will be added to remind the user that the lead/customer is not followed up and automatically retracted, which is affected by the [lead/customer follow-up rule] setting. At the same time, click View Follow-up Actions to jump to the "Lead Follow-up Rules" configuration page.
6. When creating a new customer, repeated prompts can be configured not to be displayed
When filling in the customer name on the new/edit page of a customer, when it is repeated with an existing customer name, the repeated prompt can be configured to display or not.
Front display >>
* Operation entry: Management>>Business Rule Management>>Customer and High Seas Management>>Customer Rule Setting
7. Support customized project communication group
Support customized enterprise credit group_project group, and strengthen project-centered communication.
8. New non-standard attributes are added to adapt to the matching and sales scenarios of non-standard products
Non-standard attributes are preset, and non-standard attributes can be selected for quotations, sales contracts, and sales orders.
(1) After purchasing the attribute license, it can be activated and the background switch is turned on.
(2) Create non-standard attributes and associate non-standard attributes with products.
(3) Non-standard attribute values can be input when quoting and placing an order.
9. CPQ capability upgrade, flexible solution to complex matching business
Newly added product subitems, attribute attribute values, and non-standard attribute range dependencies and mutual exclusion relationships, including:
a. product constraint sub-product; b. sub-product + attribute constraint sub-product; c. sub-product constraint sub-product + attribute; d. sub-product + attribute constraint sub-product + attribute; e. product combination + attribute constraint sub-product; f .product combination + attribute constraint product combination + attribute; g. product combination + attribute constraint sub-product + attribute
10. The product details page can display BOM data
After the user configures the product as a product combination, the BOM data can be viewed on the product details page.
11. When backfilling the quotation data in the draft box, it supports re-taking the price
For orders, quotations, sales contracts, and business opportunity 2.0 data selected from the draft box, "whether to re-price" can be configured when backfilling.
12. Support "Price Policy Cancellation" UI event
Under the event classification of [Object-Layout]-[Price Policy Event] in the management background, add the trigger condition of [After the price policy is canceled], and support the custom logic after configuring the cancellation policy;
If you actively cancel the price policy when placing an order, [event after price policy cancellation] will be automatically executed to realize custom processing, including web and mobile terminals.
13. Other optimizations
(1) The person in charge of customer support update import. (*Updating and importing the person in charge will not trigger the recalculation of the follow-up rules and withdrawal rules), which solves the problem of quickly changing the person in charge under the name of the salesperson to another person when the salesperson resigns;
(2) The change set supports the configuration of the public sea and the thread pool, and can quickly copy the configuration in the pool to other tenants; (*During the copy process, it does not support personnel-related replication, and the places related to selecting personnel need to go to the inbound enterprise Configure the personnel separately.)
(3) The customer list supports batch return to the high seas operation;
(4) The approval process can be triggered when the master-slave joint import of sales orders is supported;
(5) Operations such as editing and deleting sub-products on the configuration page of product selection details are controlled by functional permissions;
(6) Open the price list to support multi-unit pricing function: select products based on commodities, support multi-specification products when selecting products, multi-unit products, and switch units.
3. Service Management
1. New on-site standard operation SOP
It supports working in sequence or flexibly executing process steps, and can record the engineer's working hours at the same time. (Professional Service Pass)
【Engineer Operation Instructions】
1. When the process flow is transferred to the on-site standard work inspection group application node, click [Execute on-site work] in the to-do list or in the work order process node application. Note: Currently only app-side operations are supported, and web-side operations are not supported.
2. The standard operation interface displays all the process actions to be executed: edit objects, create associated objects in batches, edit slave objects, and add inspection groups.
3. Process sign-in and sign-out: The engineer can only start operating the action item after sign-in. After sign-in, a "sign-out" button will appear. After clicking "sign-out", you can click "sign-in" again to activate the process and execute process actions , click "Sign out after completion" to complete this process by default.
2. Add service provider service group
Support the creation of service groups for external service provider engineers
3. To-do list assignment supports map dispatch
Support to-do list assignment and support map dispatch.
4. Online customer service
(1) Objectification of customer service workbench emails
The public email data received by the customer service is object-based storage, and it supports one-click conversion of emails into work orders on the workbench.
(2) Optimize the display effect of the customer workbench
When creating a related object document in the customer service workbench, open a new tab page operation.
(3) Smart customer service adds semantic recognition capabilities
Intelligent customer service provides high-level capabilities of semantic recognition.
(4) Add knowledge recommendation component
According to the knowledge record recommendation rules configured in the background, the knowledge record recommendation is performed under the business object.
4. Channel Management
4.1 Order Express
1. Mall optimization - ordering service number operation
Qixin>News Enter the [Dianhutong] service account to view the latest push news, latest announcements, help center, and view orders.
2. Mall optimization - optimize the activation process
Order pass purchase is successful, the service account sends a notification to the administrator, the administrator clicks to enter [order management], and needs to manually open order pass.
3. Mall optimization - classification navigation on the mobile terminal
The mobile terminal has added a category navigation menu entry and bottom navigation. On this page, you can view the category structure, browse the pictures of the three-level categories, browse commodities/products based on categories, add carts, and place orders.
4. Mall optimization - web-side product card support configuration
Added [Mall Page Configuration] in the configuration guide. After entering the page, you can configure the picture, title, and other display fields of the product/product card.
5. Mall optimization - fast order placement
The web mall has added a quick order entry, and the mobile terminal has added a quick order bottom navigation bar. Users can browse products on this interface and submit orders directly.
6. Small program optimization - adapt to Funshare APP
The Lianhutong applet supports running on the FunShare app.
7. Account payment optimization - support for multi-account deduction
Added [Balance Deduction] button for payment, you can select accounts to deduct balances in batches, and add [Multi-Account Deductions] entry to account income and expenditure records, and newly created account expenditure records support batch selection of accounts to deduct balances.
8. In-sale package - small optimization items for new payment
(1) The new payment supports master-slave joint import;
(2) For new payment, create a new support draft box;
(3) The master-slave strong association parameters for the new payment are released. When creating a new payment, you can configure the master-slave strong association or not;
(4) The status of the payment details follows the status of the approval flow of the payment, and the payment details do not support the separate approval flow for the time being;
(5) When creating a new payment or editing a payment: If you select a payment plan after associating with a sales order, you can only select the payment plan under the current customer and sales order.
4.2 Invoicing
1. The invoice supports multi-unit delivery
- When dealers place an order, they generally submit sales orders (orders) in large units, but in actual delivery (delivery), they may ship in large units or in benchmark units (small units). Now the system Both scenarios are supported.
- The current delivery quantity (base unit) field allows the user to input. After the user enters, the value of the current delivery quantity field will be updated through the conversion ratio;
- The number of this shipment (base unit) is linked with the number of this shipment. After the user enters the value of one of the fields, the value of the other field will be updated after calculation by the conversion ratio.
2. The invoice confirmation page supports custom fields
- The invoice confirmation receipt page now supports adding custom fields, which can be added by configuring the content entered after the button is clicked.
- If the added field is a preset field that is not allowed to be edited, it will be regarded as an invalid field, and the verification will fail when saving.
- Fields that support editing or custom fields can be added, such as a signature field, which will be displayed on the receipt confirmation page and filled in when confirming receipt.
3. Smart replenishment
- When creating a new purchase order, after selecting the product, click "Smart Estimate", the system can calculate according to the formula or custom function, and fill the calculated result into the purchase quantity;
- Users can make modifications based on the estimated quantity.
5. PaaS platform
5.1 Object Management
1. The date field adds multiple types of display
A new display format is added under the [Date] field, and the formats of [Year-Month-Day], [Year-Month], [Year-Quarter], and [Year] are supported.
2. Fields referencing common option sets support cascading settings
- Use [Common Option Set] field support as a parent-child field to set dependencies;
- Support for setting dependencies on fields with and without a common option set.
3. Support configuration cycle timing delete task
[Periodic deletion] is added to the data deletion tool to realize regular deletion of data every day, every week and every month.
4. New field content under button settings
Under the button settings, the [Personnel (Multiple Choice)], [Associated Object (Multiple Choice)] and [Department (Multiple Choice)] fields are newly added.
5. Custom business buttons support pre-validation
In the verification before the button, the function supports the secondary pop-up window function, namely
- Support text prompt writing
- Support rule judgment
6. The ability to add serial numbers to new/edit page detail objects on the Web side
- Add "#" to the first column of the table header on the new page/edit page to display the serial number of the detailed object;
- When moving data, the serial number does not move with the movement of the object data, but is always arranged in sequence;
- The serial number does not support sorting, and the default is ascending, starting from 1 and increasing by 1.
7. Support tiled layout from object field
Create a global master-slave, add an edit column to the slave object list, and when you click the edit button, slide to expand the complete form of the current data of the slave object.
8. Optimized the mobile details page experience
- The statistics field can be configured to display or not, and the display style supports switching between general style and compact style;
- Summary fields support image fields.
9. The object details page can configure the display style from the object component
In the display style setting of the slave object, the [Business Type drop-down] style is added, so that the slave object can realize the switching and filtering of multiple business types.
10. Object filtering supports selection of deactivated departments
Add the disabled tab in the department filter component, and support the display of nearly 500 disabled departments.
11. Update Import Support Update Leader
Update the import interface, add [whether to update the person in charge] configuration: if yes, choose how to deal with the original person in charge; if not, keep consistent with the current logic.
12. Duplicate check rules support setting whether empty values match logic
When creating a duplicate check configuration rule, the field of the matching rule is newly configured with [null value does not participate in duplicate check], [matches null value] and [does not match null value].
13. Other optimizations
(1) When the associated object data exceeds 100w, new statistical fields are not allowed;
(2) Single-choice, multi-choice, and Bool fields are tiled by default;
(3) The mobile terminal details page operation custom button page is automatically refreshed;
(4) Supporting field [Partner] of the Internet sharing rule object;
(5) The 1-5 level folders of the network disk support setting management permissions.
5.2 Process Management
1. The button triggers the approval flow, and supports the configuration of approval content
- The approval flow triggered by the custom button allows the configuration of the approval content, and it is automatically stored in the warehouse after filling in;
- After the process definition is configured to edit and approve the content, when the front-end user operates, the entry for editing the content will be automatically displayed, and a pop-up window will be displayed after clicking.
2. Rejection method, support option configuration
- In the advanced configuration, [Reject to Node] or [Direct Reject] can be selected as the default option by default;
- After configuring [Reject to node], the process rejection method is selected as [Reject to node] by default.
3. Cancel linkage between [View Approval Comments] and [View Approval Configuration]
Business function permission configuration permission setting, "View Approval Comments" and "View Approval Configuration" are unlinked.
4. Business nodes, support editing associated object fields
- Process definition, support selection of associated objects and object fields;
- The process business node supports editing the data fields of the associated object of the current object.
5. Process node, support to select multiple custom business buttons
- Under the business node, it is allowed to select the custom business button of the object, including UI events, pre-validation, execution actions, etc.;
- Support details page-custom button, the preset button can apply for grayscale according to "enterprise + object", and supports up to three custom buttons.
6. Statistical fields trigger workflow and support whitelist configuration
- Workflow-definition list, add [Field Whitelist Configuration] entry;
- When [Field Update Trigger] is selected, only the configured whitelist-statistical fields (preset + custom) can support [When Changing], otherwise [When Changing] cannot be selected.
7. Process processor, support configuration of APL code
- In the process node processor configuration, add [Based on APL code], after selecting, a pop-up window for selecting APL code will be displayed;
- When the process is triggered, the personnel information of the APL code is automatically parsed and displayed in the task node.
8. Enhanced and upgraded process operation and maintenance monitoring
- Function authority, add "process operation and maintenance monitoring" entry;
- For abnormal processes and tasks, the reason for the task exception is displayed on the details page;
- It supports exporting according to different states of approval flow and business flow.
9. Field change trigger, add [rich text] field
Triggers and conditional judgments support the selection of [Rich Text] fields.
10. Process nodes, support master-slave editing together
- When configuring the approval content in the approval node, it supports selecting the main object field and the slave object;
- After the process is triggered, the approval content editor supports simultaneous editing of master and slave objects.
11. Enhanced movement ability after the process
- Post-process action-CRM reminder, supports the selection of the process initiator's report object, the task executor and the person in charge of the main department;
- Post-process action-email notification, supports selection of personnel in the associated object.
5.3 Interface Management
1. Web master station supports menu display icon setting
- Tenant-level view menu supports "menu display icon setting";
- CRM menu (not migrated) supports "Menu display icon setting".
2. New main website page logic optimization
(1) Applications with memory function: enterprise credit, to-do, schedule, CRM, work
(2) Entering for the first time: If there is a job in the main navigation, enter the job; if there is no job, enter the first application
(3) Not entering for the first time:
- When you exited last time, you were in one of the applications with memory function, and the application was exposed in the main navigation, and you will still enter the application when you enter again
- When you exited last time, you were in one of the applications with memory function, and this application is not in the main navigation. If you enter again, you will enter the first application in the main navigation
- When you exited last time, you were not in one of the applications with the memory function, and entered the main navigation again, showing the first application in the main navigation
- Enter the application in More, refresh the current interface, click More again, the application will add the selected state of the gray background color
- When there is nothing in the main navigation, enter again and enter the work page
3. Other optimizations
(1) The custom menu item supports the configuration of the specified data cockpit;
(2) When "CRM Object" is selected as the category of the custom menu item, all business types are supported.
6. Business collaboration
1. The log supports triggering workflow
When creating a new workflow, a system-preset [Log] object is added to the process initiation object.
2. The log supports finding associated fields
- Log object - new/edit page, detail page layout, support for finding associated (multiple selection) fields;
- The selected multiple lookup associated data supports statistics in BI reports.
3. The log supports submitted/unsubmitted statistics
- Enable the statistics button in the log management;
- Select the log due object (gray scale) in the report to independently count the submitted and undelivered logs.
7. Integrated platform
7.1 ERP Connector
1. Integration flow
(1) The integration stream adds display operation logs;
(2) The integration flow adds a write-back component;
2. Operation and maintenance tools
(1) Refined notification management;
[Configuration entry] Connector management - click on a specific connector - under notification settings.
(2) The integration flow synchronization data tab adds filter conditions;
(3) Synchronous task optimization.
3. Add connectors for multiple account sets
New multi-account connector
7.2 OA connector
1. OA to-do message connector (plug-in)
Added OA to-do message connector (plug-in).
2. Dingding connector (plug-in)
Added support for pushing CRM approval to-dos to generate DingTalk approval to-dos;
Note: To generate approval pending or notification reminder, only one of the two can be selected.
3. Feishu connector (plug-in)
Added Feishu connector (plug-in)
【Docking method】
(1) The product is launched on the Feishu version of CRM, and the company activates the Feishu version of Fanxiang CRM in the Feishu application market, and the Feishu connector is included by default. -- out of the box.
Note: The first phase only involves [Feishu-CRM application single-application docking], and later consider opening up multi-application docking [Feishu-CRM application/marketing application/service application multi-application docking] [docking between single applications] .
(2) Those who use Feishu and the stand-alone version of CRM can realize the connection between Feishu and CRM H5 by purchasing and activating the Feishu connector, including binding and unbinding, organizational structure synchronization, accessing CRM without login, and to-do push Wait.