1. Marketing Management

• Mini-page design simplification, component content and style setting interaction optimization.

• Simplified lead form design, optimized interaction between component content and style settings.

2. Sales management

• Duplicate clues support not generating new clues, only generating behavioral data is configurable, and supports automatically overwriting existing clues with behavioral data;

• Add [Behavior Record] object, associate clues, and store behavior data.

• Available scopes support new imports from objects:

• Currently only supports the new import of [Salesable Customers] applicable to designated customers, [Salesable Products] applicable to designated products and [Salesable List]

• New import by condition is not supported.

• Order invalidation authority, non-administrators can also invalidate orders;

• After the switch is turned on and you have the [Void] business function authority, you can void the corresponding order data;

• On the WEB side, turn on the multi-unit switch, and the quotation and sales order can be adapted to multiple units at the same time;

• On the mobile terminal, after the multi-unit switch is turned on and the applet structure is dimmed, the quotation is adapted to multi-units.

3. Service Management

• Support work order return visits, different types of work orders can set different return visit rules, and the work order process will automatically flow to the return visit node;

• The return visit service conducts a return visit to the work order at the return visit workbench, and records the customer's evaluation record and return visit content;

• Seamlessly call the call center, call back to the customer service with one click, directly call out the customer with the work order, and the session record is automatically stored.

4. Channel Management

4.1 Order Express

• Orders: Adapt to the logic of order discounts and discounts to improve the transparency of product discounts.

• Promotion: Promotional display needs are optimized, and promotional rules such as flash sales and discounts are directly displayed on the label.

• After the object is authorized to access the account, add two fields [whether to enter the account] and [account to enter the account] on the object, as well as two buttons [account] and [cancel the account], and add verification rules on the edit and void operations (once The credited amount cannot be edited, it can only be invalidated after canceling the credited amount) 

• After confirming the account entry, an account income and expenditure statement is automatically generated to increase the balance of the corresponding customer account. When the account is canceled, the corresponding transaction will be canceled and the balance will be reduced.

• After crediting the balance, all capabilities of the customer account can be reused.

4.2 Proxy Link

• The partner object is exposed to downstream;

• Partner level: A new field is added to the partner object, and the parent partner can be selected when creating a new one. You can see the partner hierarchical relationship on the object details page;

• Permission processing based on partner level: Upper-level partners can view the data reported by lower-level partners.

• Support the creation and application of master data in sub-business units;

• Support sending the master data of the master account set to the master data of the sub-account set;

• Support master data field setting, synchronization and locking.

4.3 Invoicing

• Sales order supports strong/weak check of inventory according to business type. According to the business type of the sales order, it can be set whether to allow the submission of the sales order when the available inventory is insufficient.

• Orders support import updates. After opening the inventory, the order supports importing and updating the main object of the order separately, or importing and updating the slave object of the order product separately.

• For undelivered order products in detail lines, the price limit can be modified. (Note: Modifications are not allowed for item order products that have been shipped or partially shipped)

• The invoice approval has passed the precondition verification, and configuration guidelines and function templates are provided. By configuring a custom function in the process node, it can verify whether the actual inventory is sufficient, and block the approval when the inventory is insufficient.

• The logistics query function is componentized and supports other preset objects and custom objects. Each query needs to deduct one query count. From September 1st, the number of inquiries will be deducted for each inquiry, so you need to purchase the logistics inquiry resource package to continue using the service.

• The inventory list supports automatic generation of inventory surplus/loss inventory receipts. After enabling the option of automatically generating stock-in inventory with surplus and stock-loss with inventory loss, the system will automatically generate stock-in surplus with stock-in-stock and stock-loss with inventory deficit when the stock-taking document is confirmed, and adjust the inventory.

• The transfer slip supports automatic transfer confirmation and storage. After the option of automatically confirming the storage is turned on, when the transfer order is confirmed and the transfer-out document is generated, the transfer-in document for the warehouse will be automatically generated.

• Added K3C docking plug-in, docking multi-dimensional inventory details

• All objects of Invoicing support function incremental editing.

4.4 Internet Platform

5. PaaS platform

5.1 Object customization

• A new calendar view is added to the list page layout, which can be displayed as a calendar view according to the date and time fields in the object;

• The display style of the calendar supports two methods: "calendar + list" and "calendar";

• The summary field displayed for each object data on the calendar can be customized;

• Support viewing timetable by project dimension, similar to Gantt chart.

• Added a map view to the list page layout. Objects with a positioning type field support the map view and related configurations;

• You can customize the fields displayed in the bubble, and the bubble color can be customized according to the field option value.

• A new type field of "Find Association (Multi-choice)" is added under the object;

• You can select multiple pieces of data in the search association (multiple selection) field, and the maximum number of values ​​cannot exceed 10.

• The new page field arrangement supports table layout: the number of columns can be set to 2 columns, 3 columns, or 4 columns;

• When the master and slave are created at the same time, the slave object supports copying and pasting from Excel, and multiple columns can be copied at one time and pasted to the object list.

• Batch button from object: batch edit, copy, delete support configuration;

• Single button: delete, copy support configuration.

• New data-select the sorting of the business type page
• Master-slave Simultaneous New Edit Page Display of multiple business types of slave objects
• Details page related list

• When customizing an object [edit] object information, the field type of the main attribute field can be modified, and the self-increment number and single-line text can be switched at will;

• Added display field configuration on the new and edit object pages, allowing the configuration of display fields.

• The display style of numeric type fields supports steppers, and the step size can be set;

• The new edit page, detail page, and list page will all be displayed in a stepper style.

• The smart form is equipped with multiple languages, and supports Chinese, English, and traditional language switching;

• Option value, the prompt automatically adapts to the selected language;

• Button names and field names can be configured as required.

• Export pictures/attachments Support multiple pictures and attachment fields to be selected, pictures and attachments can be mixed and exported, both pictures/attachments can support multiple selections, no upper limit;

• The master and slave are exported at the same time, and only one slave object can be selected to export together;

• Import supports function validation.

• The storage used by the enterprise exceeds the maximum limit set by FunShare, and its use will not be affected. On the basis of its use of storage, it will be restricted according to this rule;

• When the business master version expires, it will be restricted according to this rule, and the excess part needs to be re-purchased.

5.2 Process customization

• Process-related variables, add approval submitters

• Approval Submitter, support contains (intersection), does not contain (non-intersection), is empty, is not empty, is equal to, is not equal to

• Activities that are executed immediately by the workflow, if a function is configured, support the configuration to check asynchronous execution;

• Check asynchronous execution, and the current function will enter the active execution queue for execution;

• If asynchronous execution is not checked, when the current function is executed, other activities will be automatically executed after 3 seconds.

• The end state of the stage propeller (win order, lose order, invalid) can be configured "whether to support reactivation after entering this stage";

• This function is controlled by function permissions;

• Phase booster handles page_final phase, adding "reactivation" entry.

• Phase change triggers the approval type, which supports switching to edit approval;

• Switch to "Edit Approval", hide the "Whether to trigger approval when the stage is completed" and "Triggered approval flow" on the configuration page, and follow the edit approval flow of the corresponding object by default;

• If no approval flow has been created, the edited object will not go through the approval flow.

5.3 Interface Customization

• A new toolbar is added when configuring the homepage template on the web: multiple components can be dragged and dropped in the toolbar, and the component types include basic components (including scenarios, tools, schedules, and tasks) and preset components (including sales presentations, order statistics, and payment collections) statistics, refund statistics, etc.);

• Add custom menu items: add custom page containers, which can be configured in the menu, and support two menu types, CRM menu and PaaS application menu. Custom menu items can be configured to apply;

• Configurable display conditions for components on the object details page: Configurable components can be flexibly displayed on the object details page according to conditions, such as displaying electronic signature components when the data is approved.