ZDOO full collaborative management system v8.5.0 basic version

ZDOO (original) full collaborative management system consists of five modules: customer management (crm), daily office (oa), cash accounting (cash), team sharing (team) and application navigation (ips). It is mainly for small and medium-sized teams. Internal management of enterprises. Compared with other products on the market, ZDOO Synergy focuses more on providing integrated and streamlined solutions.

Installation environment: php5.3-5.6

ZDOO8.0 is released! In this issue, the attendance group function has been added. The OA application has comprehensively improved the original functions and added a variety of functions, including the points function. In addition, the CRM application has been improved and known issues have been fixed.

Hello everyone, ZDOO8.0 has been released! The new attendance group function in this issue can help enterprises solve the management problems of multiple shifts. The OA application has comprehensively improved the original functions and added tardiness and leave statistics. It can manage attendance more standardizedly and conveniently, and significantly improve the efficiency of employees' application submission and manager approval. The length of time to be made up can be automatically calculated when requesting leave and making up work, and the balance of overtime and paid leave can be automatically calculated; annual leave can be automatically issued, and the annual leave balance is automatically calculated after use. Unused annual leave can also be applied for conversion into wages. Attendance has added the setting of lunch break and dinner time. Lunch break, dinner and holidays will no longer be counted when submitting applications for leave, overtime, etc.

This issue also adds a points function, from the formulation of point rules and levels, to point issuance and redemption, to point ranking, it brings a complete set of points management functions to enterprises, which can be used as a management method to motivate employees.

In addition, this issue also improves the CRM application and fixes known issues.

ZDOO source package update log

v8.0

Feature updates

OA application

1. Added the function of creating recurring to-dos.

2. The to-do calendar displays the number of customers to be contacted next in the CRM, allowing sales staff to intuitively know their workload.

3. Add an approval link to the OA approval emails to facilitate approval by the approver.

4. Multiple file selection is supported when uploading attachments for reimbursement.

5. The reimbursement list adds search conditions by department.

6. Added new attendance group function, which can set different attendance times.

7. The company’s attendance setting adds lunch break and dinner periods.

8. Added lateness statistics table.

9. Added leave statistics table.

10. "Length of shift to be made up" and "number of paid days" are added to the attendance statistics, and the number of paid days is used as the basis for calculating attendance deductions.

11. When applying for leave, make-up work, overtime work, or paid leave, the application time will be automatically calculated based on the working day and working hours.

12. When applying for make-up work, you no longer need to select leave records. After applying for leave, canceling leave and making up work, the total duration of the class to be made up will be automatically calculated.

13. Remove family leave and paid leave from the types of leave, and add four paid leaves: maternity leave, paternity leave, breastfeeding leave and bereavement leave.

14. Add the function of uploading attachments when asking for leave.

15. There is no need to select overtime records when applying for compensated leave. The balance of compensated leave will be automatically calculated after overtime and compensated leave.

16. Added a view list of all employee compensation leave balances.

17. Added the function of converting the rest balance into salary.

18. Added the function of automatically issuing annual leave.

19. Added a view list of annual leave days for all employees.

20. Added the editing function of annual leave balance, and you can view the history of annual leave.

21. Add display and check of annual leave balance when applying for annual leave.

22. Added the functions of application, approval and payment of annual leave converted salary.

23. After applying for annual leave and converting annual leave, the annual leave balance will be automatically deducted.

24. Annual leave is separated from leave and used as an independent functional module.

25. Added a view list of all employee supplementary recruitment applications.

26. Add a new viewing list of leave, make-up, paid leave, and overtime applications that have been approved by me.

CRM application

1. In the contract list, click on the contract name to jump to the details page.

2. Add customer pages to fill in information in groups and display it on one page to facilitate sales staff to fill in.

3. Change "Customer Source" in "Customer" to "Customer Source Channel", add "Customer Source Type", and you can choose market diversion, company allocation, and sales self-expansion.

4. Add a "recommendation index" to the customer editing page, which is the index at which customers are willing to recommend products to other users.

5. The "Customer Success Manager" field is added to the customer addition, editing and details pages.

6. Add the "Follow Up by Me" filtering tag to the customer list, which can filter out the customer success manager who is my customer.

7. Added "Who to contact" and "Customer Success Manager" search conditions to the customer list.

8. Add the number of customers who need to be contacted on the next contact date when the next contact is made.

9. Removed the restriction that only one next contact can be created for the same contact.

10. Click the contract team confirmation reminder in the lower right corner to open a new page so that you can confirm one by one when you receive multiple confirmation reminders.

Added points function

1. Support custom points types and points rules.

2. There are four built-in points rules: perfect attendance points, seniority points, performance points, and sharing points.

3. Automatically distribute perfect attendance points: Automatically distribute perfect attendance points to employees with perfect attendance every month.

4. Automatic and manual issuance of seniority points: adding users or automatic distribution every year, or manual distribution.

5. Automatically distribute sharing points: Sharing points are automatically distributed to all members every month and can only be used as gifts to others.

6. Performance points: Performance points for the entire department are automatically issued every year, and then distributed to department personnel by the department manager.

7. Manually distribute general points, which can be flexibly distributed according to employee performance.

8. Points gifting function: Employees have given points before.

9. Points application and approval function: Employees can apply for points, which can be obtained after approval by the person in charge.

10. Points are cleared automatically: general points and department performance points are cleared once a year, and shared points are cleared at the end of each month.

11. Added new planned tasks for modifying points issuance and clearing, which can be customized according to company regulations.

12. Points ranking function: You can view the daily ranking, weekly ranking, monthly ranking, and total ranking of the TOP10.

13. Points level and martial arts functions.

14. Redemption gift management function: You can manage gifts used to redeem points.

15. Points redemption gift function: Employees can apply to redeem points for gifts, which will be approved and issued by the person in charge.

16. Points grant statistics table

17. Points redemption statistics table

Backend management

1. Added the function of resetting ZDOO login password, and you can reset the password through email.

2. When adding members, you can directly set the permission group, no need to set it separately.

3. When adding members, add the joining date, which will be used for the calculation of seniority.

4. A new sorting function is added to the backend member list, and the colleague list in the team application will be displayed in this sorting.

Bug fixes

1. Fixed the problem that the existing contact information of a contact still persists after clearing it.

2. Fix the problem that the statistical item at the bottom of the sales contract list is incorrect in the payment amount for this month.

3. Fixed the issue where the unpaid amount in the contract list was incorrect after the non-RMB account was paid back.

4. Fixed the issue where the system reported an error when the contract payment time was selected before the contract was signed.

5. Fixed the issue where team members could not receive message reminders after the contract team participation ratio was modified.

6. Fixed the issue where deleted and permanently disabled users appear in the member list in the contract team settings.

7. Fixed the issue where the list of unfinished contracts in my site did not display the unfinished contracts that I participated in.

8. Fixed the performance problem when customers click to add contacts.

9. Fixed the issue where there was no response after clicking Save after deleting the assignee on the Assign Client page.

10. Fixed the problem of long links overflowing the block in the purchase intention page of the customer details page.

11. Fixed the problem that new merchants cannot be saved when recording expenditures in 6.7.

12. Fixed the issue where the confirmation page reported an error when the template and file selected when importing accounting did not correspond.

13. Fixed the issue where the confirmation page crashed when loading a large amount of accounting data.

14. Fixed the problem of clearing the selected accounts after selecting products on the batch accounting page.

15. Fixed the problem that the exported account profit and loss statement data was incorrect.

16. Fixed the problem that some accounts cannot be edited when batch editing accounting.

17. Fixed the issue where the redemption amount can exceed the investment amount when redeeming investments.

18. Fixed the issue where the transaction date lacks required verification when recording investments, redemptions, loans, and loan repayments.

19. Fixed the line wrapping problem in the "Description" column of the income list.

20. Fixed the issue where the company attendance interface does not display outing records. (user feedback)

21. Fixed the problem of missing detailed date format error when submitting reimbursement.

22. Fixed the issue where the left navigation is incorrectly positioned after clicking on a contract or customer in the reimbursement details page.

23. Fixed the issue where special characters in Markdown code were mistakenly considered as HTML code.

24. Fixed the problem of document content being lost after saving Markdown.

25. Fixed the issue where attachment suffix names are displayed repeatedly in the attachment library list of the document library.

26. Fixed the problem of error reporting in the remark information of editing tasks.

27. Fixed the issue where task status cannot be edited for Kanban tasks.

28. Fixed the problem that after the task is changed to a multi-person task, there is an additional work-hour verification problem when saving.

29. Fixed the issue where adding a blog can still be saved without selecting a category.

30. Fixed the problem of installation error when the database name contains "_" and the table creation prefix is ​​filled in.

31. Fixed the issue where data outside the permissions can be searched out when there is no permission for all lists.

32. Fixed the issue where the list still displays the search conditions of the previous application after switching applications.

33. Fixed the issue where the left application bar is still displayed after returning and logging in again when there is no deletion permission.

34. Fix other known issues.