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FAQ

Shipping Timelines and Expected ETAs

Shipping Timelines

Here we strive to ensure that your orders are delivered promptly and efficiently. Below is a general overview of our shipping timelines and what you can expect regarding estimated arrival times (ETAs).

Standard Shipping

  • Processing Time: Orders are typically processed within 1-3 business days.
  • Delivery Time: Once shipped, standard delivery usually takes between 5-7 business days, depending on your location.

Expedited Shipping

  • Processing Time: Orders are processed within 1 business day.
  • Delivery Time: Expedited shipping typically delivers within 2-3 business days after processing.

International Shipping

  • Processing Time: International orders are processed within 1-3 business days.
  • Delivery Time: Delivery can take anywhere from 7-21 business days, depending on the destination and customs processing.

Factors Affecting Delivery Times

Please note that shipping times may vary due to factors such as:

  • Weather conditions
  • Holidays and peak seasons
  • Carrier delays
  • Customs processing for international orders

Real-Time Tracking

For your convenience, you can get real-time tracking updates on your order status by interacting with our AI agent or virtual assistant. Simply ask for updates on your shipment, and you'll receive the latest information on your order's location and expected delivery time.

Thank you for choosing us. If you have any further questions, feel free to reach out to our support team!

 

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Change/Reset Password

Change your password

  1. Open your ZenTech Account. You might need to sign in.
  2. Under "Security," select Signing in to ZenTech.
  3. Choose Password. You might need to sign in again.
  4. Enter your new password, then select Change Password.

Change password

 

Reset your password

  1. Follow the steps to recover your account. You'll be asked some questions to confirm it's your account and an email will be sent to you.  If you don’t get an email:

2. Choose a password that you haven't already used with this account. Learn how to create a strong password.

What happens after you change your password

If you change or reset your password, you’ll be signed out everywhere except:

Fix problems with your password

If you're having trouble resetting your password or can’t sign in to your account, get more help.

 

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Billing

Payments

For questions about managing payments, changing your payment method, changing payment currency, updating your credit card information, and trouble shooting credit card issues, refer to these articles:

 

Account suspension

For questions about declined payments, pending account suspension, or account reactivation after suspension, refer to these articles:

Subscriptions

For questions about viewing your current subscription, agent seats, and plan types, refer to the following articles. Both account owners and administrators can view subscriptions. Account owners and billing admins can also make changes to subscriptions. Regular (non-billing admins) in sales-assisted accounts can request subscription changes.

 

If you need further support or encounter issues with any of the above please reach out to our Support/ Success teams to service you further

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Subscription Plans

About current Zendesk Suite plans

All plans include these fundamental features:

  • Ticketing system
  • Messaging across web, mobile, and social media
  • Email, voice, SMS, and live chat support
  • A unified agent workspace
  • Pre-built reporting and analytics dashboards
  • Access to prebuilt apps and integrations from the Zendesk Marketplace

The current Zendesk Suite plans are:

Plan Description
Team

Our least-expensive Suite plan. It includes the basic features you need to deliver omnichannel support wherever your customers need it. Team includes the fundamental features plus a single help center, up to 50 AI-powered automated answers, pre-built reports, support from the Zendesk team, and more.

Growth

Includes all the features in the Suite Team plan plus additional features to handle higher support volume. Growth includes multiple help centers, up to 100 AI-powered answers, conversation routing based on skills, light agents, a self-service portal, and more.

Professional

Includes all the features in the Suite Growth plan plus additional features for growing teams, better collaboration, routing, and analytics. Professional adds capabilities like up to 500 AI-powered answers, community forums, SLA management, custom reports, and more.

Enterprise

Includes all the features in the Suite Professional plan plus additional features for delivering personalized customer experiences at scale. Enterprise helps you scale up your support with custom permissions, agent workspaces, and branding. It also includes real-time shareable reports, a sandbox environment for testing, and more.

Enterprise Plus

Includes all the features in the Suite Enterprise plan plus you can add additional features that tailor Zendesk exactly to your needs. It includes everything from the other plans plus an enhanced sandbox environment, enhanced disaster recovery, a high volume API add-on, and more.

For more information, see the Zendesk Suite plan comparison.

About legacy Support Suite plans

The legacy Zendesk Support Suite offered two plan types that contained Support, Guide, Chat, Talk, and social messaging in one bundle.

The legacy Support Suite plans are:

  • Support Suite Professional, included the Professional plan versions of Support, Guide, Chat, Talk, plus the social messaging add-on.
  • Support Suite Enterprise, included the Enterprise plan versions of Support, Guide, Chat, Talk, plus the social messaging add-on.

When features are added to the current Professional or Enterprise versions of Support, Guide, Chat, or Talk, or social messaging, they will also be added to the equivalent legacy Support Suite plan.

The following table shows feature availability for Support Suite plans as of January 31, 2021.

For information about pricing, see the Suite pricing page.

Agent workspace Unified agent workspace
Support Customer service ticketing
Email Y Y
Public social channels (Facebook and Twitter) Y Y

Social Messaging add-on

(WhatsApp***, WeChat, LINE, Facebook Messenger, and Twitter Direct Messages)

Y Y
Web Widget & Mobile SDK Y Y
Reporting and dashboards, powered by Zendesk Explore Y Y
Customizable reports and dashboards, powered by Zendesk Explore $ $
Private custom apps and integrations Y Y
Multiple ticket forms $ Y
Business rules analysis   Y
Custom roles and permissions   Y
Multibrand   Y
Guided mode   Y
Satisfaction prediction   Y
See more    
Guide Knowledge base and self-service
AI-powered suggestions with Answer Bot $ $
Agent-only knowledge base Y Y
Flag and create knowledge with Knowledge Capture App Y Y
Reporting and dashboards, powered by Zendesk Explore Y Y
Multilingual content Y Y
Article lifecycle management with Team Publishing   Y
Identify knowledge gaps with Content Cues   Y
Multiple help centers   Y
See more    
Chat Real-time chat
Unlimited chats, triggers & departments Y Y
Widget customization Y Y
Public & private apps Y Y
Operating hours Y Y
Reporting and dashboards, powered by Zendesk Explore Y Y
Conversion Tracking Y Y
Widget unbranding   Y
Real-time dashboards   Y
Web Widget   Y
Roles and permissions   Y
Skills-based routing   Y
See more    
Talk Call center software
Automatic ticket creation Y Y
Call recording & voicemail transcription Y Y
IVR phone trees Y Y
Call monitoring & barging Y Y
Callback from queue Y Y
Reporting and dashboards, powered by Zendesk Explore Y Y
Talk Partner Edition Y Y
Monthly Diagnostics   Y
Talk Usage 99.95% SLA   Y
Failover on demand   Y
See more    
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TECHNICAL SUPPORT FOR INSTALLERS

Installation process

Here are the steps to install the product:

  • Mount the inverter on the wall using the SnapINverter mounting system.
  • Connect the DC input cables from the solar panels to the inverter's DC terminals.
  • Connect the AC output cables from the inverter to the house's electrical panel.
  • Configure the inverter using the communication package included as standard with WLAN, energy management, and numerous interfaces.

Troubleshooting

Here are some common issues that installers might face when using the product and how to troubleshoot them:

  • Low efficiency: Check the DC input voltage and current to ensure they're within the inverter's specified range. Also, make sure the solar panels are clean and free from obstructions.
  • No output: Check the AC output voltage and current to ensure they're within the specified range. Also, check the inverter's settings to ensure it's configured correctly.
  • Communication issues: Check the WLAN connection to ensure it's stable and strong. Also, make sure the inverter's firmware is up to date.

In conclusion, the product is a communicative inverter that's ideal for optimised energy management in private households. With its high efficiency, easy installation, flexibility, and communication package, it's a popular choice among installers. By following the installation process and troubleshooting tips outlined above, installers can ensure a smooth and successful installation of the product.

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What's New?

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January Features

Journey Check - Prospect has Visited Website: Checks if Prospect has visited a website within a set time period, which will return a true or false result. 

Custom Fields - Quote Products and Quote Line Items:  Custom fields are now available for Quote Products and Quote Line Items.

New Workflow Action - Add To Marketing List: Added Add to Marketing List action to Workflow Automation. This action will add a Contact or a Lead to a Static Marketing List. This action will only be available if your account has both an ZenTech Marketing and an ZenTech CRM subscription.

Finish Actions and Journey Steps - Email Notification Improvement: Previously, the Notify User Finish Action and the Notify User Journey Step only sent the user a notification within the ZenTech app. Now, users can select App Notification + Email to also receive an email notification. 

ZenTech Marketing - Added Related Tab and Audit Logging Grid:  Added a Related tab to the following ZenTech Marketing objects:

  • Journeys

  • Redirect Links

  • Files

  • Form Handlers

  • Landing Pages

  • Emails

Additionally, these object’s Related tab will contain Field History Tracking (aka Audit Logging), which registers and documents any user activity on a record’s fields.

Finish Actions and Journey Steps - Create Task Improvements:  The following improvements have been made to the Create Task Journey Step and the Create Task Finish Action:

  • Made the Assigned To dropdown field searchable so accounts with a long list of users can find the user more quickly.

  • In the Assigned To field, Lead User Lookup fields are now grouped together. The fields included are Lead Owner, Lead Responsible User, and any Custom Lead User Lookup fields.

  • In the Assigned To field, all active CRM users are now grouped together.

  • In the Assigned To Fallback field, the Skip task creation if Assigned To user is empty option will be selected by default. If this option has been selected, the Task will not be created if the Assigned To field is null on the Lead or Contact record.

  • When a Task is Assigned To a User Lookup field instead of a specific user, the Assigned To Fallback field will appear on the form. If the Assigned To field is null upon Task creation, the fallback user will be assigned to the new task. The Assigned To Fallback field will also appear if the CRM Lead or Contact Owner option has been selected.

 

Standard Object Related Grids - New Buttons:  Added new buttons on Contact and Organization Related tab grids to reduce the number of clicks needed when adding a linked record to that object. 

 

Contacts - Two Additional Read Only Link Fields: Added two new read only fields to Contact Page Layouts - Linked Prospect and Linked Lead. These fields can be added to custom Contact Page Layouts by editing the Page Layout. These two fields can also be added to custom List Views to filter by.

 

Contact Reports - Linked Items Statistics: The Linked Items Statistics folder has been added and contains several new fields that can be added to a Contact report. These standard or custom object fields display the number of records that are linked to the Contact record.

 

Opportunities and Projects - Added Ability to quickly Email Linked Contacts:  Added a new button on the Related tab of Opportunity and Project records in the Contacts grid to be able to quickly email the Contacts linked to the record.

Clicking this button will bring up the New Email form with the To field populated with the Contacts linked to the Opportunity or Project. Only the first 50 records will be added to the Recipient List.

The template type will be set to Opportunity or Project and the Email Subject field will be automatically populated as "Re: <Opportunity or Project Name>.

 

Dashboard Cards - Improvement to Text Fields:  Previously, when adding a text field to a table in a Dashboard Card, ZenTech would perform a count on the field by default. Now, the actual value of the text field will appear by default.

 

Dashboard Cards - Added Trendlines To Charts: Added the Trendlines option to Dashboard Cards, a new line series that charts average values over time in a way that is easy to understand visually. Trendlines are available for Vertical Bar Charts, Line Charts, and Area Charts.

 

Workflow Automation - Update Record Values: When creating an Update Record action, users can now select today in a date or datetime field. For example, the Meeting Scheduled Date field can be updated to the current day by selecting today as the updated Field Value.

 

Journeys - Prospects in Journey: When viewing a Journey records in a List View, users now can view the Prospects in Journey column in a custom List View, which displays the number of Prospects in the Journey.

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Product Release Notes: Week of Feb 19, 2024

Learn about the latest and newest features and updates every week. You can also visit the Roadmaps and Ideas page on our app to view upcoming releases or request new ideas.

Latest Updates

AWS GovCloud connection - General Availability (GA)

Connect Amazon Web Services Govcloud (aka "AWS Govcloud") to Drata allows for the automated, continuous monitoring and evidence collection of the dozens of infrastructure security controls required for compliance. Learn more at Connect AWS GovCloud.

AWS Organization Units connection - General Availability (GA)

AWS Organization units connection has many new features like

  • Include or exclude accounts during the connection process.
  • Receive information such as resource, resource type, org unit, and sub-account shown when a test failure occurs.
  • Improved efficiencies for AWS tests run.
  • Added option to include "DrataInclude" tag on org units to easily include the accounts under a specific org unit.

Learn more about Connecting AWS Organizational Units.

Improvements

Assets page

  • Out of scope (ignore) personnel assets are now included when downloading All Assets CSV file.
  • Added new Out of scope (ignore) status filter on the Assets page.

Audit Hub

Added instant feedback about download process (snack bars) in Audit Hub when you download all, selected, or individual control evidence.

Information security lead - RBAC roles

Updated the information security lead email notification for accurate description of the role.

See more
February Features

Journey Check - Prospect has Visited Website: Checks if Prospect has visited a website within a set time period, which will return a true or false result. 

Custom Fields - Quote Products and Quote Line Items:  Custom fields are now available for Quote Products and Quote Line Items.

New Workflow Action - Add To Marketing List: Added Add to Marketing List action to Workflow Automation. This action will add a Contact or a Lead to a Static Marketing List. This action will only be available if your account has both an ZenTech Marketing and an ZenTech CRM subscription.

Finish Actions and Journey Steps - Email Notification Improvement: Previously, the Notify User Finish Action and the Notify User Journey Step only sent the user a notification within the ZenTech app. Now, users can select App Notification + Email to also receive an email notification. 

ZenTech Marketing - Added Related Tab and Audit Logging Grid:  Added a Related tab to the following ZenTech Marketing objects:

  • Journeys

  • Redirect Links

  • Files

  • Form Handlers

  • Landing Pages

  • Emails

Additionally, these object’s Related tab will contain Field History Tracking (aka Audit Logging), which registers and documents any user activity on a record’s fields.

Finish Actions and Journey Steps - Create Task Improvements:  The following improvements have been made to the Create Task Journey Step and the Create Task Finish Action:

  • Made the Assigned To dropdown field searchable so accounts with a long list of users can find the user more quickly.

  • In the Assigned To field, Lead User Lookup fields are now grouped together. The fields included are Lead Owner, Lead Responsible User, and any Custom Lead User Lookup fields.

  • In the Assigned To field, all active CRM users are now grouped together.

  • In the Assigned To Fallback field, the Skip task creation if Assigned To user is empty option will be selected by default. If this option has been selected, the Task will not be created if the Assigned To field is null on the Lead or Contact record.

  • When a Task is Assigned To a User Lookup field instead of a specific user, the Assigned To Fallback field will appear on the form. If the Assigned To field is null upon Task creation, the fallback user will be assigned to the new task. The Assigned To Fallback field will also appear if the CRM Lead or Contact Owner option has been selected.

 

Standard Object Related Grids - New Buttons:  Added new buttons on Contact and Organization Related tab grids to reduce the number of clicks needed when adding a linked record to that object. 

 

Contacts - Two Additional Read Only Link Fields: Added two new read only fields to Contact Page Layouts - Linked Prospect and Linked Lead. These fields can be added to custom Contact Page Layouts by editing the Page Layout. These two fields can also be added to custom List Views to filter by.

 

Contact Reports - Linked Items Statistics: The Linked Items Statistics folder has been added and contains several new fields that can be added to a Contact report. These standard or custom object fields display the number of records that are linked to the Contact record.

 

Opportunities and Projects - Added Ability to quickly Email Linked Contacts:  Added a new button on the Related tab of Opportunity and Project records in the Contacts grid to be able to quickly email the Contacts linked to the record.

Clicking this button will bring up the New Email form with the To field populated with the Contacts linked to the Opportunity or Project. Only the first 50 records will be added to the Recipient List.

The template type will be set to Opportunity or Project and the Email Subject field will be automatically populated as "Re: <Opportunity or Project Name>.

 

Dashboard Cards - Improvement to Text Fields:  Previously, when adding a text field to a table in a Dashboard Card, ZenTech would perform a count on the field by default. Now, the actual value of the text field will appear by default.

 

Dashboard Cards - Added Trendlines To Charts: Added the Trendlines option to Dashboard Cards, a new line series that charts average values over time in a way that is easy to understand visually. Trendlines are available for Vertical Bar Charts, Line Charts, and Area Charts.

 

Workflow Automation - Update Record Values: When creating an Update Record action, users can now select today in a date or datetime field. For example, the Meeting Scheduled Date field can be updated to the current day by selecting today as the updated Field Value.

 

Journeys - Prospects in Journey: When viewing a Journey records in a List View, users now can view the Prospects in Journey column in a custom List View, which displays the number of Prospects in the Journey.

See more
March Features

Journey Check - Prospect has Visited Website: Checks if Prospect has visited a website within a set time period, which will return a true or false result. 

Custom Fields - Quote Products and Quote Line Items:  Custom fields are now available for Quote Products and Quote Line Items.

New Workflow Action - Add To Marketing List: Added Add to Marketing List action to Workflow Automation. This action will add a Contact or a Lead to a Static Marketing List. This action will only be available if your account has both an ZenTech Marketing and an ZenTech CRM subscription.

Finish Actions and Journey Steps - Email Notification Improvement: Previously, the Notify User Finish Action and the Notify User Journey Step only sent the user a notification within the ZenTech app. Now, users can select App Notification + Email to also receive an email notification. 

ZenTech Marketing - Added Related Tab and Audit Logging Grid:  Added a Related tab to the following ZenTech Marketing objects:

  • Journeys

  • Redirect Links

  • Files

  • Form Handlers

  • Landing Pages

  • Emails

Additionally, these object’s Related tab will contain Field History Tracking (aka Audit Logging), which registers and documents any user activity on a record’s fields.

Finish Actions and Journey Steps - Create Task Improvements:  The following improvements have been made to the Create Task Journey Step and the Create Task Finish Action:

  • Made the Assigned To dropdown field searchable so accounts with a long list of users can find the user more quickly.

  • In the Assigned To field, Lead User Lookup fields are now grouped together. The fields included are Lead Owner, Lead Responsible User, and any Custom Lead User Lookup fields.

  • In the Assigned To field, all active CRM users are now grouped together.

  • In the Assigned To Fallback field, the Skip task creation if Assigned To user is empty option will be selected by default. If this option has been selected, the Task will not be created if the Assigned To field is null on the Lead or Contact record.

  • When a Task is Assigned To a User Lookup field instead of a specific user, the Assigned To Fallback field will appear on the form. If the Assigned To field is null upon Task creation, the fallback user will be assigned to the new task. The Assigned To Fallback field will also appear if the CRM Lead or Contact Owner option has been selected.

 

Standard Object Related Grids - New Buttons:  Added new buttons on Contact and Organization Related tab grids to reduce the number of clicks needed when adding a linked record to that object. 

 

Contacts - Two Additional Read Only Link Fields: Added two new read only fields to Contact Page Layouts - Linked Prospect and Linked Lead. These fields can be added to custom Contact Page Layouts by editing the Page Layout. These two fields can also be added to custom List Views to filter by.

 

Contact Reports - Linked Items Statistics: The Linked Items Statistics folder has been added and contains several new fields that can be added to a Contact report. These standard or custom object fields display the number of records that are linked to the Contact record.

 

Opportunities and Projects - Added Ability to quickly Email Linked Contacts:  Added a new button on the Related tab of Opportunity and Project records in the Contacts grid to be able to quickly email the Contacts linked to the record.

Clicking this button will bring up the New Email form with the To field populated with the Contacts linked to the Opportunity or Project. Only the first 50 records will be added to the Recipient List.

The template type will be set to Opportunity or Project and the Email Subject field will be automatically populated as "Re: <Opportunity or Project Name>.

 

Dashboard Cards - Improvement to Text Fields:  Previously, when adding a text field to a table in a Dashboard Card, ZenTech would perform a count on the field by default. Now, the actual value of the text field will appear by default.

 

Dashboard Cards - Added Trendlines To Charts: Added the Trendlines option to Dashboard Cards, a new line series that charts average values over time in a way that is easy to understand visually. Trendlines are available for Vertical Bar Charts, Line Charts, and Area Charts.

 

Workflow Automation - Update Record Values: When creating an Update Record action, users can now select today in a date or datetime field. For example, the Meeting Scheduled Date field can be updated to the current day by selecting today as the updated Field Value.

 

Journeys - Prospects in Journey: When viewing a Journey records in a List View, users now can view the Prospects in Journey column in a custom List View, which displays the number of Prospects in the Journey.

See more
April Features

Journey Check - Prospect has Visited Website: Checks if Prospect has visited a website within a set time period, which will return a true or false result. 

Custom Fields - Quote Products and Quote Line Items:  Custom fields are now available for Quote Products and Quote Line Items.

New Workflow Action - Add To Marketing List: Added Add to Marketing List action to Workflow Automation. This action will add a Contact or a Lead to a Static Marketing List. This action will only be available if your account has both an ZenTech Marketing and an ZenTech CRM subscription.

Finish Actions and Journey Steps - Email Notification Improvement: Previously, the Notify User Finish Action and the Notify User Journey Step only sent the user a notification within the ZenTech app. Now, users can select App Notification + Email to also receive an email notification. 

ZenTech Marketing - Added Related Tab and Audit Logging Grid:  Added a Related tab to the following ZenTech Marketing objects:

  • Journeys

  • Redirect Links

  • Files

  • Form Handlers

  • Landing Pages

  • Emails

Additionally, these object’s Related tab will contain Field History Tracking (aka Audit Logging), which registers and documents any user activity on a record’s fields.

Finish Actions and Journey Steps - Create Task Improvements:  The following improvements have been made to the Create Task Journey Step and the Create Task Finish Action:

  • Made the Assigned To dropdown field searchable so accounts with a long list of users can find the user more quickly.

  • In the Assigned To field, Lead User Lookup fields are now grouped together. The fields included are Lead Owner, Lead Responsible User, and any Custom Lead User Lookup fields.

  • In the Assigned To field, all active CRM users are now grouped together.

  • In the Assigned To Fallback field, the Skip task creation if Assigned To user is empty option will be selected by default. If this option has been selected, the Task will not be created if the Assigned To field is null on the Lead or Contact record.

  • When a Task is Assigned To a User Lookup field instead of a specific user, the Assigned To Fallback field will appear on the form. If the Assigned To field is null upon Task creation, the fallback user will be assigned to the new task. The Assigned To Fallback field will also appear if the CRM Lead or Contact Owner option has been selected.

 

Standard Object Related Grids - New Buttons:  Added new buttons on Contact and Organization Related tab grids to reduce the number of clicks needed when adding a linked record to that object. 

 

Contacts - Two Additional Read Only Link Fields: Added two new read only fields to Contact Page Layouts - Linked Prospect and Linked Lead. These fields can be added to custom Contact Page Layouts by editing the Page Layout. These two fields can also be added to custom List Views to filter by.

 

Contact Reports - Linked Items Statistics: The Linked Items Statistics folder has been added and contains several new fields that can be added to a Contact report. These standard or custom object fields display the number of records that are linked to the Contact record.

 

Opportunities and Projects - Added Ability to quickly Email Linked Contacts:  Added a new button on the Related tab of Opportunity and Project records in the Contacts grid to be able to quickly email the Contacts linked to the record.

Clicking this button will bring up the New Email form with the To field populated with the Contacts linked to the Opportunity or Project. Only the first 50 records will be added to the Recipient List.

The template type will be set to Opportunity or Project and the Email Subject field will be automatically populated as "Re: <Opportunity or Project Name>.

 

Dashboard Cards - Improvement to Text Fields:  Previously, when adding a text field to a table in a Dashboard Card, ZenTech would perform a count on the field by default. Now, the actual value of the text field will appear by default.

 

Dashboard Cards - Added Trendlines To Charts: Added the Trendlines option to Dashboard Cards, a new line series that charts average values over time in a way that is easy to understand visually. Trendlines are available for Vertical Bar Charts, Line Charts, and Area Charts.

 

Workflow Automation - Update Record Values: When creating an Update Record action, users can now select today in a date or datetime field. For example, the Meeting Scheduled Date field can be updated to the current day by selecting today as the updated Field Value.

 

Journeys - Prospects in Journey: When viewing a Journey records in a List View, users now can view the Prospects in Journey column in a custom List View, which displays the number of Prospects in the Journey.

See more
May Features

Journey Check - Prospect has Visited Website: Checks if Prospect has visited a website within a set time period, which will return a true or false result. 

Custom Fields - Quote Products and Quote Line Items:  Custom fields are now available for Quote Products and Quote Line Items.

New Workflow Action - Add To Marketing List: Added Add to Marketing List action to Workflow Automation. This action will add a Contact or a Lead to a Static Marketing List. This action will only be available if your account has both an ZenTech Marketing and an ZenTech CRM subscription.

Finish Actions and Journey Steps - Email Notification Improvement: Previously, the Notify User Finish Action and the Notify User Journey Step only sent the user a notification within the ZenTech app. Now, users can select App Notification + Email to also receive an email notification. 

ZenTech Marketing - Added Related Tab and Audit Logging Grid:  Added a Related tab to the following ZenTech Marketing objects:

  • Journeys

  • Redirect Links

  • Files

  • Form Handlers

  • Landing Pages

  • Emails

Additionally, these object’s Related tab will contain Field History Tracking (aka Audit Logging), which registers and documents any user activity on a record’s fields.

Finish Actions and Journey Steps - Create Task Improvements:  The following improvements have been made to the Create Task Journey Step and the Create Task Finish Action:

  • Made the Assigned To dropdown field searchable so accounts with a long list of users can find the user more quickly.

  • In the Assigned To field, Lead User Lookup fields are now grouped together. The fields included are Lead Owner, Lead Responsible User, and any Custom Lead User Lookup fields.

  • In the Assigned To field, all active CRM users are now grouped together.

  • In the Assigned To Fallback field, the Skip task creation if Assigned To user is empty option will be selected by default. If this option has been selected, the Task will not be created if the Assigned To field is null on the Lead or Contact record.

  • When a Task is Assigned To a User Lookup field instead of a specific user, the Assigned To Fallback field will appear on the form. If the Assigned To field is null upon Task creation, the fallback user will be assigned to the new task. The Assigned To Fallback field will also appear if the CRM Lead or Contact Owner option has been selected.

 

Standard Object Related Grids - New Buttons:  Added new buttons on Contact and Organization Related tab grids to reduce the number of clicks needed when adding a linked record to that object. 

 

Contacts - Two Additional Read Only Link Fields: Added two new read only fields to Contact Page Layouts - Linked Prospect and Linked Lead. These fields can be added to custom Contact Page Layouts by editing the Page Layout. These two fields can also be added to custom List Views to filter by.

 

Contact Reports - Linked Items Statistics: The Linked Items Statistics folder has been added and contains several new fields that can be added to a Contact report. These standard or custom object fields display the number of records that are linked to the Contact record.

 

Opportunities and Projects - Added Ability to quickly Email Linked Contacts:  Added a new button on the Related tab of Opportunity and Project records in the Contacts grid to be able to quickly email the Contacts linked to the record.

Clicking this button will bring up the New Email form with the To field populated with the Contacts linked to the Opportunity or Project. Only the first 50 records will be added to the Recipient List.

The template type will be set to Opportunity or Project and the Email Subject field will be automatically populated as "Re: <Opportunity or Project Name>.

 

Dashboard Cards - Improvement to Text Fields:  Previously, when adding a text field to a table in a Dashboard Card, ZenTech would perform a count on the field by default. Now, the actual value of the text field will appear by default.

 

Dashboard Cards - Added Trendlines To Charts: Added the Trendlines option to Dashboard Cards, a new line series that charts average values over time in a way that is easy to understand visually. Trendlines are available for Vertical Bar Charts, Line Charts, and Area Charts.

 

Workflow Automation - Update Record Values: When creating an Update Record action, users can now select today in a date or datetime field. For example, the Meeting Scheduled Date field can be updated to the current day by selecting today as the updated Field Value.

 

Journeys - Prospects in Journey: When viewing a Journey records in a List View, users now can view the Prospects in Journey column in a custom List View, which displays the number of Prospects in the Journey.

See more