Optimize the interface performance of list pages and details pages to improve data access efficiency

Optimize lookup relationship field filter field

Optimize report export and report support for long text area fields

Optimize and upgrade dynamic layout rules

Upgrade the on-site service cloud distribution rules and dispatch rules, etc.

Business Opportunity/Quotation/Order/Invoice/Purchase Order, support adding sub-products when creating and editing.

he sales funnel on the home page supports penetration viewing of records and details corresponding to each stage.

The start and end time of check-in can be set as read-only.

The report on the mobile terminal supports horizontal screen display.

After the attachment is downloaded, it supports opening and previewing with the mobile phone's local application.

The home page briefing module supports penetration viewing of detailed records.

Dashboard charts, support for viewing detailed records through penetration. (bar chart, column chart, pie chart, ring chart, target dashboard)

The task list supports configuring the fields that need to be displayed.

The dashboard, ring chart, and the middle support displaying summary data.

In the Approval Center, files can be downloaded.

Optimize sales cloud sales forecast function

Optimize the file preview function and support direct viewing of attachments

Optimize message notification function

The overall upgrade of the lightning version in the background setting optimizes the interaction

The platform has added a custom label function

Upgrade Platform Login Page

Attachments, details page file fields, and file object file records support online preview.

The record details page supports duplication of key information.

In the scoring type field, on the record creation and editing page, it supports drop-down selection of score for scoring.

Map positioning, after positioning, it supports obtaining the latitude and longitude of the current positioning.

When approving, if the approval fails, you can check the reasons for the record approval failure in the small bell message notification.

The cumulative summary field supports displaying the value of the field on the details page.

When editing customer records, it supports backfilling all field information in Tianyancha.

The check-in function supports returning latitude, longitude and altitude information.

Support adding slave records when creating/editing master records.

Tianyancha field mapping supports text area and text area field type.

Add an example of filling in the event topic field.

Enhanced CPQ functions, launched field Service Cloud functions and improved Partner Cloud functions

Optimized Web to Case

Improved the form in Marketing Cloud

Added forecast and target functions

Dynamic layout support for the new page of the search field in lighting version

Optimized Web to Case

Improved the form in Marketing Cloud

Added forecast and target functions

Dynamic layout support for the new page of the search field in lighting version

Added key information display

Optimized the display and interaction of detail pages

Added team sharing function

Added custom page and button functions in lighting version

Lightning version import function, object progress bar, related list display

Added the case detail mailbox, and default is the case contact mailbox field value

Improved note and attachment upload format (cdr and msg)

Added attachment upload format

Toggle sync content storage field under Email to Case

Added the case detail mailbox, and default is the case contact mailbox field value

Improved note and attachment upload format (cdr and msg)

Added pool which can be set in the PC background to apply to the mobile

Home - Recent records added shortcuts

Added Team

Added report subscription function

Released record type control in Professional version

Query optimization of some functions

Added Team

Added report subscription function

Released record type control in Professional version

Query optimization of some functions

Adjusted the overall main color of CloudCC

Added new API

Optimized record creation, editing and details page

Optimized the cumulative summary in Report

Home - Recent records added shortcuts

List supported BI data analysis

Optimized record creation, editing and details page

Email to CloudCC

Enabled connecting with emails and sending emails

Added "Appointments" to allow users make appointments based on their schedules

Added Dynamic Layout Rules

Improved CCChat

Improved "View"

Improved "Reports" & "Dashboards"

Improved the setting of unique field values

Applied new page layouts

Improved user 360

Globalized display

Improved the sub-tab of records details pages

Improved integration lists

Improved the display of "Lead Scoring" of "Leads"

Adjusted first-level Tabs

Added recommended setting on mobile apps

Simplified overseas registration

Enabled settings of buttons on the top of the homepage

Improved "Groups" in "CCChat"

Improved the display of "Lead Scoring" field on lists under "Leads"

Saved business cards to pictures as attachments

Added a switch to CloudCC platform to enable validation rules while scanning business cards

Improved the display of details pages of records

Improved the logic/algorithm of Sign-in

Improved the details page of "Colleagues"

Improved the details page of "Me"

Added online payment features

Modified PC details pages & Improved the display of lists under objects

Added the pages of changing stages in "Opportunities"

Integrated with Dropbox & Quickbook etc.

Added "Guide"/ "Navigation"

Added Gmail & Outlook plugins

Improved details pages on "Dashboards"

Improved "CCChat"

Improved homepage

Enabled creating new records in "Lookup Relationships"

Enabled organization-level configuration reports on homepage components

Improved the display of details pages

Implemented foldable sidebars

Improved all menus

Enabled customizations on "My Menus"

Improved "Quick Create"

Improved personal center

Improved "Recently Viewed" projects

Improved search on view menu

Improved fields shown in "Views"

Improved checking records details

Enabled creating new records in "Lookup Relationships"

Improved "Reports" creation

Improved backstage setting menus

WeChat public platform

Modified global interactions

Adjusted global list pages

Improved "Dialing"

Updated UIs of other features

Improved "Nearby"

Improved "Attendance"

Improved "Events"

Improved approval history

Added "Learning Center"

Added field "Address" to "Accounts"

Integrated with mailbox

Enabled sharing of related contacts

website.version.impapproval

Improved global options list

Improved the downloading of packages

Improved the push notification platform

Added "Nearby"

Improved the creation of "Leads"

Improved "Log a Call"

Improved & Developed partner cloud

Enabled QR code logins

Added search sort to list boxes & combo boxes

Enabled settings of "Activity History" button

Added Employee 360 Degree Views

Added global search to mobile apps

Enabled changing of owner and record type on mobile apps

Packed packages

Improved the downloading of packages & Enabled to view downloaded packages

Improved "Reports"

Improved "Queue"

Filtered read-only and invisible fields in mass edit

Added the switch to active/inactive channels in "Campaign"

Improved homepage on PC

Added 8 standard dashboards

Added feeds in "Tasks" on mobile apps

Added "Client Portrait" objects and "Related Lists" on mobile apps

Improved format and dashboards on mobile apps

Improved "Attendance" on mobile apps

Added daily/weekly/monthly reports to mobile apps

website.version.imptab

Improved sales workbench

Improved "Contact Roles"

Added "Competitors"

Added "Competitors"

Improved "Sales Teams/ Groups"

Improved out-of-office

Improved "Channels" to "Campaigns"

Enabled mass invitation emails in "Campaigns"

website.version.addsign

Enabled mass SMS in "Campaigns"

Added ROI reports for different channels & campaigns to "Campaigns"

Added "Post", "CCChat"& "Feed" in object detail pages

Added "Attendance" to enable punch-in operations on mobile apps. Attendance can be back-office or out-of-office (the one with a fixed address is back-office, otherwise it is off-site). Back-office/Out-of-office for individuals can be configured on PC side by administrators.

Added "Work Notes" that can allow users to submit daily, weekly and monthly work notes on mobile apps

Enabled the customizations of settings in homepage tab display by the "Filter" button on upper right corner

Added 8 standard dashboards to "Dashboards": Sales Funnel, Sales Performance, Performance Ranking, Call Ranking, Visit Ranking, Sales Behavior Ranking, Current Opportunity, Closed Won Top 5

Added 8 standard dashboards to "Dashboards": Sales Funnel, Sales Performance, Performance Ranking, Call Ranking, Visit Ranking, Sales Behavior Ranking, Current Opportunity, Closed Won Top 5

Added "Sales Teams/Groups"

Improved "Contact Roles"

Added "Channels" to "Campaigns"

Enabled mass invitation emails in "Campaigns"

Added sign-in in "Campaigns"

Enabled mass SMS in "Campaigns"

Added ROI reports to "Campaigns"

Job 2.0 updated

Updated jdk to 1.7

Implemented redis cache

Improved "Reports"

Fixed bugs in version 5.0

Improved Wechat homepage

Improved transitions between pages on mobile app

Improved approval center

Improved the display of lists under objects

Improved detail pages of objects

Improved the color of dashboards & added configurations in filters; improved the display effect and accessibility

Improved "Dashboards"

Added functions to grant login access

Added more features in user page layout

Added types to customizable reports

Made customizable pages call customizable class

Add jquery related, js and css style sheets to the platform

Improved global search

Added content in system log audits

Changed the name of api in different fields

Added "Formula" & "Picture" fields to verification rules

Added a switch of "CCChat" & "Dashboards" to "Applications" in console

Improved multi-layer "Master-Detail" relationship

Granted more permissions for "Related Lists"

Added "Call Center"

Added customizable functions

Started developing "Exchange"

Improved console

Added authorization check in data exporting

Improved "Password Strategy"

Expanded dashboard functions on homepage

Improved update rules of "Case"

Kept CloudCC login session states

Started the development of isvalid、upsert、queryAll interface

Changed "Receivables" to standard object

Added lookup relationship in mini page

Improved "Dashboards"

Improved programming in system

Added "Auto Number" field type

Improved the listing in "Reports"

Added search permission in "Chatter" on mobile app

Improved "Convert Opportunity"

Changed links in items pending for approval

Improved global search

Reconstructed batch approval process

Improved the deletion of "Master-Detail" & "Lookup Relationship"

Added diagram formats in "Dashboards"

Added measures to "Dashboards"

Added sales funnel & sales performance to "Dashboards"

Added "Edit" button on "Dashboards"

Separated validation rules of "Dashboards"

Enabled customization of top background picture

Fixed bugs in "Events" & "Tasks"

Added mass add, mass edit, mass transfer to "Tasks"

Added permissions in "Check Duplicate & Merge"

Added the permission to set visibilities in different profiles while creating objects

Added the switch of "Quick Create"

Set "Date" & "Lookup Relationships" to optional in conditional controls

Added customizable link tabs

Improved the display on homepage

Added filters to "Export to Excel" based on user’s permission

Improved "View"

Added "Roles" to "Reports"

Adjusted display & operation details

Added switch of report while creating new objects

Added the merging of "Related Lists" while merging records in "Check duplicates & Merge"

Started the development of Baidu Push Notifications (Real-time notifications)

Platformed sales commitment & added "Roles"

Changed the name of "We Questionnaire" to "We Vote"

Changed the format of "Tasks"

Modified the format of mini webpage

Improved "Tasks" & "Events"

Added interface in mobile app

Added Wechat channel

Added customizable page & "Reports" tabs in mobile app

Added picture and text feedback to LBS

Added "Wechat to Leads"

Added "Web to CloudCC"

login pop-up notifications

Enabled foldable sections in detail page

Added "Web to Case"

Added Wechat version of CRM

Updated "Tasks"

Added mobile app – CloudCC CRM

Improved "Duplicate Detection Filters"

Enabled access to "Edit Page Layout" from front end

Added "Editing Mode" in "Picklists" fields

Added "Score" field type

Improved "Date" & "Date & Time" field

Added timed message notification in "Tasks"

Changed the name of "Chatter" to "CCChat"

Enabled sorting list of options in "Picklist" field

Enabled mass uploading attachments

Added the permission for customized pages to display on tabs

Embedded customizable pages in detail pages

Added verifications in data importing

Improved "Recently Viewed" list

Improved data exporting & "Reports"

Added auto password generation in exporting zip files

Improved filter criteria in "View"

Connected possibilities and stages in "Opportunities"

Added "Lookup Relationship (Multi-Select)" fields type to enable users create relationships between objects

Enabled "Lookup Relationship" fields to link with another field

Set case insensitivity in lookup dialog boxes

Added styles in rich text fields

Added approval page to approval process

Added "Picture" fields type

Improved data importing & exporting

Improved "Convert Opportunity"

Enabled integration with Wechat (Chinese online messaging app)

Changed the size of uploaded files

Added "Files"

Enabled Office plugins

Added "Cases"

Improved timed task

Improved "Chatter"

Recovered detail page

Improved date importing & exporting

Applied server condition monitoring & operation platform alert

Improved "Reports"

Improved "Price Books"

Added "Dashboards" to homepage

Improved "Dashboards"

Improved "Opportunities" & "Quotes"

Revised "Recently Viewed"

Added template creations in data exporting

Added password policies

Added IP & Login time restrictions

Improved applications on homepage

Enabled multiple users to attend tasks & events

Improved applications on main page

Scaled application icons

Renforced hierarchy visibilities

Added auto record numbers to imported data

Added code validation to homepage components

Improved "Customizable Page 2.0"

Improved the login username authentication

Unified login address

Added Chinese/English display in customized buttons

Added mass transfer

Set the maximum length of text to 255

Added mass SMS

Added calendar in homepage: daily view, weekly view, monthly view

Set the visibility of every record of subordinates to visible for superiors

Set the sharing button invisible for private objects for non-administrators

Improved multilanguage

Added "Field Tracking" which tracks update value of selected fields

Improved record type setting

Improved the display of buttons

Improved workflow and approval process

Improved search dialog box

Improved page layout

Improved search bar on left sidebar

Improved default decimal place and record line setting

Improved checkbox display

Improved importing and exporting data

Added "Visibility Of Related Users" to allow users view records in the specific "View" on homepage

Added the display of rich text in "Recently Viewed"

Improved the performance of trigger

Improved global search on homepage

Added customizable sharing features

Improved field dependency

Improved the interface for editing page layout

Improved the process of creating new fields

Improved email display

Improved English environment

Improved "Merge & Check Duplicate"

Improved "Translation Workbench" setting

Improved multilanguage

Improved user permission setting in "Notes and Attachments"

Updated multilanguage source file in English environment

Added warnings in misoperation in approval process

Improved approval process

Added search condition controls

Fixed errors when users trying to search "View"

Improved "Recently Viewed" drop-down list in English environment

Improved the display of "+"in English environment

Installed patch

Added "Work Report" in Sales Cloud

Added approval process

Added "Merge & Check Duplicate" feature

Updated multilanguage source file

Updated the version includes "Roll-up", "Formula" field types

Deployed more centralized cache servers

Improved searching in "Share" authority

Improved homepage layout

Improved customizable components in homepage

Unified login authentication, unified authentication login address: https://accounts.cloudcc.com

Refined version to improve functionalities