Excel Add-In for Zoho CRM

Build 23.0.8839

変更履歴

General Changes

DateBuild
Number
Change
Type
Description
12/31/20238765ExcelAdded
  • Added support for dialect SELECT queries in UI, VBA, and UDF =CDATAQUERY function.
11/29/20238733GeneralChanged
  • The ROUND function doesn't accept the negative precision values anymore.

Changed
  • The returning types of the FDMonth, FDQuarter, FDWeek, LDMonth, LDQuarter, LDWeek functions are changed from Timestamp to Date.
  • The return type of the ABS function will be consistent with the parameter value type.
07/07/20238588Zoho CRMAdded
  • Added ContactRoles Table.
06/20/20238571GeneralAdded
  • Added the new sys_lastresultinfo system table.
06/05/20238556Zoho CRMAdded
  • Added support for multiple schemas as a connection property for different APIVersions.
  • Added support for v4 APIVersion as schema and marked v4 as default schema.
  • Removed Search API support
05/10/20238530ExcelAdded
  • Added the ability to cancel an in-progress test connection in the Connection Dialog Box.
04/25/20238515GeneralRemoved
  • Removed support for the SELECT INTO CSV statement. The core code doesn't support it anymore.
03/30/20238489Zoho CRMAdded
  • Added Region connection property to decide the Base API URL.
12/14/20228383GeneralChanged
  • Added the Default column to the sys_procedureparameters table.
11/25/20228364Zoho CRMAdded
  • Added OrderedItems pseudo column in SalesOrder table.
  • Added PurchaseItems pseudo column in PurchaseOrder table.
  • Added InvoicedItems pseudo column in Invoices table.
  • Added QuotedItems pseudo column in Quotes table.
  • Subform type columns are added as pseudo columns, for Insert and Update operation, in Custom tables.
10/12/20228320Zoho CRMAdded
  • Added the FileStream input attribute to add input streams on the CreateSchema stored procedures.
  • Added the FileData output attribute to print the BASE64 encoded response in Create schema stored procedure.
09/30/20228308GeneralChanged
  • Added the IsPath column to the sys_procedureparameters table.
09/29/20228307Zoho CRMAdded
  • Added Connection String Property UseCOQL with default value true.
09/28/20228306ExcelAdded
  • Added a config file option STATUSBAR_UPDATE=TRUE. This indicates whether the Excel Add-In will update the Excel Status Bar with progress status on completed tasks. The default value is TRUE. This way, there is the option to NOT update the Status Bar by setting it to FALSE.
09/23/20228301Zoho CRMAdded
  • Added ModifiedBy_FirstName, ModifiedBy_LastName, {Object}Owner_FirstName and {Object}Owner_LastName columns for COQL supporting tables
09/14/20228292ExcelChanged
  • Improved the User Experience of the Connection Editor by introducing a Basic tab for the most imporant connection properties.
08/31/20228278Zoho CRMAdded
  • Added Content as an output parameter in the UploadFile stored procedure as an alternative to reading content from the file system.
  • Added FileStream as input attribute to support output streams in the DownloadFile stored procedure.
07/26/20228242Zoho CRMRemoved
  • Removed *_Name columns from COQL supporting tables
  • Removed the following columns from their respective tables as they are not supported in COQL: Cases.Comments, Calls.CTI_Entry, Pricebooks.PricingDetails, Solutions.Comments, Events.Participants.

Changed
  • Changed the column name of CreatedTime to CreatedAt and ModifiedTime to ModifiedAt for Activities and Attachments tables.
07/04/20228220Zoho CRMChanged
  • Changed the name of the ModifiedTime column to ModifiedAt in the Currencies table, CustomFieldHistoryTracking view, Profiles view, Territories view and Users view.
  • Changed the name of the CreatedTime column to CreatedAt in the Currencies table, Profiles view, Territories view and Users view.
06/29/20228215Zoho CRMAdded
  • Added COQL support for the Records tables.
03/17/20228111ExcelChanged
  • Changed the behavior so that auto-refreshing continues even if the worksheet is not active anymore or loses focus.
03/15/20228109Zoho CRMAdded
  • Added the ListFields view.
03/05/20228099ExcelAdded
  • Added support for inserting rows on tables when no primary key is defined on a given table.
02/19/20228085ExcelAdded
  • The button "Get Data -> From ProviderX" now displays a submenu with existing connections buttons and a separator, with the "New ProviderX Connection" button, if a connection exists. If no connections exist, then clicking "Get Data -> From ProviderX" will prompt the user to create a new connection before selecting the data.

Removed
  • In the "Table Selection" form, the "Source", "New Connection", "Connection", and "Edit Connection" fields are removed as they are out of the scope of the "Table Selection" form.
12/31/20218035ExcelAdded
  • Added batch support for CDATAINSERT, CDATAUPDATE, and CDATADELETE user-defined functions.
11/15/20217989Zoho CRMChanged
  • Updated the default API version to 2.1.
11/11/20217985ExcelAdded
  • Added a config file option called RETRIEVE_DATA_ROWS_PERCOUNT. When getting data, this indicates how many rows will be populated into the sheet at a time. The default value is 1000.

Changed
  • Improved performance when loading data from Get Data/Refresh and the CDATAQUERY function.
11/03/20217977ExcelAdded
  • Added new VBA functions: GetLastErrorCode and GetLastError.
10/29/20217972ExcelAdded
  • Added new VBA functions: GetUpSertedRows, UpSertRows, UpSertAll and UpSert.

Changed
  • The "Update Rows" button will now update changes made to existing rows or insert newly created rows.

Removed
  • The "Add Rows" button has been removed.
09/28/20217941ExcelAdded
  • When loading data, table columns are auto-fitted to display all cells' content. In cases when cells have large amounts of text and the table has many rows, this operation might be slow.
  • Added a config file option DISABLE_AUTOFIT_COLUMN. Setting DISABLE_AUTOFIT_COLUMN==TRUE will speed up the process in those cases. The default value is FALSE.

Changed
  • Changed the maximum characters that a cell can retreive from the data source from 8,192 to 32,767.
09/02/20217915GeneralAdded
  • Added support for the STRING_SPLIT table-valued function in the CROSS APPLY clause.
08/07/20217889GeneralChanged
  • Added the KeySeq column to the sys_foreignkeys table.
08/06/20217888GeneralChanged
  • Added the new sys_primarykeys system table.
07/26/20217877ExcelAdded
  • You can sort and reorder columns on the "CData Query" form to alter the sort order.
07/23/20217874GeneralChanged
  • Updated the Literal Function Names for relative date/datetime functions. Previously, relative date/datetime functions resolved to a different value when used in the projection as opposed to the predicate. For example: SELECT LAST_MONTH() AS lm, Col FROM Table WHERE Col > LAST_MONTH(). Formerly, the two LAST_MONTH() methods would resolve to different datetimes. Now, they will match.
  • As a replacement for the previous behavior, the relative date/datetime functions in the criteria may have an 'L' appended to them. For example: WHERE col > L_LAST_MONTH(). This will continue to resolve to the same values that were previously calculated in the criteria. Note that the "L_" prefix will only work in the predicate - it not available for the projection.
07/21/20217872ExcelRemoved
  • Removed support for .NET 3.5. Before upgrade/downgrade, a clean uninstall and then the same product versions install should be performed. So, if you want to downgrade, all the downgrade build versions must support .NET 3.5. If you want to upgrade, all the upgrade build versions will drop .NET 3.5 support.
07/08/20217859Zoho CRMAdded
  • Added support for the Pipeline table, Fields view, RecordCount view, Modules view and Layouts view.
  • Added support for the TransferAndDeletePipeline stored procedure.
  • Added a new connection property for ApiVersion, representing the Zoho CRM API version to use. The defaultvalue is 2.
07/06/20217857ExcelAdded
  • Added a config file option REPLACE_SYSTEM_LOCALE=TRUE. This indicates whether Office culture replaces system locale. The default value is TRUE. This way, there is the option to disable overriding system locale by setting it to FALSE.
06/26/20217847ExcelAdded
  • Added the ability to move the columns up and down on the "CData Query" form grid view and change their order via the UI.
06/24/20217845ExcelAdded
  • Added the default parameter "showPopups" so the user may decide whether to show popups when calling VBA functions.
05/21/20217811ExcelAdded
  • A new UI implementation is added for "in" and "not in" filter options on the "CData Query" form. The user is able to select via an interface from a list of distinct column values.
04/25/20217785GeneralAdded
  • Added support for handling client side formulas during insert / update. For example: UPDATE Table SET Col1 = CONCAT(Col1, " - ", Col2) WHERE Col2 LIKE 'A%'
04/23/20217783GeneralChanged
  • Updated how display sizes are determined for varchar primary key and foreign key columns so they will match the reported length of the column.
04/16/20217776GeneralAdded
  • Non-conditional updates between two columns is now available to all drivers. For example: UPDATE Table SET Col1=Col2
04/16/20217776GeneralChanged
  • Reduced the length to 255 for varchar primary key and foreign key columns.

Changed
  • Updated index naming convention to avoid duplicates.
12/30/20207669ExcelAdded
  • Implemented user awareness during the upgrade process from 2019 to 2020 or 2021 editions.
12/18/20207657ExcelAdded
  • Added the "is null" and "is not null" filters on the "CData Query" form.

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Build 23.0.8839