Version 1.2.0.0 – Expansion into Project and Case Management

Release Date: 28th July 2025

Building on the foundation of version 1.1.0.0, this release introduces two major functional units: SoCRM Projects and SoCRM Cases, expanding the platform’s capabilities into project tracking and customer support.

🚀 New Modules:

• SoCRM Projects

  • Project Tracking: Monitor progress, deadlines, and milestones across active projects.

  • Resource Allocation: Assign and manage resources efficiently based on availability and project needs.

• SoCRM Cases

  • Case Management: Handle customer support cases with structured workflows, ensuring timely resolution and improved satisfaction.

🌟 Highlights:

• Unified experience across CRM, project, and support workflows.

• Enhanced dashboards for tracking project statuses and case queues.

• Continued use of the Creator Kit for consistent UI and improved navigation.

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🎢 Enhancements:

• Flexible Home Page Widgets: Home page now supports widgets for Projects and Cases, with user control over visibility.

• Milestone Report Printing: Ability to generate and print project milestone reports as PDFs.

• Dashboard View for On-Hold Projects: Projects put on hold now have a dedicated dashboard view.

• Auto Allocation for New Deliverables: New deliverables automatically create and populate allocation records.

• Timesheet Warning for FTE: Warnings for uncompleted hours now consider individual FTE, supporting part-time workers.

• Case Change Alerts: Assigned individuals are notified if a case is modified or reassigned.

• Configurable Case Receipt Notification: Case receipt notifications are now configurable, with options for acknowledgements.

• Allocation Remaining Hours: Dashboard now shows time remaining for allocations.

• Weekend Time Recording: Timesheet now supports recording time on Saturdays and Sundays.

• Export Time to CSV: Users can export time records to CSV for a selected period.

• Internal vs Client Cases: Dashboard now distinguishes between internal IT cases and client incidents/breaches.

🪲 Squashing Bugs:

• Project Folder Deletion: App now allows deletion of dummy project folders.

• Opportunity Value Visibility: Opportunity values now correctly display in all relevant screens.

• Allocation Hourly Rate: Editing allocation no longer resets hourly rate to default.

• Delete Case and Activity Records: Workflow added to delete cases and associated activities.

• Case Navigation: Clicking a case in projects screen now shows full case details.

• Hours Included Null Value: Hours Included now set to zero instead of null to prevent process failures.

• Allocation Form Validation: Hourly rate field now validated to prevent null entries.

• Project Summary Calculation: Null values now handled correctly in project summary calculations.

• Account Contacts Display: Account contacts now hidden when not connected to new leads.

• Email CC Field: CC field no longer defaults to all users.

• Orphaned Contact Message: Fixed error message for orphaned contacts after account connection.

• Lead Qualification: Lead qualification process now updates status and creates opportunities.

• Unsaved Changes Warning: Warning now appears correctly when saving and navigating back.

• Deliverable Approval Workflow: Workflow stability improved.

• Timesheet Warning Accuracy: Warning now correct when refreshing and saving.

• Milestones Formatting: Milestones formatting and container height corrected.

• Dropdown Width: Dropdown width now correct.

• Unassigned Lead Contact Control: Control no longer locks when contact is missing.

• Internal Users Collection: Owners dropdown now correctly populated when creating tasks.

• Activity History Notes: Opening notes from activity history now works as expected.

• Opportunity Qualification Display: Qualification starts display mode now correct.

• Phone Call Activity Display: Phone call activities now display correctly.