Changelog

Changes to the PHN CRM are shown below.


0.2.1.09 | 28th Jan 2020

  • Added fields to Contact: POA, LGA, STE
  • Added Google Map to Contact Form that finds Google place and sets lat/lng fields
  • Added Real-Time Process for Contact that sets the values for POA, LGA and STE when SSC changes
  • Fixed script error when Contact Role was saved

0.2.1.08

  • Team Member' Security Role can now delete Contact Roles not Owned by them.
  • Added 'My Open Activities' view
  • Removed 'Merge Records' Security Role - Team Member Role already contains this permission
  • Added custom help URLs for most entities (https://help.phncrm.com.au/)
  • Enabled auditing for the following entities: Activity Category, Agreement, Appointment, Contact, Contact Role, EULA, Note, Phone Call, Task, User
  • Removed 'EFT' field from Contact Role views and forms. Can be made visible per PHN
  • Added new view to 'User' entity that displays Mailboxes not configured for syncing

0.2.1.07

  • 'Team Member' Security Role can now Assign any Account.

0.2.1.06

  • Added 'Contact Role Types' Security Role to lock down edits of records
  • Removed write/delete permissions for 'Contact Role Types' from 'Team Member' security role
  • Added 'Modified On' and 'Modified By' to default view for 'Contact Role Types'
  • Added 'Activity Categories' Security Role to lock down edits of records
  • Removed write/delete permissions for 'Activity Categories' from 'Team Member' security role

0.2.1.05

  • Added 'Marketing List' to site map (temp request by PHN)
  • Modified default view for 'Reports' to exclude the system-default reports created by Microsoft
  • Added some permissions to the Team Member security role
  • Made 'Accounts I own' the default view
  • Removed user-level 'delete' permission for Accounts from 'Team Member' role
  • 'Team Member' role can now delete Contacts
  • Added permission for users to 'pin' views to default (per-user)
  • Configured entities in the 'quick create' list

0.2.1.04

  • Added some charts and dashboards for Activities entity
  • Configured Quick Find view for 'Contact Role Type' entity
  • Configured Quick Create Form for 'Contact Role' entity
  • Fixed sorting for Activity views
  • Changed default charts for Accounts
  • Gave the 'Administration' Security Role permission to change user settings
  • Updated the 'Task' Form and Views

0.2.1.03

  • Configured the 'Activity Report' Report

0.2.1.02

  • Changed the way 'Compose Email' button creates emails
  • Removed Events from Site Map
  • Some renaming of tabs on Forms

0.2.1.01

  • Added 'Tasks' entity to D365 App for Outlook. Also added 'Tasks' to the Business Area, and moved the 'Activities' link
  • Added 'Date Created' to 'Activity' entity view (All Activities)
  • Configured Quick Find views for all geographical entities

0.2.1.00

  • Added 'CPRA' module (Counter-Party Risk Assessments)
  • The 'Instant Search' page now returns CPRA records
  • Added field 'Record URL' to Account, including 'OnCreate' process which sets the URL

0.2.0.23

  • Fixed Security Roles for 'Activity Category' entity

0.2.0.21

  • Added 'Additional Phone' field to Contact entity
  • Added 'Activity Category' entity for tracking activities against (Set Regarding)
  • Configured the site map for the 'App for Outlook' model-driven app
  • Configured Forms for Phone Call, Appointment and Email entities. Includes custom code
  • Removed duplicate field 'Patient Information Systems'
  • Removed duplicate field 'IT Provider'

0.2.0.20

  • Made required changes to the Contact Views, and Contact Role entity

0.2.0.19

  • Fix for 'Inactive Risks' view

0.2.0.18

  • Added EwR Dashboard

0.2.0.17

  • Built the Fields, Forms, Views and JavaScript for the entities 'Contact Role' and 'Contact Role Type'

0.2.0.12

  • First implementation of EWRR (Enterprise-Wide Risk Register)

0.2.0.11

  • Renamed 'Policy' entity to 'Controlled Document', including associated Fields, Forms and Views
  • Begun change log