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DHIO Research and Engineering Pvt Ltd
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DHIOCRM RELEASE NOTES
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Web APPLICATION:
RELEASE NUMBER : DHIOCRM_00_00_02R
BUILD ENGINEER :
Aliya, Akash
BUILD DATE :
16/01/2026
BUILD QUESTIONS
: None
EMAIL ID : aliya.s@marutsoft.com,
akash.k@marutsoft.com
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SPECIAL NOTES
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This is the Second
Production Release (2R) of DHIOCRM.
This release primarily focuses on stability improvements, data accuracy, role-based
access control, naming standardization, and resolution of critical functional
issues identified post 1R.
Major highlights include:
• Stronger role & company-based data restrictions
• Critical bug fixes across Targets, Follow-ups, Leads, Quotes, Pipelines
• Naming standardization across modules
• Improved import/export accuracy
• Email, file upload, and workflow reliability fixes
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RELEASE CONTENTS
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1.
User & Role Management Enhancements
• Manager-only users
displayed in dropdown during User Create & Edit
• All new user registrations assigned to Admin
• Action buttons visibility issue for Admin role resolved
• Role & permission-based access enforcement strengthened
2.
Data Security & Access Control
• Company-based data
isolation enforced
• Users can access only their respective company data
• Role-permission restrictions applied consistently across modules
• Export functionality restricted as per user role & data visibility
3.
Leads / Deals & Contacts Enhancements
• Date fields displayed
in correct format in View Deals & View Contacts
• Deal status update issue resolved
• Contact/Person naming corrected to Lead as per requirement
• Leads renamed to Deals across:
o Attributes
o View Leads
o Reports
o Manage Follow-ups
4.
Targets Module Stabilization
• Multiple issues
identified in Targets module fixed
• Edit Target now displays previously saved dates correctly
• Target module now fully functional and stable
5.
Follow-up Module Fixes
• Follow-up module issues
resolved
• Person names now visible in Manage Follow-ups
• Due date shows previously saved value during edit
• Naming alignment applied (Leads → Deals)
• Overall follow-up workflow stabilized
6.
Quotes & Pipelines Fixes
• Quote submission issue
resolved
• Project Head name display fixed in Add Quotes
• Pipeline saving issue resolved
• Dynamic pipeline configuration now works correctly
7.
Import & Export Improvements
• Organization import
issue fixed
• Organization data now saves correctly
• Export Person/Lead exports based on role
• Export Organization exports based on role
8.
Email & Communication Fixes
• Forgot Password email
issue resolved
• Email sending issues fixed in:
o View Lead
o View Contact
9.
File & Attachment Handling
• File upload issue
resolved across applicable modules
10.
Attributes & Configuration Fixes
• Attribute edit not
updating data issue resolved
• Naming standardization (singular/plural issues – S/s) fixed in seeders
11.
UI & Data Consistency Fixes
• Contact Stage edit page
now updates correctly
• Lead/Deal naming consistency applied across UI
• Filters in My Targets (Table View) fixed and functional
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BRs/CRs INTEGRATED IN THIS RELEASE
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|
ID |
Title
/ Description |
Type |
Status |
|
CR-01 |
Manager-only users displayed in User
Create dropdown |
Enhancement |
✅ Implemented |
|
CR-02 |
Manager-only users displayed in User Edit
dropdown |
Enhancement |
✅ Implemented |
|
CR-03 |
Date format corrected in View Leads page |
Bug Fix |
✅ Fixed |
|
CR-04 |
Date format corrected in View Contacts
page |
Bug Fix |
✅ Fixed |
|
CR-05 |
Company-related data restriction enforced
for users |
Security |
✅ Implemented |
|
CR-06 |
Role-permission based access restriction
added |
Security |
✅ Implemented |
|
CR-07 |
Targets module functional issues resolved |
Bug Fix |
✅ Fixed |
|
CR-08 |
Follow-ups module functional issues
resolved |
Bug Fix |
✅ Fixed |
|
CR-09 |
Seeder naming issue (plural to singular –
S to s) fixed |
Bug Fix |
✅ Fixed |
|
CR-10 |
New user registration default role set to
Admin. |
Enhancement |
✅ Implemented |
|
CR-11 |
Quote submission issue resolved |
Bug Fix |
✅ Fixed |
|
CR-12 |
Forgot Password email not received issue
resolved |
Bug Fix |
✅ Fixed |
|
CR-13 |
Role action buttons visibility issue for
Admin resolved |
Bug Fix |
✅ Fixed |
|
CR-14 |
Contact Stage edit page DB update issue
resolved |
Bug Fix |
✅ Fixed |
|
CR-15 |
Pipeline save issue resolved |
Bug Fix |
✅ Fixed |
|
CR-16 |
Leads → Deals & Contact/Person
→ Lead naming updated in Attributes |
UI Update |
✅ Completed |
|
CR-17 |
Attribute edit page data not updating
issue resolved |
Bug Fix |
✅ Fixed |
|
CR-18 |
Organization import not saving data issue
resolved |
Bug Fix |
✅ Fixed |
|
CR-19 |
Export Person/Lead restricted |
Enhancement |
✅ Implemented |
|
CR-20 |
Email sending issue fixed in View Lead |
Bug Fix |
✅ Fixed |
|
CR-21 |
Email sending issue fixed in View Contact |
Bug Fix |
✅ Fixed |
|
CR-22 |
File upload failure issue resolved |
Bug Fix |
✅ Fixed |
|
CR-23 |
Leads → Deals & Contact/Person
→ Lead naming updated in View Leads |
UI Update |
✅ Completed |
|
CR-24 |
Lead status update issue resolved |
Bug Fix |
✅ Fixed |
|
CR-25 |
Project Head name display issue fixed in
Add Quotes |
Bug Fix |
✅ Fixed |
|
CR-26 |
Leads → Deals & Contact/Person
→ Lead naming updated in Reports |
UI Update |
✅ Completed |
|
CR-27 |
Edit Target page now shows previously
saved dates |
Bug Fix |
✅ Fixed |
|
CR-28 |
My Targets table view filters not working
issue resolved |
Bug Fix |
✅ Fixed |
|
CR-29 |
Person names not displayed in Manage
Follow-ups issue resolved |
Bug Fix |
✅ Fixed |
|
CR-30 |
Export Organization should role based |
Enhancement |
✅ Implemented |
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Working Functionality
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1. Dashboards
2. Deals (CRUD)
a. Table view
b. Card view
3. Accounts (CRUD)
a. Quote information
b. Purchase orders
c. Invoice details
d. Payments history
4. Activities (CRUD)
a. Table view
5. My targets
6. My Follow-ups
7. Tasks (CRUD)
a. All tasks
b. My tasks
c. Update today’s tasks
d. Today’s completed tasks
8. Create Section
a. Leads (CRUD)
a.1) View organization details, lead
details, opportunity(CRUD)
- View deal
- Organization details
- Add/remove products
- deal status, contact status
- Activities & activity
list
a.2) Export
a.3) Import
a.4) Template
b. Organizations (CRUD)
a.1) View leads (via person count)
a.2) Add contacts
a.3) Export
a.4) Import
a.5) Template
9. Products (CRUD)
10. Reports
a.1) Pipeline analysis – download
a.2) Sales – download
a.3) Billing – download
a.4) Stages – download
11. Settings
a) User Management
a.1) Company – Edit
a.2) Groups (CRUD)
a.3) Roles (CRUD)
a.4) Users (CRUD)
a.5) Contact Stages (CRUD)
b) Deals Management
a.1) Pipelines (CRUD)
a.2) Sources (CRUD)
a.3) Types (CRUD)
a.4) Status (CRUD)
a.5) Probability (CRUD)
c) Automation
a.1) Attributes (CRUD)
a.2) Email Templates (CRUD)
a.3) Workflows (CRUD)
a.4) Webforms (CRUD)
a.5) Tags (CRUD)
d) Other Settings
a.1) Currency (CRUD)
a.2) Industry Verticals (CRUD)
a.3) Portfolio (CRUD)
a.4) Opportunity (CRUD)
a.5) Activity Types (CRUD)
10. Manage targets (CRUD)
11. Manage Follow-ups (CRUD)
12. Configurations
13. Sign-in
14. Sign-out
15. System Interface & User Controls
a. Dark Mode Toggle
b. Application Logo Display
c. Full screen Mode
d. User Profile Management
- General Information
- Permissions & Access
- Security Settings (Change Password)
e. Sidebar Navigation Menu
f. Breadcrumb Navigation (e.g.,
Dashboard / Users)
g. Notification & Theme Controls
16. Forgot password and reset password
16. Register
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DEPENDENCY
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Functional dependency not available
N/A
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KNOWN ISSUES
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Click on below link to Access them.(CRM_DHIO_ISSUES
page)
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ENVIRONMENT INFO
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1. Server
Info:
a. OS-
Ubuntu- 24.4
b. PHP 8.3.6
c. Zend
Engine v4.3.6
d. Larval
Framework 8.83.27
e. MySQL
-Server version: 8.0.39
2. Client
Info:
a. Chrome
b. Mozilla
Firefox
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END OF RELEASE NOTES
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Marut
Software Solutions Pvt Ltd
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