BauCore V8.8359 Release Notes

**Features: **

Project Creation from Main Project

• New Setup Option: New Project / Project Lead from Main Project
  • User Selection
  • Project only
  • Project Lead only
• Prefills Main Project lookup when initiated from a related list or flow

Project Lead Conversion — Enhanced Behavior

• Convert directly into Main Project
• Convert as a child of an existing Main Project
• User prompted to choose conversion path

**BOQ - Revamp **

• Updates on UI/UX to match project quote
• Convert as a child of an existing Main Project

Admin Options — Project Status Autocheck

• Autocheck project status Field
• Autocheck project status next on Field
• These fields define when a Project is eligible for automated status verification based on conditions such as due date or flags

Admin Options —Diagnostic manager

• Ability to set scheduler to clean old Diagnostic and Project Sync queues records.

Participant Management Enhancements

• Participants are now displayed grouped within their Account Cards
• Contacts within an account are listed directly inside the card for improved clarity
• Improved behavior on participant creation and UI display on Unknown Participant page
• More info

IBAU Enhancements

• Combined search by street and/or city
• Map shown directly on search results
• Search input label corrected
• Company contacts now visible

**Sync Contacts from IBAU **

• New field: IbauId added to Contact
• New field: Contact IbauId added to Lead
• New mapping options introduced:
• Contact → Contact via a new tab in IBAU Setup
• Contact → Lead via a new tab in IBAU Setup
• Logic implemented to import and sync contacts into Lead, Account, or Contact records
• New “Contacts” tab in the Company Card:
• Displays Contact Cards, indicating Salesforce presence via the familiar icon
• Allows autosync of contacts directly from the card

Bugfixes:

• Search results are now correctly synced with map marker visibility
• Participant deduplication logic improved to avoid duplicates on rapid entry
• Address selection pop-up bug fixed on New Project flow
• Improved sync logic between Main Project participants and linked projects
• Project lead activity transfer during conversion now working as expected
• Count won lost miscalculating - Recalculation ca be done through Baucore Setup - Stakeholder Management - Recalculate Count won lost button.

Required Steps for This Release:

🚨 MANDATORY ACTION: Manual Configuration for ibau App Customers ⚠️ Failure to complete this step will cause the ibau App to malfunction.

How to Apply the Required Configuration:

1- Go to:

• Setup → Object Manager → Prov Field Mapping → Type

2- Add a new picklist value:

• Label: Person

• API Name: Person

3-Click Save.

🔴 This step cannot be automated via the package upgrade and must be done manually.

Related

• BauCore Release Notes (all versions)
• Newer: BauCore V8.8372 Release Notes
• Older: BauCore V8.8339 Release Notes
• Upgrade the baucore Managed Package