> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Gro crud

# **GRO CRUD in CRM**

This guide explains how to create, read, update, or delete (CRUD) **GRO entries** within the CRM’s **Products** section.

## **Steps to Access the Products Section**

1. Log in to the CRM.

2. Navigate to **Products** from the side menu.

3. Select **Product** to open the **Products Page**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/gro-crud/image1.png)

## **Creating a New GRO Entry**

* On the Products Page, click the **Add** button.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/gro-crud/image2.png)

* Fill in the required details

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/gro-crud/image3.png)

* **Product Name* –*\* Text field (mandatory). Used to define the official name of the product.\
  *Example: Miles Elite SBI Card*

  * **Product Vendor* –*\* Dropdown (mandatory). Select the vendor/provider for the product.\
    *Example: SBI Credit Card*

  * **Loan Type* –*\* Dropdown (mandatory). Choose the loan/financial category of the product.\
    *Example: Credit Card*

  * **Product Vendor Alias –** Text field. Short code/alias for backend reference.\
    *Example: sbi\_credit\_card*

  * **Status –** Dropdown. Shows whether the product is Active/Inactive.\
    *Example: Active*

  * **B2B Status –** Dropdown. Indicates product availability in B2B channel.\
    *Example: Active*

  * **B2C Status –** Dropdown. Indicates product availability in B2C channel.\
    *Example: Active*

  * **Journey Type –** Dropdown. Defines the type of customer journey used.\
    *Example: UTM Journey*

  * **Communication Type –** Dropdown. Specifies the method of communication related to this product (e.g., Email, SMS, etc.).

  * **UTM Journey URL –** Text field (URL). Holds the UTM journey tracking link.\
    *Example: [https://sbi-dev7.sbicard.com/](https://sbi-dev7.sbicard.com/)*

  * **Sort Order –** Number input. Defines the order in which the product is displayed in CRM/website lists.

  * **Pincode Product Alias –** Text field. Alias used for product identification in pincode-based mapping.\
    *Example: universal*

  * **Netsuite Product –** Dropdown. Maps the product with its Netsuite ERP equivalent.

  * **Lender Partner Page –** Text field/URL. For linking the lender’s partner details page.

  * **Privacy Policy –** Text field (URL). Used to store the privacy policy link of the product.

  * **Official Website –** Text field (URL). Link to the official product/vendor website.\
    *Example: [https://www.sbicard.com/](https://www.sbicard.com/)*

  * **Change Image –** File upload. Lets you upload or change the product’s image/logo/banner.

  * **Enable Instant Claims –** Toggle switch (ON/OFF). Enables or disables instant claim functionality for this product.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/gro-crud/image4.png)

* **Product ID –**\
  Type: Text field.\
  Purpose: A unique identifier for the product, usually system-generated or assigned for internal reference.\
  Example: *TRPE*
  * **Joining Fee –**\
    Type: Numeric/Text field.\
    Purpose: Specifies the one-time joining fee charged for the product (e.g., for credit cards).
  * **Annual Fee –**\
    Type: Numeric/Text field.\
    Purpose: Indicates the yearly fee applicable for maintaining the product (e.g., credit card annual charges).
  * **Promo Code –**\
    Type: Text field.\
    Purpose: Allows entry of promotional/discount codes applicable to this product.
  * **Product Description –**\
    Type: Text area (multi-line).\
    Purpose: Detailed description of the product, its features, and benefits. This is usually shown on the website or CRM for reference.

**GRO Details**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/gro-crud/image5.png)

* **GRO Name –**\
  Type: Text field.\
  Purpose: Enter the name of the GRO (Grievance Redressal Officer).\
  Example: *testing*

  * **GRO Mobile –**\
    Type: Numeric/Text field.\
    Purpose: Enter the official mobile number of the GRO.\
    Validation Needed: Should only allow valid 10-digit numbers.\
    Example: *9876543210*

  * **GRO Email –**\
    Type: Text field (Email format).\
    Purpose: Enter the official email address of the GRO.\
    Validation Needed: Must be in correct email format (e.g., [name@domain.com](mailto:name@domain.com)).\
    Example: *[testing@ruloans.com](mailto:testing@ruloans.com)*

  * **GRO Description –**\
    Type: Text area ( text editor).\
    Purpose: Provide additional details about the GRO, such as responsibilities, notes, or remarks.\
    Features: Supports formatting like Bold, *Italic*, bullet points, links, etc.\
    Example: *testing*

* Scroll down to the **GRO Section** and complete the details.

* Click **Submit** to save the new entry.

* Once submitted, the data will be saved and displayed on the website.

## **Editing an Existing GRO Entry**

1. Locate the **Product** entry you want to edit.

2. Click the **Pencil Icon** next to the entry.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/gro-crud/image6.png)

3. Fill the Required details and Scroll down to the **GRO Section** and complete it.

4. Update the necessary details.

   1. **GRO Name**
   2. **Mobile Number**
   3. **Email Address**
   4. **GRO Description**

5. Click **Submit** to save changes.

6. Once submitted, the data will be saved and displayed on the website.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/gro-crud/image7.png)

## **Notes**

* Ensure all mandatory fields are filled before submitting.

* Saved GRO details will be visible on the website in real-time.

***

**Prepared By:** Aparmita Srivastav