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Product logs in CRM

This guide explains how to check the logs for Adding , Updating the Products.

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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.

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Creating a New Product

• On the Products Page, click the Add button.

• Fill in the required details

• 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/
  • 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/
  • 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.

• 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

• 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., [email protected]).
    Example: [email protected]
  • 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.

Logs Details

1. Select the products from the list.
2. Scroll left on the product page.
3. click on the logs for the product which you want to check.
4. All the updated and previous details are mentioned.
5. The previous details are mentioned by the “0” and new details are mentioned by the “1”.
6. By clicking on the logs the folowing tables are mentioned these are:
7. Event Type- Which shows the module of the product which was changed by the user like: Eligibility, Product Update.
8. Product Name- Changes reflected on which product.
9. Field Modified- Which field was modified by the user.
10. From Value- Which shows the previous value.
11. To Value- Which shows the current/updated value by the user.
12. Action Performed- Which shows, If something is added new so it denotes “New” and If somethis is updated so it denotes “Updated”.
13. User Name- Which shows who perform the last action on the products.
14. Date & Time- Which shows the date and time by when was the changes are done by the user.