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CRM Bug Tracking - Release Notes

Version: 1.0.0
Release Date: 2025-02-14
Prepared By: Akshay Sharma, Aparmita Srivastav, Gourav Lunthi

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Overview

This release focuses on critical bug fixes and performance improvements, as well as usability enhancements based on user feedback. The following fixes and updates are included in this version.

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Bug Fixes

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1. PAN Search Issue

Description: Fixed the issue where PAN search displayed more results than expected. Now, only the searched PAN will appear.
Steps to reproduce:
Go to: crm -> Channel Partner

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2. Pending Calls Display

Description: The “Pending Calls” section now correctly displays the data as expected.
Steps to reproduce:
Go to: crm -> Reports -> Call Report -> Call Pending

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3. Logs Redirection Issue

Description: Fixed the issue where clicking on the “Logs” button redirected users unexpectedly. Now, it correctly takes users to the Logs page.
Steps to reproduce:
Go to: crm -> Finance -> Claims -> Payout -> Logs

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4. Billers Visibility

Description: Billers will no longer be shown under the “Channel Partner” section.
Steps to reproduce:
Go to: crm -> Channel Partner

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5. Add Billers Validation

Description: The issue where submitting new details in the “Add Billers” section resulted in an error has been resolved. If a DSA with the same PAN, email, or mobile already exists, a proper validation message will be shown before submission.
Steps to reproduce:
Go to: crm -> Biller

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6. Missing “Business Category” in Leads

Description: The “Business Category” field was left blank in the leads data, even though it is a necessary field. Now, users will receive an error message if they attempt to submit the form without entering a business category.
Steps to reproduce:
Go to: crm -> Finance -> Claim -> Payout -> Business Category Column

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Enhancements & Improvements

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1. Field Removals for Cleaner Interface

Description: The following fields have been removed to streamline the interface:
  • Profession
  • Status
  • Sub Status
  • UTM Source
  • Last Modified By
  • Address (Only City, State, and Pincode remain)
    Steps to reproduce:
    Go to: crm -> Billers

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2. PAN Card Auto-Conversion

Description: PAN card numbers will now automatically convert to uppercase when entered.
Steps to reproduce:
Go to: crm -> Billers

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New Features Added

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1. Reference Icon in Multi-Funded Pending

Description: A reference icon has been added in the “Multi-Funded Pending” section, allowing users to view related cases with similar references easily. The same multi-funded logic is now applied to deleted and sent-to-ERP cases as well.
Steps to reproduce:
Go to: crm -> Finance -> Payout -> Progress -> Multi-Funded Pending -> View Reference Icon

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Upcoming Changes / Updates

  • Journey Check Removal: The Journey Check will be removed if the Biller is being pushed to NS.
  • Data Count Issue in Channel Partner: The issue where the data count appeared differently after downloading will be resolved.
  • MIS Data Inaccuracy: The MIS issues where data was incomplete and the hierarchy was incorrect will be fixed.