> ## 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.

# V1.0.0 (2025 02 14)

# CRM Bug Tracking - Release Notes

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

## 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.

## Bug Fixes

### 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`

### 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`

### 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`

### 4. Billers Visibility

**Description**: Billers will no longer be shown under the "Channel Partner" section.\
**Steps to reproduce**:\
Go to: `crm -> Channel Partner`

### 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`

### 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`

## Enhancements & Improvements

### 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`

### 2. PAN Card Auto-Conversion

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

## New Features Added

### 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`

## 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.