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CRM Bug Tracking - Release Notes

Version: 1.0.10
Release Date: 2025-07-18

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Overview

This release delivers significant advancements aimed at eliminating critical issues, boosting performance, and enriching the overall user experience.
Key highlights include crucial bug resolutions, enhanced feature sets, and optimized workflows that collectively make the system more robust, responsive, and intuitive. With increased stability, faster processing speeds, and more streamlined operations, this update not only strengthens core functionality but also aligns closely with user feedback and real-world usage needs—ensuring a smoother, more efficient experience across the board.

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New Features Added

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1. SP Task – Unassign SP When Partner Changes

Description:
  • When the partner linked to an SP is changed, the existing SP assignment should be removed automatically. This ensures outdated associations aren’t carried forward in the system.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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2. Delete Button in Banker Confirmation – Pending Tab

Description:
  • Add a delete option for entries in the “Pending” tab of Banker Confirmation. This helps clean up incorrect or unwanted submissions more efficiently.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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3. Payout Slabs Configuration in Bank and Product Details

Description:
  • Allow configuration of payout slabs based on selected bank and product. This ensures flexible slab management tailored to different banking products.
  • Steps to reproduce:
Go to: crm - Finance - Meta Data - Bank Product Combination

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4. MUIX Pro Data Grid Settings – Compact View

Description:
  • Introduce a compact view toggle in the MUIX Pro data grid settings. This helps users manage large datasets more easily within limited screen space.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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5. BH/CEO Company Document Update

Description:
  • Allow Business Heads or CEOs to update company documents via their dashboard or admin panel. It ensures smoother document management for high-level users.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners 6. SP Application View Description:
  • Provide Display applications to the Sales Person based on the leads assigned to them.. This helps in reviewing and managing applications effectively.
  • Steps to reproduce:
Go to: crm - Applications 7. Company PAN Validation Description:
  • Add validation logic to check the correctness of company PAN details. This reduces errors and helps maintain compliance and data accuracy.
  • Steps to reproduce:
Go to: crm - DSA 8. Case Claim Issue in Lead Form – Split Cases Description:
  • Users are facing issues while claiming split cases in the lead form. The flow should allow proper selection and claim of shared leads.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 9. Show Onboarding Profile in Channel Partners and Move Percentage to Profile Description:
  • Display the onboarding profile directly on the Channel Partners listing page for better visibility. Remove the percentage shown there and instead show it inside the detailed profile view.
  • Steps to reproduce:
Go to: crm - DSA Channel Partners

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Bug Fixes

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1. Invoice PDF Fixes (Number Change)

Description:
  • Fix formatting and numbering issues in generated invoice PDFs. Ensure invoice numbers follow the correct sequence and format.
  • Steps to reproduce:

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Go to: crm - Finance - Invoices

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2. Email Template Changes in Invoice

Description:
  • Update the email content sent with invoices to reflect new messaging or formatting. This helps maintain clarity and brand consistency.
  • Steps to reproduce:

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Go to: crm - Finance - Invoices

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3. Payout Slab Non-Mandatory Check

Description:
  • Allow certain payout slabs to bypass mandatory checks based on configuration. Useful for cases where slabs are optional or dynamically applied.
  • Steps to reproduce:

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Go to: crm - Finance - Meta Data - Bank Product Combination

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4. Payout Mismatch Check in ‘Sent to ERP’

Description:
  • Implement a validation check for payout mismatches before pushing data to ERP. This prevents errors or rejections during ERP sync.
  • Steps to reproduce:

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Go to: crm - Finance - Claim - Payout

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5. Fix Repeating Email for Bankers

Description:
  • Resolve the issue where bankers are receiving repeated email notifications. The bug could be due to incorrect triggers or cron jobs.
  • Steps to reproduce:

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Go to: crm - Finance - Claim - Payout

6. Unable to Add Bank Account Issue Description:
  • Fixed the bug that prevents users from adding new bank accounts. The issue may be due to backend validations or UI-level errors.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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Prepared By: Aparmita Srivastav