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CRM Bug Tracking - Release Notes

Version: 1.0.11
Release Date: 2025-07-25

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Overview

This release brings key improvements focused on resolving critical issues, enhancing performance, and improving the user experience. Highlights include major bug fixes, upgraded features, and streamlined workflows—resulting in a more stable, responsive, and intuitive system that better reflects user feedback and real-world needs.

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New Features Added

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1. Add New Columns in Lead Form

Description:
  • Add Class ID, partner name, and hierarchy columns to the lead form. Helps in better mapping and clarity of partner relationships.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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2. Auto-update DSA ID in Lead Form

Description:
  • Automatically populate the DSA ID when a channel partner leaves. Reduces manual errors and improves lead accuracy.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners 3. Enable “Add DSA” by Role Description:
  • Provide access to Sales Admin, Telecaller, and Tele-supervisor roles to add DSA under channel partners in CRM. Enhances operational flexibility.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners 4. Create Hierarchical Calling List (Call Logs) Description:
  • Implement a separate calling list that includes sales hierarchy details. Helps in managing lead follow-ups and responsibilities.
  • Steps to reproduce:
Go to: crm - DSA - Call Logs

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5. Add Full Address in DSA Profile

Description:
  • Display city, state, and full address in both DSA profile and listing views. Ensures complete location visibility.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners 6. Add PAN Card Column in Expense Module Description:
  • Include a column for PAN card in the expense module. Useful for validation, compliance, and audit readiness.
  • Steps to reproduce:
Go to: crm - Finance - Invoices - Office Expenses 7. Enable Bulk Email in Invoicing Description:
  • Add functionality to send bulk emails from the pending invoice section. Saves time and improves communication efficiency.
  • Steps to reproduce:
Go to: crm - Finance - Invoices 8. Revamp Onboarding Display Logic Description:
  • Remove onboarding percentage from the channel partner listing and show it only in the partner’s profile. Reduces redundancy and simplifies view.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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Bug Fixes

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1. Fix Call Logs Page Error

Description:
  • Users are encountering an error on the call logs page. Needs immediate resolution to restore access to call records.
  • Steps to reproduce:

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Go to: crm - DSA - Call Logs

2. Fix “Created At” Field Filtering Description:
  • The “Created At” field is not accepting date input for filtering. This affects user ability to search by date range.
  • Steps to reproduce:
Go to: crm - DSA - Call Logs 3. Correct MIS Data Gaps Description:
  • MIS data is incorrect or missing for partners like FIBE, INCRED, and Poonawalla. Critical for reporting accuracy.
  • Steps to reproduce:
Go to: crm - Applications 4. Fix Onboarding % Calculation Description:
  • Onboarding report’s completion percentage is being calculated incorrectly. Needs logic correction for reliable tracking.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners 5. Resolve CRM Call Log Filter Issue Description:
  • Filtering in the CRM call log module is not functioning as expected. Affects user ability to sort or search call records.
  • Steps to reproduce:
Go to: crm - DSA - Call Logs

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6. Avoid Redundant Bank Email Threads

Description:
  • Emails are repeatedly sent to bankers even after they’ve replied. Clean-up logic needed to avoid duplication in email trails.
  • Steps to reproduce:
Go to: crm - Finance - Payouts

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Prepared By: Aparmita Srivastav