> ## 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.

# V1.0.11 (2025 07 25)

# **CRM Bug Tracking - Release Notes**

**Version:** 1.0.11\
**Release Date:** 2025-07-25

***

## **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.

***

## **New Features Added**

### **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`

### **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`

### **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`

***

## **Bug Fixes**

### **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:**

### 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`

### **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