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CRM Bug Tracking - Release Notes

Version: 1.0.12
Release Date: 2025-08-14

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Overview

This release delivers significant enhancements aimed at addressing critical issues, boosting performance, and elevating the overall user experience. Key updates include essential bug fixes, feature upgrades, and optimized workflows—resulting in a more stable, faster, and user-friendly system that aligns closely with user feedback and practical requirements.

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New Features Added

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1. Implement Invoice Rejection in CRM

Description:
  • Add functionality within the CRM to reject invoices directly without manual intervention outside the platform. This will improve processing time, enforce compliance rules, and reduce back-and-forth with finance teams.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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2. Autofill Direct Access Claim Inputs

Description:
  • When a claim form is opened, automatically pre-fill fields if the data already exists in the payout records. This will reduce manual entry errors, speed up claim creation, and ensure consistency in stored data.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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3. Bulk RM Assignment via Excel

Description:
  • Introduce a feature allowing Relationship Managers (RMs) to be assigned to multiple accounts through a single Excel upload. This will drastically reduce repetitive manual assignment tasks.
  • Steps to reproduce:
Go to: crm - Products - Bulk Upload RM

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4. Sync Classification in Hierarchy During Lead Upload

Description:
  • Ensure that when leads are uploaded, the classification in the hierarchy (such as category or role) is automatically filled if it is missing. This will keep the CRM’s partner and lead data structure consistent.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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5. Bank Account Sync with DSA Profile

Description:
  • Enable automated synchronization of bank account details into the DSA profile. This ensures payment-related data is always up to date and minimizes manual data entry.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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6. Payout Capping Decimal Storage

Description:
  • Update basic details storage to allow 0.5 decimal values for payout caps. This ensures accurate representation of payout limits.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners Description:
  • If customer consent is not available, the CRM should automatically mask their phone number. This aligns with privacy regulations and prevents unauthorized contact.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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8. MUIX Pro Invoice Integration

Description:
  • Integrate MUIX Pro with the existing invoice system to enable streamlined invoice creation, processing, and tracking directly from CRM workflows.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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9. Claim Form Logic Enhancement

Description:
  • Update claim form validation to allow certain special characters like hyphens and slashes in Loan and APAC numbers. This will prevent data entry failures for legitimate IDs.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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10. Channel Partner Status Automation

Description:
  • Automate vendor and channel partner status changes based on payment status and CRM hierarchy. This reduces manual status updates and ensures real-time accuracy.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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11. Segregation of Biller/DSA Types

Description:
  • Categorize billers and DSAs by type (Overall, Company, Individual, Payout/Customer) to improve filtering, reporting, and targeted processing.
  • Steps to reproduce:
Go to: crm - DSA - Bifurcated List

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12. Referral Payout Deal Page

Description:
  • Create a dedicated page for setting and managing referral payout details. This will centralize referral-related settings and make tracking easier.
  • Steps to reproduce:
Go to: crm

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13. Vendor Deal Tab Edit Access

Description:
  • Allow users to view and edit vendor deal information directly from the CRM’s vendor profile tab. This avoids navigating through multiple modules to make changes.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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14. Channel Partner Profile on Click

Description:
  • Enable opening of the consolidated channel partner profile when clicking their name in the leads section. This will make partner data easier to access in one step.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Consolidated Leads

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15. Finance Tab Payout Ratio Update

Description:
  • Add an option to directly update payout ratios in the finance tab. This simplifies adjustments without needing backend intervention.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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16. Vendor Bill ID in API for DD Check

Description:
  • Include bill ID in the vendor bill API so that due date checks can be validated programmatically, improving payment scheduling accuracy.
  • Steps to reproduce:
Go to: crm

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Bug Fixes

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1. Call Logs Ordering Issue

Description:
  • The sequence of call logs is incorrect for Sales and Admin users. Instead of showing the most recent calls at the top, the order appears mixed up, leading to confusion in reviewing call history. This also affects quick decision-making and follow-ups.
  • Steps to reproduce:

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Go to: crm - DSA - Call Logs

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2. CRM Call Logs Visibility Problem

Description:
  • Certain call logs are not visible to telecallers even though they exist in the system. This visibility gap affects tracking and resolving customer queries promptly and creates inconsistencies in team workflow.
  • Steps to reproduce:

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Go to: crm - DSA - Call Logs

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3. Frontend SP Assignment Time Error

Description:
  • The system’s frontend displays the wrong assignment time for Service Providers (SPs), despite the backend holding accurate timestamps. This mismatch can cause tracking delays and operational confusion.
  • Steps to reproduce:

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Go to: crm - DSA - Channel Partners

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4. Duplicate & Incorrect Invoices from CRM

Description:
  • CRM is accepting duplicate invoices without validation checks, and some invoices have incorrect due dates assigned. This can result in double processing, payment errors, and reconciliation challenges.
  • Steps to reproduce:

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Go to: crm - Finance - Invoices

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5. City/State Fields Missing in CRM Form

Description:
  • The CRM partner page form is missing mandatory city and state fields. Without these, accurate geographical classification of partners is impossible, which impacts reporting, compliance, and targeted communication.
  • Steps to reproduce:

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Go to: crm - DSA - Channel Partners

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6. Universal Biller Dropdown Missing Items

Description:
  • In the Universal Biller, DSAs within the hierarchy are not appearing in the dropdown selection list. This prevents users from assigning bills correctly and disrupts the billing workflow.
  • Steps to reproduce:

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Go to: crm - DSA - Channel Partners

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7. Regex Validation Issue

Description:
  • Certain inputs were being incorrectly blocked due to faulty regex patterns in validation. This caused legitimate entries to fail during submission. The issue has now been fixed to allow proper data entry.
  • Steps to reproduce:

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Go to: crm

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8. File Upload Inconsistency

Description:
  • Uploaded files show inconsistencies such as mismatched case counts and missing log entries. This causes discrepancies between what users upload and what the system processes, leading to incomplete data records.
  • Steps to reproduce:

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Go to: crm - DSA - Channel Partners ---

Prepared By: Aparmita Srivastav