CRM Bug Tracking - Release Notes
Version: 1.0.13Release Date: 2025-08-22
Overview
This release introduces important improvements focused on resolving critical issues, enhancing performance, and enriching the overall user experience. With key bug fixes, upgraded features, and streamlined workflows, the system is now more stable, faster, and easier to use—closely aligned with user feedback and real-world needs.New Features Added
1. Two-Factor Authentication (2FA)
Description:- Introduced 2FA at CRM login to add an extra layer of security. Users will now be required to verify identity through a second step, protecting accounts from unauthorized access.
- Steps to reproduce:
crm
2. DSA segregation
Description:- Separated workflows for Billers, DSA payee, and Customers. This brings better clarity and control over payout processing, reducing confusion and improving overall efficiency.
- Steps to reproduce:
crm - DSA - Bifurcated List
3. Referral payout configuration
Description:- Enhanced the Deal page with an option to configure referral payouts. This makes it easier to set up and manage referral-based earnings directly within the deal workflow.
- Steps to reproduce:
crm - Products / B2C - Lending Partners
4. PDF upload in Office Expenses
Description:- PDF upload in Office Expenses – Enabled the ability to upload PDF files in the Office Expense module. This allows users to attach supporting documents directly, improving record-keeping and audit compliance.
- Steps to reproduce:
crm - Finance - Office Expenses
5. Implement GRO CRUD Functionality in CRM
Description:- Enabled full CRUD (Create, Read, Update, Delete) operations for GRO records within the CRM system. This should include adding new GRO entries, viewing existing details, updating information, and deleting records when required. Ensure proper validation, user access control, and error handling for a smooth and secure user experience.
- Steps to reproduce:
crm - Products - Products
Bug Fixes
1. Claim submission restriction if Business Category is Null
Description:- Added a validation to restrict multiple claim submissions when the business category is missing. This prevents duplicate claims and ensures cleaner data entry.
- Steps to reproduce:
crm - Finance - Claim
2. Vendor payout mismatch display
Description:- Resolved an issue where vendor payout amounts were not displayed in cases of mismatches. Users can now clearly view payout details, even when discrepancies occur, for smoother reconciliation.
- Steps to reproduce:
crm - Finance - Claim