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CRM Bug Tracking - Release Notes

Version: 1.0.14
Release Date: 2025-09-05

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Overview

This release delivers significant enhancements aimed at addressing critical issues, boosting performance, and improving the overall user experience. With major bug fixes, feature upgrades, and optimized workflows, the system is now more reliable, faster, and user-friendly shaped by real-world needs and valuable user feedback.

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New Features Added

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1. Remove One-Month Validation on Transaction Date

Description:
  • Removed one-month restriction on NS Bill push. Provides flexibility in entering older transactions.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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2. Ledger Export Enhancement

Description:
  • Improve ledger export with more details. Helps in generating better financial reports.
  • Steps to reproduce:
Go to: crm - Finance - Finance Tools

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3. Company PAN Check in Uploaded Excel

Description:
  • Validate Company PAN in upload Excel. To allow punching leads on company pans.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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4. Allow External DSA Domain in CRM

Description:
  • Support DSAs @ext.ruloans.com domain for login. Expands access for partners.
  • Steps to reproduce:
Go to: crm

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5. Prevent Second Claim if Business Category is Null

Description:
  • Restrict duplicate claims with missing categories. Reduces wrong claim submissions.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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6. Fix Product Vendor Alias (Extra Space/Duplicates)

Description:
  • Remove extra spaces and duplicate aliases. Keeps vendor data clean and consistent.
  • Steps to reproduce:
Go to: crm - Products

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7. Added Remarks column in File Export of DSA > Channel Partner

Description:
  • A “Remark” column has been added in the DSA Export excel sheet.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partner

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Bug Fixes

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1. Banker Confirmation Email in HTML

Description:
  • Earlier banker confirmation emails were showing raw HTML instead of formatted text. This issue has now been fixed and emails appear in proper format.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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2. Icon Not Visible for DSA Channel Partner

Description:
  • The icon for DSA channel partners was missing in Lead Admin role. The visibility issue has been resolved and icons are now showing correctly.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partner

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3. Null Company ID in Channel Partner Conversion

Description:
  • Company ID used to become null while converting channel partner to company. This bug is fixed and company ID is now retained properly.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partner

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4. Resending Bounced Emails

Description:
  • Resending was not working for bounced emails between 12 July – 4 Aug. The problem has been fixed and bounced emails have been successfully resent.
  • Steps to reproduce:
Go to: crm

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5. Companies Section Showing Wrong Data

Description:
  • Individual DSA details were displaying instead of company details. The mapping has been corrected and company data is shown properly.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partner Description:
  • Product status mismatches appeared in bank combination search results. This issue has been fixed and status now displays correctly.
  • Steps to reproduce:
Go to: crm - Finance - Meta Data

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7. Incorrect Data in DSA Column

Description:
  • Wrong data was being displayed in the DSA column of CRM. The display issue is resolved and correct values are now shown.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partner

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Prepared By: Aparmita Srivastav