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CRM Bug Tracking - Release Notes

Version: 1.0.15
Release Date: 2025-10-10

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Overview

This release introduces major improvements focused on resolving critical issues, enhancing performance, and elevating the overall user experience. With key bug fixes, feature enhancements, and streamlined workflows, the system is now more stable, faster, and intuitive, refined through real-world use and valuable user feedback.

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New Features Added

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1. Vendor Deal Tab in DSA Profile

Description:
  • Implemented a new feature to allow users to view and edit the vendor deal tab within the DSA (Direct Selling Agent) profile. This consolidates all vendor-related deal information in one place.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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2. Remarks Column in File Export

Description:
  • Added a dedicated “Remarks” column to the file export function for the “DSA > Channel Partner” section. This provides users with extra contextual information in their exported reports.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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3. Vendor Remark Field in Lead Form

Description:
  • Introduced a new “Vendor Remark” field directly into the lead form interface. This allows users to add specific notes about the vendor early in the lead process.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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4. Salesperson Details to DSA Profile

Description:
  • Enhanced the DSA profile by including and displaying detailed information about the associated salesperson on CRM as well as Ruconnect. This improves transparency and contact accessibility.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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5. MIS Upload for Motilal/Piramal

Description:
  • Improved the MIS (Management Information System) upload functionality specifically for Motilal LAP (Loan Against Property) and Piramal cases.
  • Steps to reproduce:
Go to: crm - Applications

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6. Access to Payout Details for BH

Description:
  • Enable the Business Head (BH) role to access and view comprehensive payout details. This grants leadership greater oversight on financial distributions.
  • Steps to reproduce:
Go to: crm

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7. Payout Slab Feature for Infinite Values

Description:
  • Implement logic within the payout slab feature to correctly handle and tackle cases involving infinite values. This prevents calculation errors in complex payout structures.
  • Steps to reproduce:
Go to: crm - Finance - Meta Data - Bank Product Combination

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8. Update GST columns from invoices

Description:
  • Updated and removed unnecessary columns from the invoices page
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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9. Vendor Payments - Autonomous Billing

Description:
  • Developed a new functionality for autonomous billing to manage vendor payments without manual intervention. This aims to increase efficiency and reduce processing time.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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10. Analytics for Invoices

Description:
  • Introduced a dedicated analytics view or dashboard specifically for tracking and analyzing invoice data. This will provide deeper financial insights.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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11. Business Report Tab

Description:
  • Created a new “Business Report” tab that allows users to generate reports filtered by city and by specific lender. This provides targeted reporting capabilities.
  • Steps to reproduce:
Go to: crm - Applications - Reports Applications

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12. Allow Lead Admin and CEO to Upload Cases

Description:
  • Granted the lead admin and CEO role the functionality to upload their own cases directly into the system. This provides a necessary administrative capability.
  • Steps to reproduce:
Go to: crm - Finance

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13. Update Vendor Expense Amount Display

Description:
  • Implemented the ability to display the vendor expense amount directly within the “Service Description” field of the invoice. This improves invoice clarity.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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14. Replace GST Invoice Format

Description:
  • Replaced the currently used GST invoice format with a newly provided, updated invoice format. This ensures the company uses the latest compliant design.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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15. Create Sales Report

Description:
  • Developed and implemented a dedicated sales report generation feature. This will allow sales teams to easily track their performance metrics.
  • Steps to reproduce:
Go to: crm - DSA - Reports DSA

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16. Reorder Tabs on Channel Partners Page

Description:
  • Implemented a change to reorder the tabs displayed on the main Channel Partners page. This is likely intended to improve workflow and user experience.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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Bug Fixes

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1. Lead/Export Mismatch in CRM

Description:
  • Resolved the discrepancy between the filtered count of leads and the actual count of data exported in the CRM. This ensures data integrity and accurate reporting for users.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout
2. NULL Company ID on Conversion Description:
  • Corrected the error where the company ID field is set to NULL during the conversion of Channel Partners to Company profiles. This fix is critical for maintaining proper data relationships post-conversion.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 3. Bank Confirmation Execution Error Description:
  • Resolved the execution error that occurs during the process of a banker confirmation pending export. This issue prevents critical data export when banker confirmation is pending.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 4. DSA ID Not Updating in Lead Form Description:
  • When editing a lead form, the DSA ID is not being properly updated in the relevant modal. This prevents correct assignment and tracking of leads.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 5. Payout Exceeds 90% Error Description:
  • Investigated and fixed the error message indicating “Payout exceed” when the profile is actually set for a 90% payout. The logic needs adjustment to match the set percentage.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 6. Incorrect Lead Display Description:
  • Resolved the issue where the lead display is incorrect, resulting in only a single lead being visible to the user at a time. This severely restricts user workflow.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 7. GRO Details Modal View Description:
  • Adjusted the GRO Details Modal display where the URL content spills outside the modal boundaries when the URL string is long. This ensures the modal is fully readable.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 8. Incorrect Vendor Email Trigger Description:
  • Corrected the system to ensure the appropriate email is triggered to the vendor for instant claims. An incorrect email is currently being sent.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 9. Mobile Validation Removal Issue Description:
  • Resolved the issue preventing the successful removal of mobile validation from the GRO Mobile interface. The validation is currently blocking necessary flow changes.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 10. CRM Fire Dtcb Cases Issue Description:
  • Investigated and fix the specific issue related to the handling and display of ‘Dtcb Cases’ within the CRM system. This aims to restore proper case management.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 11. RM Not Showing in CRM Description:
  • Addressed the bug where an active Relationship Manager (RM) is not appearing in the CRM’s RM list. This prevents RMs from being correctly assigned and utilized.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 12. Onboarding Issue Description:
  • Investigated and resolved the unspecified issue affecting the user onboarding process. This is to ensure a smooth and complete initial setup for new users.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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Prepared By: Aparmita Srivastav