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CRM Bug Tracking - Release Notes

Version: 1.0.16
Release Date: 2025-11-07

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Overview

This release brings significant upgrades aimed at fixing critical issues, boosting performance, and enhancing the overall user experience. With major bug resolutions, feature improvements, and optimized workflows, the system is now more stable, faster, and user-friendly—refined through real-world usage and valuable user insights.

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New Features Added

1. Optimisation of Excel Description:
  • Improved Excel processing speed and performance for smoother data handling and export.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 2. Additional Checks on Adding Claim Description:
  • Implemented restriction preventing claim addition if the partner belongs to Ruloans H.O. or N.S. hierarchy as admin.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout 3. Reject Invoice API Configuration in CRM Description:
  • Integrated API to enable invoice rejection directly from CRM for better workflow automation.
  • Steps to reproduce:
    Go to: crm - Finance - Invoices - Invoices
4. Bifurcate Invoices Based on Vendor Description:
  • Introduced vendor-wise invoice segregation for easier review and reporting.
  • Steps to reproduce:
    Go to: crm - Finance - Invoices - Invoices
5. Functionality to Update Vendor Phone Number in CRM Description:
  • Added a new feature allowing CRM users to directly update a vendor’s phone number, ensuring up-to-date contact information.
  • Steps to reproduce:
    Go to: crm - DSA - Channel Partners
6. Phase 2 – Additional Checks in Claims Description:
  • Introduced multiple new checks in the claim process:
  1. Bank details validation before submission
  2. Bank account sync between CRM and RuConnect
  3. Verification of rate/ratio configuration
  4. Application of payout capping
  5. Lead Admin role can now add/edit DSA bank accounts
  • Steps to reproduce:
    Go to: crm - Finance - Claim - Payout
7. Create “Business Report” Tab – City Wise & Lender Wise Description:
  • Developed new tab to display reports categorized by city and lender.
  • Steps to reproduce:
    Go to: crm - Applications - Reports Applications - Business Report
8. Create Sales Report Description:
  • Developed a new Sales Report module to monitor telesupervisor and telecaller performance. The dashboard provides city-wise and state-wise insights into calling activity with detailed call outcome categorization.
  • Steps to reproduce:
    Go to: crm - DSA - Reports DSA - Sales Report
9. Sales Report Enhancement Description:
  • Enhanced the sales report module with additional filters and data improvements.
  • Steps to reproduce:
    Go to: crm - DSA - Reports DSA - Sales Report
10. Phase 2 – Vendor Ledger Export Description:
  • Enabled exporting of vendor ledgers with detailed transaction summaries.
  • Steps to reproduce:
    Go to:crm - Finance - Claim - Ledger
11. Company Bank Details Sync with NS Description:
  • Automated synchronization of company bank account details with the NS system and display it on the DSA profile bank details page.
  • Steps to reproduce:
    Go to: crm - DSA - Channel Partner
12. Enable Company PAN Lead Upload for Lead Admin Description:
  • Allowed lead admins to upload leads using company PAN numbers for efficient work.
  • Steps to reproduce:
    Go to: crm - Finance - Claim - Payout
13. Update DSA Merge Logic to Include Company Details and Soft Delete Flow Description:
  • Enhanced DSA merge logic to retain company-level data while supporting soft delete functionality.
  • Steps to reproduce:
    Go to: crm - DSA - Channel Partner

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14. Remove T&C & GST Columns from Invoice

Description:
  • Removed unnecessary Terms & Conditions and GST columns from invoice templates.
  • Steps to reproduce:
Go to: crm - Finance - Invoices - Invoices

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Bug Fixes

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1. Invoices Not Visible Under “Invalid” Tab

Description:

  • ​
    Resolved issue where invalid invoices were not displaying correctly in the tab.

  • Steps to reproduce:
Go to: crm - Finance - Invoices - Invoices

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2. Unable to Create Company NS ID

Description:
  • Fixed issue error while pushing for NS IDs of new companies.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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3. Logout Triggered After Selecting Product During Claim (on DEV)

Description:
  • Corrected unexpected logout occurring when selecting a product in claim flow manual entry.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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4. Unable to Add RM in Incred

Description:
  • Fixed issue error while addition of Relationship Managers under Incred lender.
  • Steps to reproduce:
Go to: crm - Users - RM Users

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5. Company PAN Check in Upload Excel

Description:
  • Corrected validation logic for PAN verification during Excel uploads.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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6. Unexpected Error During Add Company Bank Account

Description:
  • Resolved error occurring while adding company bank account details.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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7. Showing Incorrect Name on Click of User Type on Channel Partners Page

Description:
  • Fixed incorrect name display issue on user type click in channel partners DSA profile page.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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8. Company_ID Not in Sync with Bank Account

Description:
  • Aligned company ID synchronization with associated bank account data.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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9. Autonomous Module – Case Uploaded in Ratio Instead of Rate Causes Issue

Description:
  • Fixed data mapping issue where cases were incorrectly uploaded using ratio instead of rate.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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Prepared By: Aparmita Srivastav