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CRM Bug Tracking - Release Notes

Version: 1.0.17
Release Date: 2025-11-28

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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, upgraded features, and streamlined workflows, the system is now more stable, faster, and easier to use—shaped by practical usage feedback and valuable user inputs.

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New Features Added

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1. Contest ID (-6) Support for Excel Upload

Description:
  • Added functionality to allow for contest ID -6 within the Excel upload flow, enabling smoother data import for related contests.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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2. Hero PL Inclusion in Pincode Bulk Upload

Description:
  • Hero PL was not appearing earlier; now the system supports proper reflection during pincode bulk uploads along with the option to add lender lists.
  • Steps to reproduce:
Go to: crm - Products

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3. Vendor Phone Number Update

Description:
  • Introduced functionality to Update vendor phone numbers directly from CRM.
  • Steps to reproduce:
    Go to: crm - DSA - Channel Partners

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4. Same-Day Autonomous Billing

Description:
  • Added functionality for same-day billing, allowing autonomous billing operations without delays within CRM.
  • Steps to reproduce:
    Go to: crm - Finance - Claim - Payout

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5. Download Company Ledger (CRM & B2B)

Description:
  • Users can now download the company ledger from both CRM and B2B modules.
  • Steps to reproduce:
    Go to: crm - Finance / B2B

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6. Phase-1 Excel Upload Enhancements

Description:
  • Initial phase improvements to Excel upload reliability and validation rules.
  • Steps to reproduce:
    Go to: crm - Finance - Claim - Payout

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7. Contest Field in Lead Form

Description:
  • A new contest field has been added to the lead form for better tracking of contest-based leads.
  • Steps to reproduce:
    Go to: crm - Finance - Claim - Payout

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8. Validate Claim Month vs Disbursal Month

Description:
  • System now validates claim month entries against the disbursal month to prevent mismatched entries.
  • Steps to reproduce:
    Go to: crm - Finance - Claim - Payout

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9. Contest-wise CSV/Excel Upload

Description:
  • Enabled support for uploading contest-wise data via CSV/Excel formats.
  • Steps to reproduce:
    Go to: crm - Finance - Claim - Payout

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10. Lead Form Table in DSA Profile (Finance Tab)

Description:
  • Lead form details are now visible in the DSA profile under the Finance tab for easier tracking.
  • Steps to reproduce:
    Go to:crm - DSA - Channel Partners

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Bug Fixes

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1. Incorrect Name Display on User Click

Description:
  • Fixed an issue where clicking on a user type on the channel partners page showed incorrect names.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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2. CRM Data Fetching Issue for AD Campaigns

Description:
  • Resolved the data retrieval problem affecting AD campaign analytics.
  • Steps to reproduce:
Go to: crm

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3. “Become a Partner” Leads Not Saving in CRM

Description:
  • Leads generated from the Become a Partner page now correctly save into CRM.
  • Steps to reproduce:
Go to: crm

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4. Company PAN Not Saved in Manual Lead Form

Description:
  • Fixed the issue where company PAN failed to store during manual lead creation.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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5. Company PAN Not Reconnecting in Manual Lead Ruconnect

Description:
  • PAN data now reconnects properly during manual lead reactivation.
  • Steps to reproduce:
Go to: CRM / Ruconnect

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6. Removal of T&C and GST Columns from Invoices

Description:
  • Unwanted T&C and GST columns have been removed from invoice templates.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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7. Search Issue in DSA List

Description:
  • Fixed the global search issue in the DSA list view.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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8. Error While Adding Vendor Claim

Description:
  • Resolved the error occurring during vendor claim creation.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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9. Event Logs Not Displayed Correctly

Description:
  • Event logs now appear properly in the correct order and format.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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10. User Able to Remove All Column Filters

Description:
  • Fixed functionality so system now retains mandatory columns and restricts removal.
  • Steps to reproduce:
Go to: crm

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11. Other Column Filter Operation Issues

Description:
  • Improved and fixed various column filter inconsistencies across modules.
  • Steps to reproduce:
Go to: crm

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12. Vendor Journey Completion Bug

Description:
  • Vendor journey no longer shows as complete when required address or documents are missing.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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13. Error While Uploading Cases

Description:
  • Resolved case upload errors and stabilized file-processing logic.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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14. Error During Application Status Update

Description:
  • Fixed failures occurring during status updates in the application workflow.
  • Steps to reproduce:
Go to: crm - Applications
Prepared By: Aparmita Srivastav