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# V1.0.18 (2026 01 13)

# **CRM Bug Tracking - Release Notes**

**Version:** 1.0.18\
**Release Date:** 2026-01-13

***

## **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.

***

## **New Features Added**

### **1. Update Vendor Phone Number in CRM**

**Description:**

* Provide functionality to update vendor phone numbers directly in CRM.
* Ensures accurate vendor contact details.
* **Steps to reproduce:**

Go to: `crm - DSA - Channel Partners`

### **2. Same-Day Billing for Company PAN**

**Description:**

* Allow same-day billing for company PAN cases.
* Removes restriction on billing date.
* **Steps to reproduce:**

Go to: `crm - Finance`

### **3. Download Company Ledger (CRM & B2B)**

**Description:**

* Provide an option to download company ledger from CRM and B2B portals.
* Improves financial reporting access.
* **Steps to reproduce:**\
  Go to: `crm - Finance`

### **4. Phase 1 – Excel Upload Implementation**

**Description:**

* Enable Phase 1 excel upload functionality.
* **Steps to reproduce:**\
  Go to: `crm - Finance - Claim - Payout`

### **5.  Fix & Enhance DSA Merge and Add DSA Flow**

**Description:**

* Resolve issues in DSA merging and enhance add DSA functionality.
* Ensures clean and accurate DSA records.
* **Steps to reproduce:**\
  Go to: `crm - DSA - Channel Partners`

### **6. Provide BH Access to Update Phone Number**

**Description:**

* Allow BH role to update phone numbers.

* Reduces dependency on admin roles.

* **Steps to reproduce:**\
  Go to: `crm - DSA - Channel Partners`

### **7. Enhanced DSA Merge Logic**

**Description:**

* Update DSA merge logic to include company details, soft delete flow, and consent withdrawal.
* Improves data integrity and compliance.
* **Steps to reproduce:**\
  Go to: `crm - DSA - Channel Partners`

### **8. Implement RBAC in CRM**

**Description:**

* Introduce Role-Based Access Control across CRM.
* Ensures controlled access based on user roles.
* **Steps to reproduce:**\
  Go to: `crm - Settings - Role Managements`

### **9. Phase 2 – Additional Checks in Claims**

**Description:**

* Add more validations and checks in claims processing (Phase 2).
* Reduces incorrect claims.
* **Steps to reproduce:**\
  Go to: `crm - Finance - Claim - Payout`

### **10. Show Finance Tab to Lead Admin Role**

**Description:**

* Enable finance tab visibility for Lead Admin role.
* Improves role-based access.
* **Steps to reproduce:**\
  Go to: `crm`

### **11. Remove Columns from Ledger Export**

**Description:**

* Remove unnecessary columns from ledger export.
* Keeps export clean and relevant.
* **Steps to reproduce:**\
  Go to: `crm - Finance`

### **12. Autonomous Payment Validation for Secured Loans**

**Description:**

* Add validation in autonomous payment flow for HL & LAP loans.
* Prevents incorrect payment processing.
* **Steps to reproduce:**\
  Go to: `crm - Claim - Payout`

### **13. Remove Customer Name Fields from Matching Algorithm**

**Description:**

* Exclude customer full name/first name/last name from matching logic.
* Avoids false duplicate detection.
* **Steps to reproduce:**\
  Go to: `crm`

### **14. Reinstate File Name Validation for Claim Uploads**

**Description:**

* Re-enable file name validation during claim uploads.
* Ensures standardized uploads.
* **Steps to reproduce:**\
  Go to: `crm - Claim - Payout`

### **15. Key-Field Mapping for Bank Product Sync**

**Description:**

* Define key-field mappings for bank product synchronization.
* Ensures accurate data sync.
* **Steps to reproduce:**\
  Go to: `crm`

### **16. Export Call Log Report (Home > DSA > Call Log)**

**Description:**

* Provide export option for DSA call log reports.
* Helps in call tracking and analysis.
* **Steps to reproduce:**\
  Go to: `crm`

### **17. Vendor Name in Ledger Email**

**Description:**

* Display vendor name in ledger emails sent from CRM.
* Helps identify the correct vendor easily.
* **Steps to reproduce:**\
  Go to: `crm`

### **18. Contest Validation on Upload Date**

**Description:**

* Add validation for contest upload date.
* Prevents incorrect contest entries.
* **Steps to reproduce:**\
  Go to: `crm - Finance - Claim - Payout`

### **19. Invoices & Bills – B2B Web & App Integration**

**Description:**

* Integrate invoices and bills with B2B web and app.
* Ensures seamless financial visibility.
* **Steps to reproduce:**\
  Go to: `crm - Finance - Invoices`

### **20. Contest Dropdown in Form**

**Description:**

* Add contest dropdown in lead form.
* Improves contest selection flow.
* **Steps to reproduce:**\
  Go to: `crm - Finance - Claim - Payout`

### **21. Remove Add Button from Contest Event Page**

**Description:**

* Remove add button from contest event lead form page.
* Prevents manual contest additions.
* **Steps to reproduce:**\
  Go to: `crm`

### **22. MIS Creation for Product**

**Description:**

* Enable MIS creation based on product.
* Improves reporting and analysis.
* **Steps to reproduce:**\
  Go to: `crm`

### **23. App Notification for Invoices**

**Description:**

* Enable app notifications for invoice events.
* Keeps users informed in real time.
* **Steps to reproduce:**\
  Go to: `crm`

**24. Lead Source Identification (Online / Offline)**

**Description:**

* Enable lead source identification and filtering in CRM.
* Improves source-level reporting.
* **Steps to reproduce:**\
  Go to: `crm - Claim - Payout`

***

## **Bug Fixes**

### **1. Banker Confirmation Email Not Delivered**

**Description:**

* Banker confirmation emails were not getting delivered to the banker’s registered email ID.

* This issue has now been fixed and emails are being delivered successfully.

* **Steps to reproduce:**

Go to: `crm - Finance - Claim - Payout`

**2. 403 Error After Login (Missing Page Permission)**

**Description:**

* Users were facing a 403 error after login due to missing page permissions.
* The permission mapping issue has now been resolved.
* **Steps to reproduce:**

Go to: `crm`

**3. Application Error on Consolidated Leads**

**Description:**

* An application error was occurring while accessing consolidated leads.
* The issue has been fixed and leads now load correctly.
* **Steps to reproduce:**

Go to: `crm - Finance - Claim - Payout`

**4.User Permission Filters Not Working (Is Empty / Is Not Empty)**

**Description:**

* The “is empty” and “is not empty” filters were not returning any data.
* The filter logic has now been corrected.
* **Steps to reproduce:**

Go to: `crm`

**5. Incorrect ‘Updated By’ Name and Entry Issues**

**Description:**

* Incorrect user names were shown in the ‘Updated By’ field.
* This issue has now been fixed and entries are logged correctly.
* **Steps to reproduce:**

Go to: `CRM`

**6. Disbursed Cases Not Updated After MIS Upload**

**Description:**

* Disbursed cases were not updating after MIS upload.
* This issue has been resolved and statuses now update properly.
* **Steps to reproduce:**

Go to: `crm`

**7. PAN-Based Duplicate Onboarding & Consent Validation Issue**

**Description:**

* Duplicate onboarding was not detected correctly based on PAN and consent validation was failing.
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm - DSA - Channel Partners`

**8. Error While Syncing Bank Details**

**Description:**

* An error was occurring while syncing bank details.
* The synchronization issue has now been resolved.
* **Steps to reproduce:**

Go to: `crm - DSA - Channel Partners`

**9. Bulk Assigning Errors & Dropdown Not Loading**

**Description:**

* Errors were occurring during bulk assigning and dropdown values were not loading.
* These issues have now been fixed.
* **Steps to reproduce:**

Go to: `crm`

**10. Applications & Leads Not Visible for CTO Role**

**Description:**

* Applications and leads were not visible for CTO role users after login.
* Role access has now been fixed.
* **Steps to reproduce:**

Go to: `crm`

**11. RBAC Socket & Cache Issue During Updates**

**Description:**

* Socket and cache issues were occurring while updating RBAC permissions.
* This issue has now been resolved.
* **Steps to reproduce:**

Go to: `crm - Settings - Role Management`

**12. Actions Column Not Visible for Lead Admin Role**

**Description:**

* The Actions column was not visible for the Lead Admin role.
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm`

**13. DSA Dropdown & Company PAN Not Loading in Ledger Download**

**Description:**

* DSA dropdown and company PAN details were not loading in ledger downloads.
* This issue has now been resolved.
* **Steps to reproduce:**

Go to: `crm - Finance`

**14. MIS With Filters Not Working in CRM**

**Description:**

* MIS filters were not working correctly in CRM.
* The filtering issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm`

**15. Event Logs Date Order & Filters Not Working**

**Description:**

* Event logs were not displayed in correct date order and filters were not working.
* These issues have now been resolved.
* **Steps to reproduce:**

Go to: `crm`

**16. Payout Mismatch Error**

**Description:**

* Payout mismatch errors were occurring in certain cases.
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm - Finance - Claim - Payout`

**17. NS Duplicate Error on LOS/App No Mapping**

**Description:**

* NetSuite duplicate errors were occurring when LOS/App No changes were mapped.
* This issue has now been resolved.
* **Steps to reproduce:**

Go to: `crm - Finance - Claim - Payout`

**18. Unable to Inactivate Wrong Bank & Product Combination**

**Description:**

* Incorrect bank-product combinations could not be inactivated after payout API changes.
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm - Products`

**19.Ruconnect Login Form Execution Errors**

**Description:**

* Execution errors were occurring on the Ruconnect login form.
* This issue has now been resolved.
* **Steps to reproduce:**

Go to: `Ruconnect`

**20. NS Bank File Sync Issues in CRM**

**Description:**

* Bank file data was not syncing correctly from NetSuite to CRM.
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm`

**21. Execution Error While Punching Lead Without Consent**

**Description:**

* Errors were occurring while punching leads without consent or reference ID.
* This issue has now been resolved.
* **Steps to reproduce:**

Go to: `Ruconnect`

**22. Leads Sent to ERP Reappearing in Pending**

**Description:**

* Leads sent to ERP were reappearing in pending status after re-login.
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm - Finance - Claim - Payout`

**23. Error When BH-Hierarchy DSA Uploads Leads**

**Description:**

* Errors were occurring when BH-hierarchy DSA users uploaded leads.
* This issue has now been resolved.
* **Steps to reproduce:**

Go to: `crm - Finance - Claim - Payout`

**24. Paid Campaign Leads Appearing Blank (UTM Issue)**

**Description:**

* Some paid campaign leads were appearing without UTM data.
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm`

**25. Sales Person Not Showing in Sundaram**

**Description:**

* Assigned sales person was not visible in Sundaram system.
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm`

**26. Error While Submitting/Editing Manual Lead**

**Description:**

* Execution errors were occurring during manual lead submission or editing.
* This issue has now been resolved.
* **Steps to reproduce:**

Go to: `crm - Finance - Claim - Payout`

**27. Error Displayed While Submitting Lead – NS Contest Title Not Allowed**

**Description:**

* An error was displayed stating “NS Contest Title Is Not Allowed.”
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm - Finance - Claim - Payout`

**28. Error While Sending Leads to ERP**

**Description:**

* Errors were occurring while sending leads to ERP.
* This issue has now been resolved.
* **Steps to reproduce:**

Go to: `crm - Finance - Claim - Payout`

**29. OTP Not Triggering During DSA Onboarding**

**Description:**

* OTP was not triggering during DSA onboarding.
* This issue has now been fixed.
* **Steps to reproduce:**

Go to: `crm - DSA - Channel Partners`

**30. CRM Not Showing Solar Loan Leads**

**Description:**

* Solar loan leads were not visible in CRM.
* This issue has now been resolved.
* **Steps to reproduce:**

Go to: `crm`

***

**Prepared By:** Aparmita Srivastav