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CRM Bug Tracking - Release Notes

Version: 1.0.19
Release Date: 2026-02-17

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Overview

This release delivers significant enhancements aimed at resolving critical issues, improving system performance, and elevating the overall user experience. With important bug fixes, feature upgrades, and optimized workflows, the platform is now more stable, efficient, and user-friendly—refined based on real-world usage insights and valuable user feedback.

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New Features Added

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1. Vendor Claim Logic – CRM

Description Automated payout type and claim month determination logic has been successfully implemented in CRM and is now live.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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2. Vendor Claim Logic – RUConnect

Description Payout type and claim month logic aligned with CRM has been implemented and deployed in RUConnect.
  • Steps to reproduce:
Go to: Ruconnect

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3. Copy-Paste Login OTP

Description OTP email format enhanced to allow easy copy-paste for CRM users.
  • Steps to reproduce:
Go to: crm

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4. Help & Support Module

Description Help & Support functionality successfully integrated into CRM sidebar.
  • Steps to reproduce:
Go to: crm

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5. Product MIS Revamp

Description Product MIS structure redesigned and improved for better reporting and accuracy.
  • Steps to reproduce:
Go to: crm

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6. Hierarchy Change Access Control

Description Role-based hierarchy modification access implemented and stabilized.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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7. AI-Based Banker Confirmation Automation

Description AI-driven email reading and automated claim processing for banker confirmations deployed successfully.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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8. Lead Source Filtering (Online / Offline)

Description Lead source identification and filtering feature implemented in CRM.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners

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9. Lead Column Customization

Description Users can now customize visible columns in Lead Listing.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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10. Vendor Mapping (PAN-Based Onboarding)

Description Vendor onboarding logic updated to support PAN-based mapping for existing users.
  • Steps to reproduce:
Go to: crm

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11. Vendor Claim Restriction Logic

Description System now restricts claim submission if Claim Amount exceeds Tentative Bank File Amount.
  • Steps to reproduce:
Go to: crm

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12. Registered By Company Enhancements

Description Enhancements completed to improve functionality and visibility control.
  • Steps to reproduce:
Go to: crm

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13. Interactive Walkthrough (Driver.js)

Description Feature walkthrough enabled for new releases via guided onboarding.
  • Steps to reproduce:
Go to: crm

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14. OTP Resend Logic Enhancement

Description Old OTP now invalidates automatically upon resend.
  • Steps to reproduce:
Go to: crm

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15. AuthBridge Integration

Description PAN & Aadhaar real-time validation integrated successfully.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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16. Banker Confirmation Match Status Enhancement

Description Color coding and improved count logic implemented.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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17. Bulk Upload for Banker Confirmation

Description Excel-based bulk upload functionality implemented and deployed.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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18. B2B Email Logic Update

Description Send Email option removed and CC logic updated successfully.
  • Steps to reproduce:
Go to: B2B

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19. Auto-Assignment Worker

Description Background worker deployed for default Ruloans HO assignment.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners Description Deep linking functionality implemented for campaign tracking.
  • Steps to reproduce:
Go to: crm

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Bug Fixes

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1. Pending Tab Discrepancy

Description Lead visibility mismatch between Pending and Consolidated views resolved.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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2. Updated At Filter Mismatch

Description Data inconsistency issue with Updated At filter fixed.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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3. Lead Admin Visibility Issue

Description Channel Partner rows now visible correctly to Lead Admin.
  • Steps to reproduce:
Go to: crm

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4. Lead Not Visible After Success (UAT)

Description Lead creation visibility issue resolved.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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5. Claim Month Auto-Change Issue

Description Unintended auto-change behavior corrected.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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6. Expense Page Error

Description “Cannot read ‘value’ property from undefined” error fixed.
  • Steps to reproduce:
Go to: crm - Finance

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7. MUIX Lead Form Issue

Description UI component issue resolved and stabilized.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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8. Move to Pending Icon Visibility

Description Icon visibility issue corrected for relevant CRM roles.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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9. Banks/Products Online Tag Issue

Description Incorrect Online tagging issue resolved in RUConnect.
  • Steps to reproduce:
Go to: crm

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10. Missing Search Option (CEO Role)

Description Search functionality restored under Processed → Not Found cases.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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11. Incorrect Sender Email Issue

Description Banker confirmation email sender configuration corrected.
  • Steps to reproduce:
Go to: crm

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12. Case Status Modification Issue

Description Users can now modify case status as expected.
  • Steps to reproduce:
Go to: crm - Finance

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13. Missing Column Titles

Description Created At / Updated At column headers restored.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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14. Digital Products Visibility Issue

Description Digital products now appear correctly in listing.
  • Steps to reproduce:
Go to: crm - Finance
Prepared By: Aparmita Srivastav