> ## Documentation Index > Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt > Use this file to discover all available pages before exploring further. # V1.0.19 (2026 02 16) # **CRM Bug Tracking - Release Notes** **Version:** 1.0.19\ **Release Date:** 2026-02-17 *** ## **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. *** ## **New Features Added** ### **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` ### **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` ### **3. Copy-Paste Login OTP** **Description** OTP email format enhanced to allow easy copy-paste for CRM users. * **Steps to reproduce:** Go to: `crm` ### **4. Help & Support Module** **Description** Help & Support functionality successfully integrated into CRM sidebar. * **Steps to reproduce:** Go to: `crm` ### **5. Product MIS Revamp** **Description** Product MIS structure redesigned and improved for better reporting and accuracy. * **Steps to reproduce:** Go to: `crm` ### **6. Hierarchy Change Access Control** **Description** Role-based hierarchy modification access implemented and stabilized. * **Steps to reproduce:** Go to: `crm - DSA - Channel Partners` ### **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` ### **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` ### **9. Lead Column Customization** **Description** Users can now customize visible columns in Lead Listing. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **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` ### **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` ### **12. Registered By Company Enhancements** **Description** Enhancements completed to improve functionality and visibility control. * **Steps to reproduce:** Go to: `crm` ### **13. Interactive Walkthrough ([Driver.js](http://Driver.js))** **Description** Feature walkthrough enabled for new releases via guided onboarding. * **Steps to reproduce:** Go to: `crm` ### **14. OTP Resend Logic Enhancement** **Description** Old OTP now invalidates automatically upon resend. * **Steps to reproduce:** Go to: `crm` ### **15. AuthBridge Integration** **Description** PAN & Aadhaar real-time validation integrated successfully. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **16. Banker Confirmation Match Status Enhancement** **Description** Color coding and improved count logic implemented. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **17. Bulk Upload for Banker Confirmation** **Description** Excel-based bulk upload functionality implemented and deployed. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **18. B2B Email Logic Update** **Description** Send Email option removed and CC logic updated successfully. * **Steps to reproduce:** Go to: `B2B` ### **19. Auto-Assignment Worker** **Description** Background worker deployed for default Ruloans HO assignment. * **Steps to reproduce:** Go to: `crm - DSA - Channel Partners` ### **20. Deep Link Campaign** **Description** Deep linking functionality implemented for campaign tracking. * **Steps to reproduce:** Go to: `crm` *** ## **Bug Fixes** ### **1. Pending Tab Discrepancy** **Description** Lead visibility mismatch between Pending and Consolidated views resolved. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **2. Updated At Filter Mismatch** **Description** Data inconsistency issue with Updated At filter fixed. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **3. Lead Admin Visibility Issue** **Description** Channel Partner rows now visible correctly to Lead Admin. * **Steps to reproduce:** Go to: `crm` ### **4. Lead Not Visible After Success (UAT)** **Description** Lead creation visibility issue resolved. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **5. Claim Month Auto-Change Issue** **Description** Unintended auto-change behavior corrected. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **6. Expense Page Error** **Description** “Cannot read 'value' property from undefined” error fixed. * **Steps to reproduce:** Go to: `crm - Finance` ### **7. MUIX Lead Form Issue** **Description** UI component issue resolved and stabilized. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **8. Move to Pending Icon Visibility** **Description** Icon visibility issue corrected for relevant CRM roles. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **9. Banks/Products Online Tag Issue** **Description** Incorrect Online tagging issue resolved in RUConnect. * **Steps to reproduce:** Go to: `crm` ### **10. Missing Search Option (CEO Role)** **Description** Search functionality restored under Processed → Not Found cases. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **11. Incorrect Sender Email Issue** **Description** Banker confirmation email sender configuration corrected. * **Steps to reproduce:** Go to: `crm` ### **12. Case Status Modification Issue** **Description** Users can now modify case status as expected. * **Steps to reproduce:** Go to: `crm - Finance` ### **13. Missing Column Titles** **Description** Created At / Updated At column headers restored. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **14. Digital Products Visibility Issue** **Description** Digital products now appear correctly in listing. * **Steps to reproduce:** Go to: `crm - Finance` *** **Prepared By:** Aparmita Srivastav