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CRM Bug Tracking - Release Notes

Version: 1.0.20
Release Date: 2026-03-27

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Overview

This release introduces a range of impactful enhancements focused on resolving critical issues, improving system performance, and elevating the overall user experience. With key bug fixes, feature enhancements, and optimized workflows, the platform is now more stable, efficient, and intuitive. These improvements have been carefully implemented based on real-world usage insights and valuable user feedback, ensuring a smoother and more reliable experience across all modules.

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New Features Added

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1. Application view for lead form

Description
  • Introduced a structured application view to enhance usability and visibility of lead details.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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2. Removal of User Remark Column (Lead Form)

Description
  • Removed the user remark column from the Ruconnect lead form to simplify the interface.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout / Ruconnect B2B

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3. Removal of User Remark Column (Login Form)

Description
  • Removed the user remark column from the login form for a cleaner UI.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout / Ruconnect B2B

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4. Banker Confirmation Enhancements

Description
  • Enhanced the banker confirmation process for improved accuracy and workflow efficiency.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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5. Auto-Population of Payout Rate

Description
  • Implemented automatic population of payout rates during claim upload based on vendor master configuration.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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6. NetSuite Sync for Claim Confirmation Remarks

Description
  • Enabled seamless synchronization of claim confirmation remarks with NetSuite.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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7. Dynamic Permission Management

Description
  • Introduced a dynamic permission system to manage column visibility, button access, and control the Authbridge flow.
  • Steps to reproduce:
Go to: crm - Settings - Role Managements

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7. Validation Logic Update for Zero Rate/Ratio Claims

Description
  • Updated validation logic to correctly handle claims with zero rate or ratio values.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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Bug Fixes

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1. Duplicate Expense Invoices

Description
  • Resolved an issue where duplicate expense invoices were being generated in the system.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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2. Lead Submission Error (Ruconnect CRM)

Description
  • Fixed an execution error that occurred while submitting leads through the login form.
  • Steps to reproduce:
Go to: Ruconnect

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3. Disbursed Amount Mismatch (ERP Integration)

Description
  • Corrected discrepancies in disbursed amounts during synchronization with ERP.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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4. Incorrect Confirmation Email Trigger

Description
  • Fixed an issue where confirmation emails were sent even when the confirmation setting was disabled.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout - Banker Confirmation

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5. Duplicate DSA Entries in Channel Partner List

Description
  • Resolved duplication of DSA records appearing in the channel partner list.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partner

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6. MOU Visibility Issue

Description
  • Fixed an issue preventing users from viewing MOU documents.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partner

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7. Tentative Match Tab Errors

Description
  • Resolved issues related to field edit restrictions and the “minimum 3 fields mandatory” error during search.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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8. OTP Delivery Failure

Description
  • Fixed the issue causing OTPs to not be received from the CRM.
  • Steps to reproduce:
Go to: crm - Customers

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9. DSA Search Error via PAN

Description
  • Resolved execution errors occurring while searching for DSA using PAN details.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partner

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10. GST Field Missing for LLP and Partnership

Description
  • Fixed the issue where the GST option was not available for LLP and Partnership company types.
  • Steps to reproduce:
Go to: crm - DSA - Onboarding

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11. Assignment Issue in CRM

Description
  • Resolved issues related to incorrect or failed assignment of Sales Person in records.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partner

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12. Office Expense Page Errors

Description
  • Fixed multiple execution errors impacting the office expense module.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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13. Banker Confirmed Lead Highlighting

Description
  • Corrected the UI issue where banker-confirmed leads were not highlighted in green.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout
Prepared By: Aparmita Srivastav