Documentation Index
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CRM Bug Tracking - Release Notes
Version: 1.0.21 Release Date: 2026-04-28Overview
This release brings a set of important improvements aimed at enhancing system stability, optimizing performance, and improving the overall user experience. It includes critical bug fixes, new feature enhancements, and workflow optimizations to make the platform more efficient, reliable, and user-friendly. These updates have been implemented based on operational requirements and user feedback to ensure smoother functionality across all modules.New Features Added
1. Regex Mapping & Bank-wise Sample Population
Description- Implemented regex-based mapping for bank-wise sample data population. This improves automation and reduces manual effort.
- Steps to reproduce:
crm - Finance
2. Autonomous Payment Configuration
Description- Introduced a configurable autonomous payment setup for streamlined payment automation. This improves process efficiency.
- Steps to reproduce:
crm - Finance
3. Lead Form Sorting by Updated Date
Description- Updated lead form sorting logic to display records based on the latest updated date. This improves data visibility.
- Steps to reproduce:
crm - Finance - Claim - Payout
4. Draft Save Functionality in Lead Form
Description- Added draft-saving functionality in lead forms. Users can now save incomplete forms and continue later.
- Steps to reproduce:
crm - Finance - Claim - Payout
5. Sub Product & Main Product Mapping in CRM
Description
- Created structured mapping between main products and sub-products. This improves product organization and reporting.
- Steps to reproduce:
crm - Finance
6. Materialized Path Query Optimization
Description- Optimized query performance using reversed path logic in materialized path queries. This significantly improves system speed.
- Steps to reproduce:
crm
7. Petty Cash Approval for Lead Admin Role
Description- Enabled petty cash approval permissions for Lead Admin role. This adds more flexibility in expense handling.
- Steps to reproduce:
crm - Finance - Invoices - Office Expense
8. MIS Reporting & CRM Dashboard Enhancements
Description- Added lead performance tracking in MIS reports and CRM dashboard. This helps in better performance analysis.
- Steps to reproduce:
crm - DSA - Reports DSA
9. New Role Creation – SC Sub BH
Description- Introduced a new SC Sub BH role with enhanced and customized access permissions. This supports role-based operational needs.
- Steps to reproduce:
crm
10. Restriction on ERP & Expense Approval for SC Sub BH
Description- Restricted ERP submission and office expense approval permissions for SC Sub BH role. This ensures better access control.
- Steps to reproduce:
crm
11. Branch Code & VCode CRM Integration
Description- Implemented branch code and VCode synchronization with CRM. This improves data consistency across systems.
- Steps to reproduce:
crm - DSA - Channel Partner
12. Ledger Report Numeric Format Update
Description- Converted ledger report numeric columns from string to numeric format. This ensures accurate calculations and reporting.
- Steps to reproduce:
crm - Finance - Claim - Payout - Ledger
13. Autonomous Payment Flow Enhancement
Description- Enhanced the autonomous payment workflow with better validation and configuration handling. This improves reliability.
- Steps to reproduce:
crm - Finance
14. Instant Claim Flow for Verified Vendors
Description- Introduced instant claim processing for verified vendors. This reduces turnaround time and speeds up approvals.
- Steps to reproduce:
crm - Finance
Bug Fixes
1. Disable Confirmation in Lead Form
Description- Removed unnecessary confirmation popups during lead form submission. This makes the submission process faster and smoother for users.
- Steps to reproduce:
crm - Finance - Claim - Payout
2. Hierarchy Sync Issue (Slow Loading & Duplicate Entries)
Description- Fixed performance issues in hierarchy synchronization that caused slow loading and duplicate records. Sync process is now optimized and reliable.
- Steps to reproduce:
crm
3. Unnecessary Checkbox in “Send to ERP” Popup
Description- Removed the irrelevant checkbox shown when skip verification was disabled. The popup now only displays required actions.
- Steps to reproduce:
crm - Finance - Claim - Payout
4. Disable Confirmation in Lead Forms (B2B/CRM)
Description- Resolved duplicate confirmation prompts in B2B and CRM lead forms. User flow is now cleaner and less repetitive.
- Steps to reproduce:
crm
5. Custom Remark Submission Error
Description- Fixed the “Must be a number” validation error triggered while adding custom remarks. Remarks can now be submitted without issues.
- Steps to reproduce:
crm
6. Application Error While Entering Date
Description- Resolved the issue causing application errors during date entry or selection. Date fields now function properly.
- Steps to reproduce:
crm
7. Banker Reply Tagging Issue
Description- Fixed banker reply tagging in CRM to ensure correct banker mail confirmation mapping. This improves communication accuracy.
- Steps to reproduce:
crm - Finance
8. Banker Confirmation Page Fixes
Description- Addressed multiple issues on the banker confirmation page to improve functionality and user experience.
- Steps to reproduce:
crm - Finance
9. Consolidated Leads Category Filter Error
Description- Fixed the “Unknown column ‘category’” database issue while applying category filters. Filters now work as expected.
- Steps to reproduce:
crm - Finance - Claim - Consolidated Leads
10. Regex Validation Improvements
Description- Enhanced regex validation logic to improve data matching and reduce validation failures.
- Steps to reproduce:
crm
Prepared By: Aparmita Srivastav