CRM Bug Tracking - Release Notes
Version: 1.0.22 Release Date: 2026-05-30Overview
This release introduces a range of enhancements focused on improving system stability, performance, and overall user experience. It includes key feature upgrades, critical bug fixes, and workflow improvements designed to make the platform more efficient, reliable, and intuitive. These updates have been implemented in response to business requirements and user feedback, ensuring smoother operations and enhanced functionality across all modules.New Features Added
1. Claim Confirmation Remark Filter
Description- Added remark-based filtering in the Claim Confirmation module for easier case tracking.
- Steps to reproduce:
crm - Finance - Claim - Payout
2. Edit Option in Claim Confirmation
Description- Added edit functionality for remarks in pending claim confirmation cases.
- Steps to reproduce:
crm - Finance - Claim - Payout
3. Onboarding Navigation Restriction
Description- Disabled top-header redirection and unnecessary options when onboarding is accessed from the Partner page.
- Steps to reproduce:
crm
4. Partner Assigned Date Tracking
Description- Added partner assignment date visibility and tracking in CRM.
- Steps to reproduce:
crm - DSA - Channel Partner
5. Insurance LP Business Category Mapping
Description- Updated business category mapping logic for Insurance LP products.
- Steps to reproduce:
crm - Finance - Claim - Payout
6. Autonomous Filter in Pending Cases
Description- Added Autonomous filter under the Pending Action tab for faster case segregation.
- Steps to reproduce:
crm - Finance - Claim - Payout
7. Tentative Bank File Improvements
Description- Enhanced Tentative Bank File processing and matching functionality.
- Steps to reproduce:
crm - Finance - Claim - Payout
8. Email Integration for Banker Confirmation
Description- Integrated banker email confirmation workflow directly into CRM.
- Steps to reproduce:
crm - Finance - Claim - Payout
9. Tentative File Override & Edit Capability
Description- Added override and edit functionality for Tentative Bank Files.
- Steps to reproduce:
crm - Finance - Claim - Payout
10. Verified Vendor Claim Flow
Description- Implemented dedicated claim processing flow for verified vendors.
- Steps to reproduce:
crm - Finance - Claim - Payout
11. Autonomous Payment Product Combination Handling
Description- Added handling for missing bank-product combinations during autonomous payments.
- Steps to reproduce:
crm - Finance - Claim - Payout
12. Lead Bucket Drill-Down
Description- Enabled drill-down functionality from lead buckets for detailed analysis.
- Steps to reproduce:
crm
13. Lead Form Sorting Enhancement
Description
- Updated lead listing sequence to sort based on Updated Date.
- Steps to reproduce:
crm - DSA - Channel Partners
14. Remove Ratio from Autonomous Payments
Description- Removed ratio selection from Autonomous Payment processing flow.
- Steps to reproduce:
crm - Finance - Claim - Payout
15. Subvention Adjustment Logic
Description- Added Subvention column and automated claim rate adjustment logic.
- Steps to reproduce:
crm - Finance - Claim - Payout
16. Dynamic Payout Claim Format Link
Description- Integrated dynamic payout claim format link within the system.
- Steps to reproduce:
crm - Finance - Claim - Payout
17. Branch Code & Vendor Sync Integration
Description- Implemented branch code and vendor synchronization between CRM and B2B systems.
- Steps to reproduce:
crm
18. MIS Dashboard for B2C
Description- Added MIS reporting and lead performance tracking dashboard for B2C operations.
- Steps to reproduce:
crm - DSA - Reports Dsa
19. Module Renaming & Permission Matrix Cleanup
Description- Performed module cleanup, renaming, and permission matrix implementation.
- Steps to reproduce:
crm
20. DSA Profile Authorization Verification
Description- Added DSA profile authorization verification trigger.
- Steps to reproduce:
crm
21. Autonomous Payment Enhancement
Description- Delivered enhancements for autonomous payment processing.
- Steps to reproduce:
crm - Finance - Claim
22. Autonomous Payment – Phase 2
Description- Implemented second phase of autonomous payment workflow.
- Steps to reproduce:
crm - Finance - Claim - Payout
23. Loan Disbursal Amount Validation
Description- Added validation checks for loan disbursal amount processing.
- Steps to reproduce:
crm
24. Bank File Matching Enhancement – Phase 2
Description- Improved bank file matching logic and accuracy.
- Steps to reproduce:
crm - Finance - Claim - Payout
25. ERP Push Control for Office Expenses
Description- Added approval-based control before pushing office expenses to ERP.
- Steps to reproduce:
crm - Finance - Claim - Payout
Bug Fixes
1. CRM 403 Error for Hub Head
Description- Fixed issue where Hub Head users were unable to access CRM modules due to 403 errors.
- Steps to reproduce:
crm
2. Unselect Action Deleting Leads
Description- Fixed issue where using “Unselect All” incorrectly impacted selected lead records.
- Steps to reproduce:
crm - Finance - Claim
3. Channel Partner Visibility Issue
Description- Fixed visibility issue where channel partners under Girish hierarchy were not appearing for Purnima login.
- Steps to reproduce:
crm
4. Bank Name Dropdown Not Loading
Description- Resolved issue where bank names were not displayed in the Lead Form dropdown.
- Steps to reproduce:
crm - Finance - Claim - Payout
5. Autonomous Payment Error for Secured Loans
Description- Fixed Tentative Bank File matching issue causing autonomous payment failures for secured loans.
- Steps to reproduce:
crm - Finance - Claim - Payout
6. Deal Description Comment Deletion
Description- Fixed issue where comments could not be deleted from deal descriptions.
- Steps to reproduce:
crm
7. Incorrect Email ID on Hover
Description- Corrected email information displayed in hover tooltips.
- Steps to reproduce:
crm
8. Lead Visibility Mismatch
Description- Fixed issue where leads were not visible consistently across System and Ledger views.
- Steps to reproduce:
crm - Finance - Claim
8. Leads Missing After Instant Claim
Description- Resolved issue where leads disappeared after performing instant claim actions.
- Steps to reproduce:
crm
9. Duplicate Claim Detection Issues
Description- Enhanced duplicate claim detection and validation logic to prevent duplicate processing.
- Steps to reproduce:
crm - Finance - Claim
10. Zero Ratio Cases Pushed
Description- Fixed issue allowing cases with zero ratio values to be pushed further in workflow.
- Steps to reproduce:
crm - Finance - Claim
11. Banker Confirmation Page Issues
Description- Resolved multiple issues impacting banker confirmation page functionality.
- Steps to reproduce:
crm - Finance - Claim
12. “Context Has Been Expired” Error
Description- Fixed session/context expiration error appearing on claim detail screens.
- Steps to reproduce:
crm
13. Assigned Salesperson Not Removed on Partner Change
Description- Fixed DSA workflow to remove existing salesperson assignment when partner changes.
- Steps to reproduce:
crm - DSA - Channel Partners
Prepared By: Aparmita Srivastav