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CRM Bug Tracking - Release Notes

Version: 1.0.22 Release Date: 2026-06-02

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Overview

This release includes targeted feature additions and bug fixes to improve verification workflows, vendor management, and lead handling. The updates focus on streamlining verification, improving data exports and imports, and resolving issues on the banker confirmation flow.

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New Features Added

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1. Bulk Authbridge Verification

Description
  • Added bulk verification flow using Authbridge to validate multiple DSA/vendor records in one operation. This improves verification throughput and reduces manual effort.
  • Steps to reproduce:
Go to: crm - DSA - Verification - Bulk Authbridge

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2. Email Verification in DSA Profile

Description
  • Added an email verification option in the DSA profile to validate DSA contact emails as part of profile management.
  • Steps to reproduce:
Go to: crm - channel partners - Profile -> Verify Email

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3. Add DSA

Description
  • Added a dedicated email verification option in Add DSA.
  • Steps to reproduce:
Go to: crm - channel partners -> Add DSA

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4. Send to ERP

Description
  • When a claim file is sent to ERP if vendor email is not verified user is given a option to verify email while sending file to “Send to ERP”.
  • Steps to reproduce:
Go to: crm - Finance - claim - add claim or existing claim and select Send to ERP

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5. Vendor Profile Viewing Option

Description
  • Added a DSA profile viewing option directly on click on the name of the channel partner/DSA.
  • Steps to reproduce:
Go to: crm - Vendors - Profile and select View Profile

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Bug Fixes

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1. Customer Leads Export Issue

Description
  • Fixed an issue where exporting customer leads failed for large datasets; export now completes and preserves field mappings.
  • Steps to reproduce:
Go to: crm - Customers - Leads -> Export

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2. Remove Ratio Option from the Autonomous Payment Option

Description
  • Removed the obsolete “Ratio” option from Autonomous Payment configuration UI and backend handling to prevent configuration errors.
  • Steps to reproduce:
Go to: crm - Finance - Autonomous Payment and open configuration

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3. BANKER CONFIRMATION PAGE ISSUES

Description
  • Addressed multiple issues on the Banker Confirmation page including incorrect status rendering, missing actions, and validation errors.
  • Steps to reproduce:
Go to: crm - Finance - Banker Confirmation

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4. Customer Leads Assign Issue from Excel

Description
  • Resolved failures in assigning customer leads imported from Excel where the assignee was not persisted; the import and assignment flow now correctly maps and saves assignees.
  • Steps to reproduce:
Go to: crm - Customers - Leads -> Import from Excel and verify assignments