Skip to main content

​
CRM Bug Tracking - Release Notes

Version: 1.0.26 Release Date: 2026-09-30

​
Overview

This release includes several completed functionalities and enhancements along with resolved bugs across CRM, RuConnect, Autonomous Payment, Banker Confirmation, Lead Forms, Bank Product Combination, Vendor workflows, Split Cases, exports, validations, and system performance. All planned enhancements have been successfully implemented, and the reported bugs have been resolved as part of this release.
New Features Added / Enhancements 1. Shift Banker Confirmation Gmail Workflow to Zoho Description Migrated the Banker Confirmation Gmail workflow to Zoho for improved email processing and management.
  • Steps to reproduce:
Go to: crm - Finance 2. Central Claim Functionality across Application Modules Description Implemented centralized Claim functionality across CRM, App, and Web App modules.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Ruconnect Leads 3. Phone Number Validation in RM Upload Description Added phone number validation in RM Upload across CRM and B2B Lead Forms.
  • Steps to reproduce:
Go to: crm 4. AuthBridge Check Removal for Autonomous Requests Description Removed the AuthBridge check for Autonomous Requests related to Company Cases.
  • Steps to reproduce:
Go to: crm - Finance 5. PII & KYC Data Masking Description Implemented PII and KYC data masking in DSA and Customer Dashboards.
  • Steps to reproduce:
Go to: crm - DSA - Channel Partners / crm - Customers - All Customers 6. Customer Slab Master & CRM–NS Sync Description Implemented Customer Slab Master synchronization across CRM, App, and Web App with NS.
  • Steps to reproduce:
Go to: crm - Finance - Meta Data - Bank Product Combination / Ruconnect - My Earnings - Online Leads 7. Find Banks & Your Payout Access Description Enabled Find Banks and Your Payout functionality for all RuConnect users.
  • Steps to reproduce:
Go to: Ruconnect 8. Bulk Claim Upload for RuConnect Description Implemented bulk Claim Upload functionality in RuConnect App and Web App.
  • Steps to reproduce:
Go to: Ruconnect - My Earnings 9. Tentative Bank Account Change & Verification Description Implemented the workflow for changing and verifying tentative bank accounts.
  • Steps to reproduce:
Go to: crm - Finance 10. MIS Reporting & CRM Dashboard Description Implemented Lead Performance Tracking through MIS Reporting and CRM Dashboard.
  • Steps to reproduce:
Go to: crm 11. Active Slab Display in Bank & Product Combination Description Implemented active slab display for the respective Bank & Product Combination.
  • Steps to reproduce:
Go to: crm - Finance - Meta Data - Bank Product Combination 12. Improve Name Matching Logic in Bank Account Verification Description Improved Name Matching Logic while adding bank account via CRM and B2B
  • Steps to reproduce:
Go to: crm - DSA- Channel Partner - DSA Profile - Add Bank 13. Implement auth bridge verification in case of sole prop dsa and skip for sole prop reg company Description Implemented auth bridge verification in case of sole prop dsa
  • Steps to reproduce:
Go to: crm - DSA- Channel Partner - DSA Profile - Auth Bridge verification 14. Implement auth bridge verification in case of sole prop dsa and skip for sole prop reg company Description Implemented auth bridge verification in case of sole prop dsa
  • Steps to reproduce:
Go to: crm - DSA- Channel Partner - DSA Profile - Auth Bridge verification 15. Remove Match Score and Edit Bank Account Option in B2B Description Removed Match Score and Edit Bank Account Option in B2B
  • Steps to reproduce:
Go to: B2B- Profile- Bank Accounts 16. Implement Module-Wise Export Permission Control with User-Level Device IP Binding Restriction in Ruloans CRM Description Implemented Module-Wise Export Permission Control with User-Level Device IP Binding Restriction in Ruloans CRM
  • Steps to reproduce:
Go to: crm- All Modules- Export 17. Remove Match Score and Edit Bank Account Option in B2B Description Removed Match Score and Edit Bank Account Option in B2B
  • Steps to reproduce:
Go to: B2B- Profile- Bank Accounts 18. Persist Driver.js Skip Preference - Ruconnect App Description Removed the error where the user was getting the guide tour again and again.
  • Steps to reproduce:
Go to: B2B- Profile 19. Implement PII masking for phone numbers and email addresses on the Channel Partner Dashboard. Description Implemented PII masking for phone numbers and email addresses on the Channel Partner Dashboard.
  • Steps to reproduce:
Go to: CRM- DSA 20. Display User Name and Role in CRM Profile Section Description Displayed the User Name and Role in CRM Profile Section
  • Steps to reproduce:
Go to: CRM- Profile(Top Right Side) 21. CRM Logs for Bank Account Creation & Updation Description Created CRM Logs for Bank Account Creation & Updation via crm.
  • Steps to reproduce:
Go to: CRM- DSA- Profile- Logs 22. Expense - Invoice Bugs Description Changed the Exp number to Exp type and filter issue in Office Expenses.
  • Steps to reproduce:
Go to: CRM- Finance- Invoices- Office Expenses 23. Unmask PAN, KYC, Mobile Number & Email for Approved CRM Users Description Unmasked PAN, KYC, Mobile Number & Email for Approved CRM Users.
  • Steps to reproduce:
Go to: CRM- DSA 24. B2C Webapp Bugs Description Fixed the mobile number update, Loans, Become a Partner errors.
  • Steps to reproduce:
Go to: B2C- Profile
Bug Fixes 1. Draft Functionality – Login Form Description Fixed the issue where Draft functionality was not working as expected in the Login Form.
  • Steps to reproduce:
Go to: crm 2. Email & Customer Name Filter Issue Description Resolved errors occurring while using the Email and Customer Name filters in the All Applications module.
  • Steps to reproduce:
Go to: crm - Applications - All Applications 3. Pre-filled Bank Name Not Cleared Description Fixed the issue where the Bank Name was not cleared after removing pre-filled values.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Customer Leads 4. Payout Details Masking – Multi-Funding/Duplicate Section Description Fixed the visibility issue by masking other teams’ payout details in the Multi-Funding/Duplicate section reference view.
  • Steps to reproduce:
Go to: crm - Finance 5. Disbursement Date Validation Error Description Resolved the disbursement date error occurring while submitting a Lead.
  • Steps to reproduce:
Go to: crm - Finance 6. Zero Ratio Case Submission Description Fixed the issue where cases were being pushed with a zero ratio.
  • Steps to reproduce:
Go to: crm - Finance 7. Bank File Upload Logs Search Filter Description Fixed the issue where the search filter was not working in Bank File Upload Logs.
  • Steps to reproduce:
Go to: crm 8. Number & Symbol Validation – 5-Step Process Description Implemented missing number and symbol validation in the 5-step process.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Customer Leads 9. Disbursement Amount Validation – Bank Product Description Added disbursement amount validation for Bank Products.
  • Steps to reproduce:
Go to: crm - Finance 10. API Optimisation – getRuloansCustomers 500 Error Description Fixed the issue where the search filter was not working in the Channel Partner module.
  • Steps to reproduce:
Go to: crm - DSA 11. API Optimisation –getLeadForms 500 error Description Fixed the issue where the search filter was not working in the Customer Leads module.
  • Steps to reproduce:
Go to: crm - Finance 12. CTO Role Can Access Applications > All Applications Module in CRM by Manipulating URL Description Fixed the issue where the CTO role can access the All Applications module.
  • Steps to reproduce:
Go to: crm - Applications 13. API Optimisation –getInvoiceCompanyandBankDetails Description Fixed the issue where the user was getting error in checking the Bills.
  • Steps to reproduce:
Go to: crm - Finance 14. CRM _ADMIN role should only access data under its Hierarchy Description CRM _ADMIN role should only access data under its Hierarchy.
  • Steps to reproduce:
Go to: crm - DSA 15. Restrict Dashboard Access for Non-Logged-In Users B2C Description Restrict Dashboard Access for Non-Logged-In Users in B2C
  • Steps to reproduce:
Go to: B2C- Dashboard 16. B2C Web- user unable to add Address and Income Description Fixed the error where the user was unable to add Address and Income.
  • Steps to reproduce:
Go to: B2C- Dashboard 17. Profile name mismatch error in B2C Description Fixed the error where there was a profile name mismatch error.
  • Steps to reproduce:
Go to: B2C- Dashboard
Prepared By: Aparmita Srivastav , Harsh Vardhan