> ## Documentation Index > Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt > Use this file to discover all available pages before exploring further. # V1.0.26 (2026 09 29) # **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