> ## 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. # V1.0.4 (2025 04 11) # **CRM Bug Tracking - Release Notes** **Version:** 1.0.4\ **Release Date:** 2025-04-11 *** ## **Overview** This release delivers major improvements by resolving critical bugs, optimizing system performance, and enhancing usability based on valuable user feedback. It introduces important fixes, performance upgrades, and feature enhancements to provide a smoother, faster, and more intuitive user experience. With increased stability, quicker processing, and more streamlined workflows, this update significantly boosts overall functionality and operational efficiency. *** ## **New Features Added** ### **1. NS Bank ID can also be edited** **Description:** * Earlier, we were not able to edit the NetSuite Bank ID while editing any bank in NetSuite, but now we can. * **Steps to reproduce:** Go to: `crm - Finance - Meta Data - Netsuite Banks` ### **2. Active/Inactive any Bank** **Description:** * A user can activate or deactivate any bank, and once a bank is deactivated, it will no longer be available for use anywhere in the system.Products cannot be added to inactive banks. These banks will also not appear in the dropdowns of lead forms or login forms, and leads for these banks will not be accepted through Excel uploads either. * **Steps to reproduce:** Go to: `crm - Finance - Meta Data - Netsuite Banks` ### **3. The MIS for customer leads has been regularly shared with the CEO’s assistant since Mar 27, 2025** **Description:** * The MIS for customer leads has been sent daily to the CEO's assistant since March 27. ### **4. Search DSA code functionality in CRM** **Description:** * Earlier, there was no search field to look up Vendor IDs in Channel Partners. Now, the search field has been added, and users can search using the DSA ID, i.e., the Vendor ID. * **Steps to reproduce:** Go to: `crm - DSA - Channel Partners` ### **5. The system will allow 21 as Business Category for leads with different vendor ID but same main Hierarchy** **Description:** * In the lead form, there is a new update: the system will now allow "21" as the Business Category for leads that have different Vendor IDs but belong to the same main hierarchy. * **Steps to reproduce:** Go to: `crm - Finance - Claim` ### **6. Enhancement- Redirecting to Bucket when we click on the cases reflecting in Consolidated Leads** **Description:** * In the consolidated lead and customer leads, there will be a small icon next to each lead indicating which section the lead belongs to. When the user clicks on the icon, they will be redirected to that specific section. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Consolidated Leads` ### **7. Products can only be added to active banks; inactive banks are restricted from product additions.** **Description:** * As mentioned earlier, any bank can be activated or deactivated. When a bank is inactive, users will not be able to add products to it. Products can only be added to active banks. * **Steps to reproduce:** Go to: `crm - Finance - Meta Data` ### **8. Red Flag System Implemented to Prevent Unreliable Confirmations** ### **Description:** The Red Flag System is now live, tracking bankers by email and name to prevent advance payments based on incorrect confirmations. Flagged bankers remain identifiable even if they switch banks, enhancing payment accuracy and reducing financial risk. * **Steps to reproduce:** * Go to: `crm - Finance` ### **9. Assign DSA to Users Using Bulk Filter Option** ### **Description:** This feature allows assigning DSA to multiple users simultaneously using filter criteria and is limited to selected users only. * **Steps to reproduce:** * Go to: `crm - DSA - Channel Partner - Bulk Assign` ### **10. The system will allow 7 & 21 as Business Category for all cases** **Description:** * In the lead form, there is a new update: the system will now allow “7” & "21" as the Business Category for all leads. * **Steps to reproduce:** Go to: `crm - Finance - Claim` *** ## **Bug Fixes** ### **1. Customer Lead errors** **Description:** * In Finance customer leads, there used to be errors while saving leads, but this issue has now been fixed. * **Steps to reproduce:** Go to: `crm - Finance - Customer Leads` ### **2. Excel upload for Sundaram LAP** **Description:** * Users were facing issues while updating through MIS upload, where the data was not getting updated properly. This issue has now been fixed. * **Steps to reproduce:** Go to: `crm - Applications - LAP - All LAP Applications` ### **3. Prefer cases were not getting updated** **Description:** * The issue where disbursed cases under PreFR were not being updated has now been resolved. * **Steps to reproduce:** Go to: `crm - Applications` ### **4. Customer was not getting OTP** **Description:** * The issue where OTPs were not being sent while editing customer details has been fixed. * **Steps to reproduce:** Go to: `crm - Customers - Customers` ### **5. Not receiving Ledger email when requested from CRM** **Description:** * The issue where users were facing difficulties in sending ledger emails from the CRM and not receiving them has been resolved. * **Steps to reproduce:** Go to: `crm - Finance - Claim` ### **6. Vendor is old but cases not uploading** **Description:** * The issue where an error message stating "This lead does not belong to BH" was appearing while uploading cases—despite all vendors being old and regularly used for uploads—has now been resolved. * **Steps to reproduce:** Go to: `crm - Finance - Claim - Payout` ### **7. BH’s name is not reflecting in CRM for most of the partners** **Description:** * The issue where the Business Head column in the Applications was appearing empty has been resolved. * **Steps to reproduce:** Go to: `crm - Applications` ### **8. Netsuite products active/inactive** **Description:** * Just like banks can be activated or deactivated, users can now also activate or deactivate products. Once a product is deactivated, it will be removed from all sections and will no longer be available for use. * **Steps to reproduce:** Go to: `crm - Finance - Meta Data - Netsuite Products` ### **9. App Notification Character Limit and Description Visibility Issue** **Description:** * The issue where app notifications were limited to 35 characters for the Title and Body, and the Description field was not reflecting properly, has now been resolved. Users can now add longer content, and all fields are functioning as expected. * **Steps to reproduce:** Go to: `crm - Marketing - Notifications - App Notifications` ### **10. BBPS MIS Export and Case Search Issue in CRM** **Description:** * The issue where users were unable to export BBPS MIS and could not locate cases using Transaction Reference ID and Biller ID in the CRM has been resolved. All related data is now accessible and functioning properly. * **Steps to reproduce:** Go to: `crm - Applications - BBPS` *** **Prepared By:** Aparmita Srivastav