CRM Bug Tracking - Release Notes
Version: 1.0.5Release Date: 2025-04-25
Overview
This release brings significant enhancements by addressing critical bugs, optimizing system performance, and improving usability based on user feedback. Key updates include essential fixes, performance improvements, and feature upgrades that deliver a smoother, faster, and more intuitive user experience. With enhanced stability, accelerated processing, and more efficient workflows, this update greatly improves overall functionality and operational efficiency.New Features Added
1. Duplicate Error on New Claim Despite Valid Split
Description:- An issue was observed where a duplicate error continued to appear for newly created claims, despite the split being correctly applied with “Split Yes” and “BC as 21.” This behavior was unexpected, particularly as the corresponding old claim had already been rejected, which should have prevented any duplication conflict.This fix ensures that new claims with valid splits no longer trigger erroneous duplicate errors
- Steps to reproduce:
crm - Finance - Claim
2. 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:
crm - Finance - Claim
3. Restricted NetSuite Vendor ID Editing Access
Description:- Editing of Vendor ID in NetSuite has been restricted for all user roles except the CEO. This ensures controlled access and prevents unauthorized modifications..
- Steps to reproduce:
crm - DSA - Channel Partners
4. 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:
crm - Finance - Claim
5. 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:
crm - Finance - Claim - Consolidated Leads
6. Updated Payout Section UI in Finance Claims
Description:- The Payout section under Finance → Claims has been modified with a new, more streamlined interface. The updated design enhances clarity and improves user experience by presenting information in a more organized manner.
- Steps to reproduce:
crm - Finance - Claim - Payout
7. Notification Sending Errors Resolved
Description:
- Fixed the errors that were occurring while sending notifications. All pending notifications that were previously not being delivered are now successfully sent, and the notification system is functioning as expected.
- Steps to reproduce:
crm - Marketing - Notifications
8. Update Business Category Logic for ‘Inhouse’ Selection
Description:- Modified the business category logic to allow the form to accept a rate and ratio of zero when ‘Inhouse’ is selected. This ensures accurate handling of internal cases without validation errors.
- Steps to reproduce:
crm - Finance - Claim
9. Upload Functionality Enabled for Sundaram LAP
Description:- The upload functionality has been successfully implemented for Sundaram LAP, allowing users to upload necessary documents or data as per the required process.
- Steps to reproduce:
crm - Applications
Bug Fixes
1. Duplicate Error on New Claim Despite Valid Split
Description:- An issue was observed where a duplicate error continued to appear for newly created claims, despite the split being correctly applied with “Split Yes” and “BC as 21.” This behavior was unexpected, particularly as the corresponding old claim had already been rejected, which should have prevented any duplication conflict.This fix ensures that new claims with valid splits no longer trigger erroneous duplicate errors
- Steps to reproduce:
Go to: crm - Finance - Claim
2. Manual Entry Claims - Month Selection on Last Two Days of Month
Description:- Resolved an issue where users were unable to select the current month for manual entry claims during the last two days of the month. The system now correctly allows selection of the same month regardless of the current date, ensuring accurate and timely claim submissions.
- Steps to reproduce:
Go to: crm - Finance - Claim - Payout
3. Business Category Logic – ‘Inhouse’ Rate and Ratio Handling
Description:- Updated the business category logic to allow the form to accept a rate and ratio of zero when the ‘Inhouse’ category is selected. This change ensures proper validation and submission of entries where zero values are valid, aligning with business requirements. The update has been successfully deployed.
- Steps to reproduce:
Go to: crm - Finance - Claim - Payout
4. Hierarchy Limit Fix for Partner Assignment
Description:- Resolved the hierarchy limit issue that was blocking partner assignment. Partner assignment now works as expected within the updated hierarchy structure.
- Steps to reproduce:
crm - DSA - Channel Partner
5. City Field Visibility Issue Resolved in Applications
Description:- Fixed the issue where the City section was not being displayed in applications. The field now appears correctly across all relevant forms.
- Steps to reproduce:
crm - Applications
6. Fixes for Banker Confirmation Email & Tranche Cases in Claim Form
Description:
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Resolved the issue where banker confirmation emails were not being sent to the banker’s email ID and CC email ID.
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Fixed the problem where tranche cases were not appearing in the claim form. Both functionalities are now working as expected.
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Steps to reproduce:
Go to: crm - Finance - Claim
7. Removed Unwanted Sub Status from Picklist Dependencies
Description:
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Unwanted sub-statuses have been successfully removed from the status and sub-status picklist dependencies, streamlining the options and ensuring that only relevant statuses are available for selection
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Steps to reproduce:
Go to: crm - Settings
Prepared By: Aparmita Srivastav