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CRM Bug Tracking - Release Notes

Version: 1.0.6
Release Date: 2025-05-02

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Overview

This release includes crucial bug fixes, performance optimizations, and feature enhancements to deliver a more stable and efficient user experience. By addressing key issues and refining core functionalities, the update boosts system speed, usability, and reliability—ensuring a smoother and more productive workflow.

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New Features Added

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1. New Module: Business Category Validation in Finance Tools

Description:
  • A new module has been created under the Finance section, within Finance Tools, named ‘Business Category Validation.’ This module allows users to manage business categories according to their preferences
  • Steps to reproduce:
Go to: crm - Finance - Finance Tools - Business Category Validation 2. Enhancement: Debit Type Selection and Real-Time Syncing in CRM Expense Claim Description:
  • The CRM Expense Claim process now includes a dropdown for selecting the debit type (‘To be Debit to PNL’ or ‘To be Debit to Vendor’). Based on the selection, the system updates and syncs the expense and vendor classes in real-time with NS. Changes to the vendor class are reflected and pushed to NS. API/JSON updates have been made to support these changes
  • Steps to reproduce:

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Go to: crm - Finance - Invoices

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3. Feature: Time Display Added to CRM Notifications Tab

Description:
  • Added time display to notifications in the CRM Notification Tab for better tracking and reference
  • Steps to reproduce:

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Go to: crm - Notifications

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4. Enhancement: Debit Type Selection in CRM Expense Claim Process

Description:
  • The CRM Expense Claim process now includes an option to select the debit type (‘To be Debit to PNL’ or ‘To be Debit to Vendor’), dynamically updating the expense and vendor classes and syncing in real-time with NS for accurate mapping
  • Steps to reproduce:

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Go to: crm - Finance - Invoices - Expenses

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5. Enhancement - Replace “Category” with “Bucket” in Upload Excel Logs

Description:
  • Updated the Upload Excel Logs functionality to replace all instances of the term “Category” with “Bucket”.
  • Steps to reproduce:

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Go to: crm - Activity Logs - Lead Form Logs

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6. Implemented Time Restriction on Bulk Assign Feature to Reduce System Load

Description:
  • Due to system slowdowns caused by high load during Bulk Assign operations, we have implemented a time-based restriction. The Bulk Assign feature will now only be available between 10:30 AM and 6:00 PM. This change is aimed at maintaining system stability and performance
  • Steps to reproduce:

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Go to: crm - DSA - Channel Partners

Description:
An additional check has been implemented in the DSA Withdraw Consent process—consent cannot be withdrawn if the DSA has any pending cases
  • Steps to reproduce:

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Go to: crm - DSA - Channel Partner

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Bug Fixes

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1. Missing Cases in Annexure of Invoices

Description:
  • There was a bug that caused cases not to appear under the annexure in invoices, but this issue has now been fixed
  • Steps to reproduce:

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Go to: crm - Finance - Invoices

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2. Unable to Add Products in CRM”

Description:
  • The issue where users were unable to add products in the CRM has now been fixed
  • Steps to reproduce:

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Go to: crm - Products

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3. App Notification Delivery Issue Resolved

Description:
  • The issue where users were not receiving app notifications has now been fixed
  • Steps to reproduce:

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Go to: crm - Marketing - App Notifications

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4. Banker Confirmation and Tranche Cases in Claim Form

Description:
  • Both the issue of banker confirmation not being sent to the banker’s email ID and CC email ID, and the issue of tranche cases not reflecting in the claim form, have been fixed.
  • Steps to reproduce:

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Go to: crm - Finance - Claim

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5. Inconsistent Capitalization of “Rate” and Rate Ratio Mismatch

Description:
Resolved an issue where the word “Rate”,”Ratio” appeared inconsistently in different capitalizations (e.g., Rate, rate) across the Lead Form.
  • Steps to reproduce:

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Go to: crm - Finance - Claim - Payout

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6. Machinery Loan Details Display Issue Resolved

Description:
The issue where the machinery loan details were not showing in the application has now been resolved
  • Steps to reproduce:

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Go to: crm - Applications - Machinery Loan

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7. Resolved Improper Display of Loan APAC and Reference Numbers

Description:
Added Loan APAC and Reference Numbers in the applications where they were not appearing in the correct format
  • Steps to reproduce:

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Go to: crm - Applications

Prepared By: Aparmita Srivastav