CRM Bug Tracking - Release Notes
Version: 1.0.7Release Date: 2025-05-16
Overview
This release introduces essential bug fixes, performance improvements, and feature enhancements aimed at providing a more stable and efficient user experience. By resolving critical issues and fine-tuning core functionalities, this update enhances system speed, usability, and overall reliability—ensuring a smoother, faster, and more productive workflow.New Features Added
1. Fix – Submit Button Not Clickable While Assigning Leads to SP in CRM
Description:- An issue was reported where the Submit button was unresponsive when assigning leads to a Sales Person (SP) in the CRM. The issue has been identified and fixed. The Submit button is now functional, allowing successful lead assignments to SPs.
- Steps to reproduce:
crm - Customers
2. Applied Persistence Filter
Description:- A filter has been added that remembers user selections (like date, status, etc.) even after refreshing the page or moving to another screen. This makes it easier for users to continue where they left off.
- Steps to reproduce:
crm - Customers - Customer Queries
3. Debouncing/Throttling to API Calls on Key Press
Description:- Add a delay (debounce or throttle) so the app doesn’t send too many API requests every time a user types. This will make things faster and reduce the load on the server.
- Steps to reproduce:
crm - Customers - Customer Queries
4. Implemented Multi-Funded Lead Validation
Description:- A new check has been added to identify multi-funded leads in the system. A lead is considered multi-funded if it meets all the following conditions:
- Customer first name
- Customer Last Name
- Netsuite Vendor id
- Loan status = “disbursed”
- Loan type = personal loan
- Disbursal month
- City
- Netsuite Bank id is different
- File is not Deleted
- Steps to reproduce:
crm - Finance - Claim
5. Disabled “Find Payout” and “Find Bank” from Sidebar in CRM
Description:- The “Find Payout” and “Find Bank” options have been disabled/removed from the sidebar menu in the CRM.
- Steps to reproduce:
crm - Finance - Finance Tools
6. 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:
crm - Finance - Finance Tools - Business Category Validation
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Bug Fixes
1. Fix – Submit Button Not Clickable While Assigning Leads to SP in CRM
Description:- An issue was reported where the Submit button was unresponsive when assigning leads to a Sales Person (SP) in the CRM. The issue has been identified and fixed. The Submit button is now functional, allowing successful lead assignments to SPs.
- Steps to reproduce:
Go to: crm - Customers
2. Fix – Leads Not Displayed in Machinery Loans Section
Description:- An issue was identified where leads were not appearing under the Machinery Loans category in the CRM. The issue has been resolved. Leads are now properly displayed under the Machinery Loans section, and the functionality has been restored.
- Steps to reproduce:
Go to: crm - Applications - Machinery Loan
3. Fix – Date Filter Auto-Sorting and Icon Overlap in Date Column
Description:- Fixed an issue where clicking the date filter triggered auto-sorting (ascending/descending) unintentionally, and the arrow and cross icons in the date column were overlapping. The sorting behavior is now corrected, and icon alignment has been fixed for better UI clarity.
- Steps to reproduce:
Go to: crm - Customers - Customer Queries
4. Fix – Submit Button Not Clickable While Assigning Leads to SP in CRM
Description:- An issue was reported where the Submit button was unresponsive when assigning leads to a Sales Person (SP) in the CRM. The issue has been identified and fixed. The Submit button is now functional, allowing successful lead assignments to SPs.
- Steps to reproduce:
Go to: crm - Customers
5. 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:
Go to: crm - Products
6. App Notification Delivery Issue Resolved
Description:- The issue where users were not receiving app notifications has now been fixed
- Steps to reproduce:
Go to: crm - Marketing - App Notifications
7. Fix- Hierarchy Limit Error Triggering Prematurely
Description:- Fixed an issue where the system was showing a hierarchy limit error even though the limit had not actually been reached. The validation logic has been corrected, and the error now only appears when the true limit is exceeded.
- Steps to reproduce: