> ## 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.

# V1.0.7 (2025 05 16)

# **CRM Bug Tracking - Release Notes**

**Version:** 1.0.7\
**Release 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:**

Go to: `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:**

Go to: `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:**

Go to: `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

This logic helps in flagging cases where multiple loans may have been disbursed to the same customer across different banks.

* **Steps to reproduce:**

Go to: `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:**

Go to: `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:**

Go to: `crm - Finance - Finance Tools - Business Category Validation`

### ---

## **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:**

### Go to: `crm - DSA - Channel Partners`

### ---

**Prepared By:** Aparmita Srivastav