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CRM Bug Tracking - Release Notes

Version: 1.0.8
Release Date: 2025-06-13

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Overview

This release delivers a set of crucial bug fixes, performance optimizations, and feature enhancements designed to boost overall system stability and efficiency. By addressing key issues and refining core functionalities, the update significantly improves speed, usability, and reliability—ensuring a smoother, faster, and more productive user experience across the platform.

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New Features Added

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1. Auto Logout Feature for Session Management

Description:
  • A new session management strategy is live—users will be automatically logged out after 30 minutes of inactivity. This ensures better security and reduces the risk of unauthorized access.
  • Steps to reproduce:
Go to: crm

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2. Lead Form Count Display Introduced

Description:
  • Now track your lead form submissions more effectively—each section will display its count right at the top. This helps in quick performance monitoring of forms.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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3. Expense Invoice Claim Enhancement in CRM

Description:
  • Expense invoice claims have been improved for a smoother experience. Users can now manage and submit claims more efficiently within the CRM module.
  • Steps to reproduce:
Go to: crm - Finance - Invoices

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4. Revamped Bank & Product Pages

Description:
  • The Bank and Product pages have received a fresh new design and functional upgrades. These enhancements aim to improve navigation and overall user experience.
  • Steps to reproduce:
Go to: crm - Finance - Meta Data

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5. Extended Decimal Precision for Payout Rates

Description:
  • Users can now set payout rates with precision up to four decimal places. This allows for greater flexibility and accuracy in financial calculations.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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6. CRUD Functionality for Pincode Added in Tools

Description:
  • A full set of Create, Read, Update, and Delete operations for pincodes has been implemented under the Tools section in CRM. This allows better management and control over pincode entries directly from the interface.
  • Steps to reproduce:
Go to: crm - Finance - Tools - Pincode

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7. Disabled “Confirmation Required” Toggle button for Unsecured Loans

Description:
  • To streamline the loan processing flow, the “Confirmation Required” toggle has been disabled for Unsecured Loan types. This ensures quicker approvals and a simplified user experience.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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8. Updated Loan Number Validation Logic

Description:
  • Loan numbers ending with two or more zeros will no longer be rejected by default. Now, validation checks the total length of the loan number. If it’s over 11 digits and ends with two or more zeros, an error is shown; otherwise, it’s allowed.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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9. Validation Rule Update for Ratio and Rate Fields

Description:
  • The Ratio field must always be greater than zero — zero is not allowed in any case.
    The Rate field can be zero, but only for product codes 17, 20, and 21.
    This ensures accurate validation while allowing flexibility for specific products.
  • Steps to reproduce:
Go to: crm - Finance - Claim - Payout

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Bug Fixes

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1. Fix – Contest Event Date Issue Resolved

Description:
  • The issue preventing users from updating contest event dates has been fixed. Users can now freely modify contest dates as needed without errors.
  • Steps to reproduce:

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Go to: crm - Marketing - Events

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2. Fix – Notification Timing Bug Fixed

Description:
  • An issue where notifications were delayed or showed incorrect timestamps has been resolved. Users will now receive timely and accurately logged alerts.
  • Steps to reproduce:

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Go to: crm - Marketing - Notifications

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3. Fix – Vendor Push to NetSuite Bug Fixed

Description:
  • A bug where pushing a vendor to NetSuite showed a success message but failed to create the Vendor ID has been resolved. Now, vendor sync to NetSuite works as expected.
  • Steps to reproduce:

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Go to: crm - DSA - Channel Partners

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4. Fix – Customer Details & Lead Update Issue Fixed

Description:
  • The bug where customer details were not fetched in the Customer Leads section and updates to lead calls or statuses were blocked has been resolved. Users can now view and update lead information smoothly.
  • Steps to reproduce:

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Go to: crm - Customers - Customers

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5. Fix – Ledger Export Email Error Resolved

Description:
  • An error stating “Cc emails must be a string” during ledger export—caused by a blank CC field—has been fixed. Exports now work smoothly even if the CC field is left empty.
  • Steps to reproduce:

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Go to: crm - Finance - Claims - Ledger

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Prepared By: Aparmita Srivastav