CRM Bug Tracking - Release Notes
Version: 1.0.9Release Date: 2025-07-04
Overview
This release introduces substantial improvements focused on resolving critical bugs, enhancing system performance, and elevating the overall user experience. Key updates include vital bug fixes, feature enhancements, and workflow optimizations that make the system smoother, faster, and more user-friendly. With improved stability, accelerated processing, and streamlined operations, this update significantly boosts system functionality and operational efficiency, directly addressing user feedback and practical needs.New Features Added
1. Multi-Rejection and Logs in Expenses
Description:- Enabled multi-rejection functionality in expense management. Improved logging to capture detailed rejection history for better tracking.
- Steps to reproduce:
crm - Finance - Invoices - Office Expenses
2. Instant Claim
Description:
- Introduced an instant claim process to reduce waiting time. Users can now process claims faster without manual intervention. (through B2B Webapp)
- Steps to reproduce:
crm - Finance - Claim - Instant Claim
3. ‘Set Payout’ Email to BH Instead of Partner
Description:
- Payout emails will now be sent to the Business Head (BH) instead of the partner of the DSA. This improves control and communication efficiency.
- Steps to reproduce:
ruconnect.in - My Earnings - Instant Claim
4. Onboarding (Individual / Biller / Company)
Description:- Added new onboarding flows for individuals, billers, and companies. This ensures smooth entry of diverse profiles into the CRM.
- Steps to reproduce:
crm - DSA - Channel Partners
5. Salesperson and Channel Partner Allocation in CRM
Description:- Introduced a feature to directly allocate salespersons and channel partners in the CRM system. This streamlines task assignments.
- Steps to reproduce:
crm - DSA - Channel Partners
6. Implement Bill Approval Workflow (CRM/DSA)
Description:- Added a bill approval workflow to handle billing processes efficiently within CRM and DSA. This improves approval tracking.
- Steps to reproduce:
crm - Finance - Invoices
7. Add “UTM Content” Column to CRM Channel Partner Module
Description:- A new “UTM Content” field is added for better marketing tracking. It helps in analyzing campaign sources linked to partners.
- Steps to reproduce:
crm - DSA - Channel Partners
8. Disbursement-Based Slab Configuration for Bank-Product Combinations
Description:- Implemented functionality to define disbursement slabs specific to each bank and product combination. Each slab will specify the corresponding Payout Rate to manage and streamline payout structures efficiently.
- Steps to reproduce:
crm - Finance - Meta Data - Bank Product Combination
Bug Fixes
1. Bug Fix in Logs
Description:- Resolved incorrect logging issues. Now logs accurately capture system and user activities.
- Steps to reproduce:
Go to: crm - DSA - Channel Partners
2. Date Filter in Channel Partner Table
Description:- Fixed date filter functionality in the channel partner table. Users can now apply and retrieve filtered data correctly.
- Steps to reproduce:
Go to: crm - DSA - Channel Partners
3. Payout Bugs
Description:- Addressed multiple payout-related bugs affecting calculations and disbursements. Ensured accurate processing.
- Steps to reproduce:
Go to: crm - Finance - Claim - Payout
4. Event Logs UI Fixes
Description:- Improved the user interface of event logs. Fixed display glitches for a better user experience.
- Steps to reproduce:
Go to: crm - DSA - Channel Partners
5. Fixed Vendor Payout Type (Rate) Spelling
Description:- Corrected spelling mistakes in the vendor payout type field. Improved consistency across the system.
- Steps to reproduce:
Go to: crm - Finance - Claim
6. Fixed Split Case (Yes/No) Spelling Inconsistency
Description:- Standardized the spelling of “Yes” and “No” options in split cases. Resolved UI inconsistency issues.
- Steps to reproduce:
Go to: crm - Finance - Claim
7. Added Key in Filter Persistency
Description:- Fixed the issue where applied filters were not retained across sessions. Now filters persist as expected.
- Steps to reproduce:
Go to: crm - DSA - Channel Partners
8. Fixed “Partner Hierarchy Limit Reached” Error
Description:- Resolved a false error showing hierarchy limit reached even with a single member. Hierarchy now processes correctly.
- Steps to reproduce:
Go to: crm - DSA - Channel Partners
9. Date Fields Not Searchable
Description:- Fixed the issue where date fields were not searchable. Users can now search records based on date fields properly.
- Steps to reproduce:
Go to: crm - DSA - Channel Partners
10. Update Loan Number Validation Logic
Description:- Updated the loan number validation rules. Ensured strict format checks to prevent incorrect data entry.
- Steps to reproduce:
Go to: crm - Applications
11. Validation Rule Update for Ratio and Rate Field
Description:- Corrected validation logic for ratio and rate fields. Improved data validation for these fields.
- Steps to reproduce:
Go to: crm - Finance - Claim
12. CRM KYC Issue
Description:- Resolved a critical KYC issue affecting CRM user verification where the journey progress was not moving from 50% to 66%, due to which the vendor is unable to complete the process. KYC processing is now smooth and error-free.
- Steps to reproduce:
Go to: crm - DSA - Channel Partners
Prepared By: Aparmita Srivastav