Changelog
Follow up on the latest improvements andΒ updates.
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We are here to announce the latest update of the Sangam Mobile CRM app v15.0.5 with some system upgrades and bug fixes.
Update now to avoid any future interruptions!
We are here to announce the latest update of the Sangam Mobile CRM app v15.0.4 with below bug fixes.
π Bug Fixes:
- Recurrence creation was not functioning properly.
- Deduplication popup was displayed during checkout even when no duplication fields were configured in the layout.
Update now to avoid any future interruptions!
What's new in this Release ?
π Bug Fixes
1. User Count Display Issue in Team - Recurring Activity
- Fixed incorrect User Count display in the Team section and resolved invalid count shown alongside total users.
2. Recurring Activity β Ends Tab Radio Button Issue
- Resolved a problem where selecting one radio button in the Ends tab caused a different option to be selected unexpectedly.
3. Monthly/Yearly Recurrence Selection Issue
- Corrected incorrect selection behavior in Monthly and Yearly recurrence options to ensure the chosen option is applied properly.
4. Weekly Weekday Selection Not Syncing to Backend - Recurring Activity
- Fixed a bug where only Wednesday was being sent to the backend regardless of the weekdays selected by the user.
5. Checkout Page Error Handling When Data fetching Fails
- To prevent crashes or unexpected behaviour when the data is unavailable due to some unexpected reasons.
Update Now -
We are here to announce the latest update of the Sangam Mobile CRM app v15.0.3 with below enhancements and compliances.
Whats new in this Release ?
π Security & Compliance:
Completely removed Storage Permission access from the application and implemented secure file access via the system default file picker.β¨ Enhancements:
Enabled Quick Campaign feature for all CRM users.Update now to enjoy the new improvements and feature now!
We are here to announce the latest update of the Sangam Mobile CRM app v15.0.2 ; this release focuses majorly on bug fixes , optimizations and usage enhancements for more stability and seamless experience.
π Bug Fixes:
- Improved user-based mapping in the Quotation module.
- Resolved application crash on Detail View when a record has no assigned user.
- Fixed application crash while adding comments via Mass Update and applying Mass Tags.
βοΈ Optimizations:
- Applied Edit/Delete restrictions for Line Items under the Opportunity and Quotation sub-panels.
- Fixed 2FA Authentication edge case when the Authenticator app is newly installed and the user navigates back to Sangam Mobile CRM.
β¨ Enhancements:
- Improved handling of CRM Discontinue messages, including automatic user logout for better security compliance.
- Enhanced OTP Authentication flow for improved reliability and stability.
Update now to enjoy the new improvements and feature now!
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improved
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Sangam Mobile CRM iOS Version 15.0.2 Release Note
What's new in this Release ?
π New Features
OTP Closure Flow on Checkout
- Implemented OTP-based closure to ensure secure and verified completion of critical actions.
β¨ Enhancements
CRM Discontinue Message Handling
- Enhanced handling of discontinue messages in CRM to provide clearer system feedback and improved user experience.
π Bug Fixes
1. App Crash on Checkout Page
- Fixed an issue causing the application to crash on the checkout page under specific conditions.
2. Recurring Activity β Team Set Value Issue
- Resolved an issue where team set values were not being saved or reflected correctly in recurring activities.
new
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Sangam CRM Release Note Version v110.0.13
This release introduces significant functional upgrades, platform enhancements, and critical stability fixes across the Sangam CRM ecosystem. It reinforces data privacy, automation, campaign execution, user availability visibility, integrations, and overall system reliability, making the platform more scalable, and secure.
A total of 162 bugs have been fixed in this release, addressing issues across core modules, automation, reporting, integrations, mobile functionality, and platform stability.
π Projects & Major Features
π Sangam CRM Connector (Flow Automation Engine)
Available in Admin β Plugins β Sangam API Integration β Integration tab, this connector enables automated workflows to route leads and records into Sangam CRM from external systems.
Capabilities:
- Automated lead routing to users or teams
- Real-time event-triggered actions and record syncing
- Multi-step workflow execution without manual intervention
- Cross-system data integration for unified workflows
- Instant record ingestion from external sources
Business Impact:
Reduces manual entry, speeds up response times, and enables scalable automation across systems.
π Secure Access Portal (Web & Mobile)
Secure Access Portal introduces a high-security access framework to ensure clients have full control over Sangam CRM team access to their CRM.
No Sangam CRM team member can access a clientβs CRM instance without OTP-based authorization via Email or WhatsApp.
After authorization, all activities performed by the team are logged and notified to the client via email, ensuring complete traceability and transparency.
Business Impact:
Full data protection, client-controlled access, compliance readiness, transparency, and trust in Sangam CRM operations.
π£ Quick Campaign
Quick Campaign is designed to enable users to rapidly execute marketing campaigns by sending messages directly to a targeted list of records from various module list views.
The system supports:
- Controlled message quantity limits
- Template-based messaging
- Bulk selection handling
- ListView-driven campaign execution
Business Impact:
Enables high-speed marketing outreach, controlled messaging, compliance-friendly execution, and efficient campaign management directly from CRM interfaces.
βοΈ Template Parsing Optimization
The template engine has been enhanced to efficiently process complex dynamic templates across multiple channels, including emails, workflows, WhatsApp, SMS, and PDFs.
Business Impact:
Ensures faster template processing, reduces rendering errors, stabilizes automated communications, and significantly improves overall system performance.
π₯ User Availability System
User Availability introduces real-time visibility of user status during record assignment.
π’ Green β User is logged in and available
π Orange β User is on break (via Sangam CRM Break Management feature)
π΄ Red β User is logged out
This visibility is available during all assignment flows.
Business Impact:
Prevents assigning records to unavailable users, improves response time, operational efficiency, workload balancing, and SLA compliance.
π Top Bug Fix Highlights
- Duplicate quotation number generation resolved during concurrent saves.
- Scheduler execution reliability improved to prevent missed jobs.
- Workflow triggers stabilized for consistent automation execution.
- Roll-up sum calculation and aggregation logic corrected.
- WhatsApp campaign execution issues fixed.
- Global search consistency restored across modules.
- Inbound email linking and routing corrected.
- Check-in and check-out reliability improved across web and mobile.
- Call syncing failures resolved.
- Import engine stability and duplicate handling improved.
- Lock record visibility and restriction logic fixed.
- Attachment handling and upload state issues resolved.
- Dashboard rendering and scaling issues fixed.
- Report scheduling and export stability improved.
What's new in this Release ?
Bug Fix -
- Fixed an issue that caused problems in fetching templates.
We are pleased to announce the latest update of the Sangam Mobile CRM app v15.0.1, addressing a few major bug fixes.
π Major Bug: Calls getting wrongly related when dialed from application.
Update now to enjoy these improvements!
new
improved
fixed
Sangam Mobile CRM iOS Version 15.0.0 Release Note
What's new in this Release
which can give you more smooth and hassle free experience ?
β¨ New Features
1. Attendance Sorting Option
- Added a sorting option in your attendance profile for attendance records to improve tracking and usability.
π§ Enhancements
1. ETA Feature Enhancement
- Enhancements made to the ETA feature for improved accuracy and user experience.
2. Self-Cancelled Message Visibility Improved
- Improved visibility and handling of self-cancelled messages across the application.
3. WebView Integration for Call Scripts
- WebView is now integrated to parse and display HTML content (images, links, and other tags) in the Description field of call scripts.
π Bug Fixes
1. Relate Field Issue Fixed
- Fixed an issue where relate fields were not working on dynamic detail views for certain modules.
2. Result Dashboard Issue Resolved
- Fixed an issue affecting data display on the Result Dashboard.
3. 500 Error When Unlinking Quotation Line Items
- Resolved a server error occurring while unlinking quotation-related line items.
4. Quantity Total Miscalculation on Quotation Edit
- Fixed incorrect quantity total calculations when editing a quotation.
5. Billing Account Relate Button Not Responding
- Fixed an issue where the Billing Account relate button was non-interactive while relating an Opportunity during quotation creation.
6. Quotation Group Item Amount Total Miscalculation
- Resolved incorrect amount calculations for quotation group items.
7. Line Items Not Appending to Group from Subpanel
- Fixed an issue where line items were not appended to line item groups when creating quotations from subpanels.
8. Billing and Shipping Address Not Set on Editing any Record
- Fixed an issue where billing and shipping account addresses were not populated during quotation edit.
9. 500 Error on record edit or duplicate
- Fixed a server error caused when date and time fields were passed as nil.
10. 500 Error on Add/Remove Tag Requests
- Resolved an issue where incorrect requests caused server errors while adding or removing tags.
11. App Crash on Invalid Attachment Data
- Handled a crash scenario when attachment data was received in an unexpected format.
12. Multi-Select Popup UI Truncation Issue Fixed
- Fixed an issue where multi-select popup data was getting cut off in the UI.
13. Crash When Marking Searched Record as Favourite
- Fixed an application crash occurring when certain searched records were marked as favourites.
14. Incorrect ID Display in Multi-Select Fields
- Fixed an issue where record IDs were displayed instead of values in list and detail views.
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