Changelog
Follow up on the latest improvements and updates.
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new
improved
fixed
Draft: Sangam CRM Release Points for Sept 24
🌟 New Features
Check-in / Check-out option in Web Platform
Now Users can do check-in / check-out from the Web platform as well. The process will be the same as mobile check-in Checkout, Only Difference is that location won't be tracked while doing web check-in / check-out
Enhanced WhatsApp Capabilities in Sangam CRM
We are thrilled to announce that Sangam CRM has enhanced its WhatsApp integration, offering you more flexibility and control over your messaging and campaign efforts directly within the CRM.
- Incoming Message Support:Sangam CRM now allows you to receive WhatsApp messages from your customers directly in the CRM. No need to switch between platforms—manage all your communications from one place.
- Seamless Reply Options:You can reply to customer messages directly from the CRM. Whether it's sending a WhatsApp template message or a direct message within the 24-hour window, Sangam CRM gives you the flexibility to respond quickly and effectively.
- Gallabox Multi-Channel Support:Easily manage multiple WhatsApp numbers under a single Gallabox WABA account within Sangam CRM. This feature streamlines your communication, making it more efficient and organized.
- New Integration with Interakt:Sangam CRM now supports the Interakt WABA platform, providing you with an additional option for managing your WhatsApp communications. Plus, with our new incoming message support, you can receive and reply to WhatsApp messages directly from the CRM, ensuring seamless and timely communication.
Predictive Dailing
Predictive dialing is an advanced calling feature that automatically dials multiple numbers simultaneously, connecting agents only when a live person answers. This optimizes efficiency by reducing idle time and allowing agents to focus on more productive conversations. Ideal for high-volume call centers, predictive dialing enhances productivity and ensures better customer engagement.
Updated by Automation
This feature helps users see which events were done automatically and which were updated by a user. This way, they can create accurate reports based on when and by whom the updates were made.
🚀 Enhancement Features
SLA Phase 2
Separation of TAT and SLA:
In this phase, TAT and SLA configurations are handled separately, offering more flexibility and control.- TAT Configuration:
- Operational Hours: Choose between managing Business Hours or Calendar Hours (24x7).
- Single Active TAT: Only one "Active" TAT can be managed per module at a time.
- SLA Configuration:
- SLA Creation: SLAs can be created based on various criteria such as Account, Product Master, Products, and Field-Based settings.
- Multiple SLAs: It is possible to create multiple SLAs for each module.
- Enhanced Conditions: Manage SLAs with multiple conditions, unlike earlier versions which allowed only one condition.
- Operational Hours for SLA Targets: Individual operational hours can be set for each SLA target field, providing more granular control.
Optimization of Initial Filter Popup
1. Data Processing:
- Faster Pop-ups & Subpanels:Significantly reduced data processing time when opening any pop-up windows or subpanels, leading to a smoother and more responsive user experience.
2. Enhanced Field Visibility:
- Real-time Field Updates:Changes are now instantly reflected across various fields, including:
- Related Fields:Immediate update visibility on relate fields, default relate, and flex relate fields.
- Team (Front):Streamlined processing for team-related fields.
- Advanced Search Pop-up:Enhanced clarity and response in the advanced search interface.
- Subpanels & Panels:Consistent reflection of changes in subpanels, history panels, attachment panels, phone numbers module detail view, email address module detail view, and tag module detail view.
3. Improved Navigation with Pagination:
- ListView-Style Pagination:Introduced pagination controls across views, mirroring the familiar ListView experience, complete with "First" and "Last" navigation options for easier and faster data browsing.
4. Advanced Column Filtering:
- Column Filter Pop-ups:Added comprehensive column filter options to all initial filter pop-ups, empowering users with more precise data filtering capabilities right from the start.
Mass Update Validation
The mass update is a convenient feature in Listview, enabling users to modify multiple data entries with a single click simultaneously. We're enhancing CRM's mass update with form-level validations, ensuring accuracy by making specific fields mandatory, and improving data quality. Specifically, we're making fields in Relate, Relate default, Text-Relationship, and Flex-relate categories mandatory in the default
Auto Distribution on Import and Listview
We’ve enhanced the Auto Distribution feature to work seamlessly from both the ListView and during Import.
- List View:
- Select Records:Choose records directly from the List View.
- Auto Distribution:Click the button and pick your distribution rule.
- Submit & Assign:The system will automatically assign the records to available users.
- Import:
- Import Data:Proceed with your usual import steps.
- Select Rule:Choose a distribution rule during the import process.
- Initiate & Assign:Records are automatically assigned based on the selected rule.
🐞 Bug Fixes
Total of 128 Bugs fixes are going in this release. Below are the list of major bugs which are going in this release.
- Relationship Management:Users have been able to delete default relationships which should not be allowed. Need to restrict users from deleting default relationships and allow deletion only for custom relationships created by users.
- Mobile Dashboard:After enabling modules for mobile, they are not showing on the mobile dashboard in some cases.
- Filters and Reporting:The advanced filter and report filter for the duration field are not functioning properly.
- General Reporting Issues:Reports have multiple issues such as relation field data errors, incorrect relationship count functions, template-related errors, and many others.
- Call Logging:Calls related to specific entries are shown multiple times in the list view.
- Roles and Permissions:A function to handle roles and permissions assigned to fields in workflowHelpers needs an update due to issues while importing data.
- Opportunity Duplication:Duplicating and saving an opportunity causes an OPS error because the default opportunity number field is on the edit layout and needs to be set as the sales order number for the opportunity
- Contact Management:When selecting a contact field, phone number and email address come up properly, but removing the contact and reselecting it causes the phone and email to not work properly.
- Tally Integration:Not able to export data due to a particular default field being empty in the firm/branch module. Issue handled in tally group field defination for the select field.
- Formula Builder:Formula Builder not fetching data on converting lead forms in specific security solutions & services setup.
- Data Table and Sorting:Datatable error while applying sorting on sub-panel task module popup due to not including field properly in select criteria, causing errors.
- Matrix Reporting:Sorting issues and day-wise grouping in matrix reports need fixing. Sorting was added for all display columns and the day-wise grouping query side issue was resolved.
- Mapping Restrictions:Restrict enabling mapping for the same field from the studio, as this causes the page to hang and the pop-up not open.
- SLA:Apply condition should be enabled on the second escalation panel, and UI needs to display properly. The multi-select field was not properly initialized.
- Record Updating Logging:On updating a parent record, the child record's 'modified by' is updated, but the log shows nothing.
We are here to announce the release of Sangam Mobile CRM Version 11.0.5. This update brings optimizations, and a series of bug fixes to enhance the user experience.
🚀 Optimizations :
- Enhanced Basic Search performance for faster results.
- Removed backdate restrictions in the Date-Time field within Advanced Search.
- Current location display removed from Check-In/Out actions.
🐞 Bug Fixes :
- Resolved issue where the dashboard date filter was resetting unexpectedly.
- Fixed a crash on email compose due to a Null Pointer Exception.
📢 We’re excited to announce the release of Sangam Mobile CRM iOS Version 10.0.5, featuring important updates and bug fixes to enhance your experience.
🐞 Bug Fixes:
- Phone Number and Email Issue: Fixed an issue where these values were getting emptied in the API.
- Dropdown Selection Issue: Fixed the problem where selecting a status dropdown value was incorrectly setting the priority dropdown value.
- Crash on Refresh: Fixed a crash when refreshing related module data.
- Google Spreadsheet Access: Users can now open Google Spreadsheet documents in their device browser.
- Call Header: Made the call header visible again.
- Attachment Loading: Resolved the issue of attachment data endlessly loading.
- Quotation Field: Fixed visibility issues with quotation fields after collapsing sections.
- Detail Page Space: Removed unnecessary space at the top of ticket and opportunity detail pages.
- Help & Support Option: Made Help & Support visible on the settings page when Intercom is disabled.
🚀 Optimisation:
1.
Firebase Messaging SDK.
: Upgraded the Firebase library for better push notification performance.Download the latest version of the Sangam Mobile CRM iOS App - https://apps.apple.com/in/app/sangam-mobile-crm/id1511672687
We're pleased to announce the release of Sangam Mobile CRM v11.0.4, which includes major bug fixes and upgrades:
🛠️ Duplicate Call Logs Fixed:
Resolved the issue of duplicate call logs appearing.🚀 Firebase Messaging SDK Upgraded:
Upgraded the Firebase Messaging SDK for improved notification performance and reliability.Please update the app to benefit from these improvements!
📢 We’re excited to announce the release of Sangam Mobile CRM iOS Version 10.0.4, featuring important updates and bug fixes to enhance your experience.
🐞 Bug Fixes:
- Check-out Form Subject Error: Fixed the incorrect subject displayed on the check-out form.
- Primary Phone Number Issue:Resolved the problem with marking the primary phone number.
- Secondary Phone and Email Removal:Fixed issues with removing secondary phone and email field values.
- Phone Number Availability: Fixed issue where calls were not getting dialed from the detail view.
- Email Verification Crash:Fixed the crash occurring during email verification.
- Verified Icon:Fixed the issue of the verification icon for phone or email not being displayed.
Sangam Mobile CRM iOS App -
📢 Recently, we launched Sangam Mobile CRM Version 11.0.3 with some optimizations and bug fixes.
🚀 Optimizations:
- User Profiles: Enhanced dynamic creation of user profiles.
- Attendance Profile: Added optimized sorting option.
- Call Logs: Fixed issue with call logs not working in the background.
🐞 Bug Fix :
Fixed advanced search in the currency field on mobile.Sangam Mobile CRM App :
Recently, we launched Sangam Mobile CRM Version 11.0.2 with some bug fixes.
Bug fix:
Crashing issue on Record Details.Bug fix:
Crashing issue on Record Edit.improved
fixed
Sangam CRM Release Note Version 79.1.13
With the release of Sangam CRM Version 79.1.13, we are pleased to inform you of several feature enchantments and over 76 Bug fixes that enhance the user experience.
Enhancements
CallerDesk Cloud Telephony Integration:
Integrated Sangam CRM with CallerDesk Cloud telephony for enhanced communication capabilities.Advance Search & Report Filters:
This Week and Last Week filter options were added in Advance Search and Report Filters.Bugs Fixed
Auto Logout:
- Managed the auto logout flag in the User session module and resolved auto logout issues in some cases.
Currency:
- The quotation module already has the currency field and creating a new currency field gives an error on the Quotation module.
Date Handling:
- Visit dates for PMS to be generated based on the start date.
- Date format exception handling in the detail view.
- Date field in reports displays datetime in some scenarios.
Inbound Email:
- Encountered an "oops" error on saving inbound Email to ticket in some cases.
Email:
- Email signature appears twice when composing an email.
- Encountered an "oops" error when email settings are not configured, and the user tries to create an email.
- Error encountered when saving email configuration.
Flex Relate:
- Disabled modules are displayed in the Flex Relate field in role management.
Formula:
- Formula not working on text relationship fields.
- Formula applied on the subject field with the flex relate field will not work on Chekin- checkout
- Opportunity name formula is not working on the lead convert page.
- Custom duration (hours) field formula not working based on duration (minutes).
- In the relate field, when searching for the desired result and clicking on the suggestions, the formula does not work for some cases.
Global Search:
- Global search shows all currency symbols, and commas are not displayed.
- Oops error in show all in some scenario.
- Global search showing ID instead of name for custom-related default field.
Lead Conversion:
- Lead conversion error in the mobile app and web app.
Menu and Dashboard:
- Menu and dashboard not configured when creating new partner and helpdesk user.
Mobile Application:
- Unique phone and email count in tag module not displaying in a mobile fix.
Rollup Sum:
- Rollup sum calculation not working properly in some cases.
- Rollup sum is not working when we update record using mass update in some cases
Scheduler:
- Contract automation scheduler stops unexpectedly.
- If the marketplace is enabled, the scheduler should auto-on.
Studio:
- Save button is not working after editing the field in the studio
Team:
- Team entry is not added in the change log when the workflow is fired for adding the team to a record.
Untouched Field:
- Disabled the change log on the untouched field properties.
- In the detail view, the "untouched since" field was not showing properly in some cases.
General:
- Convert address from latitude and longitude while check-in checkout.
- Error encountered on saving the email configuration.
- Duplicate dropdown value showing fix.
- Address of related records not shown in the activity module detail view.
- Error encountered on saving role.
- Relationships cache issue fix.
improved
fixed
Sangam Mobile CRM Release Note Version 11.0.1
We are here to announce the release of Sangam Mobile CRM Version 11.0.1. This update brings optimizations, and a series of bug fixes to enhance the user experience.
🚀
Optimizations
📍 CheckIn/Out Addresses:
Addresses for check-in and check-out will now be sent for all CRM activities.🔔 ETA Reminder Prompts:
Improved ETA reminder prompts on record details.📏 ETA Distance Handling:
Resolved distance issues on the mobile side by removing commas from the distance values.✅ Accuracy Value:
Fixed the accuracy value being sent as null during check-in and check-out activities.📍 Mapping:
Improved handling of mapping on the checkout screen. 🐛 Bug Fixes
Initial Filter Issue on Quotation:
Fixed the issue where the initial filter was not working on the Quotation module while contact module selection.Converted Lead Checkout:
The status field will now display in a read-only format when performing checkout on a converted lead.Attendance Crash:
Resolved the app crash occurring while marking attendance.ETA Reschedule Date Format:
Addressed the date format issue in ETA rescheduling.Attachment Module:
Fixed check-in/check-out functionality issues in the attachment module.Call Dialer Plus Symbol:
Added a plus symbol in the call dialer for dialing numbers with country codes.Duplicate Check Save Issue:
Resolved the issue where records could not be saved after a duplicate check.Converted Lead Status Field:
Fixed the status field issue on the checkout view for converted leads.Detail Page Redirection:
Fixed the issue where detail pages were not redirected, and progress was not dismissed.Latitude and Longitude Values
: Addressed the issue where check-in and check-out time latitude and longitude values were zero.Blacklist/Whitelist Deletion:
Fixed the issue preventing the deletion of multiple or single blacklist/whitelist numbers.Crash in Android 14 OS:
Resolved the crash occurring during notification checkout on Android 14.Recently we have launched Sangam Mobile CRM Ver 11.0.0 with some new and exciting features, and also some bug fixes have been done.
Expected Time of Arrival (ETA)
The ETA feature in our app assists users in planning their journeys by providing estimated arrival times for various transportation modes.
Administrators can have the capability to check reports, handle approval processes, and change templates and other functionality.
- Enhancement:Implemented geo-fencing in the activity module.
- Bug:Resolved tally label issue
- Bug:Fixed quotation dependency issue in some CRM
- Bug:Resolved issue of details being shown twice in the toolbar.
- Bug:Fixed dashboard settings back button not working and the default button state toggle off
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