Changelog
Follow up on the latest improvements andย updates.
RSS
We are excited to announce the release of Sangam Mobile CRM
v12.0.0
, with new features and improvements.What's new in this Release ?
๐ข Group Notice:
Users now receive real-time alerts for better visibility of important messages. โณ Feature Enhancement:
Added buffer time to your Estimated Arrival Information for improved accuracy. Update now to enjoy these improvements!
improved
fixed
Sangam CRM Release Note Version v94.2.10
We are excited to announce the latest update to Sangam CRM, Version 94.2.10. This release includes several bug fixes, optimizations, and feature enhancements to improve system stability and user experience.
โจ Enhancements & Optimizations
- Approval Management: Implemented approval management on Quotation Line items.
- Find Duplicate Rule: Optimized status updates during refresh.
- Performance Improvement: Optimized query handling in reports and list views.
- Import Enhancements: Improved auto-mapping for required and dropdown fields.
๐ Bug Fixes
๐ฅ๏ธ General Fixes & UI Improvements
- Fixed multiple UI issues in Group Notice and celebration notification panels.
- Resolved the issue where the "Followup Type" column name was truncated.
- Fixed issues with mass email jobs and Redis job execution.
- Corrected the display of attachments in Gmail inbound emails when sent via Outlook.
- Resolved sub-panel loading issues due to role permissions.
- Fixed dashboard issues for selected user dashboards.
- Fixed dependency-related issues in select fields on the detail view.
- Prevented multiple WhatsApp messages from being sent unintentionally.
- Fixed an issue where rollup sum errors were displayed during checkout.
- Improved handling of HTML display in Google Sheets comments.
- Fixed issues with checklist creation and delete options.
- Resolved random deadlock issues during ledger detail updates in Tally.
- Fixed UI issues in the Campaign module.
๐ Reporting & List View Fixes
- Resolved incorrect query optimization in reports and list views.
- Fixed missing records in list views when using advanced filters.
- Addressed mass export options appearing even when no records were available.
- Corrected issues with required attachment fields not appearing in List View and Subpanel.
- Fixed issues in report grouping by assigned user ID.
๐ฅ Import & Data Management Fixes
- Resolved cases of duplicate entries when importing records.
- Fixed issues where import file extension matching was case-sensitive.
- Improved handling of missing field values in merge operations.
- Resolved an issue where multi-field data did not display correctly after merging records.
- Fixed auto-mapping issues for dropdown and required fields during import.
- Ensured that error record lists are generated correctly when an import update fails.
๐ ๏ธ Module-Specific Fixes
- Call Campaign Module: Fixed an issue where enabling/disabling the module did not update associated records.
- Attendance & Leave Management: Improved attendance status updates based on leave applications.
- Lead Module: Fixed errors occurring during advanced searches.
- Mobile Checkin Checkout: Resolved job failures when checking in from mobile.
- Quotation Line Items: Fixed approval management inconsistencies.
- PMS Ticketing: Ensured tickets are correctly generated under the product module.
- Email & Notification Issues: Fixed multiple email firing issues and improved notification message formatting.
- Notification API: Improved message field details for better readability.
- Client Secret Value Renewal: Addressed issues in renewing client secret values for the graph API for Inbound Email setup with microsoft domain
- Break Management: Fixed "Oops" errors when accessing records in the Break Management list view.
๐ Security & Access Control
- Cloudflare Redirect: Implemented IP restriction on Cloudflare redirects.
- User Access Fixes: Fixed an issue where partner users were not visible when filtered by a regular user.
๐ Other Fixes & Enhancements
- Multi-Filter Popup Fixes: Fixed issues with popups in left search using custom related fields.
- Call Recording Advanced Search: Resolved errors preventing advanced searches.
- Formula Builder Fixes: Ensured empty string conditions are checked correctly.
- Mass Update Issues: Fixed mass update functionality in Free CRM.
- Google Sheet Sync: Addressed incorrect number deletion visibility in synced contacts.
- Mobile Number Formatting: Improved CRM's ability to match mobile numbers based on the last 9 digits.
- Checkout Process Fixes: Fixed an issue where activities remained unresponsive after checkout.
- Email Reply Fixes: Resolved an issue where "Reply All" sometimes did not fetch the correct email IDs.
- Partner Team Updates: Fixed user activity tracking issues on partner team updates.
- Mass Update: Resolved looping issues when adding the same user through a mass update.
- Scheduler Fixes: Fixed errors when selecting hourly frequency options.
We are excited to announce the release of Sangam Mobile CRM v11.0.9, featuring important bug fixes.
What's new in this Release ?
Bug Fixes:
โ
Resolved an issue causing icons to display incorrectly.
โ
Fixed UI issues in the Approval section on the Contact and Dynamic Detail pages.
โ
Implemented a restriction to prevent duplicate record creation when a record is under approval.
โ
Fixed an issue where attachments added on the Checkout page (in the Custom Attachment field) were not reflecting when the record was opened on the web.
Update now to enjoy these improvements!
We are excited to announce the release of Sangam Mobile CRM v12.0.7 , with new feature and enhancements.
What's new in this Release ?
๐ข
Group Notice
: Users now receive real-time alerts
for better visibility of important messages. โณ
Feature Enhancement
: Added buffer time
to your Estimated Arrival Information for improved accuracy. Update now to enjoy these improvements!
improved
fixed
Sangam Mobile CRM iOS Version 11.0.6 Release Note
We're excited to share the latest improvements and fixes in our application to enhance your experience! ๐
๐ Optimisations:
โ
Enhanced Email Compose UI
โ A refreshed design for a more intuitive and user-friendly email composition experience.โ
Quotation Email Auto-Fetch
โ The contactโs email ID will now be automatically retrieved when sharing a quotation.โ
Checkbox Field Type Update
โ Text values for checkbox fields have been replaced with actual checkboxes across list, card, and detail views for better clarity.๐ Bug Fixes:
๐น Fixed lead conversion mapping for dropdown fields.
๐น Resolved two-factor authentication issues.
๐น Eliminated duplicate "Session Expired" pop-ups.
๐น Fixed crashes on iPads.
Update now to enjoy these improvements!
With the release of Sangam CRM Version 94.1.44, we have resolved several bugs we identified after the 94.1.30 Version release.
- Fixed UI and notification issues in the Birthday Celebration Project.
- Resolved the dropdown UI issue in the Contract Automation configuration.
- Fixed issues with lead mapping conversion in certain cases.
- Addressed backend job failures occurring in specific scenarios.
- Resolved UI and Rich Text Editor issues in the Group Notice module.
We are excited to announce the release of Sangam Mobile CRM v12.0.6 , with feature enhancements and major bug fixes.
What's new in this Release ?
โก Major Optimizations :
โ
Quotation Mapping Enhancement:
Improved the quotation mapping feature for multi-fields for better usability.โ
Incoming Call Popup Enhancement:
Now, clicking on the incoming call popup will directly open the record detail view, making navigation easier.Update now to enjoy these improvements!
new
improved
fixed
Sangam CRM Release Note Version v94.1.30
With the release of Sangam CRM Version 94.1.30, we are pleased to inform you of several feature enchantments and over 130 Bug fixes that enhance the user experience.
โจ New Features :
๐ฉ Reopen Ticket Web Form Addon
- With this update, users can now reopen a resolved ticket by submitting a Reopen Ticket Form. This feature allows users to:
- Provide a detailed description of the issue while reopening the ticket.
- Attach screenshots to illustrate the problem clearly.
- Ensure faster resolution by giving support teams the necessary information upfront.
- This enhancement streamlines the ticket management process, making tracking and addressing reopened issues easier.
๐ Birthday Celebration Project
- Introduced a dedicated feature for managing employee and client birthday celebrations.
- Sends automated reminders and personalized greetings via email and WhatsApp.
- Allows companies to customize birthday messages and schedule them in advance.
- Enhances engagement and relationship-building with clients and employees.
๐ข Group Notice
- A new feature to create and manage group-wide notices efficiently within the CRM.
- Allows team leaders and admins to broadcast important updates, reminders, and announcements.
- Notifications can be sent to specific teams, departments, or company-wide, ensuring effective communication.
- Users receive real-time alerts for better visibility of crucial messages.
๐ ๏ธ Enhancements:
๐ Matrix Report
- Enhanced the Matrix Report with a more intuitive design and improved readability.
- Allows for better visualization of data relationships across multiple dimensions.
- Improves report generation speed and accuracy for complex datasets.
๐ Address Auto Search integration
- Real-time address suggestions to improve accuracy in location-based fields.
- Enhances the user experience by reducing manual address entry errors.
- Supports auto-complete functionality, making it easier to enter precise locations.
๐ Product Creation Based on Type
- Auto-creation of products based on product type for improved efficiency.
- When the product type is set to software, the quantity will no longer be consideredโinstead of creating multiple products based on quantity, only one product will be auto-created, regardless of the quantity.
- For hardware products, the process remains the same, where products are auto-created based on the specified quantity.
- Ensures better organization and automation in inventory and sales management.
๐ Two-Factor Authentication (2FA) for Mobile
- Strengthened security by implementing Two-Factor Authentication (2FA) for mobile logins.
- Supports OTP-based authentication for an additional security layer.
- Helps prevent unauthorized access and protects sensitive business data.
โก Mass Action Queue Optimization
- Optimized mass action execution for improved performance and reduced processing time.
- Enhances the ability to handle bulk updates, deletions, and modifications more efficiently.
- Reduces system lag when performing large-scale actions, improving user productivity.
๐ฌ WhatsApp Widget User-Wise Multi-Channel Login
- Enabled multi-user login for the WhatsApp widget.
- Allows users to log in with different WhatsApp accounts based on their roles.
- Improves team collaboration and customer communication by handling multiple inquiries simultaneously.
new
improved
fixed
Sangam Mobile CRM iOS Version 11.0.5 Release Note
We are excited to announce the release of Sangam Mobile CRM v11.0.5, bringing enhanced features, critical bug fixes, and performance optimisations to deliver a smoother and more efficient user experience.
๐ New Features
- Location Popup Enhancement:Improved location popup with real-time distance calculation display for better accuracy and user experience based on CRM Admin Configurations.
๐จ Customisations :
- Re-enabled the previously frozen account selection feature when converting leads.
๐ Bug Fixes & Issue Resolutions :
- Quotation Mapping Enhancement :Improved the quotation mapping feature for better usability.
- Comment List Visibility Issue :Addressed the issue where some comments were not visible in the comment list.
- App Crash on Check-in/Check-out :Resolved an application crash occurring during check-in and check-out operations.
Update now to enjoy these improvements!
new
improved
fixed
Sangam Mobile CRM Android Version 12.0.5 Release Note
We are excited to announce the release of Sangam Mobile CRM v12.0.5 , packed with feature enhancements, bug fixes, and performance optimizations to improve your experience!
What's new in this Release ?
๐ New Feature:
- Location Popup Enhancement: Improved location popup with real-time distance calculation display for better accuracy and user experience based on CRM Admin Configurations.
๐ Bug Fixes
- Quotation Email Issue: Fixed an issue where the contactโs email ID was not auto-fetched while sharing a quotation through the application.
- Lead Conversion Crash: Resolved crash issue occurring when converting a lead.
โก Optimizations
- Quotation Mapping Enhancement: Improved the quotation mapping feature for better usability.
Update now to enjoy these improvements!
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