Changelog

Follow up on the latest improvements and updates.

RSS

The latest
Sangam CRM Release v124.6.2
is now available.
This release includes multiple bug fixes, performance improvements, UI enhancements, and feature enhancements across the Web platform along with updates to Reports, Workflows, Studio, Import, Email, and Security Access. It also includes improvements to the Mobile and API platforms. Overall this release enhances platform stability, performance, and usability, delivering a smoother, more reliable, and more efficient CRM experience.
✨ Major Highlights
⚙️
Workflow, Approval & SLA Improvements
  1. Fixed workflow execution and approval-related issues.
  2. Improved approval email functionality with attachment support.
  3. Enhanced SLA escalation process and notification handling.
📊
Reports, Dashboard & Analytics
  1. Fixed Dashboard Custom Date Range issues.
  2. Resolved Matrix Report, Grouping, Chart Generation, and Advanced Filter issues.
  3. Improved reporting accuracy and performance.
📥
Import, Studio & Field Mapping
  1. Enhanced Field Mapping functionality.
  2. Fixed multiple import, field mapping, and Studio configuration issues.
  3. Added Holiday Module Import support. Improved template editing and PDF preview permissions.
🌐
Web, Mobile & API Improvements
  1. Fixed duplicate checking, global search, list view, relationship, and assignment issues.
  2. Improved Mobile App filters, layouts, formulas, and role permissions.
  3. Resolved API response and integration issues.
📧
Email, PDF & Notifications
  1. Fixed email sending, email thread mapping, and notification issues.
  2. Improved quotation PDF generation and preview.
  3. Enhanced follow-up and alert notification handling.
🐞
Critical Bug Fixes & Performance Enhancements
  1. Resolved multiple OOPS errors, data mismatch issues, formula calculation issues, duplicate prevention, security, session management, and overall system stability improvements across Web and Mobile.
Sangam Mobile CRM – What's New
🐞 Bug Fixes -
  • The Task Type field was missing on the check-out screen.
Sangam Mobile CRM – What's New
We're excited to introduce the latest update to
Sangam Mobile CRM v18.0.2
, bringing a new productivity feature, important enhancements, and several stability improvements to provide a smoother user experience.
🚀 New Feature
Business Card Scanning -
  • Added a
    Business Card Scanning
    feature that allows users to scan a business card and automatically extract the details.
  • Captured information is pre-filled, making it faster and easier to create new
    Leads
    or
    Contacts
    while reducing manual data entry.
✨ Enhancements
Improved SLA Timer -
  • Deployed the new
    SLA Phase
    implementation.
  • SLA timers are now more precise, accurate, and aligned with the latest business logic for better tracking.
🐞 Bug Fixes
  • Fixed an issue where records could still be modified even when the
    Edit
    action was locked.
  • Enhanced the Checkout page to correctly display fields from both
    Parent
    and
    Child
    modules, ensuring complete and accurate data visibility.
Sangam Mobile CRM – What's New
We're excited to introduce the latest update to
Sangam Mobile CRM v18.0.2
, bringing a new productivity feature, important enhancements, and several stability improvements to provide a smoother user experience.
🚀 New Feature
Business Card Scanning -
  • Added a
    Business Card Scanning
    feature that allows users to scan a business card and automatically extract the details.
  • Captured information is pre-filled, making it faster and easier to create new
    Leads
    or
    Contacts
    while reducing manual data entry.
✨ Enhancements
Improved SLA Timer -
  • Deployed the new
    SLA Phase
    implementation.
  • SLA timers are now more precise, accurate, and aligned with the latest business logic for better tracking.
🐞 Bug Fixes -
  • Fixed an issue where records could still be modified even when the
    Edit
    action was locked.
  • Resolved an application crash affecting the
    iPad
    version, improving overall stability and reliability.
  • Enhanced the Checkout page to correctly display fields from both
    Parent
    and
    Child
    modules, ensuring complete and accurate data visibility.
We are pleased to announce the release of Sangam Mobile CRM app version 18.0.1 addressing some major bug fixes.
What's New in This Release?
🐞 Bug Fixes :
  • Fixed an issue on the Checkout Detail page where data was not being populated correctly in certain fields.
  • Resolved an issue that prevented Address fields are not being edited during adding address manually.
  • Fixed a checkout-related issue where the Tag field could interfere with the completion of the checkout operation.
✅ Improvements :
  • General bug fixes and performance enhancements to improve application stability and user experience.
We are pleased to announce the release of Sangam Mobile CRM app version 18.0.1 addressing some enhancement and major bug fixes.
✨ Enhancements :
  • Added Contact module support in Incoming Call Popup and Call List for quick Contact creation and mapping.
  • Optimized current location fetching for improved speed and accuracy.
🐞 Bug Fixes :
  • Resolved Checkout restriction after Clock Out for Sangam users.
We are pleased to announce the release of Sangam Mobile CRM app version 18.0.0 addressing some major feature, enhancements and bug fixes.
What's new this release ?
🚀 New Features :
  • Integrated
    Live Tracking and Sarathi application functionality into the Sangam application.
✨ Enhancements :
  • Redesigned the Check-In / Check-Out popup
    for an improved user experience.
  • Improved Direct Address Search UI and it's functionality
    on the Address field
    .
🐞 Bug Fixes :
  • Fixed issue where task type field was statically added on Checkout Screen for Task module.
We are pleased to announce the release of Sangam Mobile CRM app version 18.0.0 addressing some major feature, enhancements and bug fixes.
What's new this release ?
🚀 New Features :
  • Integrated
    Live Tracking and Sarathi application functionality into the Sangam application.
✨ Enhancements :
  • Redesigned the Check-In / Check-Out popup
    for an improved user experience.
  • Improved Direct Address Search UI and it's functionality
    on the Address field
    .
🐞 Bug Fixes :
  • Fixed the Convert Lead issue where mapped Lead Name fields were not updating correctly in the request payload and data mapping.
  • Resolved an issue where changes to one Lead Name mapped field were not reflected in other mapped fields when same Lead Name mapping were configured on multiple field.
  • Fixed an issue in the Notes module where attachments were removed after editing a record containing an attachment.
  • Fixed an application crash that occurred while refreshing the Subpanel list when all data had already been loaded from the API.
  • Fixed the Subpanel pull-to-refresh issue that caused multiple unnecessary reloads.
  • Improved Global Search by trimming unnecessary spaces within mobile numbers to generate cleaner search queries.
We are pleased to announce the release of Sangam Mobile CRM app version 17.0.6 addressing some major bug fixes.
🐞 Bug Fixes :
  • CheckInOut Action :
    Fixed an issue where checkout was not functioning for activities that were created manually and were not associated with any parent record.
  • Call Logging Issue :
    Fixed an issue where duplicate call logs were displayed in the call list when calls were initiated from the Attendance module.
  • Attendance List :
    Fixed an issue where clicking on an attendance record marked as Absent did not open the Attendance Detail view.
  • Create View :
    When attempting to create a new record from a related field, the application redirects back to the Create page instead of opening the corresponding list view.
  • Convert Lead :
    Fixed an issue where the Client Name was not populated in the Deal module during Lead Conversion.
🚀 Enhancements :
  • Call Logging :
    Enabled the Call Log feature automatically after the user grants permission to log CRM-related numbers only.
  • Address Search :
    Added the ability to select the current location directly from the Auto-Complete Search.
  • CheckIn/Out :
    Removed the Map View from Check-In/Check-Out actions and now display location addresses directly for a simplified user experience.
We are pleased to announce the latest
Sangam CRM Release v123.1.12
. This release focuses on improving data quality, workforce productivity, communication automation, and overall system reliability. Along with multiple critical bug fixes, we have introduced a new feature and enhanced several existing platform capabilities to deliver a smoother and more efficient CRM experience.
🔄 Existing Project Enhancements
🔔 Workflow-Based In-App Notifications
Introducing real-time in-app notifications powered by CRM workflows to keep users informed and improve response times.
✨ What's New?
  • Trigger notifications directly through CRM workflows.
  • Alerts appear instantly in the CRM notification panel.
  • Supports business process alerts, reminders, and approvals.
  • Keeps users informed without relying solely on emails.
✅ Key Benefits
  1. Real-time alerts and updates
  2. Faster response to important activities
  3. Improved process visibility
  4. Enhanced user awareness and productivity
📋 Data Standardization & Smart Formatting
Enhanced data formatting and validation across Web, Mobile, APIs, Imports, and Integrations to ensure cleaner and more consistent customer information.
✨ What's Improved?
  • Names are automatically formatted for better readability.
  • Phone numbers are cleaned by removing extra spaces, symbols, and formatting issues.
  • Indian mobile numbers are saved in a consistent format.
  • Email addresses are automatically standardized.
  • The same formatting rules now apply across Web, Mobile, APIs, Imports, and Integrations.
✅ Key Benefits
  1. Cleaner customer records
  2. Better search results
  3. Fewer duplicate records
  4. Consistent data across all platforms
👥 User Availability Management
Enhanced workforce visibility and assignment management through improved user availability tracking.
✨ What's Improved?
  • Users are automatically marked as Away after a period of inactivity.
  • A warning is shown when assigning records to an Offline user.
  • User availability now considers Leaves and Holidays.
  • Added a Dashboard view to see Online, Away, and Offline users in real time.
✅ Key Benefits
  1. Better team visibility
  2. Smarter record assignments
  3. Reduced assignments to unavailable users
  4. Faster identification of available team members
  5. Improved workforce monitoring from the Dashboard
🎉 Celebration Automation
Enhanced client engagement through automated birthday communication.
✨ What's Improved?
  • Automatic birthday emails on the client's birth date.
  • Personalized greetings sent on time.
  • No manual action required.
✅ Key Benefits
  1. Better client engagement
  2. Automated communication
  3. Time-saving for users
🐞 Major Bug Fixes
  • Fixed an issue where some information was not getting transferred correctly when converting a Lead into an Opportunity, ensuring all important details are carried forward properly.
  • Resolved an issue that prevented records from being updated through API integrations, improving integration reliability.
  • Fixed a problem where certain workflows were failing and showing system errors, ensuring automated processes run smoothly.
  • Corrected an issue that could create multiple Contracts from a single Opportunity, preventing duplicate records.
  • Fixed a communication issue where contacts marked as "Do Not Disturb (DND)" were still receiving Emails, SMS, and WhatsApp messages.
  • Resolved a session issue that caused users to see a "Page Expired" error while logging in or logging out of the CRM.
  • Fixed an issue where email notifications were not being sent when new Leads were created, ensuring important updates reach users on time.
  • Resolved a problem that prevented CRM Templates from working correctly, restoring smooth email and document generation.
  • Fixed an issue where Tickets created from incoming emails were not automatically assigned to the correct user, improving ticket tracking and ownership.
  • Corrected an issue affecting emails sent to multiple recipients, improving email delivery and communication reliability.
Thank you for your continued support and feedback as we continue improving Sangam CRM.
Load More