Changelog
Follow up on the latest improvements and updates.
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Sangam CRM Release Notes – Version v132.15.1
We are pleased to announce the latest
Sangam CRM
Release v132.15.1
, focused on improving platform stability, performance, security, automation, integrations, UI, mobile experience, and overall system reliability.This release includes Sampark Setu Connector, multiple bug fixes, enhancements, performance improvements, and platform-level optimizations across core CRM modules.
📦
Feature
✨ New: Sampark Setu Connector
Sampark Setu is a WhatsApp number verification service that is now connected with your CRM. It helps you check whether the phone numbers saved in crm are active on WhatsApp, and whether they belong to a WhatsApp Personal or WhatsApp Business account.
Connect it once with your API Key, and your team can verify numbers, track their status, and focus on the numbers that are actually reachable on WhatsApp.
🚀
Enhancement
:- Searchable Dropdowns: Dropdown select fields now have a search option, so you can find the value you need quickly instead of scrolling through the full list.
🐛
Top 10 Major Bug Fixes
- Workflow Automation: Automatic actions and reminders now run at the right time.
- SLA Management: Response and resolution timelines are now calculated and updated correctly.
- Search and filters now show the correct results, and your saved view settings are remembered.
- Product details, tax amounts, and quotation PDFs now show the correct values.
- Importing and exporting data now works smoothly, with all details carried over correctly.
- Long links in product descriptions are now fully clickable in the quotation PDF.
- Emails and notifications are now delivered reliably.
- Record history now shows an update when a tag is automatically added to records with the same phone number or email.
- Attendance marking and location checks now work correctly.
- Multi-select field filters in list view now include an "Is Empty" option, so you can quickly find records where no value is selected.
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Sangam Mobile CRM iOS Version 19.0.0 Release Note
Sangam Mobile CRM – What's New
📦 Features -
- New Recurrence Enhancement:Added support for the new recurrence functionality.
- Last Interaction:Introduced the Last Interaction feature to help users track the most recent interaction with records.
- MSP–MRP Validation:Integrated business logic to validate MSP, Unit Price, and MRP values.
- Product Line Item Pricing:Added support for entering negative prices when MSP is 0 or less than 0.
- @Mention & Watcher (Except On-Site Instances) :Upgrades in-CRM collaboration by keeping teams aligned and records secure.
- Direct @Mentions: Tag teammates in record comments (Leads, Tickets, etc.) to trigger real-time notifications, with automatic permission checks to protect data visibility.
- Record Watchers: "Watch" or "Favourite" records to receive automated alerts whenever comments or key fields are updated.
✨Enhancements -
- Travel Expense Line Item:Improved handling of cases where the module is disabled or the field is not included in the Travel Expense Layout.
- Mention and Watcher Images:Enhanced image allowance for mentions and watchers.
- Duplicate Value Detection:Added a new popup UI to notify users when multi-field values, such as phone numbers, email addresses, or addresses, duplicate existing primary or secondary values.
🐞Bug Fixes -
- Mass Update:Fixed an issue where selecting all records updated only the first record instead of all selected records.
- Leave Application:Fixed an issue where duplicating an Approved Leave created the new application with Approved status instead of Request.
Update Now -
Sangam Mobile CRM iOSWe're excited to introduce the latest update of Sangam Mobile CRM v19.0.4, improving user experience.
- Saaransh major optimization in user experience and bug fixes.
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The latest Sangam CRM Release v132.3.1 is now available.
We are pleased to announce the latest Sangam CRM Release v132.3.1. This release focuses on improving team collaboration, reporting performance, email integrations, and overall system reliability. Along with multiple critical bug fixes, we have introduced major new features and enhanced several existing platform capabilities to deliver a smoother and more efficient CRM experience.
✨ New Features & Enhancements
1. Enhanced ListView
A faster, smarter, and more flexible way to view and manage your records.
✨ What's Improved?
- Blazing fast loading, even when handling massive datasets.
- Columns can now be pinned, unpinned, and resized to your preference.
- Improved filtering and search capabilities to find records in seconds.
- A consistent, clutter-free, and modernized interface across all modules.
✅ Key Benefits
- Faster data access and navigation
- Highly customizable layout tailored to your needs
- Quicker record finding
- Better overall user experience
2. @Mention & Watcher
Collaboration directly inside the CRM just got a massive upgrade, ensuring you never miss a team update.
✨ What's New?
- Tag a colleague directly in comments (@mention) on Leads, Tickets, or any record to trigger instant notifications.
- "Watch" or "Favourite" records to get auto-notified when a comment is added or a key field changes.
- System automatically verifies record visibility before allowing a tag, keeping data secure.
- Every comment is permanently logged and searchable from the Mentions Center.
✅ Key Benefits
- Instant team communication and fewer reminder calls
- Reduced notification noise (alerts only go to tagged/opted-in users)
- Secure communication with built-in access checks
- Full accountability and audit-ready history
3. Microsoft & Gmail OAuth 2.0 Integration
Send emails directly from your own Gmail or Microsoft account without leaving the CRM.
✨ What's New?
- Securely connect your email account in just a few clicks (No passwords stored in the CRM).
- Emails sent from the CRM automatically sync to your Gmail or Microsoft "Sent Items".
- Emails are sent using your authentic email address and name.
- Admins can configure organization-wide sending, or users can connect individual accounts.
✅ Key Benefits
- Maximum account security with OAuth 2.0
- Seamless synchronization with your native inbox
- Authentic sender identity for better customer trust
- Easy setup with no complex SMTP configurations
4. Scheduled Reports Optimization
Scheduled Excel and CSV reports are now generated more efficiently, especially when they contain large amounts of data. Existing report filters, formatting, and access permissions remain completely unchanged.
✨ What's Improved?
- Faster processing: Large scheduled reports are generated much more efficiently.
- Optimized performance: Uses significantly less system memory while creating reports.
- Handles large datasets: Improved support for reports containing lakhs of records without timing out.
- Same secure results: Existing report filters, formatting, team access, roles, and permissions are fully preserved.
✅ Key Benefits
- ⚡ Accelerated processing for heavy data files
- 💾 Optimized system performance behind the scenes
- 📊 Effortlessly handles massive datasets
- ✅ More reliable exports, reducing failed or incomplete report generation
- 🔒 Highly secure, recipient-level data filtering
5. Recurring Activities
Stop manually re-creating repeat tasks and never miss a follow-up again.
✨ What's New?
- Set a recurrence on any Account, Contact, or Activity.
- CRM auto-generates future tasks based on Daily, Weekly, Monthly, Yearly, or Custom schedules.
- Choose exactly how often it repeats and when the sequence should end.
✅ Key Benefits
- Automates your daily schedule
- Ensures routine follow-ups are never missed
- Saves time on manual data entry
- Works seamlessly across multiple modules
6. Group Notice Notifications
Ensure your most critical updates reach the right people at the right time.
✨ What's Improved?
- Simply check the new "Notification" box when creating an Important Message via Group Notice.
- Select specific users who need to be alerted instantly.
✅ Key Benefits
- Targeted alerts for essential updates
- Perfect for keeping field engineers informed
- Quick and easy to use
- Reduces communication noise for unselected users
7. Last Interaction Visibility
Get instant clarity on your most recent communications before picking up the phone.
✨ What's New?
- A new panel directly on the detail page shows the exact time of your most recent successful communication (e.g., "Just now", "2 hours ago").
- Displays the communication type (Call, Email, WhatsApp, Meeting), Owner, and direction.
- Instantly recalculates if a new activity is logged or an old one is deleted.
- Available at the Company, Customer, Lead, and Contract levels.
✅ Key Benefits
- Instant context before calling a client
- Ensures no missed follow-ups
- Better team accountability
- Faster decision-making
🐞 Top 10 Critical Bug Fixes
- Resolved critical Oops and mPDF errors that were preventing users from successfully opening or previewing Quotation PDFs, and fixed an issue where images were missing from the quotation preview.
- Fixed an issue in the invoicing and quotation modules where taxes were failing to auto-fetch properly after adding products to line items.
- Resolved a system crash (Oops error) that occurred when applying the Without Records condition in Advanced Filters, ensuring smoother report generation.
- Fixed a crucial telephony issue where incoming missed calls were not getting properly logged in the CRM, ensuring no customer inquiry is overlooked.
- Corrected a workflow logic bug where API-triggered WhatsApp messages were incorrectly firing at night instead of respecting the intended workflow schedule.
- Fixed a data processing glitch that was causing blank rows to appear incorrectly during the data import process.
- Resolved a bug that was preventing the Mass Update functionality from working properly within the User Management module.
- Fixed the deduplication logic for Vendor fields to properly detect duplicate entries, and resolved an issue causing duplicate products to be created from the pending for billing stage.
- Resolved a system crash (Oops error) that was triggered when users attempted to save bank details in the system.
- Fixed an issue where logged calls and emails were only relating to a single record, even when multiple records shared the same contact details.
We're excited to introduce the latest update of Sangam Mobile CRM v19.0.1, addressing some major bug fixes.
🐞 Bug Fixes :
- Fixed an issue where the module name and record namewere not displayed in the email compose screen when sharing a downloaded quotation via the Sangam CRM app.
- Fixed an issue where the Compose Using Tagscreen was displayed instead of the standard email compose screen while sharing quotations via the Sangam CRM app.
- Fixed an issue where accessing CRM records through deep linksdisplayed an incorrect “Record does not exist or you have been logged into another CRM” error.
- Fixed an issue where phone, email, and address fieldswere not automatically populated after scanning a business card.
📥 Update Here :
We're excited to introduce the latest update of Sangam Mobile CRM v19.0.0, bringing new feature to improve user experience.
✨ Features :
Saaransh Integration:
AI-powered call management is here! Capture key conversation details and take action effortlessly.- Automatic Call Summaries : Get an instant summary of your customer conversations and requirements after every call.
- Click Follow-ups & Leads : Create Leads or Support Tickets directly from the call summary—no manual data entry required.
Call smarter. Capture better. Follow up faster.
📥 Update Here :
We're excited to introduce the latest update to Sangam Mobile CRM v18.0.9, bringing enhancements to improve user experience.
✨ Enhancements :
- User Availability Enhancement:Enhanced workforce visibility and assignment management through improved user availability tracking.
📥 Update Here :
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Sangam Mobile CRM iOS Version 18.0.9 Release Note
Sangam Mobile CRM – What's New
✨ Enhancements -
- Tax Selection Improvement:Automatically selects the tax when only one tax is available in the tax dropdown, eliminating the need for manual selection.
- User Availability Enhancement:Enhanced the user availability feature for a smoother and more reliable experience.
🐞 Bug Fixes -
- User Selection:Fixed an issue where duplicate “You” text was displayed alongside the user’s name during user selection.
- Advanced Search Date:Fixed an issue where the date was incorrectly reset to today’s date when returning to the Advanced Search page.
- Address Form Validation:Fixed an issue where unwanted validation prevented the Save button from being displayed after removing address data from the address field.
Sangam Mobile CRM – What's New
🐞 Bug Fixes -
- Resolved various bugs and improved application performance for a faster and more stable experience.
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Sangam Mobile CRM iOS Version 18.0.7 Release Note
Sangam Mobile CRM – What's New
🚀 Features / Enhancements
1. Rich Notifications -
- Notification UI Enhancements – Improved the notification interface for a cleaner and more user-friendly experience.
2. ETA & Check-in Process Enhancement -
- Enhanced the process of whole ETA lifecycle.
3. Street Field for Address Sorting -
- Added the Streetfield to the address sorting functionality.
🐛 Bug Fixes
1.
Fixed an issue where notifications were not being received consistently.2.
Fixed an issue where Saved Search and Sorting did not work correctly together.3.
Fixed an issue where the selected sorting was removed when the module list was loaded again.4.
Fixed an issue where the Quotation
tab was not visible.5.
Resolved reported crashes and stability issues identified through Crashlytics.Load More
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