Changelog
Follow up on the latest improvements andΒ updates.
RSS
We are excited to announce the release of Sangam Mobile CRM v12.0.4 , packed with feature enhancements, bug fixes, and performance optimizations to improve your experience!
π What's new in this Release ?
π New Feature:
πΌ Travel Expense Management: Easily add your travel expenses on the go!
π Bug Fixes:
πΊοΈ Mapping Issue: Resolve the mapping functionality on Convert Lead.
π οΈ Account Selection Fix: Address the issue of being unable to select or create an account during lead conversion.
Update now to enjoy these improvements!
π What's new in this Release ?
π New Feature:
- πΌ Travel Expense Management:Easily add your travel expenses on the go!
π Bug Fixes:
- π Attachments Issue Resolved:Fixed multiple attachment functionality when editing records.
Update now to enjoy these improvements!
Update Here :-
https://apps.apple.com/in/app/sangam-mobile-crm/id1511672687improved
fixed
Sangam Mobile CRM Android Version 12.0.3 Release Note
We are excited to announce the release of Sangam Mobile CRM v12.0.3 , packed with feature enhancements, bug fixes, and performance optimizations to improve your experience!
π What's new in this Release ?
π Feature Enhancements :
π Address Search Functionality: Introduced an enhanced search experience, ensuring faster and more accurate results.
π Bug Fixes :
β
Multiple Check-Ins Issue: Resolved a bug where multiple check-ins were occurring randomly.
β‘ Optimizations :
π Improved Call Logging Mechanism for CRM Numbers call logging configuration.
π Improved Check-Out functioning for a smoother user experience.
Update now to enjoy these improvements!
With the release of Sangam CRM Version 88.2.7, we have resolved several bugs we identified after the 88.2.1 Version.
- Approval Not showing properly in some cases
- Resolution of Microsoft inbound Email (Message-Id) issue
- Basic search not working for Tag field
- Compose with Tag not working for Email
- Resolution of Untouched Field (Stopped Calculation if configured date already past)
- Resolution of while checkout it shows the message already checkout Done
- Workflow mapping issue.
new
improved
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Sangam CRM Release Note Version v88.2.1
We're excited to bring you the latest update of Sangam CRM v88.2.1, packed with new features and important bug fixes to enhance your experience!
β¨ New Features :
π PMS Ticket on Product Module
Effortlessly manage PMS (Preventive Maintenance Service) tickets directly within the Product module:
- Create PMS tickets for individual products based on mapped fields and predefined conditions.
- Automatically generate PMS tickets upon saving a product.
- Configuration available under the "PMS on the Product" tab in the Contract Automation panel.
π Service Reports Download & Sharing
Users can now download and share service reports directly from the Sangam Mobile CRM application.
β‘ Enhancements:
π Find Duplicate & Merge Records
- Improved performance by auto-generating duplicate records to reduce load time.
- Enhanced UI for a better user experience.
- Introduced a "Rule Refresh" option to dynamically update duplicate records.
- Fixed issues with list view display and vendor module merge errors.
π§ Notification for Completion of Mass Emails
- Added notifications to inform users when all mass email operations are completed.
π
Financial Year Option in Date Filter
- Introduced two new options in report and list view filters for date fields:
- This Financial Year
- Previous Financial Year
π Major Bug Fixes :
A total of 190 bug fixes have been implemented in this release. Below are the significant issues resolved:
β Selected Tax in Product Master Not Reflecting in Quotation
- Resolved an issue where products marked as non-taxable in the Product Master appeared as taxable in Quotations when attached to an Opportunity via the Sub-panel.
π Tax Application Method Switching Issue
- Fixed a bug where changing the Tax Apply On field in Quotations from "Overall" to "Line Item" cleared the Tax Selection field automatically.
π Enable Quotation-to-Invoice Conversion
- Quotation-to-invoice conversion now generates:
- An Invoice Date.
- An auto-numbered Invoice Number (or manual entry option).
- A PDF format of the invoice.
We're excited to bring you the latest update to Sangam Mobile CRM, packed with new features and important bug fixes to enhance your experience!
π What's new in this Release ?
β¨ New Features:
- π₯ Video Capturing from Attachment:Introduced the ability to capture videos as attachments within the app.
π
Major Bug Fixes:
- π Check-Out Page Mapping (Bug #16256):Fixed an issue where mapping was not functioning properly on the Check-Out page.
- πLead Duplication Status Fix (Bug #15868):When duplicating a converted lead, the status now captures the first drop-down value correctly.
- π οΈMulti Initial Filter Issue (Bug #16618):Resolved a problem with the multi initial filter not working on the Check-Out page.
- π§Ή De-Duplication on Check-Out (Bug #16257):Addressed de-duplication not working on the Check-Out page.
- β
Field Validation (Bug #16252) :Fixed input and validation issues for Integer, Percentage, and URL fields.
- πFundly Response Format (Bug #16653):Updated the format of Fundly response messages.
- π Activity Subject Change (Bug #16650):Resolved an issue where the activity subject would change during manual check-ins.
- π« Restricted Record Duplication (Bug #16484):Restricted the creation of duplicate records if the record is pending approval.
Please update the app to benefit from these improvements!
improved
fixed
Sangam CRM Release Note Version 87.0.10
With the release of Sangam CRM Version 87.0.10, we have resolved several bugs we identified after the 87.0.3 Version.
Call Script Module
: Allow a relationship to be created with call script moduleForm Validation
: Resolved Form validation issue in some casesInitial Filter
: A resolved issue of = missing search box in the product name column of the product master initial filter impacts user ability to perform quick searchesDistance Calculation while check-in check-out
: Added new point, calculate distance if check-in check-out done on activity module if calculation is activatedLead Convert
: Not redirected to Lead convert page if create a lead from sub panel and select status as converted.new
improved
fixed
Sangam CRM Release Note Version 87.0.3
With the release of Sangam CRM Version 87.0.3, we are pleased to inform you of several feature enchantments and over 128 Bug fixes that enhance the user experience.
π 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 platformsβmanage 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.
π 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
Weβve 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.
π 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.
π’ Sangam Mobile CRM Android Version 11.0.7 is now live on the Play Store.
π Major Bug Fixes:
Duplicate Call Log Issue:
Fixed an issue where the calls were getting duplicated.Please update the app to benefit from these improvements!
new
improved
fixed
Sangam Mobile CRM Android Version 11.0.6 Release Note
π’ Sangam Mobile CRM Android Version 11.0.6 is now live on the Play Store, which includes major bug fixes and enhancements.
π Location Enhancement:
- Added custom location accuracy with status display (Good or Poor).
- Introduced a Refresh button to refetch location for improved accuracy.
π Bug Fixes:
- Search Issue:Fixed an issue where search results were not displaying correctly in the Attendance Report.
- Field Visibility:Resolved an issue with fields marked as Role: NONE being visible on mobile layouts.
π Optimization:
- Removed the restriction on the comment field being disabled when a lead is converted from the checkout form.
- Addressing duplicate call logging in random scenarios.
Please update the app to benefit from these improvements!
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