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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:
  1. Operational Hours: Choose between managing Business Hours or Calendar Hours (24x7).
  2. Single Active TAT: Only one "Active" TAT can be managed per module at a time.
  • SLA Configuration:
  1. SLA Creation: SLAs can be created based on various criteria such as Account, Product Master, Products, and Field-Based settings.
  2. Multiple SLAs: It is possible to create multiple SLAs for each module.
  3. Enhanced Conditions: Manage SLAs with multiple conditions, unlike earlier versions which allowed only one condition.
  4. 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:
  1. Select Records:
    Choose records directly from the List View.
  2. Auto Distribution:
    Click the button and pick your distribution rule.
  3. Submit & Assign:
    The system will automatically assign the records to available users.
  • Import:
  1. Import Data:
    Proceed with your usual import steps.
  2. Select Rule:
    Choose a distribution rule during the import process.
  3. 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.