Sangam CRM Release Note - Version 123.1.12

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

Real-time alerts and updates
Faster response to important activities
Improved process visibility
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

Cleaner customer records
Better search results
Fewer duplicate records
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

Better team visibility
Smarter record assignments
Reduced assignments to unavailable users
Faster identification of available team members
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

Better client engagement
Automated communication
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.