new
improved
fixed
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!
✨ New Features :
📋 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.
📑 Service Reports Download & Sharing
Users can now download and share service reports directly from the Sangam Mobile CRM application.
⚡ Enhancements:
🔍 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.
📧 Notification for Completion of Mass Emails
- Added notifications to inform users when all mass email operations are completed.
📅 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
🐞 Major Bug Fixes :
A total of 190 bug fixes have been implemented in this release. Below are the significant issues resolved:
❌ 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.
🔄 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.
📜 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.