Upcoming Release Features

https://ejobbook.sangamcrm.com/find-duplicate-rules/find-duplicate-rule-group/59359c11-b716-4024-a529-e4be96ac45c3 i have select primery data field but didn't refelect values in Merge preview required to check this once

Currently we are getting report in excel format, it is very dificult to read the excel we should have option for select the format while Scheduling kindly check attachment

As discussed on 10-08-2024 Partner meeting in Windows 11 we are using Phone Link Application if we can click on Mobile number filed then it's should re-direct to call using phone link app then it will be more helpfull function for the web users

Dear Sir, Please simplify the process with Facebook and Instagram (Meta) Leads Integration with Sangam CRM without 3rd Party applications like Pabbly and Zappier or any Code. Also, Please Check One Reference Video as Other CRM. Also check for this Ref. CRM : https://web.privyr.com/integrations

in list type field we are getting a search option in mobile app which is good option, but are not getting same option on web...if we can implment the same option on web then it will be more help full for searching purpose (in current function we have to type imidatlly and unable to find relevent search option)

while using dependency data auto removed as per the attached video date field working fine kindly check this once https://youtu.be/NC1yU24UhGc

i have created account with name " Barmer Joints Trauma And Dental Care Hospital" and added district and city in account as a custom drop down field i have mapped District and city with account module in lead module but when we select Account in lead module then it's not maped automatically kindly check attachmnet for the same reason for not mapped, (We have used dependency in State, District, city field) means while using dependency, account mapping feature not working, kindly check this once

Jab bhi new Field Creat karte hai, to vo Field Sabhi Module ke Layout me Display karna chahiye. Isse Multiple Time Field Creation ka TASk Band ho jayega. Like maine 1 Customer ke Lead Module me Telecom Operator, and Number of Connection ka Field Add karke diya, jab vo convert karega Lead to Opportunity to uss time vo Field nahi milega, To hame kya karna padta hai ki Opportunity me bhi New Field Creat karne padte hai. and badme vo field Lead me aake Map karne padte hai. But Same field hame sabhi module me multiple time creat karna padta hai, isliye agar 1 bar koi field Creat ho gayee to vo Field Sabhi Module me Sirf Set karne ka hi pending rahega.

We have set Formula for "Opp Name" field using concate When we converting the lead in Oppotunity, then Opporunity name not auto fetch required to do some improvement for this