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Marut Software Solutions Pvt Ltd

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Marut_CRM RELEASE NOTES

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Web APPLICATION:

RELEASE NUMBER : CRM_00_00_07R

BUILD ENGINEER : Aliya, Akash

BUILD DATE : 09/12/2025

BUILD QUESTIONS : None

EMAIL ID : aliya.s@marutsoft.com,

akash.k@marutsoft.com

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SPECIAL NOTES

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The 7R release focuses on stabilizing core CRM functionalities by

fixing major case-sensitivity issues, correcting server-side

validations, updating key UI components, improving Quote operations,

and enhancing PO, Payments, and Import processes. Several workflow

blockersincluding quote submission errors, pipeline/stage deletion

issues, incorrect branch mapping, and file upload failureshave been

resolved to ensure smooth and consistent system performance.

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RELEASE CONTENTS

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1. Case-Sensitivity Fixes

Status name case sensitivity issue on server resolved (Status vs

status).

Webform Attributes case sensitivity issue resolved.

Status case sensitivity issue resolved in server-side validations.

2. UI Enhancements

Updated Users module UI.

Updated Project Headrelated UI changes.

Updated UI for AddQuotes in View Leads with improved auto-fetching of

related data.

Fixed UI issue with different tabs under Attributes in Settings.

3. Master Blade & Global UI Fixes

Favicon changing is done in master blade.

Quote datepicker issue fixed.

4. Quotes Module Enhancements

Quote submission issue on server resolved.

Enabled deleting rows in create-Quotes (both Services and Products)

when required.

Logo in Quotation Download now correctly shows the company logo.

5. Purchase Order (PO) Module Updates

Added currencyName column to PO table.

Added project-head column to PO table.

6. Payments Module Updates

Added project-head column to Payments table.

7. Settings & Pipeline Fixes

Deleting Pipelines issue resolved.

Deleting Stages issue resolved.

Probabilities now:

O Cannot exceed 100%

O Must be unique

O Validation enforced at creation/update

8. Import & Server-Side Fixes

Stages now correctly stored during Person Importing

(previously not saving).

(issue got in server).

File upload issue at server in View Leads resolved.

9. Organization & Branch Mapping

Branch dropdown now displays only the branches associated

with the selected organization.

10. User Module Fixes

Duplicate email popup now properly appears during user creation.

11. Reports

Date range filter button issue in Stages Report resolved.

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BRs/CRs INTEGRATED IN THIS RELEASE

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ID	Title / Description	Type	Status
CR-66	Case-sensitive status name issue resolved @ server	Bug Fix	✅ Resolved
CR-67	UI updates for Users & Project Head	UI Update	✅ Completed
CR-68	Favicon master blade update	Enhancement	✅ Completed
CR-74	Quote datepicker issue fixed	Bug Fix	✅ Resolved
CR-69	Added currencyName column to PO table	Enhancement	✅ Implemented
CR-70	Quote submission issue fixed	Bug Fix	✅ Resolved
CR-71	Allow deleting rows in Quotes (services & products)	Enhancement	✅ Implemented
CR-72,73	Added project-head to PO and Payments	Enhancement	✅ Completed
CR-76	Delete pipeline & delete stages issue at Settings fixed	Bug Fix	✅ Resolved
CR-77	Probabilities max 100% + uniqueness validation	Validation Fix	✅ Implemented
CR-78	Case-sensitive Webform Attributes issue resolved	Bug Fix	✅ Resolved
CR-79	Logo in quotation download should take company logo	Enhancement	✅ Completed
CR-80	Branch dropdown should show correct branch associated with the selected organization	Enhancement	✅ Completed
CR-81	Issue with RegisterController (roleId during registration) resolved @ server	Bug Fix	✅ Resolved
CR-82	Duplicate email popup should appear in Users	Validation Fix	✅ Implemented
CR-83	Stages should store correctly during Person Import	Bug Fix	✅ Resolved
CR-84	Add Quotes UI in View Leads updated with automatic data fetching	UI Update	✅ Completed
CR-85	Issue with different tabs (Settings / Attributes) solved	Bug Fix	✅ Resolved
CR-86	Date-range filter button issue solved @stages report	Bug Fix	✅ Resolved
CR-87	File upload issue in View Leads solved @ server	Bug Fix	✅ Resolved

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Working Functionality

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1. Dashboards

2. Leads (CRUD)
a. Table view
b. Card view

3. Accounts (CRUD)
a. Quote information
b. Purchase orders
c. Invoice details
d. Payments history

4. Activities (CRUD)
a. Table view

5. Tasks (CRUD)
a. All tasks
b. My tasks
c. Update todays tasks
d. Todays completed tasks

6. Create Section
a. Persons (CRUD)
a.1) View organization details, person details, opportunity(CRUD)
- View lead
- Organization details
- Add/remove products
- Lead status, contact status
- Activities & activity list
a.2) Export
a.3) Import
a.4) Template

b. Organizations (CRUD)
a.1) View contacts (via person count)
a.2) Add contacts
a.3) Export
a.4) Import
a.5) Template

7. Products (CRUD)

8. Reports
a.1) Pipeline analysis download
a.2) Sales download
a.3) Billing download
a.4) Stages download

9. Settings

9.1) User Management
a.1) Company Edit
a.2) Groups (CRUD)
a.3) Roles (CRUD)
a.4) Users (CRUD)
a.5) Contact Stages (CRUD)

9.2) Leads Management
a.1) Pipelines (CRUD)
a.2) Sources (CRUD)
a.3) Types (CRUD)
a.4) Status (CRUD)
a.5) Probability (CRUD)

9.3) Automation
a.1) Attributes (CRUD)
a.2) Email Templates (CRUD)
a.3) Workflows (CRUD)
a.4) Webforms (CRUD)
a.5) Tags (CRUD)

9.4) Other Settings
a.1) Currency (CRUD)
a.2) Industry Verticals (CRUD)
a.3) Portfolio (CRUD)
a.4) Opportunity (CRUD)
a.5) Activity Types (CRUD)

10. Configurations

11. Sign-in

12. Sign-out

13. System Interface & User Controls
a. Dark Mode Toggle
b. Application Logo Display
c. Full screen Mode
d. User Profile Management
- General Information
- Permissions & Access
- Security Settings (Change Password)
e. Sidebar Navigation Menu
f. Breadcrumb Navigation (e.g., Dashboard / Users)
g. Notification & Theme Controls

14. Forgot password and reset password

15. Register

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DEPENDENCY

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Functional dependency not available

N/A

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KNOWN ISSUES

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Click on below link to Access them.

https://docs.google.com/spreadsheets/d/1-3TodIJ0Z3zYaliQ_lUUpHbo2HVeT pfVUHCSl-m-yMY/edit?gid=1135925375#gid=1135925375

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ENVIRONMENT INFO

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1. Server Info:

a. OS- Ubuntu- 24.4

b. PHP 8.3.6

c. Zend Engine v4.3.6

d. Larval Framework 8.83.27

e. MySQL -Server version: 8.0.39

2. Client Info:

a. Chrome

b. Mozilla Firefox

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END OF RELEASE NOTES

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Marut Software Solutions Pvt Ltd

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