Agent app Release Notes
This release of agent app delivers performance improvements for sales agents and external representatives. Key updates include route planning, client visit logs, and simplified reporting.
- The issue in the scheme report has been resolved. The outstanding weight and outstanding amount are now calculated and displayed correctly. Additionally, receipt entries are now presented in chronological order, ensuring accurate and consistent report sequencing.
- Resolved the issue affecting the saving of scheme receipts. The necessary code changes have been implemented, and the functionality has been thoroughly tested and verified to ensure scheme receipts are saved successfully without errors. The fix is complete and is ready for release.
- A bug fix has been completed and verified for the report retrieval functionality. Previously, receipt payment details were not being displayed correctly when users fetched the report. The issue has been resolved, and the report now accurately displays all associated receipt paid details, ensuring complete and reliable information is available to users during report generation.
- A new agent hierarchy report has been added to the agent app. This report provides a hierarchical view of agents under bm, bdm, and bdo, along with their associated customers. It displays commission amounts, total receipt amounts, and customer scheme information, including scheme status, installment count, and the amount paid for each scheme. This enhancement provides a consolidated view of agent performance and customer scheme progress, improving monitoring and reporting efficiency.
- The agent app scheme receipt report has been enhanced with additional search capabilities. Users can now quickly retrieve scheme receipt records by searching with the customer's phone number, customer name, or scheme number, making it easier and faster to access the required information.
- The new hierarchical employee management feature has been successfully implemented in the agent app. This functionality enables users to create new employees in a structured hierarchy, where the initially created employee has visibility over all subordinate employees. Additionally, newly created employees are able to log in to the application using their registered mobile numbers. The feature has been thoroughly tested for functionality, data consistency, and authentication flows and is now ready for release.