Dear Team,
Following the recent maintenance activity, we have identified a few issues within the CRM that require immediate attention. The issues were observed on the following instance:
https://engineeringsalesservicecorporation.sangamcrm.com/
1. Missing Travel Allowance Field During Check-Out
One of our customer requires the ability to track travel expenses against each visit. Accordingly, we created a field named Travel Allowance in both the Lead and Opportunity modules, and placed it under the Check-In/Check-Out tab. We also added a Total Cost field to configured with a roll-up sum to aggregate all related visit expenses. However, during the Check-Out process, the Travel Allowance field is not visible.
Please refer to the attached screenshots showing the field setup in both modules.
Travel Allowance Field in Lead
Travel Allowance Field in Opportunity
2. Roll-Up Sum Configuration Missing in Ticket Module
Previously, a similar configuration was successfully implemented in the Ticket module. While the functionality is working, the roll-up sum configuration is now missing from the Studio view of the Ticket module.
Attached screenshots for reference.
Roll-up Summary in Ticket Calculation
Roll-up Summary Setting Missing in Ticket
3. Performance Issue During Check-In/Check-Out
The Check-In and Check-Out actions are taking an unusually long time to respond.
For better clarity, I’ve included a screen recording demonstrating all the issues.
Screen Recording
Kindly prioritize these issues and share an estimated resolution timeline. Please let me know if any additional inputs are required from our end.
Best regards,
Biswajit Sharma
Comp-U-Graphics
9331126226
Hello Sir,
We have shared your queries with the team and will provide an update to you.
Hello Sir,
Please find the update on the points raised:
- Missing Travel Allowance Field During Check-Out
→ The field is visible. Kindly check once again at your end.
- Roll-Up Sum Configuration Missing in Ticket Module
→ Roll-up Sum works by default for Total Cost here and does not require a separate configuration.
- Performance Issue During Check-In/Check-Out
→ The delay appears to be due to location fetch issues. Please try again and let us know if the concern persists.
I hope this message finds you well.
Currently, the Travel Allowance field is visible during check-out, and we are able to input and save the amount successfully. However, this value is not rolling up to the corresponding Lead or Opportunity record as expected.
You had earlier mentioned that the roll-up of total activity cost works automatically, but the core concern here is how this automation is expected to function without a proper roll-up mechanism configured. If no roll-up logic has been created, it’s unclear how the total cost — including travel allowance — is supposed to reflect on the Lead or Opportunity.
For your reference, I have attached two screenshots — one each from the Opportunity and Lead modules — that clearly show the issue.
Lead
Opportunity
Additionally, I would like to bring to your attention that this is now a standard requirement from the majority of our prospects and clients. Unfortunately, we are compelled to reach out to your support team every time due to inconsistencies in the roll-up process. This not only causes delays but also impacts our operational efficiency and client experience.
We request your immediate support in identifying and resolving this issue. More importantly, we seek a stable and permanent solution so we do not have to revisit this problem repeatedly.
Looking forward to your prompt action on this matter.
Best Regards,
Biswajit Sharma
Comp-U-Graphics
@Aakanksha Ji, what is the status of this issue?
