Monday, May 18, 2026

Today's work focused on enhancing the Lead Management Tool's features, improving user experience, and fixing technical issues.

• *Financial Tracking and Ledger System:**

• The financial tracking system has been updated to use a new service fees ledger system, providing more accurate and efficient financial management.
• Commercial property has been added as a sub-category option for leads, allowing for more precise tracking and analysis.

• *User Interface and Experience:**

• Sales stat cards now display relevant data for different user roles, giving each user a tailored view of their performance.
• Automatic session creation is now available for users with cached login tokens, streamlining their experience.
• The layout and style of printed reports have been improved, making them easier to read and understand.

• *Lead Management and Filtering:**

• Sub-category fields have been added to lead registration and existing leads, enabling more detailed filtering and analysis.
• Dependent sub-category filters have been implemented for registration types, making it easier to find specific leads.
• Lead filtering has been improved to handle missing document types and reset inactive filters, reducing errors and improving accuracy.

• *Reporting and Analytics:**

• Chart data labels are now clickable links for navigation, allowing users to easily access related data.
• A downloadable CSV activity report is now available on the reports page, providing a convenient way to export data.
• A daily activity report has been added for tracking user login and page visit activity, giving insights into user behavior.

• *Bug Fixes:**

• The issue preventing users from selecting a vertical has been fixed, restoring functionality.
• Filters for specific user roles on lead and servicing pages are now hidden, reducing clutter and improving user experience.