InvestOnline CRM

New in this update: - eNACH mandate activation — clients automatically receive an activation link by email after bank registration - NRI onboarding — foreign mobile numbers now skip OTP and proceed directly to NRI registration - Cart feature — create, manage and submit transaction carts with ease - NACH amount split across folios - Bug fixes and stability improvements

v1.0.3 — Clarity Update We've focused this release on making the app smoother, more consistent and easier to navigate. Navigation The hamburger menu now appears consistently across all screens including Transactions, Customers, Client Onboarding and Follow-Ups — so you're never stuck on a screen without easy access to the full menu. New Settings Screen A dedicated Settings screen now shows your account details, RM ID, role, app version and support contacts. Admins can also access the new Audit Log directly from Settings. Audit Log Administrators can now view a full login history — tracking which devices, platforms and locations each RM has logged in from. Session Management The session expiry notification now includes a clear Dismiss button that works reliably. Tapping anywhere on screen also resets your session timer as expected. Dashboard Fixed animation glitch on Birthday and Meetings Today sections. Font sizes are now consistent across all dashboard cards. Transactions Improved NACH mandate handling — the correct payment flag is now sent based on transaction type, ensuring smoother processing. Splash Screen Refreshed with a new purple-to-orange gradient, larger logo and Abchlor branding in the footer. Bug Fixes Fixed navigation crash on Main Dashboard Device Approvals now correctly restricted to admin only Settings screen name no longer shows "Loading..." Version number now shows correctly as v1.0.3 throughout the app As always, thank you for using InvestOnline CRM. Team Abchlor