Issue key | Summary | Description | Issue Type | Components |
V5-1390 | Financial events back office feature | Ability to view all Financial events for all Contacts on a summary screen using filtering criteria. | New Feature | ACCOUNTS |
V5-1389 | New API for financial events | Create a new Financial API _List Journals_ to retrieve all account and wallet journals for all contacts. API is used in such processes as Customer statement and Financial events summary feeds | New Feature | ACCOUNTS |
V5-1483 | Create and Manage Activities | Ability to create and manage Activities relevant to the type of activity that the request represents. The activity is progressed through statuses and linked to various entities. | New Feature | ACTIVITIES |
V5-1781 | Insight Unhandled Error | Viewing insight results as a list the system throws unhandled error | Bug | ANALYTICS |
V5-1761 | Error running reports in PDF | When running a report as pdf (e.g. order details report), no email was sent. Tested running the report as csv and an email with the csv report attachment came within 5 minutes - used the date filter: Today | Bug | ANALYTICS |
V5-1737 | Merchant Dashboard - award/spend amounts and number of awards/spends performed are incorrect | Award/Spend amounts and number of Awards/Spends on Merchant dashboard are wrong | Bug | ANALYTICS |
V5-1581 | Devices report | List of devices (traceable goods) with their location, status, ownership | New Feature | ANALYTICS |
V5-1523 | Enhancements to Contacts Reward Analysis report | Enhanced Contacts Reward Analysis report | Improvement | ANALYTICS, REWARDS CORE |
V5-1522 | Enhancements to Contacts Order Analysis report | Enhanced Contacts Order Analysis report | Improvement | ANALYTICS, ORDERS |
V5-1320 | Contact Summary Report enhancements | Contact Summary Report enhancements | Improvement | ANALYTICS |
V5-1116 | Issues with report Contacts Rewards Analysis | Issue with report Contacts Rewards Analysis period filters. Transactions are not displayed correctly according to the selected period filters. | Bug | ANALYTICS |
V5-1113 | New report - Organisation Rewards Statement Report | New report for merchants to export and view purchases, awards, spends, ad hoc returns etc for a given period | Task | ANALYTICS |
V5-999 | Contacts Rewards Analysis report issues | Issues related to Contacts Reward Analysis report. | Bug | ANALYTICS |
V5-993 | Contacts Orders Analysis report issues | Various issues regarding Contacts Orders Analysis report including missing orders from the report. | Bug | ANALYTICS |
V5-992 | Contacts Summary report UI improvements | Improvements to Contacts Summary report | Bug | ANALYTICS |
V5-822 | New Report: Organisations Rewards Analysis Report | Report to show Merchant / Venue performance. Merchant / Venues Rewards Analysis - View a list of merchants and venues awards with an analysis of their performance for a period of time. | Improvement | ANALYTICS |
V5-1708 | Amendment to lottie file type upload - lottie json required | Amendment to the Applications upload image or lottie file feature. The file type that needs to be uploaded for displaying lottie animations on the mobile app is of type .json, not .lottie | Improvement | APPs AND PORTALS |
V5-1827 | Masquerade and Organisation Mode | When masquerading to a merchant, the user is switched to live mode (even if not enabled) | Bug | BUSINESS NETWORK |
V5-1467 | TAP Performance Issue | Creating or updating a TAP takes longer than expected (approx. 11 seconds) | Bug | BUSINESS NETWORK |
V5-1716 | Issue with automation communications when sending an sms to a system user | No sms is received when an automation is configured to send a message to a specific system user. | Bug | COMMUNICATIONS |
V5-1635 | Remove unused attributes from communication plans | Remove unused attribute "preferred_channel" from communication plans (APIs) | Bug | COMMUNICATIONS |
V5-426 | Creating new Communication Plan without mandatory settings does not display the relevant messages | When creating a new communication plan the system should display helpful messages in order for the user to understand the missing mandatory settings. Currently no messages are displayed and the communication plan is not saved. | Bug | COMMUNICATIONS |
V5-1835 | Issue with Segments | Segment created to include contacts that have wallet balance < 5 euros but does not contain all contacts matching the criteria. | Bug | CONTACTS |
V5-1829 | Contact Default Phone Country | The default phone country for contacts should be the organization's default country of agreement | Bug | CONTACTS |
V5-1114 | Contact enhancements - Backoffice operations & Activity Feed | Enhance backend system to provide summary screens for financial and reward transactions.
Enhance Contact Activity Feed module with UI / UX improvements | Improvement | CONTACTS |
V5-985 | Funds transfer from a Contact's account to their wallet throws error message | Transferring funds from a Contact's account to their own wallet throws error message | Bug | CONTACTS |
V5-1834 | Invalid attribute in the customer events | Customer events have a "code" attribute that is not correct | Bug | CUSTOMER EVENTS |
V5-1711 | API Enhancements | Platform, Rewards and Customer Events APIs should be enhanced to support the new date and amount parameter format | Task | CUSTOMER EVENTS, PLATFORM, REWARDS CORE |
V5-1671 | Self-Submit Purchases Issue | Incorrect order of processing purchases that fall within the 8 hour warm up period | Bug | CUSTOMER EVENTS |
V5-1582 | Ability to import Devices | Ability to import Devices | New Feature | INVENTORY |
V5-1688 | List Leads API changes to cater for Activities | Minor changes to List Leads API to accommodate Activities requests. | Improvement | LEADS |
V5-1677 | Badge styling issue | The badge that is part of the SR and Leads breadcrumbs data page should be updated and not include custom code in it | Bug | LEADS, SERVICE REQUESTS |
V5-1543 | Create and manage mobile pass cards settings | Mobile pass cards can be in used to identify customers signed up to rewards programs or log transactions for contacts at POS. A user will have the ability to design mobile pass cards for their contacts to add to their mobile wallets. The user has the ability to design the aesthetics and the information displayed on the pass cards. | Story | Mobile Pass Cards |
V5-1819 | Order Enhancements | Ability to retrieve orders fulfilled by a specific organisation, using transaction acquiring point (TAP) | Improvement | ORDERS |
V5-1784 | Include Minimum Order Amount in order estimates | Include Minimum Order Amount in order estimates | Improvement | ORDERS |
V5-1759 | Ability to re-print order ticket if order has been completed. | Ability to re-print order ticket if order has been completed. | Improvement | ORDERS |
V5-1734 | Issues with Orders in the backend | Order page not refreshing.
Order marked as not printed does not change status after being printed | Bug | ORDERS |
V5-1717 | Audible sound and pop up alert does not work on mobile devices | Problem is caused by Chrome browser automatically blocking sounds and pop-ups (suspected ads). Tested using Firefox and sound is audible after configuring a single settings. Firefox should be the preferred browser for customers who track their orders using CRM.COM backend. | Bug | ORDERS |
V5-1304 | Enhance Order details report to support multiple payment methods | Order details report should be enhanced to support multiple payment methods when multiple payment methods are applied on an order purchase | Improvement | ORDERS |
V5-1818 | Merchant Integration Issue | Saving Merchant integration (after providing merchant id) does not work | Bug | PLATFORM |
V5-1806 | Rewards Metrics Issue | The registered customer metrics from Dashboard does not count customers correctly | Bug | PLATFORM |
V5-1805 | Import Outlets Issue | The system throws 500 internal server error when importing outlets via Merchant integration, | Bug | PLATFORM |
V5-1735 | Refer a friend automation is ignored and system sends default communication | Refer a friend automation is ignored and system sends default communication | Bug | PLATFORM |
V5-1730 | Landing Pages execution | Based on a URL that identifies the landing page, when opened as a URL it needs to open the landing page. The style of the landing page should be as per configuration in the landing page designer. Execute the necessary API's based on landing page type ( REGISTER ). | Task | PLATFORM |
V5-1649 | Provisioning Providers | Ability to setup provisioning providers as integrators | New Feature | PLATFORM |
V5-1546 | Create and Manage Landing Pages | A landing page is a single webpage that can be accessed by anyone with an internet connection and the link or QR code that is associated to the url link. When a landing page is created and associated to a specific purpose it can be designed by the user according to the information that is required from the contact/customer. Once it has been designed it can be distributed to contacts/consumers through a QR code or web link. | Story | PLATFORM |
V5-1141 | Support Test/Live Mode | Ability to switch between test and live mode, while service owner users can approve business requests to go from test mode to live | Improvement | PLATFORM |
V5-1124 | Integrations - Ability to test by sending Email or SMS | Be able to test an integration such as SMTP and SMS by sending a test email / sms. Add a test now Button. | Improvement | PLATFORM |
V5-1736 | Ability to filter products by product family | Ability to filter products by product family | Improvement | PRODUCT CATALOGUE |
V5-1709 | Product Prices Typo | Typo under product prices advanced options | Bug | PRODUCT CATALOGUE |
V5-1626 | Product sync improvement with front end systems | Enhance product sync API to not overwrite product name; but update only if it is NULL. Set as configurable. | Improvement | PRODUCT CATALOGUE |
V5-1493 | Product Categories Performance Issue | There is a performance issue (9-10 seconds) when creating or updating a product category | Bug | PRODUCT CATALOGUE |
V5-1012 | Product issues | When you add component to a product and save it, and then add another component the placeholder should be cleared (it displays the previously selected component). | Bug | PRODUCT CATALOGUE |
V5-1832 | Ad Hoc Return Calculations | Ad Hoc Return amount is not calculated correctly | Bug | REWARDS CORE |
V5-1828 | Reward Tier issue | Reward Tier value units are not calculated correctly | Bug | REWARDS CORE |
V5-1392 | Rewards events back office feature | Ability to view all rewards events (purchase, referral, signup, achievement, just money, lottery, profile completion) and how each event performed and was processed (its awards, any spends, any cancellations). | New Feature | REWARDS CORE |
V5-1391 | New APIs for rewards events | New reward events APIs to be used by back office roles and functions to reconcile and audit reward activity. | New Feature | REWARDS CORE |
V5-1286 | Default configuration for reward tiers | Configure Reward tiering by default in inactive state upon creation of a new business. Rewards tiers are Bronze, Silver, Gold. | Improvement | REWARDS CORE |
V5-1758 | Time based Offers issue | When creating lottery and thank you gift offers on a recurring basis based on time, on next edit the system shifts them 3 hours prior initial creation | Bug | REWARDS OFFERS |
V5-1298 | Reward Offer Award Product Conditions Enhancement | Product Discount offer type should be able to provide an award percentage based on specific product families, types or brands | Improvement | REWARDS OFFERS |
V5-1826 | Token Expiration on new Invites | Verifying a user invitation results in a token expiration error | Bug | SECURITY AND USERS |
V5-1825 | Change Password Error Messages | The password mismatch error message should not be shown when password and password confirmation match | Bug | SECURITY AND USERS |
V5-1757 | Invite user issue | Inviting users to CRM does not work | Bug | SECURITY AND USERS |
V5-1686 | Updates to service requests | Updates for Service Requests:
If the queue type is set to inactive: No new Service Request can be created for that queue type. If there are any open Service Requests associated to that queue type then it should be an option to view the service requests of that queue type in the service request list view. If there are no open Service Requests associated to that queue type then is should not be an option to view the service requests of that queue type in the service request list view.
| Improvement | SERVICE REQUESTS |
V5-1673 | Service Requests: Predefined filters as views | Changes to views filter for service requests. Open requests - ie. any status other than closed. This needs to be the default view. Closed Requests Requests older than 1 week. Requests older than 1 month. Requests created today.
| Improvement | SERVICE REQUESTS |
V5-1495 | Service Requests UI Implementation | Service Requests UI Implementation | Task | SERVICE REQUESTS |
V5-1404 | Create and Manage Service Requests | Ability to create and manage service requests in a queue relevant to the type of issue that the request represents. The service request is progressed through various statuses and responses. | Story | SERVICE REQUESTS |
V5-1822 | Ability to search and view provisioning requests | Ability to search and view provisioning requests through the Integration's page | Task | SUBSCRIPTIONS |
V5-1580 | Ability to set a subscription address | Ability to set a subscription address | Improvement | SUBSCRIPTIONS |
V5-1531 | Ability to filter and view subscriptions in a back-office utility | Ability to filter and view subscriptions in a back-office utility | New Feature | SUBSCRIPTIONS |
V5-1750 | Reward Offer Award Information Usability Issue | When selecting the unit of time on award restrictions, the component drops to new line and user cannot amend it | Bug | USER EXPERIENCE AND TECHNICAL |
V5-1576 | Filters Implementation | Introduce filter views for summary pages across software that will provide ready-made views for filtering records, while users will be able to create and share theirs as well | Improvement | USER EXPERIENCE AND TECHNICAL |
V5-1575 | User Search Component Enhancement | Searching existing users throughout the system should be consistent and have the minimum information required to identify a user | Task | |
V5-1574 | Contact and Account Search Component Enhancements | Searching existing contacts and accounts throughout the system should be consistent and have the minimum information required to identify a contact | Task | |
V5-1572 | Search Component Enhancement in Summary Pages | The search component across summary pages should be updated to have a generic placeholder and on hover to display the attributes that each search value supports | Task | |
V5-1836 | Subscription Ordering and Billing Issues | Subscription Ordering and Billing Issues. | Bug | |
V5-1742 | Issue when ordering products with deleted price terms | Issue when ordering products with deleted price terms. The product has a deleted price On ordering the product, modal opens where price terms must be specified. Fix: when a product does not have a price, then user just selects it and it is added in the order's basket with no price
| Bug | |
V5-1725 | Address API Enhancements | Enhance Address related APIs (back-office and self-service) to use google_place_id attribute, along with googlePlaceId | Task | |
V5-1674 | Activities: Predefined filters as views | Filter view options for activities. Open activities - ie. any status other than completed. This needs to be the default view. Completed Activities Activities created within 1 week. Activities created within 1 month. Activities created today.
| Improvement | |
V5-1631 | Inventory Processes & Web API Issues | Inventory Processes & Web API Issues | Bug | |