Page Comparison

ACCOUNTS

Issue key

Summary

Description

Issue Type

Fix versions

V5-1432

Ability to top-up wallet with fresh money

Improvement

5.4.1.0

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

5.4.2.0

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 Contact statement and Financial events summary feeds

New Feature

5.4.2.0

V5-1275

Implement payment retries

Implement payment retries

Improvement

5.4.3.0

V5-1080

Front End Payment Payment Flow to support 3D Secure checks and Pre-order payment

The order processing flow needs to be amended to accommodate the potential for a 3D Secure redirect from a hosting bank, or in general front end payment capture. A number of front end and back end flows will need to be modified.

Improvement

5.4.0.0

V5-1053

Purchase Events & Refund Enhancements

Ability to credit merchant (organisation) account when a refund is posted due to spend via JCC Merchant services

Improvement

5.3.2.0

V5-764

Create Batch Purchase Events

Create a batch of purchase Events that can later be monitored. 

Improvement

5.3.0.0

V5-328

Ageing Feature 

Ability to calculate ageing of an account or group of accounts.

During the accounting closing period, the overdue amount per account is calculated in time periods (0-30 days overdue, 30-60 days overdue, 60+ days overdue).

Story

Candidate Features

V5-327

Account Groups

An Account Group represents a group of accounts that have a single parent and multiple member accounts, whereby the parent account funds/sponsors (i.e. is billed and pays for) one or more services of its members.

Account Members
Each member account has membership information that indicates whether it is fully or partially funded by its parent account as well as a set of services that the parent account will fund. Member accounts also benefit from special pricing agreements that a company makes with the parent.

Funding Scope
Funding scope defines if the parent account will fully or partially fund the services assigned to the member account. The following options are supported:

• Fully Funded - If selected then the parent account will be fully funding the services assigned to the member account. This means that the member cannot consume any services other than the funded ones.

• Partially Funded - If selected then the parent account will be partially funding the services assigned to the member account. This means that the member account can also consume additional services which are not included in the list of services funded by the parent account. In that case the member account will be billed for any additional services and will be responsible for paying those bills.

Member funded products (product id/type/family)
The service, service type or service family that will be funded by the parent account. Only Termed, Usage and Expense services are allowed to be specified. 

Story

Candidate Features

V5-326

Account Devices

Account devices are the physical goods owned by the contact. Devices can be purchased through the company or brought by the contact as a ‘use your own device’. Devices can be returned back to the company or can be transferred to another account owner.

Story

Candidate Features

V5-324

Multi Currency

CRM.COM supports multiple currencies, whilst a default base currency is defined for the business. A different account is setup for every currency. Exchange rates can be set against the base currency in order to facilitate conversion when financial transactions are posted between accounts of different currencies. 

Story

V5-323

Credit Management

Define the default Credit Limit and Credit Period rules that are applied on all accounts and optionally create additional rules that can be applied on conditions. A proximity range can also be specified which allows the users to manually adjust the credit for specific accounts.

Default Credit Limit - The maximum amount of credit that can be provided for an account, or in other words the maximum balance that an account can ever reach.

Credit Period - The time granted to the account owner to settle an invoice.  

Story

5.1.0.0

V5-322

Tax Management

Tax Rates
Tax rates are applied when generating financial transactions. CRM.COM allows a business to choose between two tax models 'Tax inclusive' or 'Tax exclusive'.  A tax rate definition has three major characteristics; a percentage rate which is valid from a specific date, a set of products or product families for which the rate applies, and a set of location conditions.
Additional tax setup includes:

Tax Code
Select a business classification for the tax code. Available values are:

• VAT

• Tax Exempt - Tax exempt defines a status whereby no taxes are applied when invoicing an account owner (contact) or a product.

• Sales Tax

• Other 

Supply Method
A tax rate can also be based on how the product will be supplied to the contact. Options are:

• ON_SITE - consumed on-site (dine-in) at a venue

• PICK_UP - take away

• DELIVERY - delivered to a contact at a location

Story

5.1.0.0

V5-321

Create and Maintain Financial Transactions

Financial transaction type classifications define the nature of a transaction, including its notation in the double-entry accounting system (debit or credit). Financial transaction type classifications are predefined in the system and cannot be overridden. Map your own business financial transactions against the supported classifications:

• Invoice

• Credit Note

• Payment

• Payment Cancellation

• Refund

Story

5.1.0.0

V5-320

Accounts Classifications

Setup business classifications to define the nature of account owners. Account classifications can be used during rule creation to form the conditions for subscriptions, rewards and digital money rules.

Story

5.2.2.0

V5-319

Period Closing

The accounting period settings define the allowed open periods (between 1 and 6 months). The accounts closing period is always performed on the 5th day of each period. At the end of each accounting period, all transactions posted within that period are collected and their aggregated amount is calculated to provide each account's opening balance for the next accounting period. The opening balance per accounting period is essential since each account's running balance depends on it. 

Story

5.2.2.0

V5-318

Accounts Credit Allocations 

Allocations are used to allocate the amount of a credit transaction against a debit transaction, in order to settle an amount due. Allocations are applied automatically by the system based on the allocation principle of the system which can either 'FIFO' or 'FIFO and Against Item'.

FIFO (First In First Out)- The oldest credit transaction is allocated against the oldest debit transaction.

Against Item & FIFO - Allocations are always performed against item when the credit transaction is referring to one or more specific debit transactions (of an invoice). If there are other transactions which are already allocated against an debit transaction, using the FIFO principle, then they are de-allocated and allocated again based on the same principle.

Story

5.2.2.0

V5-317

Create and Manage Accounts

Create, update and view a contact's accounts with related wallets and financial transactions. A contact can have multiple accounts in multiple currencies. An account can be either active, suspended (contact cannot purchase additional services) or terminated. If the contact has multiple accounts then one is designated as primary, where it defaults for payments and purchases.

Each account maintains a balance and an overdue amount (amount that has exceeded its due date for payment). It can be optionally classified so that it is treated differently in subscriptions, reward and digital money rules and has one of the contact addresses designated as the account billing address.

Journal entries are performed against an account and only journals can debit or credit the account. They are used to calculate the balance of the account, close accounting periods and perform allocations. A debit or credit journal entry is created whenever a Financial Transaction, Top-up or Transfer is executed against an account.

Story

5.1.0.0

V5-82

Accounts and Payment Methods for Organisations

Ability to define an account receivable and payment methods for organisations and process payment with PCI compliance via payment gateways such as Stripe, PayEasy, PayPal, JCC.

Story

5.3.0.0

V5-1728

Drill down for Financial Events

Ability to view a drill down of a transaction from the Financial Events summary screen 

Improvement

5.4.4.1

V5-1656

Wallet Transactions History Overview

Ability to retrieve wallet transactions with details on each transaction that show how and why they were generated on a single self-service Web API

Improvement

5.4.5.0

V5-2451

Ability to update or remove a payment method

Update or remove a contact's payment method

Improvement

5.4.6.0 

V5-2440

Have the ability to define credit period per customer

Ability to set up and use Payment Terms

• Maintain a default Payment Terms option to be applied by all accounts

• Ability to change an account owner's Payment Terms

New Feature

5.4.6.1

V5-2092

Ability to select statement period & export the Contact's account statement 

1. Ability to select account statement period

• This Month

• Last Month

• This Year

• Last Year

• Specific Period

2. Ability to export the statement

• CSV

• PDF 

• Email to Contact

Improvement

5.4.6.2

V5-1652

Ability to keep the opening and closing balance per account/per accounting period

Ability to keep the opening and closing balance per account and per accounting period. Opening and closing balance per period should also be supported for Wallet Balances.

Improvement

5.4.6.3

V5-2939

Invoice traceability

1. Ability to identify which process issued an Invoice (i.e. an Order or a Service Request)

2. Ability to communicate this information to contacts through dedicated communication tags

Improvement

5.4.6.4

V5-2918

Ability for a Business to set up their payment methods

Ability for a business to add a card as a payment method for paying their purchased SaaS services

Improvement

5.4.6.4

V5-2937

Ability to set up an Automation for failed payments

Ability to set up an Automation for failed payments to handle both these cases:

• Manual payments kept in 'Pending' state up until their related intend is successful. If not, then the payment is rejected

• Automated payments are created only as long as their intent is successful

Improvement

5.5.2.0

V5-2674

Ability to create manual debit and credit journals 

New financial action Manual Journal (available via the Contact screen) whose purpose is to create a manual debit or credit journal entries for a contact's wallet or account. Balance is adjusted immediately. 

Story

5.5.2.0

V5-3594

Ability to retrieve enough funds to pay off an account's balance

Ability to set up a behaviour for payments-on-file during the billing run. By default, the billing run tries to retrieve enough money in order to pay off the invoice to be generated. This behaviour can be overridden by enhanced Financial Rules according to which, on each billing run, the process requests the bill amount plus the overdue amount of the account that is being billed.

Improvement

5.5.3.2

V5-3612

Introduce new payment method type: Electronic Transfer

Introduce a new payment method type called 'Electronic Transfer' that will be used to post offline payments such as Bank Transfers and POS payments

Improvement

5.5.3.2

V5-328

Ageing Feature 

Ability to perform an analysis of aged debt of contacts

The Ageing analysis is the process that identifies unsettled Invoices and classifies them as Aged Invoices. An Invoice's age denotes how long the invoice has been due for (i.e. how long it is aged since its posted date).

Story

5.5.3.2

V5-3584

Payment Method (SEPA) Enhancements

Enhance Account Debit payment methods (and overarching APIs) to support SEPA sequence type (first, recurring, final, one-off)

Improvement

5.5.3.3

V5-3471

Ability to modify and communicate a financial transaction's notes

Provide the ability to users to modify a financial transaction's notes even after it's Posted. Additionally, a financial transaction's notes should also be supported as Communication Tags

Improvement

5.5.3.3

V5-4119

Ability to set up a tax rate's validity period

Ability to set up the date from which a tax rate will be applied through the UI. Currently the date is automatically set based on system date. The date can be set in the future or in the past. 

Improvement

5.5.4.5

APPS & PORTALS

Issue Key

Summary

Description

Issue Type

Release

BACK-END CONFIGURATION

V5-1386

Consumer ordering model

Applications configuration - the consumer ordering model is set based on the Business model and configuration. Core behaviour - If a Merchant of a Business owns at least one product, then the ordering model is set to MARKETPLACE, otherwise it’s set to SINGLE BUSINESS

Improvement

5.4.0.0

V5-1242

Ability to set Contact as Demo Contact for application review

Ability to activate a demo contact for app review purposes

New Feature

5.3.5.0

V5-1203

Ability to set Product Availability from the UI

Business or Merchant user should have the ability to set per merchant/venue which products are not available for delivery/pickup/direct sale.

If a product normally being sold by a merchant/venue is not available for sale for some reason (e.g. out of stock) then it must be identified as such. Consumers will be able to see the product in the product catalogue, but won’t be able to select it for ordering.

Improvement

5.3.5.0

V5-864

Enhancement to Applications configuration to include country of agreement

• Ability to define in Applications configuration, which Countries (of agreement) ordering will be available for

• Ability to retrieve the countries of agreement set in Applications configuration using GET applications API

Improvement

5.3.0.0

V5-833

Integrations for Businesses for the multi-business app

1. Enable Google Places and Firebase Integration at Service Owner level.

2. Core behaviour: In cases where the Contact Registry is enabled on the Service Owner level, all Businesses under the Service Owner can utilise the SO integrations (to create communications) that have been enabled at the Service Owner level, so long as the Business has not enabled integrations at the Business level. If the Business has enabled their own integrations, then the Business' integrations will be used. 

Improvement

5.3.2.0

V5-2512

Ability to configure Applications to support multiple Homepage UI layouts.

Choose from four different homepage layouts for contact app configuration

New Feature

5.4.5.8

V5-2177

Application enhancement to support Direct Sale

Release consumer app/portal to support direct sales for subscription services.

Improvement

5.4.4.2

V5-2176

Release consumer app/portal enhancements - Redeem Pass, view Wallet Journals, Wallet top-up

Release app/portal enhanced to allow:

• Redeeming a pass

• Viewing wallet transactions

• Topping-up wallet

Improvement

5.4.5.0

V5-2162

Application Enhancements to handle additional branding on Apps

Ability to upload additional images of specific usage types to be mapped and used in front-end applications (e.g. delivery image, pick-up image, wallet image etc.)

Improvement

5.4.4.2

V5-2014

Ability to filter applications based on platform app identifier

Ability to filter applications on summary screen based on platform app identifier

Improvement

5.4.4.0

V5-1999

Ability to enable Service Requests and configure embedded browser URLs in Applications configuration. These are to be handled by front-end systems like mobile apps and portals

Back-end enhancements:

• Ability to configure marketing content like links for embedded browser in applications

• Enable service requests option for front-end applications

Release app enhancements:

• Handling embedded browser links

• Ability for a consumer to submit a service request

New Feature

5.4.4.1

V5-1842

Application Wallet Top-Up Enhancements

Ability to specify in Applications configuration whether Wallet top-up feature will be available (consumer app or consumer portal)

Improvement

5.4.3.1

V5-1793

Applications Enhancements for refer-a-friend communication

Ability to specify in Applications configuration whether Refer a Friend communication will be sent via Email or SMS

Improvement

5.4.3.1

V5-2409

New portal type to support a captive portal scenario

Ability to register within a captive portal flow; and then login and carry out self service processes

New Feature

5.4.6.0

V5-2446

Retrieve Partner creatives in applicable Business Applications

GET /applications API to retrieve Partner logos for mobile apps defined for the business (by the Service Owner). Partner logos are displayed when See More > About the App is selected.

Improvement

5.4.5.4

V5-1976

Enhance Order Estimates API to consider if account in credit and apply amount to order amount due.

• Enhance Order estimates API to consider credit in contact’s account and use as much of the available balance as possible to cover the amount due of the current order

• App enhancements

  • Release app needs to be updated to inform contact that account is in credit, and that he can use this amount to pay for his next order. App already handles if amount due = zero, not to run 3d secure flow, but instead place the order immediately.

Improvement

5.4.6.2

V5-3108

Spend Core Behaviour Enhancements

Ability to handle front-end payment spends with consumer OTP spend requests. Improvements include changes to app configuration settings to permit or not, and a consumer to specify the required spend amount

Spend core behaviour is changing as follows:

• if self-service (OTP) spend amount is not specified & front-end payment spend amount is specified, then identify contact using OTP and spend based on front-end spend amount

• if self-service (OTP) spend amount is/isn't specified & front-end payment spend amount is not specified, then identify contact using OTP and spend based on OTP spend amount

• if self-service (OTP) spend amount is specified & front-end payment spend amount is specified, then identify contact using OTP and spend based on OTP spend amount

Improvement

5.5.0.0

V5-2735

Applications Creatives Enhancements

Ability to support a new creative type for applications to cater for in-app carousel images. The new type 'Carousel' should allow multiple images upload, and images will be displayed on home screen of app or portal.

Task

5.5.1.0

V5-754

Support Web based Portals

Allow a cloud name to be set when creating an application configuration of type 'Web'. A web based application shares all the same configuration properties of the native application, with the exception of the identification using a DNS approach.

Improvement

5.5.2.0

V5-3263

Apps & Portals - Applications configuration colour setting improvements

1) Six new colours are being introduced for applications colour mapping configuration, however, for backward compatibility purposes, we are also temporarily keeping the existing 3 old colours (in Legacy Settings tab) until all apps have been updated and rebuilt to comply with the new colour settings. The new colour configuration settings:

a. Landing page

• Background colour - overridden by the landing page creative if defined

• Button colour

• Text colour

b. Screens

• Card colour

• Button colour

• Wallet card colour - replaced by the tier colour or tier image for businesses with configured reward tiering

2) A new special property (advanced colour mapping) is being introduced to allow CRMI the flexibility of adding a JSON script for advanced colour mapping purposes. This will be managed by CRMI and will not be visible on the back-end UI.  

3) Improved labels to clearly define which elements of the app will be affected by the colour settings

Improvement

5.5.3.0

V5-1597

Enhance Applications settings to support merchant app configuration and ability to submit a spend request

• Application setting to allow configuration of Merchant app

• Option to enable spending when submitting a purchase via merchant app

Improvement

5.4.2.1

V5-3345

Apps & Portals - Ability to configure shortcuts 

• Ability to configure back-end system Applications settings to allow:

  • Selecting the applicable shortcuts for app/portal

  • Selecting the order that shortcuts they will appear on the Home screen

  • Ability to add a label for shortcuts (not hard-coded names)

Improvement

Coming soon

Application configuration

• Ability to select ‘light mode’ or ‘dark mode’ theme for front-end applications

• Provide rich text content or URL links to be used by front-end apps:

  • About the App/Portal

  • Terms & Conditions

  • Privacy Policy

  • FAQs

  • Contact Us

• Specify an explicit order catalogue to be used when ordering

• Support payments using wallet funds

  • Allow contact to provide amount to use (yes/no)

  • Should wallet funds cover the full basket amount (yes/no)

• Support reclaiming a purchase using a QR code or a human-readable code

• Enable and support reward tiering

• Enable preferred organisation rewards

• Select contact registration/authentication method:

  • email/password

  • email/OTP

  • phone/OTP

• Set option contact profile details

  • Date of birth

  • Name day

  • Gender

• Set unique app id for App Store, Google Play Store

RELEASE CONSUMER APP, RELEASE CONSUMER PORTAL

V5-2567

Release App - Add credentials to existing contact amendments

When contact selects to register from from app/portal, they have the option to register as an existing loyalty member or a new member.

Improvement

Release App 5.1.2

V5-2544

Release Portal enhancements - Refresh token

When user logs into the Portals netwPortal, closes the browser, and re-opens the portal he should be automatically logged in with access token/refresh token

Improvement

Release App 5.1.2

V5-2420

Release App/Portal enhancements - Partner Creatives 

Ability to display partner logos on mobile app/portal

New Feature

Release App 5.1.1

V5-2315

Release App enhancements - Order Services

Ability to order a subscription service from a consumer app/portal and display contact subscriptions/services and billing information.

New Feature

Release App 5.1.1

V5-2210

Release App/Portal - Ability to play lottie file in splash page

Lottie file for splash screen. Not configurable from the back-end, must be sent to CRMI to embed in app build.

Improvement

Release App 5.1.1

V5-2110

Release app - Enhancement to Cart when order will be paid with account balance & amount due = zero

If order Amount Due is zero, either because consumer used wallet funds or because order will be paid with account balance, then when user places the order do not follow 3D secure payment, instead place order immediately.

Improvement

Release App 5.1.0

V5-2041

Facebook SDK as custom feature

Custom feature for a customer, not implemented for release

Improvement

Release App 5.1.0

V5-2022

Enhancement to payment method selection in Cart Release App

In Cart, if there are more than one payment methods (Cash and Card), if user has added a card then CARD option is preselected. If no Card added then Cash is preselected.

Improvement

Release App 5.1.0

V5-2006

Release App/Portal - Ability to handle multiple Order Catalogues

If multiple ACTIVE order catalogues exist at the time of ordering, allow the user to select which order catalogue to choose from. User can choose products from any catalogue or from different catalogues, so user can go back and forth from product catalogue to order catalogue page.

Improvement

Release App 5.1.0

V5-1991

Add a Card via Release Portal (same as with 3D secure payment flow)

When adding a card via the portal it should follow the same 3D secure payment flow as for the mobile app.

Improvement

Release App 5.1.0

V5-1843

Release App - Top-up Wallet feature configurable

Show/Hide Top Up Wallet button in Shortcuts depending on Applications configuration.

Improvement

Release App 5.0.0

V5-1801

Release App - Top-up Wallet enhancement for 3D secure payment

Top-up Wallet flow to support 3D secure checks.

Improvement

Release App 5.0.0

V5-1794

Release App - Enhancement to Refer a friend

Show/hide Refer-a-Friend button in Shortcuts and sidebar menu option depending on Application configuration.

Improvement

Release App 5.0.0

V5-1789

Release App - Amendment to minimum order amount and placing order

Don't allow order to be placed unless minimum order amount is met.

Improvement

Release App 5.0.0

V5-1775

Release App - Apply secure storage for iOS and Android

Apply secure storage of sensitive information (e.g. personal information) for iOS and Android

Improvement

Release App 5.0.0

V5-1772

Release App - Product images/mapping enhancement

Use height of media image that is close to requirement (size of image placeholder) and place centre of gravity in the middle. Select and use image that is best for aspect.

Improvement

Release App 5.0.0

V5-1762

Release App - Enhancement to selecting/deselecting component options and removal of None option

 Enhancement to selecting/deselecting component options and removal of None option

Improvement

Release App 5.0.0

V5-1733

Release App - UI revamp (JCC/Service Owner implementation)

XD has been updated with new UI for Service Owner implementation (multi-tenant app)

Improvement

Release App 5.0.0

V5-1681

Release App - Validate whether wallet funds amount should cover the full basket amount 

Optional Application configuration allowing user to proceed with order only if the wallet funds amount covers the full Cart amount.

Improvement

Release App 5.0.0

V5-1663

Release App - Enhance Order to show Pickup location Phone and Address

Show Address and Phone of Pickup location on Order screen

Improvement

Release App 5.0.0

V5-1566

Release App - Enhancement to Profile. Ability for contact to select country for phone

Ability for contact to select country for phone number from a list

Improvement

Release App 5.0.0

V5-1558

Release App - Amendment to payment method types for Delivery/Pick-Up

Retrieve and allow payment according to the payment methods configured by the specific organisation

Improvement

Release App 5.0.0

V5-1551

Release App - Set default Variant

If Product has variants then when Product Detail page opens have the first product returned by API selected by default.

Improvement

Release App 5.0.0

V5-1550

Release App - Ability to top-up wallet with registered card

Ability to top-up wallet with money from user’s registered card.

New Feature

Release App 5.0.0

V5-1431

Release App - Ability to re-order from existing order

User can re-order the same products as a previous order by navigating to Orders screen or Order History screen.   

Improvement

Release App 5.0.0

V5-1427

Release App - Ability to support Email/OTP registration & authentication

Release App - Ability to support Email/OTP registration & authentication

Improvement

Release App 5.0.0

V5-1424

Release App - Ability to handle Order Catalogues

Ability to order products using order catalogues, if not defined then use normal product catalogue for ordering.

Improvement

Release App 5.0.0

V5-1369

Release App - Enhancement to setting contact name day

Allow contact to edit and select a name day. Name day can only be set once, after setting name day, field becomes locked.

Improvement

Release App 5.0.0

V5-1364

Release App - Do not show Categories/Sub-Category if no products exist for that category

Do not show Categories/Sub-Category in Product Catalogue if no products exist under that category.

Improvement

Release App 5.0.0

V5-1363

Release App - Ability to select Merchant for Ordering (Pickup & Delivery) enhancements

Based on business network ordering model - allow user to select merchant for ordering prior to selecting products. 

Improvement

Release App 5.0.0

V5-1349

Release App - Add check-box to agree terms & conditions during registration

User must agree to T&C by selecting check box in order to proceed with registration procedure.

Improvement

Release App 5.0.0

V5-1346

Release App - Enhancement to product catalogue to show products as not available for ordering

Products not available for ordering appear greyed-out.

New Feature

Release App 5.0.0

V5-1333

Release App - Ability to resend verification email

Add option to Resend verification email from the following screens:

• after contact registers

• after contact tries to sign with an unverified email address

Improvement

Release App 5.0.0

V5-1257

Release App - show organisation contact details on Order Checkout

Show organisation contact details on Order Checkout

Improvement

Release App 5.0.0

V5-1241

Release App - Preferred language enhancement

Ability to set contact's preferred language from the app.

Improvement

Release App 5.0.0

V5-1216

Release App - Handle exception that store cannot fulfill order

Display a meaningful message in cases when order cannot be fulfilled. 

Improvement

Release App 5.0.0

V5-1176

Release App - Show Upsell products in the Product details page and Cross sell products in Cart

Ability to display upsell/cross sell products during ordering.

New Feature

Release App 5.0.0

V5-1175

Release App - Scan QR/Bar Code to get awarded

Ability to claim a purchase by scanning a QR Code or Bar Code  and get awarded.

New Feature

Release App 5.0.0

V5-1161

Release App - Capture address information as part of Profile

Move Address Book section under Profile > My Profile. To be visible always, not only when ordering is enabled.

Improvement

Release App 5.0.0

V5-1122

Release APP - Promotions in Orders, Promotion Discount in Cart & Cart UI enhancements

Ability to display Promotions in Orders section and applied promotion discount in Cart. Enhance ordering flow to allow contact to select payment method at the Cart so that it can be considered if such Promotion condition is configured. Enhancements to Cart UI/UX

Improvement

Release App 5.0.0

V5-2196

Contact Address enhancements on Release App/Portal

Implement short name for address allowing it to be easily recognised in a list

Improvement

Release App 5.1.1

V5-1306

Release App - Display contacts referral code in mobile app

Display contacts referral code in mobile app on Refer a friend screen.

Improvement

Release App 5.0.0

V5-1444

Release app - Ability to define amount to spend from wallet funds

Based on Application configuration - on the Cart screen allow user to insert the amount he wishes to use from the available wallet funds.

Improvement

Release App 5.0.0

V5-3195

Ability for a registered contact to unregister from an organisation

New ‘Unregister’ option on release app/portal Settings screen. If a contact unregisters and wishes to re-register then they must follow the ‘existing participant’ flow to identify themselves and add credentials to their account.

New Feature

APP 1.0.0.0

V5-3849

New 'Purchase Event Analysis' option & 'Wallet Analysis' improvement 

1. A new sidebar menu option ‘Purchase Events Analysis’ should be created to show all the customer's purchase events in summary format (level 1). When a purchase is selected, the drill down will show the product name,  quantity purchased, and total amount of each product

2. Wallet Analysis screen improvements - for Award and Spend wallet journal entries, show additional information when expanded (selected) :

   1. order amount

   2. order fulfilment location

New Feature

Coming soon

V5-3797

Consumers to provide a consent for receiving in-app notifications

During the registration process, provide the ability for a contact to explicitly give their consent to receive in-app notifications. This feature is available to both the native front-end systems (Android and iOS not the portal) and provides full compliance to GDPR regulations.

Improvement

Coming soon

V5-3586

Contact code can be represented by either a barcode or a QR code

Currently the contact code is represented by a bar code on apps & portals, allow either a bar code or a QR code based on configuration

Improvement

APP.1.1.1.0

V5-3567

Ability to support contact communities

Ability for a contact to

• switch to a contact's community and perform business events (e.g. service requests, orders)

• invite other (person) contacts to the contact's community (and manage contact's community members)

Each actions performed from a contact member to a (parent) contact should comply to the contact permissions that are part of the authentication token and restrict the ability to perform actions on a parent (company) contact

Improvement

Coming soon

V5-3658

Apply colour mapping changes to merchant app & captive portal

Apply new colour mapping changes to merchant app & captive portal (as for release portal).

Improvement

APP.1.1.1.0

V5-3425

Ability for a contact to reclaim a purchase using a human readable code 

Currently, a contact can reclaim a purchase by scanning a QR code from a receipt (using the consumer app), this process is being enhanced to support reclaims based on a transaction code printed on a receipt too.

Improvement

APP.1.1.1.0

V5-3207

Release app/portal - accommodate carousel images 

‘Carousel’ type images defined in app/portal configuration (Settings > Applications > Appearance > Creatives) will appear on the home page of the front-end device as auto rotating images.  

Improvement

APP.1.1.1.0

V5-2749

Release App & Portal - Subscriptions & Devices

Ability to order and view subscriptions

New: Ability to view devices on which the service is enabled on/could be enabled on

New Feature

APP.1.0.0.0

V5-3185

Ability to manage subscription services via a front end device

Ability to manage subscription services via the front end

• Change the service

• Cancel the service

• Pause and Resume a service

Improvement

APP.1.0.1.0

V5-3118

App/portal - OTP Spend enhancements

Currently when a consumer generates an OTP using their app device to spend an amount from their wallet funds, they are able to specify the amount to be spent, or leave the amount blank to spend as much as possible. This has been enhanced, so according to back-end app configuration the user may or may not be permitted to specify the amount to be spent when generating an OTP. 

Improvement

APP.1.0.0.0

V5-3016

Ability to apply strong password policy

Applications should be able to handle strong password policy exceptions and inform contacts about strong password conditions violation during contact registration of password change

Such change should be made across release applications (mobile, portals, captive portals) and any custom applications

Task

APP.1.0.0.0

V5-2883

Release app - Ability to display progress of Lottery 

UI enhancement on app & portal to support lottery offers.

Ability to track the progress of lottery offers via the app by displaying the contact's accumulated number of entries for each lottery.

New Feature

APP.1.0.1.0

V5-2655

Improvements to consumer multi-tenant app 

Multi-tenant app - allow signing-up to a business by:

• Selecting the business from the map

• Selecting the business from an alphabetical list  

Improvement

APP.1.0.0.0

V5-2572

Enhanced re-ordering flow to manage un-available products

Enhancements to the re-ordering flow as follows:

Order estimation enhanced so as to provide an estimation as to whether the ordered items can indeed be delivered.

A product cannot be included in the order if:

• its validity period has passed

• it's temporarily unavailable at/by the organisation fulfilling the order

• the order catalogue used during ordering is no longer valid (if order catalogue used)

Any products that cannot be induced in the new order are:

• Listed within the order estimation along with reasoning of unavailability

• Excluded from invoice estimation, i.e. excluded from providing the order’s estimated cost

Improvement

APP1.1.1.0

V5-2564

Release App/Portal - Ability to upload images in Service Requests

Release app - Allow the user to take a photo or select a photo from their device and attach it to the service request before being submitted.

Release portal - Allow the user to attach a file to the Service Request from their device

Improvement

Release App 5.1.2

V5-2047

Embed Facebook SDK in Release Apps to capture events

Embed Facebook SDK in Release Apps to capture events

New Feature

V5-1078

Applications configuration enhanced to include wallet funds setting

Order settings in Applications configuration now includes toggle to support payment using wallet funds

Task

5.3.0.3

V5-493

Enhancements in Applications 

Ability to configure whether Ordering will support Delivery and/or Pick-up

Task

5.2.0.0

V5-3739

Release app/portal: Ability to support OTP spend request validations

Ability to support OTP spend request validations - issue a meaningful message when a contact requests an OTP to spend for an amount that is greater than the wallet balance

Improvement

APP1.1.1.0

V5-2785

Release App & Portal - Account & Wallet Analysis

• New ‘Account Analysis’ option available from sidebar menu

  • View current account balance

  • View account transactions

  • Select an account transaction and view brief details

• Enhanced ‘Wallet Journals’ option

  • Renamed to ‘Wallet Analysis’

  • View current wallet balance

  • View wallet transactions

  • Select a wallet transaction and view brief details (similar to existing)

Improvement

APP1.1.1.0

Consumer app colour settings enhancements

Appearance

• Landing page configured based on back-end application configuration settings

  • Background colour - overridden by the landing page creative if defined

  • Button colour

  • Text colour

• App/portal screens

  • Card colour

  • Button colour

  • Wallet card colour - replaced by the tier colour or tier image for businesses if reward tiering has been configured

Contact registration flow

Registration

• Contact can specify refer-a-friend code which will trigger reward event for referred-by contact (based on reward settings)

• Select preferred method of communication (email/sms)

Home Screen attributes

Home Screen

• Contact’s wallet balance and reward tier are displayed (if reward tiering has been enabled)

  • Wallet selection displays:

    • Open & Commerce wallet balance with spend conditions

    • Current reward tier and units required to achieve the next tier

• Shortcuts (based on configuration settings)

  • Bar code - contact code in barcode format

  • Profile - shortcut to profile screen to view/edit personal information

  • Locations - details of configured organisations and map with pinned locations

  • OTP to Spend - spend an available wallet amount by generating an OTP

  • Reclaim - reclaim a purchase

  • Top-up wallet - add funds to wallet using card-on-file (to be used for payments)

  • Refer a friend - introduce a friend by providing their email/phone and earn awards (based on reward settings)

  • Create a service request

  • Redeem a pass (top-up your wallet by redeeming a gift card)

• Select ordering method - pick-up, delivery, direct sale (subscriptions)

• Display featured reward offers

• Display embedded browser links based on configuration

Offers Screen

Offers Screen

• Featured reward offers listed at the top of the list

• Filter reward offers based on industry/industry sector/tags/town or city of organisation

• Select to view an offer, it’s details and applicable locations

Contact cards

Cards

• Register cards for rewards, register cards for ordering (based on configuration settings)

Contact reward schemes

Participating Schemes

• View joined schemes

• Select to join more schemes (based on configuration)

V5-3674

Release app/portal: Ability to support contact identity management

Ability for contacts to

• Change password - contact provides a new password and password confirmation, password is set if it complies to strong password regulations

• Change username associated with password - contacts can change their username with a new one by providing the password for security purposes

• Change username associated with OTP - contacts can change their username (email or phone) with a new one by providing an OTP for security purposes

Improvement

Coming soon

V5-3870

Apps & Portal - Version number for app and portal

Display the version number on the app and portal under See More > About the App/Portal option

Improvement

Coming soon

V5-3869

Release App Embed Google firebase Crashlytics and Analytics

Embed Crashlytics and Analytics Firebase features as a standard service for Release app.

Improvement

Coming soon

V5-3867

Apps & Portal - Ability to define only main categories for product catalogue and product multi-pricing issue

• App & portal can only display products defined at sub-category level, back-end users should be able to define just one level (main category) and assign products to this level only, without the need to create a sub-category

• When a product has pricing defined in multiple currencies the system should display the prices in the currency of the contact's country of agreement.

Improvement

Coming soon

V5-3796

Enhance release consumer app to force update 

• Force app user to update app, typically when major changes have been implemented

Improvement

Coming soon

V5-3546

Apps & Portal - enhance app settings to include the 'order queue'

The enhancement involves specifically stating the order queue to be used in the Applications settings for the relevant configuration. Any orders placed through the app or portal will be channelled through that queue.

Improvement

Coming soon

V5-3127

App - ability to mark all notifications as 'read'

Ability to mark all push notifications as ‘read’ via the app

Task

Coming soon

RELEASE MERCHANT APP

V5-2250

Release Merchant App - Ability to identify contact with pass code as a CIM and submit purchase

Submitting a purchase event via the merchant app using the pass code as identification of the contact 

Improvement

Release App 5.1.0

Merchant app colour settings based on configuration settings

V5-1625

Merchant App - Enhance app to support submitting spend requests and display awards/spends

Application configuration to allow spending using merchant app.

Improvement

Release App 5.0.0

V5-1994

Merchant app enhancements

• The merchant app should return the actual 'spent' amount if a transaction with a 'spend' amount has been submitted.

• Create a generic merchant app per Service Owner 

Improvement

V5-3868

Merchant App improvements 

Improvements to the merchant app to allow sign-in of Merchant level users and transaction screen 

Improvement

Coming soon

V5-3827

Merchant App needs to take organisation 'state' into consideration when submitting purchase events 

If a business or a merchant has a state of ‘Inactive’ (or ‘Suspended’?) they should not be allowed to submit purchase customer events via the merchant app (or any other integrator for that matter).

Task

Coming soon

BUSINESS NETWORK

Issue Key

Summary

Description

Issue Type

Release

V5-1475

Filter Organisation Tags by multiple Industries and Industry Sectors

Improvement

5.4.0.0

V5-1450

Business Network Assignable Records

Ability to support assigned to attribute on records, such as leads, service requests, as core behaviour

Improvement

5.4.1.0

V5-1383

Ability for Merchants to create fulfilment policies for themselves and their Venues

Ability for Merchants to create fulfilment policies for themselves and their Venues

Ability for Merchant to create automation regarding its own venue coverage

Improvement

Candidate Features

V5-1378

Ability to filter Locations by organisation name

Improvement

5.4.0.0

V5-1324

Ability to define a short name for Addresses

Ability to define a short name for Addresses

Improvement

5.4.0.0

V5-1300

Ability to access Pricing Policy during Business sign-up

Ability to setup Pricing Policy URL in White Label Settings and be accessible during Business Sign Ups

Improvement

5.4.0.0

V5-1202

Enhancement to Organisations Address UI- Show Google Place ID field

Show Google Places ID field on Business/Merchant/Venue Address section. Field is populated when address from google is selected and is editable.

Improvement

5.3.4.0

V5-1110

Addition of email confirmation on business registration

Ability to support email confirmation in the business registration page and validate it against the first entered email

Improvement

5.3.5.0

V5-959

Organisation Status Enhancement

Addition of status (active, inactive) on organisations and core behaviour (purchases, list merchants) should comply to that attribute

Improvement

Candidate Features

V5-794

Filter organisational tags based on Industry and Industry Sector

Ability to retrieve Organizational tags based on Industry and Industry Sector.

Improvement

5.3.0.0

V5-749

Create DNS when a new service owner is created

A DNS record should be created as part of the service owner creation

Improvement

5.3.2.0

V5-741

Controlled based Data Records

Introduce Controlled based Data Records (e.g. segments). Such records can be given access to use through a specific definition of organisations allowed to use at segment level

Improvement

5.3.0.0

V5-725

Core Organisation Processes

Introduce core definition of processes per organisation

New Feature

5.3.0.0

V5-724

Data Access

Introduce core definitions and behaviour of data access (and permissions)

New Feature

5.2.4.0

V5-723

Data Records and Ownership

Introduce core definitions and behaviour or data records and ownership

New Feature

5.3.0.0

V5-573

Ability to Setup Contact Registry on Service Owner

Contacts can be owned by a business or in a multi-tenant environment a contact registry can be supported on the service owner level. Such contacts are owned by the service provider, with KYC details to be defined and owned by each business that they register to

Story

5.3.0.0

V5-566

Ability to Setup Transaction Processor

Transaction Processor Organisation with the ability to monitor, view and submit purchase customer events to multiple service providers

Story

5.3.0.0

V5-562

Ability to Setup Service Provider and Service Points

Service Provider and Service Points

Based on selection at sign up for Subscriptions and not Rewards / Digital Money

Story

5.4.2.0

V5-550

Switch and Masquerade User Role Permissions

Enhancement on user roles to support different permissions for switch and masquerade between organisations

Story

5.3.0.0

V5-379

User Teams

A group of users that belong to the and optionally have access to all or some subsidiaries

Story

5.3.0.0

V5-331

Reward Offer Restrictions for Organisations

Ability to restrict which reward offer types and what spend method can be used by organisations (can be configured on service owner or business level)

Story

5.3.4.0

V5-248

Google Places Integration

Integration with Google Places. Specify the lat/lon of an organisation and contact.

Story

5.2.0.0

V5-2284

Settlement Improvements

Ability to define the payout and payment rules in the settlement process.
Initially define a min and max amount allowed
Frequency same as settlement
Use payment methods of merchants
Deprecate existing functionality

New Feature

5.4.5.2

V5-562

Ability to Setup Service Provider and Service Points

Service Provider and Service Points (for subscriptions)
Based on selection at sign up for Subscriptions and not Rewards / Digital Money

Story

5.4.4.0

V5-1450

Business Network Assignable Records

Ability to support assigned to attribute on records, such as leads, service requests and activities. As core behaviour single users or a team can be assigned on such entities

Improvement

5.4.6.0

V5-1904

Enhancements to the CRM.COM sign up process 

Enhanced business sign up process to CRM.COM when a business signs up for a SaaS plan. The business is also created as a Contact in the Service Owner's Billing Business in order to be billed for their subscription plans

New Feature

5.4.6.0

V5-1906

Ability of the business tenant to manage its CRM.COM subscription for SaaS

A business signed-up to CRM.COM is able to manage their subscription plan. The following three areas are addressed:

1. Activation of a subscription.

2. Manage plan and Add ons.

3. Cancel Subscription. 

New Feature

5.4.6.0

V5-1931

Update to generic settings for SaaS

Update to service owner generic settings for SaaS.
Use Cases:

• Set billing business.

• Set default service to be assigned as product to contact when signing up. 

New Feature

5.4.6.0

V5-1152

Retrieve Organisations based on Country

Ability to retrieve organisations, filtered by country

Improvement

5.3.3.0

V5-1128

Enable Business Payment Method

Provide the ability for a business to define a JCC Merchant related payment method for charging

Improvement

5.4.0.0

V5-2736

Settlement Enhancements

Settle organisations where contacts perform spends, in cases where the amount was accumulated from other organisations
Enhancement

• create a spend reward transaction on using wallet funds during an order

• the spend transaction should be posted against the order’s fulfilled by organisation

Improvement

5.4.6.2

V5-959

Organisation State Enhancement

New 'state' (active, inactive) attribute added to organisations, and core behaviour (purchases, list merchants) should comply to that attribute

Improvement

5.5.3.2

V5-1450

Business Network Assignable Records

Ability to support 'assigned to' attribute on records, such as leads, service requests and activities. As core behaviour, single users or a team can be assigned on such entities

Improvement

5.5.3.3

V5-3561

Ability to get an organisation statement and financial analysis 

1. Issue a monthly or annual statement for an Organisation (e.g. merchant), to have the same format as the Contact statement.

2. Analysis to be the same as contact financial analysis in Reports

New Feature

5.5.3.3

V5-3764

Business Network Improvements for ‘admin’ user creation

Ability to optionally define an 'admin' user when (manually) creating a service owner, business or merchant/service provider via the back-end

Improvement

5.5.3.4

V5-3981

Automation Enhancements

Ability to apply validations from automations when creating/updating a merchant/service provider

Improvement

5.5.4.1

V5-3993

Default Configuration set up on Business sign-up

Enhanced default configuration when signing up a new business.

• One product type for each combination of composition/classification

• Default Service Request Queue

• Default Lead Queue

• Default Sales models - Wholesale and Retail

Improvement

5.5.4.3

V5-4196

Enhanced Registration of an Organisation

The process of registering an organisation has been changed to accept additional information for the Business signing-up, such as the currency in which the Business will be billed by the Service Owner.

Improvement

5.5.4.5

V5-4247

Ability to communicate a subscriber's upcoming bill

Introduce a new communication tag that returns a contact's upcoming bill. The tag will be used in communication plans templates. Communication plan runs on a daily basis and notifies contacts whose upcoming bill is due in an X number of days.

Improvement

5.5.4.5

ORDERS

Issue Key

Summary

Description

Issue Type

Release

V5-1449

Include operational details in Order fulfilment Web API

Include operational details of an organisation's opening hours in Order fulfilment Web API

Improvement

V5-1448

Include creatives in Get Order Web API

Include product creatives in Get Order Web API for the ordered items

Improvement

V5-1434

Ability to specify different payment methods for each supply method

Improvement

5.4.1.0

V5-1401

Coverage with map coordinates

Ability to define delivery coverage via coordinates on a map (define map area)

New Feature

5.4.3.0

V5-1388

Ability to retrieve product dependencies during ordering

Ability to retrieve product dependencies on purchasing a termed service. Any required services or physical goods are provided so as to also be included in the order prior checkout

Improvement

5.4.0.0

V5-1384

Exclude expense and usage services from orders

Usage and Expense services must be excluded from the ordering process since they cannot be purchased. Expenses are applied based on business rules, whereas Usage service is consumed through one-time/termed services

Improvement

5.4.0.0

V5-1334

Filter Promotions based on organisations

Filter Promotions based on organisations

Improvement

5.4.0.0

V5-1305

Ability to specify the amount to be used from wallet funds

Ability to specify the amount to be used from wallet funds

Improvement

5.4.0.0

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

5.4.3.0

V5-1295

Products / Orders

1. Products should be able to be created at Merchant Level

2. Products List with param fulfilled_by should use Products at Merchant Level

3. Orders should be visible at Business Level and merchant Level of fulfilled_by

Improvement

5.3.5.0

V5-1285

Ability to re-print order ticket

Orders will be marked as printed if printing was successful. icon in summary screens will show which orders were printed

Improvement

5.3.5.0

V5-1268

Enhance /estimates/orders Self-Service and Back-Office APIs according to spec

Enhance /estimates/orders Self-Service and Back-Office APIs according to spec

Improvement

5.4.1.0

V5-1254

Orders display mode configuration

User should have the ability to set display mode on the orders page once and each time user visits the page to have the mode of their preference. 

Improvement

Candidate Features

V5-1228

Ability to auto refresh Orders summary page

Ability to auto refresh Orders summary page

Improvement

5.4.0.0

V5-1221

Enhance /estimates/orders apis to consider selected payment method for promotions

Enhance /estimates/orders APIs to consider selected payment method to apply promotions

Improvement

5.3.4.0

V5-1204

Enhance Self-Service POST /orders API to re-calculate estimated delivery/pick-up time

Enhance Self-Service POST /orders API to re-calculate estimated delivery/pick-up time.

Improvement

5.3.4.0

V5-1117

Ability to accept contact's current location (address, coordinates) and display in Orders

Enhancement to Self-Service /estimates/orders and /orders/\{id} APIs

Improvement

5.3.4.0

V5-1021

Enhancements on order taking to handle product characteristics

Handle API and UI. Characteristics are billing period, trial period, termed period

Improvement

5.4.1.0

V5-826

Fulfilment Policy Enhancements - Expiration of Orders

Improvement

Candidate Features

V5-778

Improved UI for Orders

Enhancements to backend UI for Orders

Improvement

5.3.0.0

V5-760

Automatically update Orders to Complete status

Ability to configure to automatically set order status to Completed  when X time (minutes, hours, days) has passed after Ordering average completion time.

Improvement

5.2.4.0

V5-713

Ability to set preferred venue/merchant for order delivery

1. Ability for Contact to set preferred merchant

2. Enhance /estimates/order_fulfillment API to return a list of merchants/venues that can fulfil contacts order sorted by nearest to contact's selected address

Improvement

5.2.3.0

V5-673

Enhancements to the Order screen

1. Add the following fields in the the Order screen: Contact Code, Contact phone (CIM), Venue Name, Payment method (Cash / Card)

2. API enhancements required

Improvement

5.2.1.2

V5-672

Add Notes to the bottom of the printed Order ticket

Add Notes to the bottom of the printed Order ticket under Total Items.

Improvement

5.2.1.2

V5-481

Activities for Orders

Activities that need to be scheduled to complete an order (e.g. installation).  

Story

V5-480

Clone an Order

Orders can be cloned, i.e. used as a template for creating additional orders with similar items for a different contact.

Story

Candidate Features

V5-476

Setup your Order Milestones

Setup multiple milestones based on payments which are expected to be made to pay off an order in instalments based on the fulfilment policy. When a milestone due date is reached the billing process will generate an invoice for the necessary payment and identify the milestone as paid when the payment has been received. 

Point of no return
The Point of no Return settings for orders determine if and when a contact can request to cancel an order or any ordered items.

Prior to reaching the Point of no Return (date), all items, including those that may have already been delivered can be returned to the company, the contact will not be billed, and the order will be cancelled. On the other hand, if the Point of no Return has been reached, then any items that have been delivered cannot be returned - they will be billed and paid for, while any undelivered items will not be delivered nor billed and the remaining order will be cancelled.

The Point of no return applies while the order is in progress, i.e. once delivery of items begins.

Story

5.4.5.0

V5-475

Orders Fulfilment Policies

A fulfilment policy is set up for an organisation and is by default inherited by all of the organisation's members (merchants, subsidiaries, venues etc.) unless a separate policy is set up for a specific member. A separate fulfilment policy can be setup for delivery, pick-up and on-site (dine-in). Users can set the minimum cost for an order to be accepted, define how and when orders can be fulfilled as well as which products can be ordered based on their availability. Charges per supply method can also be defined (e.g. a delivery charge).
Additional add-on times can be setup using the completion rules.

Completion Rules
Completion rules are setup to calculate the estimated time for an order to be completed and can be venue specific. The average time for completing an order can be set along with additional factors that could affect the time required for completion such as the ordered product, ordered quantity, number of concurrent orders and the number of pending items to be processed, all the conditions can be based on days and times of the week therefore differentiating between peak hours and off-peak hours. 
The completion rules estimated time (if defined) are in addition to the fulfilment policy’s policy's estimated time.

Venues Operational Hours
Define whether pickup and delivery are available per venue and setup the delivery and pick-up times for each one. 

Story

5.2.2.0

V5-474

Create and Amend Orders

Orders can be placed by contacts (using an app) or by users of the system. In either case an order progresses through the various life cycle states until it is either Completed or Cancelled. An estimated completion date/time is calculated for each order and the payment is processed according to the customer's payment method. Any overdue orders can also be identified by the system. If an order is amended prior to reaching the completed or cancelled states, then the total amount will be recalculated. 

Story

5.2.0.0

V5-359

Product Catalogue for Subscriptions

Product Catalogue includes service products that can be purchased by subscribers, as well as expenses which are applied to subscribers in the form of penalties or fees. Product catalogue includes business rules that define how these products should be purchased:

Dependencies between products.

• Service product requires a device to be provisioned to contacts (technical)

• Service product requiring another service(s) to coexist on a subscription in order to be purchased by a contact (driven by a company's business rules).

• Service product that cannot coexist with another service on a subscription (cannot be purchased and delivered by the same subscription)

Tiering of products

• Product tiers define whether purchasing a service while owning another one constitutes an upgrade, downgrade or a switch

Services Pricing

• Service products pricing includes a set of terms that includes

  • A service term period (for termed service only)

  • Whether the terms are auto renewed at the end of the termed period or not

  • The billing cycle

  • A trial period

• Pricing terms are used to form the subscription’s and the subscription service’s billing terms on their purchase

Story

5.4.1.0

V5-2084

Ability to dispatch items for an order

Order items are dispatched against an order and result in a stockout transaction. 

Improvement

5.4.5.0

V5-2365

Display Total before discount on order ticket.

Enhance Order ticket to include:
Price of items before discount
Total Price before discount

Improvement

5.4.5.3

V5-2268

Backend Ordering enhancement, display modifiers section AFTER a variant product is selected

Display modifiers section AFTER a variant product is selected and based on modifiers of selected variant product

Improvement

5.4.5.2

V5-2086

New view options for Orders summary screen

Updates required to Orders list view/Kanban view. New Kanban view linked to queue types. New detailed order summary page. 

Improvement

5.4.5.0

V5-2085

Ad hoc discounting 

Ad hoc discounts for Service Requests and Orders. 

Improvement

5.4.5.3

V5-2083

Point of No return

Implement the point of no return for orders. 

Improvement

5.4.5.0

V5-2082

Updates to Orders

Ability to change certain details of an order once an order is created and change order statuses. 

Improvement

5.4.5.0

V5-1986

Include conditions in Order Fulfilment policy expenses

Provide the ability to set up conditions on when an expense will be applied during ordering. Currently the supply method is already a condition. The order's amount should be added (order amount before the discount)
e.g. apply the expense for Delivery orders only if the order amount is less than X amount

Improvement

5.4.4.1

V5-1981

Include Product Notes in Order ticket

Notes for orders 

Improvement

5.4.4.1

V5-1797

Enhancement to provide detailed promotion information in invoicing

Include promotion information when invoicing

Improvement

5.4.3.2

V5-1701

Enhance Self-Service Order fulfilment response with estimated delivery/pickup time

Enhance Self-Service Order fulfilment response with estimated delivery/pickup time so that order fulfilment checks can be removed from order estimates. Required for mobile app ordering flow

Improvement

5.4.3.1

V5-1685

Ability to create default fulfilment policy upon new Business sign-up. New Direct Sale supply method

A default fulfilment policy will be created when a new Business signs-up.
New supply method 'direct sale' for subscription services.

Improvement

5.4.4.2

V5-1602

Enhance order to include whether order paid in full or partially with wallet funds

Order enhancement to include amount partially paid using wallet funds and amount partially paid using another payment method 

Improvement

5.4.3.1

V5-479

Ability to have Separate Queues for your Orders

Ability to setup different order queues with each queue having its own workflow of states. Setup the business characteristics of orders to be fulfilled by each queue, for example B2B orders assigned to 'Wholesale' queue, and B2C orders assigned to 'Retail' queue.

Story

5.4.5.0

V5-477

Orders Quotation 

A Quotation provides a formal estimation of an order's cost that includes all physical goods, expenses and services that the contact is interested in buying. In other words, the quotation is a preliminary form of the order's invoice

Story

5.4.5.0

V5-476

Orders milestone and progress based invoicing

Support for invoicing based on preset milestones or based on progress of delivered services and products.

Story

5.4.5.0

V5-2274

Ability to define on front-end systems whether to allow purchases only if requested spend amount is fully covered with available wallet balance

Ability to define on front-end systems whether to allow purchases only if requested spend amount is fully covered from the available wallet balance.
- Ability to configure setting via the back-end (Applications)

• Release app enhancements

Improvement

5.4.5.2

V5-1405

Purchases & Business Network

Posting purchase against an organisation should allow only purchases of organisations within the business network

Improvement

5.4.0.0

V5-2633

Using Wallet funds on ordering improvement

• When a contact wants to fully/partially pay for their order using their wallet funds - up to 2 payments will be posted upon placing the order:

• One payment with payment method type cash/card etc. according to contact's choice

• A second payment to reflect the contact's payment using the wallet as a payment method

Improvement

5.4.6.2

V5-2632

Improved use of account funds on placing the order

Improved use of account/wallet funds on placing an order

• Order estimates API to return

• Cost of the order 

• Amount which needs to be paid at the time of ordering

• Contact's account credit (if account in credit)

• On placing the order

• It will be up to the front-end to decide if account credit will be used or not for paying off the order

• Up to two payments will be placed; one consuming wallet funds and second one to represent the payment using a card/cash etc.

• In cases where the account's credit will be used, then the cash/card payment will be of a smaller value, indicating that the remaining amount will be paid off using the account's funds

Improvement

5.4.6.2

V5-2105

Contact and User approvals for orders

Ability for a contact and/or user to approve/reject an order's progression via CRM.COM Approval Request automations

Improvement

5.4.6.3

V5-2903

Ability to set up automations on order stage change

Ability to set up automations which are triggered upon changing the stage of an order

Improvement

5.4.6.4

V5-3056

Orders & milestones enhancement

Display Order milestones (whether invoiced or not) on Order screen

Improvement

5.5.0.0

V5-2438

Order Attachments

Ability to add attachments on an order

Improvement

5.5.1.0

V5-480

Clone an Order

Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.

Story

5.5.2.1

V5-480

Clone an Order

Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.

Story

5.5.2.2

V5-3622

Search for orders based on their address

Ability to search for an order using its delivery address. New 'Address' filter option added 

Improvement

5.5.3.2

V5-3416

Ability to change an Order's Delivery address 

Ability to change an Order's Delivery address before its completion. Changing the delivery address is allowed only if no items have been sent out to the contact. Order fulfilment estimation should be triggered again to ensure that the order can still be fulfilled at the new delivery address

Improvement

5.5.3.2

V5-3606

Improved Orders management

Ability to amend order items and milestones, provided a point of no return is not reached

Improvement

5.5.3.2

SUBSCRIPTIONS

Issue Key

Summary

Description

Issue Type

Release

V5-1399

Subscription Self Service Web APIs

Subscription Self Service Web APIs

Improvement

5.4.1.0

V5-1271

Subscription & Billing Settings UI Enhancements

Subscription & Billing Settings UI Enhancements

Improvement

5.4.0.0

V5-1267

Product Catalogue Process enhancements

Enhancements required in setting up and using the product catalogue for termed and one-time services

Improvement

5.4.0.0

V5-1266

Product Catalogue UI enhancements

Product Catalogue enhancements related to service products sold as part of a subscription. Enhancements include changes in configuring the setting of the product catalogue (e.g. tier paths) as well as setting up the catalogue as such

Improvement

5.4.0.0

V5-371

Change Ownership

Ability to change the owner of subscription services by:

• Changing the ownership of service to another contact OR

• Changing the account of a subscription

Story

Candidate Features

V5-370

Provisioning of Subscription Services

Provisioning of Subscription Services

• Subscription services are authorised to various Provider through the Provisioning module

• A service could be enabled through devices which are purchased or rented by contacts or they can be enabled on an OTT basis.

Story

Candidate Features

V5-369

Apply Grace Period

Ability to provide a grace period to subscribers to pay off their outstanding billing debts

Story

Candidate Features

V5-366

Service Delivery

Service Delivery is the process responsible for managing subscriptions throughout their life cycle by combining the subscriptions and billing business rules with a customer's service purchases and requests for changes. In summary, the process is responsible

• Adding or changing services based on customer requests. On each purchase, the service delivery decides if new subscription should be created or the new services will be added on an existing one, based on the new service's price terms

• Managing customer requests for service changes (upgrades, downgrades, changing the service terms

• Working together with the billing engine for performing billing estimation

• Automatic activations, deactivations and cancellations of services

• Perform scheduled actions

• Perform an estimation during an addition of a new service or a service change. The estimation performs a series of validations based on subscription and billing business rules. Billing estimation is also perform to estimate how a contact's billing is affected by the new change

Story

5.4.1.0

V5-365

Billing Behaviour

Billing Behaviour

• Bill services on various billable events

• Recurring billing

• Apply business billing rules

• Preview upcoming billing periods

Story

5.4.3.0

V5-364

Trial Periods

Trial Periods allow contacts to try out a service for a short period of time with no billing or contract obligations before turning the service into a paid one. The trial period of a service is defined in its pricing terms.

Automated communications are sent to contacts prior their trial ends through Communication Plans

Segments of contacts in trial can also facilitate running marketing campaigns to minimise cancellations.

Story

5.4.3.0

V5-361

Manage Subscription Services

Provide the ability to purchase termed and one-time services through a product catalogue and manage their core behaviour throughout their life cycle though various subscription actions:

• Add Service

• Change Service

  • Change with another service

  • Amend a flexible service bundle’s components

• Change Service Terms

  • Opt-in and Opt-out from auto-renewals

  • Renew expired service

  • Extend termed period

  • Renew contract period

  • Extend contract period

• Terminate Service

  • Cancel

  • Regret

  • Remove
    

Story

5.4.0.0

V5-360

Manage Subscriptions

Create a Subscription that groups together services of the same billing period. Subscription is created only when a termed service is purchased through an Order.

Manage the subscription throughout its life cycle though various subscription actions which are performed per service:

• Change billing day

• Change payment method

• Pause and Resume

• Terminate all of the services

Story

V5-1973

Promotions for Subscriptions

Improvements in Promotions so as to be applied on selling subscription services

Improvement

5.4.5.0

V5-2218

Improved Subscriptions Self-service Web APIs

Product pricing for self-service in order to implement ordering of services on Release app.

Improvement

5.4.5.2

V5-2126

Ability to specify the Wallet as the funding source of a subscription

Wallet is used as the method of paying off subscription services

Improvement

5.4.4.1

V5-1598

Subscription services webhooks: On activate and on deactivate

New webhooks:
On service activate
On service deactivate

Improvement

5.4.4.0

V5-367

Subscription Devices

Ability to utilise Devices that will provision (i.e. deliver) a number of subscription services to subscribers

1. The required devices are specified in the product catalogue as per-requisites for purchasing a termed or one time service or even consuming a usage service

2. The required devices might be purchased or rented to the contact or contact might own them already.

3. A device could be purchased through the same order as the service. The device will be invoiced as part of the order's invoicing and not through the subscription's billing. Once paid, the device is owned by the contact.

4. A device is rented either with no cost or for a fixed price, charged on every billing cycle. Rented devices must be returned back to the company on terminating

5. Multiple services can be enabled on a device

Story

5.4.4.0

V5-2346

Enhanced billing and disconnection of wallet funded services

Differentiation of billing behaviour between account and wallet funded services.

Improvement

5.4.5.3

V5-2055

Ability to send provisioning commands to a group of devices

Ability to send provisioning commands to a group of devices:

• Owned by a set of contacts

• Devices on which a specific service is enabled

• To specific set of devices

Improvement

5.4.4.1

V5-368

Usage Based Billing

Ability to order termed or one-time services that allow usage consumption

Story

5.4.6.0

V5-1959

Payment-driven subscriptions

Payment-driven subscriptions

Improvement

5.4.6.0

V5-2353

Ability to support WIFI platforms for subscriptions and billing

Core APIs created

Support the device MAC address as contact authentication

Enhance the organisation UI to provide usage analytics for WIFI

New Feature

5.4.6.0

V5-2433

Ability for an organisation to purchase one-time/termed services

Ability for an organisation to purchase one-time/termed services

• Only merchants/service providers can perform the purchase using their accounts

• An organisation might have multiple payment methods. One of them is of "Settlement Account" payment method type which is an option available only for Businesses and Merchants/Service Providers

Improvement

5.4.6.0

V5-2433

Ability for an organisation to purchase one-time/termed services

Ability for an organisation to purchase one-time/termed services

• Only merchants/service providers can perform the purchase using their accounts

• An organisation might have multiple payment methods. One of them is of "Settlement Account" payment method type which is an option available only for Businesses and Merchants/Service Providers

Improvement

5.4.6.1

V5-1959

Payment-driven subscriptions

Implementation of payment-driven subscriptions

Improvement

5.4.6.1

V5-368

Usage Based Billing

Ability to order termed or one-time services that allow usage consumption

Story

5.4.6.1

V5-2616

Improved Provisioning Provider Filtering

Available filters:

• Contact Code

• Contact name

• Date and time

• User

Content views to be included also
Ability to save search filters

Improvement

5.4.6.2

V5-2542

Enhanced Subscription Promotions

1 ) Ability to apply the discount

• Once

• For a limited period

• Forever

1. Enhanced basket conditions:

• Billing cycle duration

• Contract period

3 ) Advanced Subscription Promotions

• Advanced basket conditions like price terms required to get the promotion (higher discount for longer contract periods)

Improvement

5.4.6.3

V5-2846

Ability to call Provisioning Provider Integration Web APIs for services

Ability to call Provisioning Provider Integration Web APIs for services

Improvement

5.4.6.3

V5-2797

Ability to group one-time services in a subscription

Ability to group one-time services in a subscription

1. Whenever a contact orders a one time service, this service will also be included in a Subscription

2. A contact can have only one subscription that groups together the purchased one time services, the subscription does not have any billing terms (similar to 'No billing' Subscriptions)

3. The subscription might have multiple one time services of the same product

4. Service delivery process to remove the one-time services

5. One time services can be marked as 'for provisioning' so that they will also have

   1. Subscription distribution information

   2. They can be enabled disabled on one or more devices as termed services

Improvement

5.4.6.3

V5-2764

Ability to deactivate/reactivate services based on an amount threshold

Introduction of a new Subscription business rule called Activation rule. The rule determines whether a service can remain in Effective state or can move into the Effective state as long as the account's outstanding amount meets an activation threshold.

A service is a candidate for deactivation when its account has an outstanding amount (unsettled and overdue) and this amount is greater than the threshold amount.

The threshold defaults to 0 amount (set in the business's base currency)

Improvement

5.4.6.3

V5-2760

Ability to view a service's allowed and remaining usage allowance

Ability to view a service's allowance, i.e. how much usage a contact is allowed to consume in general based on what the product catalogue specifies, as well as the remaining of this usage per transaction, day and billing cycle

In addition, present the recorded usage records of a subscription 

Improvement

5.4.6.3

V5-1964

Implementation of service bundles

Implementation of service bundles

Task

5.4.6.3

V5-2797

Grouping of one-time services in a subscription

Ability to group one-time services in a subscription

• Whenever a contact orders a one time service, then this service will also be included in a Subscription

• A contact can have only one subscription that groups together the purchased one time services. The subscription does not have any billing terms (similar to 'No billing' Subscriptions)

• The subscription might have multiple one time services of the same product.

• Service delivery process to remove the one-time services

• One time services can be marked as for provisioning so they will also:

  • Have subscription distribution information

  • Be enabled/disabled on one or more devices as termed services

Improvement

5.4.6.4

V5-2779

Ability to set up business rules for Pausing a service

Ability to set up and apply business rules for Pausing a service

• A service (or all services of a subscription) can be paused at any point of time.

• A paused service, by default, will not be billed, therefore, in cases in where the service is already billed in advance, the service will also be credited

• A paused service is resumed on its intended paused period end date, or it can be interrupted with a Resume action at any point in time while it is paused

• On resuming the service, billing is triggered so as to ensure that the service is eligible to go back into Effective state, i.e. the service is billed and in case of zero credit limit, the service is also paid for the new Effective period

• Paused periods can be restricted through Subscriptions business rules. Paused period rules include:

• How many times a year a service can be paused

• How many days a year a service can be paused

• When paused, there's a minimum and maximum number of paused period days 

Improvement

5.4.6.4

V5-2834

Enhanced usage consumption based on the usage being consumed

Enhanced usage consumption based on the usage being consumed

• Identify the contact through a phone number

• Identify the organisation as the side consuming the service

• Additionally keep track of usage duration (start and end time of actually using the service)

• Ability to record usage without a termed/one-time service and consume usage starting from the oldest and shortest one-time service, leaving termed service (if any) last. As a result, a single usage record is submitted in the request, but the backend might consume usage from multiple services and therefore create multiple usage records

• Ability to add usage records in bulk mode using a new back-office Web API

• Ability to view the total remaining usage among all services in authorisation estimates in Back Office and Self-service Web APIs

Improvement

5.5.0.0

V5-2811

Event-based Recurring Charges

Event-based recurring charges is a set of policies triggered on various subscription events that identify if and which Expenses will be applied on a subscription and will be charged on a recurring basis, i.e. per subscriber billing cycle. Recurring charges policies include two major events - the event that will add the recurring expense on the subscription, and the event that will remove it.

New Feature

5.5.0.0

V5-2773

Enhanced Event-based Conditional Expenses

Enhanced Event-based Conditional Expenses

• Apply the expense based on the point in time at which the event occurred

Improvement

5.5.0.0

V5-1838

Enhancements in Pause Services action

Enhancements in Pause Services action

• Ability to set up business rules on pause service actions

• Ability to exit the service from the paused period and send any required provisioning signals

Task

5.5.0.0

V5-2717

Enhanced service change process

A service change can be classified as an upgrade or a downgrade. What classifies the service change is either:

• A product tier path

• Whether the change results in a price increase or decrease for the recurring subscription fee

• Whether the service's components (in the case of bundles) are enhanced or not

Improvement

5.5.1.0

V5-3253

Ability to manage devices for a Company

Ability to create a subscription (through an Order) for a contact of type 'Company' and be able to view and modify the DEVICES. Flow should be the same as for contact of type 'Person'

Improvement

5.5.1.0

V5-3224

Include service locations in Invoice communications

On sending a communication for an Invoice that bills termed services, provide the ability to also display the services' locations

Improvement

5.5.1.0

V5-3084

Automation to automatically activate a service when settled

• Ability to set up an Automation upon posting a Payment that results in activating the affected services

• If through this payment a subscription Invoice is paid and the account's balance is settled, then the invoice's billed services will be activated

Improvement

5.5.1.0

V5-2778

Communication Tags and Subscriptions Segmentation & Automations Enhancements

Ability to segment contacts based on subscription services conditions and trigger automations based on new subscription events

Improvement

5.5.1.0

V5-3110

Ability to bill upcoming billing cycles in advance

Ability to bill upcoming billing cycles in advance

• Key user bills a subscription for one or more upcoming billing cycles

• Contact is charged based on the subscription's information and scheduled changes (if any) as of that date

• If more changes occur during that billed in advance period, then the contact's billing will be adjusted accordingly.

• Contact's credit limit and payment terms are applied at the time of billing in advance

New Feature

5.5.2.0

V5-3084

Automation to automatically activate a service when settled

1. Ability to settle an Automation on posting a Payment that results in activating the affected services

2. If through this payment, a subscription Invoice is paid and the account's balance is settled, then the invoice's  billed services will be activated

• Key user sets up an Automation on posting a payment, credit note, top-up wallet. The Automation's action is to attempt service activation

• Account funded services are eligible for automatic re-activation when a credit transaction is allocated against an Invoice in which they were billed. Either all or none of the services of a subscription can be re-activated.

• Wallet funded services are eligible for automatic re-activation if there's enough money in the wallet, allotted to this service(s)

Improvement

5.5.2.0

V5-3423

Ability to send service commands to a Provisioning Provider through the front-end

Ability to send service commands to a Provisioning Provider through the front-end. New Self-service Web APIs allow consumers to send provisioning commands for their services to the provisioning provider

Improvement

5.5.2.3

V5-3427

Billing engine to issue a single financial transaction according to the total billed amount

Billing engine to issue a single financial transaction according to the total billed amount

Improvement

5.5.3.0

V5-3335

Product Dependencies to be applied across all contact services, not per subscription

Product Dependencies to be applied across all contact services, not per subscription

Improvement

5.5.3.0

V5-3287

Ability to hide Churned subscriptions in Contacts screen

Ability to filter the subscriptions based on their state
By default Active and Inactive are shown. Add a toggle to additionally show the Churned ones

Improvement

5.5.3.0

V5-3161

Enhanced listing of subscription actions to present additional information

Enhanced listing of subscription actions to present additional information

• user and timestamp

• changed services, quantity, pricing etc

• in case of a Rejected action, show rejection reason in drill down

Improvement

5.5.3.0

V5-369

Apply Grace Period

Ability to provide a grace period to subscribers to pay off their outstanding billing debts

• Grace period applied per subscription

• Subscription rules control when and for how long grace periods can be applied

• Services are excluded from deactivation whilst in grace period 

• Grace period cannot be scheduled

Story

5.5.3.0

V5-2713

Ability to regret a service

Provide the ability to regret a subscription service

• Regretting a service is allowed only within a period of time after subscribing to it. The rules are defined in subscription settings

• Within the allowed period of time, the service is additionally credited. After this period, the service cannot be regretted and it has to be cancelled

New Feature

5.5.3.2

V5-3495

Ability to set up billable and non-creditable states per service

Ability to set up additional billable and/or non-creditable states for specific services

Improvement

5.5.3.3

V5-2729

Enhanced Trial Management

Trial Management rules define whether a contact gets a Trial service once (amongst all subscription services), upon subscribing to the first service that includes a Trial period in its price terms, or a trial period for each service to which they subscribe to. 

Improvement

5.5.3.3

V5-3687

Improvements in resetting a Subscription's Billing Day 

Business rules included in Subscription Settings define when the Billing day is reset on a Subscription

Improvement

5.5.3.4

V5-3838

Ability to view and manage future Subscriptions

Contacts are able to order services and schedule their first activation on a future date. Provide the ability to view and manage these services prior their activation

• View the services scheduled to be added on a subscription along with their billing and pricing terms

• View the subscription's billing terms

Improvement

5.5.3.5

V5-4027

Ability to add multiple services within the UI

Ability to add multiple services from the back-end

• Add multiple services, each one having its own price terms (of the same billing cycle), quantity, locations, components (in case of flex bundles)

• However, a single set of scheduling options is applied for all of the services

Supported for both adding a service to the contact and to a subscription. 

Improvement

5.5.4.1

V5-4247

Ability to communicate a subscriber's upcoming bill

Introduce a new communication tag that returns a contact's upcoming bill. The tag will be used in communication plans templates. Communication plan runs on a daily basis and notifies contacts whose upcoming bill is due in an X number of days.

Improvement