COMMUNICATIONS | ||||
Issue Key | Summary | Description | Issue Type | Release |
V5-1245 | Ability to create rich push notifications | In-App push notifications enhanced to support images. | Improvement | 5.4.0.0 |
V5-1232 | Create default Automation upon Merchant Registration | Upon Merchant registration, a default, inactive (to be enabled by the Merchant) Automation will be automatically created. The Automation trigger point will be Contact Registration, whereby a push notification will be sent to the Contact, welcoming them and informing them that they must enable and set their spending preferences. | Improvement | 5.4.3.0 |
V5-1167 | Shared Communication Integrations between Service Owner and Business | Service Owner communication integrations (and not Business) will be used only for contact registry auth communications and user creation and email verification resend during business registration | Improvement | 5.3.5.0 |
V5-1147 | Disabled Integrations and communications/automation | When an integration has been enabled and then disabled, do not display it as an option to select in Communications and Automation. | Improvement | 5.3.4.0 |
V5-1115 | New Communication tag #contact.email | New Communication tag contact. email representing a contact’s email address. | Improvement | 5.3.1.1 |
V5-1103 | The ability for contact to unsubscribe from receiving communications (emails/sms) | The ability for contact to unsubscribe from receiving communications (emails/sms) | New Feature | 5.4.0.0 |
V5-1068 | Prevent deletion of a segment that is used by an offer | Prevent deletion of a segment that is used by an offer | Improvement | 5.3.3.0 |
V5-1046 | Communication plan enhancement | The ability for the system to not send the same communication plan to contacts of a segment that have already received it. E.G. If a Communication Plan has been scheduled and posted to Contacts in a segment if the same Communication Plan is rescheduled to be posted, those Contacts who have already received the communication should not receive it again. | Improvement | Candidate Features |
V5-841 | Ability to notify 'fulfilled by' merchant on order creation | Ability to notify ‘fulfilled by’ merchant on order creation through Automation - either email or SMS. | New Feature | 5.3.0.0 |
V5-828 | New contacts.phone_number tag in Communication Plans | New contacts.phone_number tag in Communication Plans | Improvement | 5.2.4.0 |
V5-796 | HTML for Email Communications | Ability to embed HTML in email communications. Applicable for Communication Plans and Automation. Make sure we do not use the word notifications / use only communications. We do not need rich text for in-app. | Improvement | 5.3.0.0 |
V5-791 | New contact.balances tag |
| Improvement | 5.3.2.0 |
V5-734 | Save the Communication plan as a draft without setting scheduler settings | Have the option to save a communication plan as ‘Draft’ without the need to set the scheduler settings. | Improvement | 5.2.3.0 |
V5-733 | Restrict the number of times a contact receives a communication plan message. | Have the option to not send the same email to contacts that have already received this communication plan the last X days | New Feature | Candidate Features |
V5-661 | Ability to ignore opt-in/opt-out settings for all communications | When configuring communication plans and communications with automation, there should be an option to override the contact's opt-in/opt-out settings in order to force communications. | Improvement | 5.2.2.0 |
V5-22 | Event-Based Communications | Ability to define a message with optional tags for personalisation that is sent when an event takes place, such as an award, a spend or a payment. | Story | 5.2.0.0 |
V5-21 | Integrations | Marketing
Analytics
Communications
| Story | 5.1.0.0 |
V5-20 | Communication Templates | Templates are used to define a pre-formatted message (subject and content) that allows a business to quickly and easily create communication plans. The content of a communication template can be dynamically customisable for each recipient by including communication tags that will be replaced by contact-specific information. | Story | 5.1.0.0 |
V5-19 | Tracking a Link (for email only) | Identifies when a link in an email has been visited. | Story | Candidate Features |
V5-18 | Communication Viewed (for email only) | Identifies when an email has been viewed. | Story | Candidate Features |
V5-17 | Communication Tags | Communication Tags allow an organisation to create personalised communications for their contacts quickly and easily. | Story | 5.2.0.0 |
V5-16 | Communication Plans | Communication Plans provide a means for the organisation to re-engage its contacts (e.g. announce new reward offers). They can be scheduled to run once at a set date and time or repeatedly within a date range. The recipients are defined using segments. | Story | 5.1.0.0 |
V5-14 | Create, Update, and View Communications | Create, update and view communication in multiple languages. Available channels are Email, SMS, in-app, and device. | Story | 5.1.0.0 |
V5-2321 | Ability to create communication templates for Orders | Ability to create a communication template for Orders using existing tags. | New Feature | 5.4.5.4 |
V5-2265 | Ability to use editor templates to email documents or print | 1 ) Create communication templates from Settings instead of via a communication plan or an automation communication. 2 ) Communication templates can be used to: a) Email a document (e.g. an Invoice) to a contact's email address 3 ) Ability to update and delete a communications template 4 ) New communication tags. | New Feature | 5.4.5.2 |
V5-2144 | Ability to include Service Requests charges/Order Items table in communications | A new communication tag #service_request.charges_table to allow for Service Request charges to be displayed as they appear on the Service Request screen. | Improvement | 5.4.5.4 |
V5-2841 | A new rich text editor implemented | CKEditor is to be integrated as CRM.COM's rich text editor, replacing the existing editor | Task | 5.4.6.3 |
V5-2596 | Have the ability to set up communication templates for financial transactions. | Provide the ability to configure communication templates for Payments, Refunds, Credit Notes and Payouts that can be used for printout and email actions. | Improvement | 5.5.1.0 |
V5-3003 | Ability to include custom fields in communication templates | Ability to include custom fields in communication templates. The feature includes contact custom fields (the contact of each event) as well as the custom fields of the entity as such (e.g. Orders) | Improvement | 5.5.1.0 |
V5-2595 | Ability to set up communication templates for Service Requests | Provide the ability to configure communication templates for Service Requests that can be used for printout and email actions | Improvement |
|
V5-3621 | Ability to define whether to communicate the contact statement per month or year | Ability to define whether to communicate the contact statement per month or year. In the first case, which remains the default option, the contact receives the statement for the current month. Otherwise, the contact receives the statement for the current year. | Improvement | 5.5.3.2 |
V5-3809 | Include a contact's primary address in communications | Implement #contact.primary_address communication tag to be used when setting up communication templates for an entity (e.g. Orders) and in Automation | Improvement | 5.5.3.4 |
V5-2370 | Communications improvements for Service Requests |
| Improvement | 5.5.3.4 |
V5-733 | Restrict the number of times a contact receives a communication plan message | Have the option to not send the same email to contacts who have already received a specific communication plan during the last X days | New Feature | 5.5.4.1 |
CONTACTS
Issue Key
Summary
Description
Issue Type
Release
V5-1456
Ability to segment contacts based on name day/birthday in exactly x days
Improvement
5.4.1.0
V5-1412
Enhance security and validations of Self-Service Contact APIs
Enhance security and validations of Self-Service Contact APIs to not allow arbitrary values such as HTML tags and JavaScript code
Improvement
5.4.0.0
V5-1310
Contact Phone enhancements - trigger phone verification
Ability to set whether contact phone requires verification in order to trigger phone verification process (send otp) and also display if it has been verified
Improvement
5.4.0.0
V5-1306
Release App - Display contacts referral code in the mobile app
Display contacts referral code in the mobile app
Improvement
Pending Release (App)
V5-1236
Contact Registration Enhancements
Ability to sign-up/sign in using email and OTP verification
Improvement
5.4.0.0
V5-1233
Contact Enhancements - New Webhooks for Create Contact & Update Contact
Create two new webhook triggering points: 1) upon Create Contact & 2) Update Contact
Improvement
5.4.0.0
V5-1160
View Contact's preferred store on the Contact page
Have the ability to view the contact's preferred store from the back end on the contact page. Pending UI
Improvement
Candidate Features
V5-1159
Enhancement to segment conditions - contact verification status
Create a new condition to allow the user to create a segment to retrieve contacts based on the verification status
Improvement
Candidate Features
V5-1123
Manage Multiple Phone Numbers on Contact
At the moment, it is only possible to manage / Display a single Phone number on Contact. UI needs to be improved to allow multiple. Example add + New Phone action to allow another phone number to be added.
Improvement
Candidate Features
V5-1119
Preferred Communication Language - enhancements
Addition of Preferred Communication Language as a Contact Registry Attribute
Addition of Preferred Language on the Contact page
Core behaviour: the system sends communication in the language of the Contact' preferred language. If not configured, then use the default.
Improvement
5.3.5.0
V5-1114
Contact enhancements - Backoffice operations & Activity Feed
Enhance the backend system to provide summary screens for financial and reward transactions.
Enhance the Contact Activity Feed module with UI / UX improvements
Improvement
5.4.2.0
V5-1085
Segment Enhancements
In Segment-> View Contacts, add the ability to click on a Contact and open the Contact page
In Segment-> View Contacts, add the following columns: Phone, Email
Improvement
5.4.1.0
V5-1062
Enhancement to Contacts - Add Google Place ID field
Show the Google Places ID field on the Contacts -> Address section. The field is populated when the Google address is selected and editable.
Improvement
5.3.4.0
V5-1016
Allow Upload of Avatar from Self-Service.
Images to be used for avatar do not require the overhead of the complex flow required, including media_groups and multiple scaling. The signature will allow a single file upload with any server-to-server communication if using Cloudinary is ignored.
The Mobile Client should use an image scaling component and upload a single file that can update the contact table with a single URL.
Improvement
5.3.2.0
V5-949
Consumer - Ability to sign-up with Google
Ability to sign-up with Google
Improvement
V5-859
Cash as a payment method is optional
Ability to disable cash as a payment method / Investigate to do with no config
Add reconfigurability on the backend to specify allowed payment methods at the level of business. Add a section under finance configuration and call it Payment settings. For now, specify only allowed payment methods
Amend core behaviour of list payment methods to return the specific cards or accounts of contact plus the option of cash if cash is enabled
Amend the app and port’s new feature
Ability to configure whether contact can select a preferred merchant for ordering and a preferred merchant for rewards and customer care.
Improvement
5.3.0.0
V5-772
Contact's Country of Agreement
Ability to support multiregional contact registry, where contacts can register against a country
New Feature
5.3.0.0
V5-727
Ability to search by Contact Email Address
Include Email address in search criteria for a Contact
Improvement
5.3.0.0
V5-716
Contact Enhancements
Ability to display (UI) whether contact email has been verified
Improvement
5.2.4.0
V5-697
Enhance Payment methods to have JCC as an option for refunds
Ability for cardholder to provide a card for card linked rewards that is hashed and can be refunded
Improvement
5.3.0.0
V5-694
Terminate account enhancement
Ability to merge accounts and the wallet balance
Improvement
5.2.3.0
V5-552
Import industries and industry sectors
Ability to import pre-defined industries and industry sectors.
Story
Candidate Features
V5-551
Ability to activate pre-defined name days
Ability to load default name days of the system with option to add more.
New Feature
5.4.0.0
V5-375
Contacts Financial Actions
Financial actions available for Contacts.
Create new account - Create a new account for the current contact.
Charge the contact - Charge the contact by creating a new invoice. The Contact's account will be debited and the account balance will be increased.
Credit the contact - Create a credit note against the contact's account therefore decreasing the
account balance (amount due to the company). Credit notes credit the account.
Record payment - Register a payment for the account either against a http://CRM.COM invoice or for
an external reference (i.e. not a http://CRM.COM invoice). Payments credit the account.
Refund the contact - Refunds are used to return money to contacts, e.g. when a contact returns goods purchased and they are refunded in cash, their account must be debited instead of credited. A refund debits contact accounts.
Top-up money - Top-up the contact’s account or wallet with a specific amount of money. Top-ups credit an account.
Transfer money - Transfer money between the contact’s accounts and wallets
Story
5.1.0.0
V5-325
Payment Methods and Refund Methods
A payment method represents the way a contact can credit their account or wallet. Payment methods are defined at the level of the Contact and it is mandatory to define at least one payment method per contact. A pre-defined list of payment methods is supported which includes:
ACCOUNT
CASH
BANK_TRANSFER
CARD
DIRECT_DEBIT
WALLET
PAYPAL
A contact can have multiple payment methods registered in http://CRM.COM. A ‘primary’ payment method can exist and an optional ‘backup’ payment method can also be specified. The primary payment method is used by default in online (automatic) payments and if the payment fails, then the backup method is used. Payment methods can be added, updated and removed at any time.
Primary payment method
This is the contact's preferred method of payment. This is applicable and mandatory if an online payment method is selected (i.e. Card, Wallet, Paypal, Direct Debit or Account) but not required for offline payment methods (i.e. Cash and Bank Transfer).
Opt-in for purchases and subscriptions
Contacts can specifically define which one of their payment methods will be used to automatically pay-off their purchases or subscription fees.
Story
Candidate Features
V5-109
Contact Identification based on Loyalty Card Enhancement
Loyalty identifiers provide the ability to external systems (e.g. POS) to identify contact that participate on a business reward scheme in usually a face to face (over the counter) manner
Story
5.2.0.0
V5-81
Payment Methods for Contacts
Ability to define payment methods for contacts and process payment with PCI compliance via payment gateways such as Stripe, PayEasy, PayPal, JCC.
Story
5.2.2.0
V5-10
One Time Password (OTP)
Generate and send OTPs to contacts via SMS and email in order to authenticate a contact.
Story
5.1.0.0
V5-9
Customer Identification medium (CIM)
A customer identification medium is a set of fingerprints (card numbers, mobile phone number, email, pass code) that enable applications (i.e. external systems) to submit transactions for contacts using the contact CIM as a contact identifier. A customer identification medium should not be confused with an authentication service, as it's sole purpose is to provide an alternative means of identifying a customer from an already established (authorised) external system.
Story
5.1.0.0
V5-8
Categorisation
Categorise contacts into generic groups based on specific similar attributes that they share.
Story
5.1.0.0
V5-7
Managing and controlling data protection regulations including GDPR.
As part of data protection the following actions and processes are available: Contact Consent, Anonymizing Contacts and Deleting Contacts.
Story
5.1.0.0
V5-6
Marketing Authorisations
Contact authorisation settings are used to define how to manage contact in relation to internal or external activities of the company. More specifically, each contact has the ability to specify (opt in) whether he/she wants to receive emails or sms.
Story
5.1.0.0
V5-2
Create/Update/View Contact
Create, update and view contacts and their details.
Create and update a contact following the rules setup for mandatory data to be captured.
Story
5.1.0.0
V5-77
Pre-configured Segments
A list of pre-defined segments ready for use. These include segments for Rewards, Subscriptions, Contact Accounts.
Story
Candidate Features
V5-76
Segmentation Integrations
Integration to Mixpanel - an analytics software that tracks user interactions with web and mobile apps.
Integration to Mailchimp - an email marketing platform allowing you to create and manage your mailing lists.
Story
5.1.0.0
V5-75
Export the Results of a Segment to Mailchimp
Export the results of a segment to Mailchimp marketing platform.
Story
5.1.0.0
V5-74
Import Contacts for a Segment
The user can add contacts to a segment using the import process as opposed to defining conditions. The imported contacts are considered the result of the segment.
Story
5.1.0.0
V5-73
Preview a Segment
Preview a segment to see the results, i.e. the list of contacts meeting the segments conditions.
Story
5.1.0.0
V5-72
Refresh a Segment
A time interval can be set whereby each segment will be refreshed automatically therefore recreating the segment. However, it's also possible to refresh a segment manually.
Story
5.1.0.0
V5-71
Segment Groups
A segment's conditions can be separated into groups and can be combined or not using the AND/OR operators.
Story
5.1.0.0
V5-70
Segment Conditions
A segment's conditions determine how and which contacts will be retrieved, multiple conditions can be specified by the user.
Story
5.1.0.0
V5-69
Create, Update, View Segment
Create and maintain a segment and it's conditions.
Story
5.1.0.0
V5-2406
Ability for a back office user to request and validate one-time-password and sign up a contact to a business
Ability to request a one-time-password for a specific contact. The request sends an OTP to the contact’s email address or primary phone number that can be used to verify the contact.
New Feature
5.4.5.4
V5-2227
Add an existing person contact for People section
Ability to select an existing person contact for the People section for a company contact.
Improvement
5.4.5.2
V5-2205
Enhance segment to be able to segment based on Account classification
Account classification filter for segmentation.
Improvement
5.4.4.2
V5-1990
Enhancement to inputting and storing phones in front-end systems and back-end
Backend enhancements
In the event where the consumer inserts a leading zero in the phone number upon registration then store the phone number as inputted by the consumer. When sending communications/OTP etc. via smpp or twilio providers then trim the leading zero.
Release app enhancements
In the revamp app, display the country code of the selected country. When user selects another country update the country code accordingly.
Improvement
5.4.4.0
V5-1908
Ability to create and update payment methods for contacts with a back office API
Ability to add/update a payment method for a contact (person or business) with a back office API
New Feature
5.4.5.0
V5-1792
Communications and Integrations core behaviour
Refer a friend email communication to be sent with Service Owner integration. SMS communication to remain at Business level.
Improvement
5.4.3.1
V5-1786
Ability for a Business to set default spend preferences
Ability for a Businesses to setup Automatic Spend Preferences for their contacts, these will be enabled by default upon registering, and also set default values for automatic spend.
New Feature
5.4.4.0
V5-1418
Concurrent Session Policy
Ability to configure maximum allowed number of concurrent sessions for contact and users.
Improvement
5.4.5.0
V5-1393
Contact Activity Feed enhancements
Improve activity feed to show the most relevant information on 2 lines without the need to expand/collapse rows.
Improvement
5.4.3.1
V5-1125
Ability to register a Contact with a gift card and no KYC
Ability to register a Contact with a gift card and no KYC
Improvement
5.4.5.0
V5-867
Ability to delete primary payment method
The system supports removal of a Contact's primary payment method even if it's the Contact's only payment method
If a contact has two payment methods and selects to remove the primary payment method then the second payment method (back-up or not) becomes the primary payment method without the need for the contact to select it
If a contact has 3 or more payment methods and wants to remove the primary payment method:
a. If there is a back-up payment method then that automatically becomes the primary payment method
b. If a backup payment method is not specified then one of the other payment methods must be selected as the primary one first, and then deletion will be allowed
Improvement
5.4.3.1
V5-325
Payment Methods and Payouts
A payment method represents the way a contact can credit their account or wallet. Payment methods are defined at the level of the Contact and it is mandatory to define at least one payment method per contact. A pre-defined list of payment methods is supported which includes:
CHEQUE
CASH
BANK_TRANSFER
CARD
ACCOUNT_DEBIT
WALLET
A contact can have multiple payment methods registered in http://CRM.COM. A 'primary' payment method can exist and an optional 'back-up' payment method can also be specified. The primary payment method is used by default in online (automatic) payments and if the payment fails, then the backup method is used. Payment methods can be added, updated and removed at any time.
Primary payment method
This is the contact's preferred method of payment. This is applicable and mandatory if an online payment method is selected (i.e. Card, Wallet, Paypal, Direct Debit or Account) but not required for offline payment methods (i.e. Cash and Bank Transfer).
Opt-in for purchases and subscriptions
Contacts can specifically define which one of their payment methods will be used to automatically fund their purchases or subscription fees.
Story
5.4.5.0
V5-1312
Ability to resend email for email verification
Resend email for verification purposees.
Improvement
5.4.0.0
V5-2105
Contact Approvals for Orders
Ability for a contact to approve/reject an order's progression using default communication sent via CRM.COM Approval on Order Status Change automation
Improvement
5.4.6.2
V5-1922
Anonymise Contact and Delete Contact
Ability to perform admin and operational actions, such as delete contact (and all data) and anonymise contact
Improvement
5.4.6.2
V5-2899
Ability to upload attachments for Contacts
Ability to upload attachments for Contacts. Documents to be uploaded using back-office and self-service Web APIs
Improvement
5.4.6.4
V5-3095
Ability to send a contact's statement through a Communication Plan
Communication plans can be configured to send contact statements
Contacts receive one communication for each one of their active accounts
By default, the current month's statement is sent
A new dedicated communication tag is used to implement the above behaviour.
Improvement
5.5.1.0
V5-2902
Contacts Enhancements
Ability to search for a contact using their account number (as a search value)
Improvement
5.5.1.0
V5-3050
Devices Usability Enhancements
Ability to register a device for a contact and update a contact's device characteristics from the back-end
Improvement
5.5.2.0
V5-2435
Include Spend cancellation entry in Contact Activity Feed
When cancelling a purchase transaction that had a spend, a purchase cancellation is logged. Include an entry for cancellation of spend under both the 'Activity Feed' and 'Financial Events'.
Improvement
5.5.2.2
V5-3455
Ability to segment subscribers based on their services' quantities
Ability to segment subscribers based on their services' quantities - Include each service's quantity in contact profiles and modify it on quantity change
Improvement
5.5.3.0
V5-3380
Ability to search for a contact using the full phone number
Ability to search for a contact using the full phone number, i.e. combining the country code and the phone number (e.g. 35799778866).
Improvement
5.5.3.2
V5-3206
Active Contacts Metric
Implement Active Contacts metric for Contacts Dashboard
Task
5.5.3.3
V5-4179
Communities CRM.COM Wallet & Usage Consumption Enhancements
Ability to set up Communities where members have access to consuming usage and use CRM.COM wallet
New Feature
5.6.0.0