Page Comparison

UTILITIES

Issue Type

Summary

Description

Issue Type

Release

V5-3722

Ability to update Payment information through automation

Payment automation to be enhanced so as to support:

• Update the payment's custom fields on posting a payment

• Additional filters (payment method based, e.g. Card, Account Debit) on when this update should be performed

Improvement

5.5.3.4

V5-3710

Assignable Entities Enhancements

Enhancements on assignable entities to support accessibility coverage across users of the same team

Improvement

5.5.3.4

V5-2680

Automations Enhancement

Ability to support synchronous automation events, where external (webhook) validations/customisation may apply prior to creating/updating contacts or contact phones

Improvement

5.5.3.4

V5-4316

Ability to create custom forms for merchants/venues 

• Currently, custom forms can only be created for Contacts at the level of the business. System functionality will be extended to allow the creation of custom forms for Merchants/Service Providers and Venues/Service Points.

• Option to create Merchant/Service Provider and Venue/Service Point using a custom form from respective summary screens.

• Ability to view Merchant/Service Provider and Venue/Service Point using a custom form from the data page of the respective organisation.

Improvement

5.6.0.0

V5-4407

Ability to set up a custom field of type 'Organisation'

Ability to set up a custom field of type 'Organisation'

Improvement

5.6.0.1

V5-4302

Enhanced Automation Events

Enhanced Automation events so as to communicate to users on:

• Organisation Email Verification (only once, right after signing up)

• Password Reset (once the password has changed, send an email to user/contact informing/verifying that the password was changed)

Improvement

5.6.0.1

V5-4498

Ability to push Contacts registered/updated in CRM.COM to Square POS. 

When new contacts are created or existing contacts are updated on CRM.COM, the changes are automatically pushed to Square POS. This synchronisation ensures that the contact information remains consistent and up-to-date on Square POS.

Prerequisites:

• The Business has a Square account

• The Business has activated Square Integration in CRM.COM’s back-end

Improvement

5.6.0.2

V5-4366

Settings' option - UI/UX changes

• System 'Settings' option moved to the bottom of the navigation menu on the left of the screen  

• New Settings page includes the Set up Walkthrough (embedded Product Fruit checklists) and the current settings of various components & modules

• Component/module settings re-arranged

Improvement

5.6.0.2

V5-4365

Ability to automatically generate test data right after a business sign up

Ability to automatically generate test data right after a business sign up

Improvement

5.6.0.2

V5-3477

Ability for plugins to create logs and events

Ability for plugins to create logs and events

Improvement

5.6.0.2

V5-1907

Licensing

Ability to support licenses and assign them on products that contacts will be able to purchase, and limit an application’s settings and access to functionality based on it

New Feature

5.6.0.3