Page Comparison

APPS & PORTALS
Issue Key	Summary	Description	Issue Type	Release
	Registration & sign-in through from the front-end New contact registration and sign-in using the method selected by the business. Option to sign-in as an ‘existing customer’. ‘Forgot password’ option to reset password. , select communication settings	Ability to select another language Ability to register and subsequently sign-in using: Email & password Apply strong password policy (if configured) Email & OTP Phone & OTP When a contact selects to register, they have the option to register as an existing loyalty member providing one of the following identification methods: Mobile phone numer Email address Loyalty card number Select country of agreement (residence) Provide a referral code upon registration possibly triggering a reward event for the referral contact. Accept/reject email/sms/notifications communications Read & accept configured T&Cs and privacy policy Ability to create new or link an existing CRM.COM Wallet. Forgot password option to reset password
	Sidebar menu options Additional options for a Contact to view and manage their settings from the front-end. Option to unregister from the business. contact settings	Profile image Add/remove Notifications View/delete Personal information Ability to edit name & surname Edit optional personal information Date of birth Name day Gender Add multiple addresses Financial Card Add a card for payments Account Analysis View Account transactions for a selected period of time Participating Schemes Upon contact registration, a contact is automatically signed-up to any existing auto sign-up reward schemes. A Contact can view all reward schemes that they currently participate in A Contact can join a new reward scheme of type: Self sign-up Closed loop sign-up Using a specific email domain Using a unique code Ability to sign-out (leave) a self sign-up or closed loop reward scheme Commerce Preferences Contact can view their country of agreement Contact can select a favourite location (to order from) Marketing Preferences Select to accept/reject emails/sms for marketing purposes sent by the business Set push notification settings for the app Select the app language from a set of configured languages Formalities View Privacy policy T&Cs FAQs Information about the app Business partners App version number Talk to Us View details for customer support purposes Email Phone number Website Security Change password Unregister Ability for a contact to unregister from the business. Subsequently, if the contact wishes to re-register, then they must follow the ‘existing participant’ flow to identify themselves and add credentials to their account. Logout Sign out form the app
	Home Screen The Home screen is the main screen where the contact can view the most screen to view important information at a glance .The signed-in contact can select shortcut links to perform important actions from the front-end. and perform main actions	Business wallet balance Reward Tier (if configured) Main subscription service Shortcuts (subject to configuration) Communities (see Contact Communitites) Redeem a Pass Provide the pass code with/without a PIN, money is added tot the contact’s wallet Top Up Top-up the open wallet balance using a card on file Service Requests Raise a new service request Select a classification Add a description Attach an image Attach a file View previous service requests raised Contact Code Display the contact’s code in the form of a bar code for scanning at the POS Locations View the business’s locations (merchants, venues) In a list with address and phone details On a map Filter locations by Industry Industry sectors Tags Reclaim a Purchase Reclaim a purchase to get awarded by: Scanning a QR code Scanning a Bar Code Manually entering a transaction code from a receipt Request Money (see Contact Communitites) Send Money (see Contact Communitites) Refer a Friend Refer a friend to download the app using their phone or email address (based on configuration). OTP to Spend Contacts can request an OTP to verify their identity at the POS. Contacts can request an OTP to verify their identity and specify the desired amount they wish to spend for their next purchase at the POS. Featured Offers and Promotions View featured reward offers and promotions applicable to the contact Option to see all offers & promotions (see Reward Offers & Promotions) View browser links to third party websites
	Contact communities Each contact can set up their own Create contact communities and assign permissions to their members. Contacts can see the communities that they are a member of. , view joined communities	A contact can invite other registered (person) contacts to their own community and assign them permissions. A contact can manage their community members. A contact can view communities which they are a member of. A contact can request money from their community owner. A contact can send money to a member of their own community.
	Contacts can view their applicable Reward Offers & Promotions Contacts can view reward offers and promotions which they can benefit from, along with the locations participating in the offer or promotion. with participating locations	View all Reward Offers Featured reward offers are listed first Select to view an offer View offers short description View offer long description View locations offering the specific reward offer In a list On a map Ability to track the progress of lottery offers by displaying the contact's accumulated number of entries for each lottery. View all Promotions Select a promotion View short description View long description
	Ordering Contacts can view the product catalogue, choose products and place an order based on the supply methods select and order products offered by the business .	Select to order using one of the following supply methods: Pick Up For physical goods Select the pick-up location Delivery For physical goods Provide a delivery address or choose one from the contacts listed addresses Contact can select merchant for delivery (based on the business network ordering model) Direct sale For subscription services If multiple order catalogues are valid at time of ordering, contact can choose which catalogue to order from. View the product catalogue Products are grouped into main categories, or main and sub-categories. Small image of the product Short description of the product (2 lines) Product price in the currency of the contact's country of agreement. Products not available for ordering appear greyed out. Search for a product across all categories Select a product See the product image View its description Select/deselect component options for physical goods Select a price plan for subscription services Select quantity of product to order Add optional product order notes Add product to cart Shopping Cart View ordered items, adjust their quantitites, remove from shopping cart View and order upsell products View and order cross sell products Add order notes Validate that minimum order amount has been reached (if configured) Delivery Delivery charge added (if applicable) Subcription service Next billing period Nect billing date Next billing amount Next payment due Payment options As configured in fulfilment policy Use available account/wallet funds subject to configuration Apply promotion discounts Display amount due View Order details prior to placing the order Order Confirmation Successful order confirmation with order number and ordered items is shown. Pick up order - address, phone, pick up time displayed. Delivery order - delivery address, delivery time displayed. Meaningful message is displayed in cases when an order cannot be fulfilled. Re-order (for delivery and pick up orders) View previous orders with the ability to reorder the same products with the same supply method and delivery address (if a delivery order)
	Manage contact Subscriptions & Services Contacts can view and manage their subscription and /or services. Services	Permitted subscription and service actions: 1 ) Supported subscription actions a) Change billing day b) Change payment method 2 ) Supported changes to scheduled actions a) Cancel b) Update 3 ) Supported service actions a) Activate b) Deactivate c) Pause d) Resume e) Change f) Cancel g) RegretWallet
	Contacts can see all their wallet balances and if there are any restrictions on spending certain amounts. View a breakdown of wallet actions for a selected period of time. View all wallet transactions in chronological order. view their Wallet transactions and spending restrictions	View CRM.COM Wallet Open balance and Business Open & Commerce balances. View Commerce Wallet money breakdown with spending conditions and expiry date. View summarised wallet transactions for a selected time period Total top ups Total spent amount (commerce wallet funds) Total amount sent (to community members) Total amount received (from community owners) View Wallet Analysis transactions and details in descending chronological order.

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Old Version 3

New Version 4

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APPS & PORTALS