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Release CRM 5.6.2.0 .2 includes the following features, enhancements & bug fixes:

Issue key

Summary

Description

Issue Type

Components

V5-4460

Include taxes breakdown in Invoices/Credit Notes UI and communication tags

Include taxes breakdown in Invoices/Credit Notes UI and communication tags

Task

ACCOUNTS 

V5-4360

Multi-country/Multi-currencies issues

1 ) Contacts/Organisations might own multiple accounts, but each one of these accounts should have a different currency.

2 ) On creating a new account, the available currencies in the UI must be filtered based on the supported currencies of the contact’s country of agreement (if any). If none are specified then show all currencies enabled by the business.

Bug

ACCOUNTS 

V5-4384

Application settings  - configurable subscription/service actions

Ability for a back-end system user to configure the permitted subscription actions, and service actions for contacts using a front-end device (app/portal).

1 ) subscription actions - supported subscription actions 

     a) change billing day
     b) change payment method

2 ) subscription after actions - supported actions after a subscription action has taken place

     a) cancel
     b) update

3 ) service - supported service actions

     a) activate
     b) deactivate
     c) pause
     d) resume
     e) change
     f) cancel
     g) regret

Improvement

APPs AND PORTALS

V5-3546

Application settings - enhance app settings to include 'order queue'

Ability to specify order queues for front-end applications for ‘native contact app' and 'web - contact portal’ types.

For the purpose of ordering from the app - at the moment, there can only be one order queue defined for a business, and when an order is placed, it’s chanelled to that queue. If there's more than one queue defined then ordering fails when ordering via front-end.

The enhancement involves specifically stating the order queue to be used in the Applications settings for the relevant configuration for pick-up/delivery/direct sale supply methods.  

Improvement

APPs AND PORTALS

V5-4455

Return a meaningful message when overlapping location opening hours exist 

When a location has overlapping opening hours, the message displayed is ‘Overlap exists for any’ this should be changed to ‘Overlapping opening hours exist - please check and correct’. 

Bug

BUSINESS NETWORK

V5-4517

Issue when searching using Google Places

Google Places location fields not correctly mapped to CRM.COM address fields:

  • 'location' should be mapped to Town/City

  • 'administrative are 1' should be mapped to District/Area

Bug

CONTACTS

V5-3372

Nameday improvements

A) Summary screen filtering enhancements

  • Filter by month (e.g. March) and see the name days for the whole month

  • Filter by day and month (e.g. 25 March) to see the name days for a specific day

B) UI enhancements to offer a better view for long name lists in modals and tables

  • Eliminate the need to scroll horizontally to the end of the row in order to select the ‘edit’ option, possibility of wrapping name lists so that names appear on more than one line (same row) on the summary screen

  • Enlarge the editing modal to allow more names to be viewed in the placeholder and therefore allow easier editing

  • Wrong page description: rephrase “Specify the name days that will be available for assigning to Contacts”

C) Wrong validation message if name day  (day/month) is not specified. Now it says “Please specify month”, it should say “Please specify name day’s Day/Month”

D) Mark mandatory fields with a red asterisk 

Improvement

CONTACTS

V5-4511

Device issues

Import Devices and include custom fields in the imported file

  • Check Devices screen > the expand section is not loaded

  • Device Report: returns 3 records but the devices imported are not listed 

Bug

INVENTORY

V5-3289

Enhanced Subscriptions ordering quotation

Enhanced Orders quotation when both physical goods and services are ordered. Order quotation to display and clearly explain that as part of the order, contact subscribes to services, and as part of the first bill they will be invoiced an X quoted amount.

Improvement

ORDERS

V5-4510

Product recommendation issue with composite products and their upsells/cross-sells

When the checkout includes a variant product, then recommendation Web aPI does not return any upsells-cross-sells because these are configured on the composite product level. Enhance process so as to return the composite product’s upsells/cross-sells if the variant does not have it's own.

Task

PRODUCT CATALOGUE

V5-4323

Enhanced UX for defining complex products

Improvement in the UX process of creating products 

New Feature

PRODUCT CATALOGUE

V5-3045

Promotion validations issue on evaluating product conditions

When the basket requires multiple products, it fails to be validated - the promotion is validated against one service at a time

Bug

PRODUCT CATALOGUE

V5-2715

Product recommendation Web API

New Web API that provides recommendation of products based on a set of conditions like a product included an order or a service to which a contact is already subscribed to.
On ordering recommendation products include:

  • up sell and cross sell products

  • on ordering the estimation id can be provided in order for the api’s process to identify a distinct list of upsell/cross sell products among all products which are ordered

On managing subscriptions:

  • service(s) to which a service can be changed to, as an upgrade or a downgrade (answers question like 'which service can I upgrade to?' OR 'what are my options when  I want to change my service?'

  • change is an upgrade or a down grade and includes a change to another service, change of the price, change by adding more components in cases of a bundle).

New Feature

PRODUCT CATALOGUE

V5-4379

Service Owner Masquerade Security Enhancements

Ability to specify a user with read only restricted access to all businesses of a service owner

Improvement

SECURITY AND USERS

V5-4497

Issue when changing a service

Select to change a service but do a preview first before submitting the change. Instead of submitting the change, cancel the action. Try to change the same service again > the issue is that the service selection does no longer include the available services

Bug

SUBSCRIPTIONS

V5-4488

Include Extend Service Trial event in Automations

Provide the ability to send an email communication to the contact when a service’s trial is extended

Task

SUBSCRIPTIONS

V5-4469

Enhanced Period billing in Calendar Billing

Ability to define a specific day of month and a month of a year when services' billing model is set to Period Billing. This option is applied only for services with billing cycle longer than a year.

Ability to define a day of week on which services with billing cycles shorter than a week will be billed.

Improvement

SUBSCRIPTIONS

V5-4465

SaaS UI/UX changes

  1. Add component names in the UI for My Subscription section in My Business screen

  2. List of plans when changing a plan: product name is hidden in small screens, user has to mouse over. Show complete product name

  3. Screen where add-ons are selected

    a) remove quantity selection (hide from UI)
    b) Buttons Back & Let’s Go

  • move back at the top, next to Cancel

  • Let’s go to be removed.

  • flow: user scrolls down and selects the add-ons, then moves up in payment section, calls Calculate… and sees the monthly fee

4. Payment section: remove “from…” > tip to be added to explain the possible extra charges.

  1. On selecting new add-ons or on removing selected ones, the recalculation be done automatically without the user having to manually click the button?

  2. Question: Payment method types: Card option is hardcoded? Or does the screen retrieve the allowed payment methods of the billing business?

  3. Rename “Activate Subscription” button into “Upgrade your Plan”

Task

SUBSCRIPTIONS

V5-4355

A price shouldn't be deleted if used as a subscription service's price terms

Prevent price deletion if that price is associated with a non-churn subscription service. Now deletion is allowed, so the service will no longer be billed (shown as 0.00 price) so in order to avoid mistakes, price deletion must be prevented

Bug

SUBSCRIPTIONS

V5-4498

Creating a customer on the square POS side when registering the customer/contact

Ability to push Contacts registered/updated in CRM.COM

Business

to Square POS.

Ability to verify a registered contact in CRM.COM (using phone or email) through Square POS. 

Requirements

  • the consumer is already a registered contact in a CRM.COM business

  • consumer details (email/mobile) exist in CRM.COM

    • the business

     

    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

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

    Flow

  • A contact (consumer) visits a shop (which uses Square POS) to purchase goods  

  • At the POS, the contact provides their phone /email in order to be identified 

  • Consumer is identified through CRM.COM

    • Purchase event submitted through Square POS includes the contact'c CIM for identification 

    Improvement

    Utilities

    V5-4490

    Smaller business logo size in communications

    Business logo included in a communication template (using the corresponding communication tag).
    Preferably it should appear a little bit smaller. note that this is the same logo as the one displayed in the UI (upper left corner)

    Task

    Utilities

    V5-4467

    Additional filters for financial transactions in Automation filters

    Include Country of agreement and Account Classification in Automation filters:

    • New Invoice/Payment/Credit Note/Refund/Payout

    • Update Contact

    Task

    Utilities

    V5-4458

    Creating Landing pages issues

    UI and validation issues encountered whilst creating a Landing Page.

    Bug

    Utilities

    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

    Utilities

    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

    Utilities

    V5-3477

    Ability for plugins to create logs and events

    Ability for plugins to create logs and events

    Improvement

    Utilities

    V5-4514

    Increase the rate limit in case of purchase reclaims (without contact)

    Increase the rate limit in case of purchase reclaims (without contact)

    Bug

    USER EXPERIENCE AND TECHNICAL

    V5-4509

    Community API Enhancements

    Add wallet_id to self-service api /contacts/{id}/people (within contact object) and contacts/{id}/communities (within community_owner object) 

    Task

    CONTACTS

    V5-4508

    Allow Estimate Orders to accept estimation_id

    Every time the estimate orders is called a new estimation_id is created and a new estimation is cached in Redis which results in multiple unused estimations cached in Redis until they expire.
    Allow the estimate api to accept the estimation_id and use that one on the new estimation in order to override unused estimations in Redis and to make handling that id easier on the front end

    Task

    ORDERS

    V5-4505

    B2B Spend to disable redeem when it is a distributed event

    B2B Spend to disable redeem when it is a distributed event

    Bug

    BUSINESS NETWORK

    V5-4500

    Address V2 API - lat/lon functionality missing

    Address V2 API - lat/lon functionality missing

    Bug

    USER EXPERIENCE AND TECHNICAL

    V5-4491

    Webhook request not saved

    Error is thrown after webhook request is sent.

    Bug

    USER EXPERIENCE AND TECHNICAL

    V5-4487

    Contact Communities issues and enhancements

    Contact community improvements and bug fixing

    Task

    CONTACTS

    V5-4482

    Issue when sending report to user

    Issue when sending report to user

    Bug

    USER EXPERIENCE AND TECHNICAL

    V5-4380

    Summary screens issue with 'IS NOT' operator in filters 

    Summary screens issue with 'IS NOT' operator in filters 

    Bug

    USER EXPERIENCE AND TECHNICAL

    V5-4378

    Issue with OAuth integrations on Firefox

    When using Firefox to create an OAuth integration after redirecting to the vendors website from the popup window, the popup window closes

    Bug

    USER EXPERIENCE AND TECHNICAL

    V5-4125

    B2B Settlement

    Ability to settle (business) organisations due to B2B Spend

    Improvement

    BUSINESS NETWORK