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Release CRM 5.6.6.0 .6 includes the following features, enhancements & bug fixes:

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Issue key

Summary

Description

Issue Type

Components

V5-4845

Ability to keep track of the invoices settled by a payment

Ability to keep track of the invoices which were actually paid by a payment

Improvement

ACCOUNTS 

V5-4927

Minor UI/UX Issues & Enhancements

  1. Remove hardcoded label “Notes:” from journal entries records in contact/organisation statements

  2. When making a payment, unpaid invoices are loaded, but once selected as intended invoices, their total amount is not shown in UI (returned by the Web API)

  3. When placing an order and there’s a single allowed payment method, then select that method by default (so user does not have to manually set it on each order).

Task

ACCOUNTS 

V5-4778

Include a journal's notes in Contact/Organisation Statements

Include a journal's notes in Contact/Organisation Statements. Currently notes can be specified on creating the journal, but these details were not included in the statement or UI or communication sent to contact or organisation. Improved statements so as to include the journal’s notes in the statement’s details per line.

Improvement

ACCOUNTS 

V5-4883

Self-service POST /contacts/register API missing obfuscated_value in response 

Self-service V2 POST /contacts/register API is missing the obfuscated_value in response 

Bug

APP AND PORTAL V1

V5-4771

Settlement to handle multi-currency accounts

Settlement to handle multi-currency accounts

Improvement

BUSINESS NETWORK, REWARDS CORE

V5-4504

B2B Connect & Shared Products

Review products for B2B Connect with shared products for commerce flow - in an order flow, check fulfilment

Improvement

BUSINESS NETWORK

V5-4831

Support of reward offer communication tags in Automations

Provide the ability to include a reward offer’s information in communications sent on Activating a Reward Offer.

Improvement

COMMUNICATIONS

V5-4852

Add balance in List Contact Accounts v2 Web API

Add balance in List Contact Accounts v2 Web API

Task

CONTACTS

V5-4833

Issue with uniqueness of contact ID card

Issue with uniqueness of contact ID card. On creating a contact the field’s uniqueness is validated but when updating the contact the validation is not applied.

Bug

CONTACTS

V5-4830

Trim spaces when adding credentials for a contact

When adding a contact, if a value (ID number) is specified with spaces at the end of it, a validation message is thrown.

Bug

CONTACTS

V5-4634

Enhanced Contact Communities

UI/UX enhancements when managing contact communities in both the back-end and the front-end

Improvement

CONTACTS

V5-4887

Devices shown as Reserved even after being sold to contact

Device sold to contact but still shown as reserved in Devices summary screen

Bug

INVENTORY

V5-4773

Ability to change the device's status

Provide the ability to change a device’s status through Inventory as well as at the level of contact devices:

  • Update the status of devices in the warehouse (currently only Unblock/Block is available)

  • Update the status of a contact device through the UI - change to another status of the same state (states cannot be changed)

Improvement

INVENTORY

V5-4182

Device Meter Readings

Ability to keep track of a device’s usage consumption through meter readings

New Feature

INVENTORY

V5-4862

Duplicate invoices on order completion

Completing an Order resulted in issuing two invoices for the same order. System Time out issue: Internal server error caused Order API to fail, thus another Invoice was created

Bug

ORDERS

V5-4815

Improved delivery time set by default on new order

Improved delivery time set by default on new order. 

Bug

ORDERS

V5-4781

Missing information in GET /orders Web API

1) List of devices dispatched per ordered item is missing;

a. GET /orders/id Web API does not return the list of devices which were dispatched per ordered item (when order item is a traceable physical good).

2) When ordering a fix/flexible bundle or a composite, the components/modifiers are included as a list within the order item. Each component/modifier must be returned as an individual ordered item BUT it must be related with that ordered item which is its bundle.

3) Include tax_model in order items list

Bug

ORDERS

V5-4220

Enhanced Apply Pricing process and Usage billing

Enhance Apply Pricing process with the following priorities:

  • Price per pricing area (contact, segment, sales model)

  • Price of the product having the most restrictions OR the default price (if any)

  • If no prices can be found when invoicing a usage service then:

  • Apply the price included in the usage record (if any)

  • This means that the UDR’s rate has the least priority

Usage Based Billing

  • When billing a termed service:

  • Retrieve all UDRs related to that service in the previous billing cycle (since previous billing run)

  • Group them per usage service/non-traceable physical good

  • Create one invoice line for each service

Task

PRODUCT CATALOGUE, SUBSCRIPTIONS

V5-4861

Ability to export contacts with entries in lottery offers

Ability to export contacts with entries in lottery offers

Improvement

REWARDS OFFERS

V5-4829

Award settings reset when updating a Lottery offer

Updating a Lottery offer resets the number of contacts to be rewarded to 1. Issue replicated when changing the validity period of the offer and without re-loading the Awards tab.

Bug

REWARDS OFFERS

V5-4821

Issue with deleting images on back-end for Reward Offers 

An Offer has 6 images > try to delete image from the data page > confirm deletion on pop-up > nothing happens. 

Bug

REWARDS OFFERS

V5-4870

Enhanced billing rules on payment intents amount to collect

During billing run process, on posting an invoice if credit limit exceeded then collect the whole invoice amount. If invoice does not exceed the credit limit, then just post it, with no payments.

Automated, recurring process responsible for collecting the outstanding amount of a subscriber. Process to automatically retry to collect the outstanding amount for 10 days, as a result subscription’s deactivation due to outstanding debt is prevented for 10 days. 

Improvement

SUBSCRIPTIONS

V5-4867

Service deactivated on trial end despite having a credit limit

Service deactivated on the date the trial ended. Service cost is 15 euros, credit limit was set to 85.

Bug

SUBSCRIPTIONS

V5-4844

Issue with a Promotion's validity period

Promotion not applied if contact subscribes on the same date as the promotion validity period start date.  In addition, promotion seems to be applied on contacts who subscribed outside the validity period.

Bug

SUBSCRIPTIONS

V5-4707

Ability to apply event-based charges with a calculated charge amount

Ability to apply event-based charges with a calculated charge amount. The amount of the charge is calculated based on a period of time.

Improvement

SUBSCRIPTIONS

V5-4699

Recurring expense not removed on device removal or replacement

Recurring expense not removed on device removal or replacement

Bug

SUBSCRIPTIONS

V5-4181

Enhanced Usage Recording and Usage Authorisation

Usage allowances across a contact community

Improvement

SUBSCRIPTIONS

V5-4117

Post-bill Subscriptions billing improvements

Post-bill 'cut-off date' i.e. bill services on a post-bill basis but up to a date in their previous billing cycle (current behaviour is that the service is billed up to the date the billing process runs).

Improvement

SUBSCRIPTIONS

V5-4900

Contact statement in Time Travel runs based on current date

Contact statement in Time Travel runs based on current date. Go back six months, run the statement and This month refers to October 2023 instead on April 2023

Bug

Utilities

V5-4826

Issue when sending a Bark Message to Nagra Conax device

Issue when sending a message to Nagra Conax device. Issue is caused due to wrong “SequenceNumber” when sending a mailbox message. Its value should be set to 1 when sending a bark message and to 2 when sending a mailbox message.

Bug

Utilities

V5-4818

Minor finace UI enhancements to improve usability and UX

  • A Payment’s amount is missing from Payments detail screen.

  • In various pages of financial transactions (detail screens of FTs, financial events summary screen, activity feed), the dates must be displayed including the time (e.g. posted date, issue date). Due Date can be displayed with no time. Communication tags of these transactions can exclude time e.g. Issued on 11 Oct 2023. 

Bug

Utilities

V5-4809

Electronic ID not included in provisioning providers integration Web APIs

Electronic ID not included in provisioning providers integration Web APIs responsible for sending communications to devices.

Bug

Utilities

V5-4800

Enhanced configuration of entities with states

Enhanced UX when setting up new entities that include a state and should be activated in order to be available to users.

Improvement

Utilities

V5-4483

Enhanced behaviour of Active/Inactive state across various entities

When setting up an entity that has an Active/Inactive state:

  • Provide the ability to set the state on creating the entity

  • Provide the ability to change the state from summary and detail screen of the entity

Through Web APIs, define what will be the default behaviour for each case. Same behaviour in all entities.

Improvement

Utilities

V5-4895

Remove commerce pool from transfer self-service Web API

Remove commerce pool from transfer self-service Web API. Keep the ability to transfer commerce money but only through back-end process, core behaviour. This behaviour must not be available through self-service Web API.

Bug

WALLET

V5-4934

Devices summary screen UI action issues

  1. Issue with action dropdown if there’s only one record

  2. Improved UI for inventory flow which is complex when switching from stock balance to devices when viewing a specific device

Bug

INVENTORY

V5-4912

Some export processes must be asynchronous for performance reasons

  • Export Segment Contacts

  • Export Insights

  • Export Passes

Bug

Utilities

V5-4905

Device is removed from contact without validation

Device is removed from contact through credit note and does not check if device is related to subscription. Check creating invoice through API call related to an owned device.

Task

SUBSCRIPTIONS

V5-4897

Insights improvement

  • When viewing Insight, 'export' is available even though results are still loading

  • If changing a period, add loader to show instead of data until graphs are finished

  • Add 'export' action on summary -> select type > radio button period and do action

Improvement

ANALYTICS

V5-4892

Front-end issue where contact is not awarded when linking wallet

A contact who registered to a new business and linked their wallet was not being awarded by the registration offer.

Bug

CONTACTS

V5-4881

Transfer of funds for wallet sharing should be a different transaction (instead of 'Transfer')

Changed on financial events and contact statement

Task

WALLET

V5-4876

B2B Network

Accepting a declined b2b invitation or reinstating a revoked b2b invitation should not create another b2b merchant (on the scheme owner side) and b2b peer (on the peer side)

Bug

BUSINESS NETWORK

V5-4860

UI Settings enhancement to v2 API calls

UI Settings enhancement to v2 API calls

Bug

USER EXPERIENCE & TECHNICAL

V5-4853

Landing page sign in error

Error for landing page for signing in more than once

Bug

USER EXPERIENCE & TECHNICAL

V5-4851

Wallet rules issues

  • Update wallet limit rules > cannot remove all rules

  • Update wallet termed top up rules throws mandatory field exception but request body is correct

  • On auto top-up and termed top-up modals add enable/disable button

Bug

WALLET

V5-4840

Reward Offer Filter Enhancements

Ability to filter offers based on expired ones and availability from/to

Improvement

REWARDS OFFERS

V5-4839

Contact issues on update

  • Update payment -  throws cast exception

  • Remove tags - there are 2 tags, on removing one, it shows the same tag twice

  • Remove name day, birthday does not work

  • Update company sector to 'null' does not work

  • Printout of invoice does not include billing address

Task

CONTACTS

V5-4838

Image crop fixes

  • To keep cropper attribute only for images of entity: Application, Landing Page & Mobile pass

Bug

USER EXPERIENCE & TECHNICAL

V5-4828

Promotion does not filter based on payment method rule

If a promotion is valid for specific payment methods except CRM.COM Wallet, the rule fails.

Task

V5-4827

Order milestone settings error

When order milestone financial rule is set to default invoice type, the system throws error.

Task

ORDERS

V5-4816

Post bill services are rated up to wrong date

When a subscription has both pre bill and post bill services, the synchronise billing date messes up 'rated up to date' for post bill services.

Task

SUBSCRIPTIONS

V5-4808

B2B -B2B Merchants masquerade issue

When masqueraded as a B2B Merchant and viewing Venues, no actions should be allowed

Bug

BUSINESS NETWORK

V5-4807

Service Request additional charge currency not shown

Service Request additional charge currency not shown

Bug

SERVICE REQUESTS

V5-4805

Products SKU API fix to retrieve 10 by 10 results 

Products SKU API fix to retrieve 10 by 10 results 

Bug

PRODUCT CATALOGUE

V5-4798

Contact relationships not deleted on deleting a child

When a contact who is a member of a community is deleted, the related records are not deleted. It works OK for community owner.

Task

CONTACTS

V5-4795

Implement MongoDB Charts

Implement MongoDB Charts

Task

Utilities

V5-4757

Ability to define a device's conditional access ID for Nagra Conax

Ability to define whether a device’s conditional access identifier (CAID) is its serial number or its electronic ID. This configuration must be set on Nagra Conax integration’s settings and managed accordingly when forwarding commands to the provider.

Improvement

SUBSCRIPTIONS

V5-4626

Communication between CRM.COM 5 and plugins

Enhance integration logs to record the communication between CRM.COM5 and plugins

Task

Utilities

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