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Issue key | Summary | Description | Issue Type | Components |
V5-5772 | Issue on applying a promotion disocunt when an item is sold in quantities more than 1 | When applying a promotion discount, then the process does not multiple the promotion’s fixed discount amount times the item’s quantity | Bug | ACCOUNTS |
V5-5731 | Enhancements in Debtors report |
a) Account: Include payment terms
| Improvement | ACCOUNTS |
V5-5600 | Multiple Notes in Activities | Ability to maintain multiple Notes when managing an Activity and its progress | Improvement | ACTIVITIES |
V5-5752 | Service Requests summary report not retrieving records | Service Request summary report does not return any results if a stage is specified in its filters | Bug | ANALYTICS |
V5-5717 | Include scheduled report's name in email's subject | A scheduled report’s name should be included in the automated email sent on a recurring basis to a user to make it easier to identify for which scheduled report the email is sent. | Improvement | ANALYTICS |
V5-5766 | Demo contact also copied when copying a Business | Demo contact also copied when copying a Business but the new business does not have any contacts yet. This causes unhandled errors in the copied business. | Bug | BUSINESS NETWORK |
V5-5759 | Issue when adding new contact members | New contact is added to a community in the backend (provided first/last name and email address). The community member is created but the name is not shown on the UI | Bug | CONTACTS |
V5-5758 | Enhanced filters related to Invoice Events in Segmentation | Enhance filtering options to provide the ability to segments contacts for which an Invoice (or any other financial transaction) was posted exactly X days ago). | Improvement | CONTACTS |
V5-5416 | Activity Feed usability improvements | Activity Feed usability enhancements that allow back-end users to search, view and identify a contact’s activities over time in a more efficient way | Improvement | CONTACTS |
V5-5647 | Enhanced usage records information that includes their rating/invoicing information | Ability to retrieve detailed information on how a usage record was invoiced during a billing process such as its detailed invoiced information (net, discount, tax and total amounts, on which invoice it was included) | Improvement | CUSTOMER EVENTS |
V5-5750 | Issue on creating financial transactions on completing an Order | On Order completion, the process tries to issue the final invoice. This process has an issue since the end result for non-upfront orders is the creation of the Invoice PLUS a payment that has an offline payment method. In addition, the contact’s credit limit on completion is not and will not be exceeded by the final invoice | Bug | ORDERS |
V5-5737 | Issue on updating a price's validity date | A price’s validity date changes even if the user hasn't made any changes. The date must not be updated if:
In any other case, the validity date is updated. | Bug | PRODUCT CATALOGUE |
V5-5723 | List product prices issue | When searching for prices or a product (in products screen)
| Bug | PRODUCT CATALOGUE |
V5-5709 | New Automation to automatically assign a category using Products AI Tool | New Automation to automatically trigger the AI Tool so as to assign a category on creating a new Product. | New Feature | PRODUCT CATALOGUE |
V5-5708 | Enhancements in Products AI Tools |
| Improvement | PRODUCT CATALOGUE |
V5-5643 | Ability to apply a discount to Usage and Expense services | Ability to apply a discount to Usage and Expense services. This includes the ability to include such services in a Promotion’s basket items and offerings as well as applying the promotion’s discount when invoicing them. | Improvement | PRODUCT CATALOGUE |
V5-5340 | Ability to specify a decimal value with more than 2 decimals for fixed discount amount in Promotions | Ability to specify a decimal value with more than 2 decimals for fixed discount amount in Promotions | Improvement | PRODUCT CATALOGUE |
V5-5749 | Ability to notify a contact on receiving an entry from a Reward Offer | Ability to notify a contact on receiving an entry in a Lottery reward offer. Email/SMS communication to be sent to the contacts whenever they get a new entry in the lottery. Consider a business that runs multiple lottery offers | Improvement | REWARD OFFERS |
V5-5730 | Issue when managing the Usage Allowance of a termed service | A termed service’s usage allowance (based on its price terms), allows usage based on a product type. When managing the usage allowance of a specific subscription service, and a product of that type is added, then:
| Bug | SUBSCRIPTIONS |
V5-5662 | Ability to configure different Embedded Links based on the user's language | Ability to configure multilingual embedded links labels in Application settings, based on the the selected languages for the business. This will allow a front-end user to see the label in their preferred language. | Improvement | USER EXPERIENCE AND TECHNICAL |
V5-5770 | Invoice/Credit note line tax issue | When creating an invoice/credit note, the product price should be retrieved by the configuration, the same should be applied to tax model | Bug | |
V5-5769 | Update product price/usage amounts issue | Update product price/usage amounts issue | Bug | PRODUCT CATALOGUE |
V5-5725 | Last billing day of month billing issue | When a subscription is created on the last day of the month and the month has 31 days, the period to be billed is not correct. | Bug | SUBSCRIPTIONS |
v5-5641 | Closed-loop CRM.COM Wallet | Enhanced B2B flows will automatically create a CRM.COM Wallet for each business that signs up to CRM.COM. Additionally, CRM.COM's settlement process will be improved to directly debit/credit the business (B2B Merchant) into their CRM.COM Wallet. |