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 2 ) subscription after actions - supported actions after a subscription action has taken place a) cancel 3 ) service - supported service actions a) activate | 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:
| Bug | CONTACTS |
V5-3372 | Nameday improvements | A) Summary screen filtering enhancements
B) UI enhancements to offer a better view for long name lists in modals and tables
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
| 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 managing subscriptions:
| 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 |
a) remove quantity selection (hide from UI)
4. Payment section: remove “from…” > tip to be added to explain the possible extra charges.
| 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 | 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:
| Improvement | Utilities |
V5-4490 | Smaller business logo size in communications | Business logo included in a communication template (using the corresponding communication tag). | Task | Utilities |
V5-4467 | Additional filters for financial transactions in Automation filters | Include Country of agreement and Account Classification in Automation filters:
| 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 |
| 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. | 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 |