Page Comparison

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Issue key

Summary

Description

Issue Type

Components

V5-1380

Sum of wallet commerce balance is incorrect

Wallet balances don’t add up3149

Financial issues

Bugs when updating the notes of a 'posted' Invoice
No options available for setting the billing address
Wrong currency symbol displayed when topping-up an account

Bug

ACCOUNTS

V5-1386

Consumer ordering model

Define the consumer ordering model based on the Business model and configuration

Improvement

APPs AND PORTALS

V5-1378

Ability to filter Locations by organisation name

Improvement

BUSINESS NETWORK

V5-1347

Images are not saved for Service Owner

Images are not saved for Service Owner under My Business

Bug

BUSINESS NETWORK

V5-1324

Ability to define a short name for Addresses

Improvement

BUSINESS NETWORK

V5-1300

Ability to access Pricing Policy during Business sign-up

Ability to setup Pricing Policy URL in White Label Settings and be accessible during Business Sign Ups

Improvement

BUSINESS NETWORK

V5-1269

Communication Plan refresh issue

When you edit an auto refresh communication plan to not refresh automatically any more, the Contacts in the segment are lost (set to zero).

Bug

COMMUNICATIONS

V5-1245

Ability to create rich push notifications

In-App push notifications enhanced to support images.

Improvement

COMMUNICATIONS

V5-1103

Ability for contact to unsubscribe from receiving communications (emails/sms)

New Feature

COMMUNICATIONS

V5-1044

Communication plan issues

Cannot change the execution settings from ‘only once’ to repeated basis - gives error invalid date. To replicate Create a communication plan and set it to be executed only once. Click Save. Then edit the communication plan and try to set it to be executed on repeated basis.
When schedule a communication plan to be executed on a repeated basis, the communication is sent 2 hours after set time.

Bug

COMMUNICATIONS

V5-1455

Segment for Name Day doesn't work as expected (always 0 contacts) for all of the conditions

Segment for Name Day doesn’t work as expected (always 0 contacts) for all of the conditions

Name Day today

Name Day next days

Name Day last days

Bug

CONTACTS

V5-1415

The server does not invalidate the previous generated OTP code after a new OTP code is generated

Bug

CONTACTS

V5-1412

Enhance security and validations of Self-Service Contact APIs

Enhance security and validations of Self-Service Contact APIs to not allow arbitrary values such as HTML tags and JavaScript code

Improvement

CONTACTS

V5-1310

Contact Phone enhancements - trigger phone verification

Ability to set whether contact phone requires verification in order to trigger phone verification process (send otp) and also display if it has been verified

Improvement

CONTACTS

V5-1236

Contact Registration Enhancements

Ability to sign-up/sign-in using email and otp verification

Improvement

CONTACTS

V5-1233

Contact Enhancements - New Webhooks for Create Contact & Update Contact

Create two new webhook triggering points: 1) upon Create Contact & 2) Update Contact

Improvement

CONTACTS

V5-551

Ability to activate pre-defined name days

Ability to load default name days of the system with option to add more.

New Feature

CONTACTS

V5-1407

Self-Service / purchases issue - cannot filter purchases by from_date - to_date

Bug

CUSTOMER EVENTS

V5-884

Passes Enhancements

Changes to the way passes are configured and generated.

Improvement

DIGITAL MONEY

V5-1231

Leads API enhancements

Leads APIs have been revised and amended
a) Three Leads bulk edit APIs have been merged into one
b) The Lead status API has been renamed
c) Ability to track a Leads progression through a pipeline - two new APIs created

Improvement

LEADS

V5-902

Create and Manage Lead Settings

When a Lead is created it is assigned to an Owner (user) and a Pipeline relevant to the type of business it represents. The Lead is progressed through the pipeline until it reaches the final stage where it becomes either a Won or a Lost lead.

Story

LEADS

V5-1464

Issue with Order page - refreshing & filters

Bug

ORDERS

V5-1388

Ability to retrieve product dependencies during ordering

Ability to retrieve product dependencies on purchasing a termed service. Any required services or physical goods are provided so as to also be included in the order prior checkout

Improvement

ORDERS
PRODUCT CATALOGUE
SUBSCRIPTIONS

V5-1384

Exclude expense and usage services from orders

Usage and Expense services must be excluded from the ordering process since they cannot be purchased. Expenses are applied based on business rules, whereas Usage service is consumed through one-time/termed services

Improvement

ORDERS
PRODUCT CATALOGUE
SUBSCRIPTIONS

V5-1334

Filter Promotions based on organisations

Improvement

ORDERS
PRODUCT CATALOGUE
SUBSCRIPTIONS

V5-1305

Ability to specify the amount to be used from wallet funds

Improvement

ORDERS

V5-1228

Ability to auto refresh Orders summary page

Improvement

ORDERS

V5-1459

Resend Email Verification Issue

Resending email verification during registration should not send other "registration" emails

Bug

PLATFORM

V5-1293

Set up payment gateway intents

Ability to request payment gateway intents via customer clients

Improvement

PLATFORM

V5-845

Notify specific users when a new organisation is created

Ability to notify specific users (via Automations) when a new organisation is created

Improvement

PLATFORM

V5-1439

Wrong number of components in Self-Service /Products API.

Bug

PRODUCT CATALOGUE

V5-1396

Ability to filter Product Categories on the organisation that owns the products

Improvement

PRODUCT CATALOGUE

V5-1381

Ability to retrieve product tier rules

Ability to retrieve product tier rules when a customer requests for an upgrade or a downgrade of the subscribed services

Improvement

PRODUCT CATALOGUE
SUBSCRIPTIONS

V5-1235

Enhanced Profile Completeness Options

Ability to setup target conditions for Profile Completeness offer type on providing gender and verifying phone number

Improvement

REWARDS OFFERS

V5-1463

Inactive APIs should not be authorised

Posting records into the system with inactive API Keys should not be allowed

Bug

SECURITY AND USERS

V5-1332

Enhancement to My Profile functionality

Enhance user role permissions to handle My Profile update flow

Improvement

SECURITY AND USERS

V5-1271

Subscription & Billing Settings UI Enhancements

Improvement

SUBSCRIPTIONS

V5-1267

Product Catalogue Process enhancements

Enhancements required in setting up and using the product catalogue for termed and one-time services

Improvement

SUBSCRIPTIONS

V5-1266

Product Catalogue UI enhancements

Product Catalogue enhancements related to service products sold as part of a subscription. Enhancements include changes in configuring the setting of the product catalogue (e.g. tier paths) as well as setting up the catalogue as such

Improvement

SUBSCRIPTIONS

V5-361

Manage Subscription Services

Provide the ability to purchase termed and one-time services through a product catalogue and manage their core behaviour throughout their life cycle though various subscription actions:

Add Service
Change Service
- Change with another service
- Amend a flexible service bundle's components
Change Service Terms
- Opt-in and Opt-out from auto-renewals
- Renew expired service
- Extend termed period
- Renew contract period
- Extend contract period
Terminate Service
- Cancel
- Regret
- Remove

Story

SUBSCRIPTIONS

V5-1405

Purchases & Business Network

Posting purchase against an organisation should allow only purchases of organisations within the business network

Improvement

V5-1312

Ability to resend email for email verification

Improvement

V5-1288

Enhancements in Orders Web APIs related to subscription ordering

Improvement

V5-1272

Subscriptions & Billing Settings Processes enhancements

Improvement

V5-1163

Ability to performed an advanced search using filters in summary screens

Improvement

V5-1151

Tooltip usability issue

Hovering on tool-tip should be below the icon in order to display the related text

Bug

V5-1128

Enable Business Payment Method

Provide the ability of business to define a JCC Merchant related payment method for charging

Improvement

V5-1080

Front End Payment Payment Flow to support 3D Secure checks and Pre-order payment

The order processing flow needs to be amended to accommodate the potential for a 3D Secure redirect from a hosting bank, or in general front end payment capture. A number of front end and back end flows will need to be modified.

Improvement3145

Contact Account bugs

UI bugs related to managing Contact accounts:

There are 2 'Terminate' options on option list
Top-up wallet action - same wallet is displayed twice in drop-down election list

Bug

ACCOUNTS

V5-3093

Cannot schedule an activity for today

Error thrown when creating an activity for today. You should be able to create an activity for today or a future date, but not a past date.

Bug

ACTIVITIES

V5-3151

Issues with Reports

Contact Summary report

a. There's a contact with a terminated account appearing in the report

2. Order details report

a. Payment method column shows an enum value Crm_wallet - should be 'CRM Wallet'

Bug

ANALYTICS

V5-3019

Tax amount not included in Invoice granular data exports

Tax amount not included in Invoice granular data exports.

Bug

ANALYTICS

V5-3081

Self-service /organisations/{id}/network API - sort/order issue

The response should be sorted and ordered according to the set parameters ('sort' & 'order' respectively).

Bug

APPs AND PORTALS

V5-3080

Self-service /locations API to include full location address in response

In the API response, 'location' should include the full address and not just the first line of the address.

Bug

APPs AND PORTALS

V5-3044

Release app & portal - unhandled error for exceeded credit limit

The release portal is failing to handle an error for exceeding the credit limit.

Bug

APPs AND PORTALS

V5-3124

Automations filter and tag issues

Automations summary screen - when you navigate to this screen, it initially shows all automations even though the applied default filter is ‘Active Automations’.
The #user.name tag is no being populated in the communication received.

Bug

COMMUNICATIONS, PLATFORM

V5-3021

Push notifications to default to base language if nothing is set on the contact

Push notifications to default to base language if the contact's preferred language is not set.

Bug

COMMUNICATIONS

V5-3147

Issue when loading contact devices in UI

Devices are not being loaded on contact screen. Web API call always has parameter 'include_subscriptions=True'. This should only be the case when displaying devices per subscription, not on the contact level

Bug

CONTACTS

V5-3083

Issue with predefined contact filters

'Created today', 'last week' and 'last month' filters do not work on the Contacts summary screen, the search returns all contacts.

a. 'Created today filter' - expected result was to return the contacts create today, but instead it returns Contacts created in the last 24 hours

Bug

CONTACTS

V5-3082

Issue with contact code

Contact code not automatically set on the contact if the user firstly types in a code and then removes it before saving

Bug

CONTACTS

V5-2910

New V2 Web APIs: Contacts

New V2 back office API changes for Contacts.

Improvement

CONTACTS

V5-3065

Issue with electronic ID on Import Devices

Cannot map the 'Electronic ID' columns of an import file to a device field when importing devices

Bug

INVENTORY

V5-3128

Actions not available in Orders screens for merchants

Actions are missing from the Orders screens for merchants

Bug

ORDERS

V5-3122

Unhandled error is thrown when cancelling an order paid using CRM Wallet

Bug

ORDERS

V5-3101

Issue when editing an existing Order's items

On editing an existing order's items, the item pricing is wrong as it uses the order item pricing information, instead of the product catalogue information. This process should apply pricing in the same way as in placing a new Order.

Bug

ORDERS

V5-3098

Issue when setting up Order queues and 'invoice upfront' setting

Invoice upfront' setting isn't available when updating a queue

Validation required to prevent issues: This setting can only be changed (from true to false and vice versa) only if there are no non-completed Orders in the queue (i.e. if there are orders of this queue, then all of them must be either 'Completed' or 'Cancelled')

Bug

ORDERS

V5-3056

Orders & milestones enhancements

Display Order milestones (whether invoiced or not) on Order screen
Remove milestone # from milestone plan on ordering.
Order stage change fails if a milestone exists on the new stage. Reason of failure is that there's nothing configured in Order's financial settings.
Cancelling an Order should not require a cancellation reason if no cancellation reasons are set up. Just show the confirmation message whether to proceed with cancellation or not, (at the moment no confirmation message is displayed).

Improvement

ORDERS

V5-3054

Issue on placing order with increased quantities on components

When increasing the quantity, the estimated cost is correct but when the order is created, the component's quantity is still the previous one

Bug

ORDERS

V5-3148

Promotion Passes issues

Viewing promotion pass plans throws error 500
Cannot create a pass plan of type 'Promotion'

Bug

PASSES

V5-2967

New V2 APIs: Pass Plans & Passes

Pass Plans & Passes V2 API changes

Improvement

PASSES

V5-2869

Enhanced Manage Entitlements Web API to include additional product information

Enhanced Manage Entitlements Web API to include additional product information. This information includes both services and device product information on how they are set up within CRM.COM

Improvement

PLATFORM

V5-3142

Product set up issue

Issue when setting up a product's allowance
Product types summary screen - Description columns is too long and need to scroll
Composite products - Variants tab should not be displayed when checking a variation product

Bug

PRODUCT CATALOGUE

V5-2999

Issues with applied promotions

Applied promotions must be classified as Ad-hoc or Promotions. In the second case, there's also information of the applied promotion
On ordering, a user might apply an ad-hoc discount. This applied promotion is not logged in the invoice's applied promotions

Bug

PRODUCT CATALOGUE

V5-3139

Payout on Redeem Enhancements

Ability to define a minimum (payout) amount that should be supported on automatic redeem payouts

Improvement

REWARDS CORE

V5-3052

Payout on Redeem

Ability to perform a payout on auto-redeem against the contact's preferred payment method, or to a specific payment gateway (provided that it supports payouts)

New Feature

REWARDS CORE

V5-3002

Rewards Free Product

Ability to award contacts a free product (sku, family, type, brand) and on redemption the amount of such purchased product (or the cheapest one) to be credited to contact's open balance

Improvement

REWARDS CORE, REWARDS OFFERS

V5-2956

Redeem Enhancement

Ability for a business to enable manual redeem. In this mode, redeem is not automatic but is performed only if a spend is requested.

Improvement

REWARDS CORE

V5-2842

Rewards Lottery Enhancements

Ability to draw a winner based on number of entries for specific contact events

Improvement

REWARDS CORE

V5-3109

Issue on changing a service's quantity ad issuing credit notes

Changing the quantity of a service should be allowed immediately, whilst adjusting the account owner's billing
On crediting a service (due to cancellation for example), the Credit Note should be issued immediately, and not during the next billing run. Applicable for pre-billed services with a future rated up to date

Bug

SUBSCRIPTIONS

V5-2834

Enhanced usage consumption based on the usage being consumed

Identify the contact through a phone number
Identify the organisation as the side consuming the service
Additionally keep track of usage duration (start and end time of actually using the service)
Request fields used to identify the contact are grouped together under new 'consumer_identity' object
Ability to record usage without a termed/one-time service and consume usage starting from the oldest and shortest one-time service, leaving termed service (if any) last. As a result, a single usage record is submitted in the request, but the backend might consume usage from multiple services and therefore create multiple usage records
Ability to add usage records in bulk mode using a new back-office Web API
Ability to view the total remaining usage among all services in authorisation estimates in BO and SS Web APIs

Improvement

SUBSCRIPTIONS

V5-2811

Event-based Recurring Charges

Event-based recurring charges is a set of policies triggered on various subscription events that identify if and which Expenses will be applied on a subscription and will be charged on a recurring basis, i.e per subscriber billing cycle. Recurring charges policies include two major events - the event that will add the recurring expense on the subscription, and the event that will remove it.

New Feature

SUBSCRIPTIONS

V5-2773

Enhanced Event-based Conditional Expenses

Apply the expense based on the point in time at which the event occurred

Improvement

SUBSCRIPTIONS

V5-1838

Enhancements in Pause Services action

Ability to set up business rules on pause service actions
Ability to exit the service from the paused period and send any required provisioning signals

Task

SUBSCRIPTIONS

V5-2520

New Generation Wallet

Create a single, multi-tenant Wallet for the Contact
CRM Wallet is a multi-tenant wallet, having a CRM open balance and a Business Open/Commerce balance for each tenant/merchant at which the contact registers
Maintain the contact's wallet by setting up auto/termed top-up rules, currencies etc.
Wallet payment methods
Using the wallet

   a. Top ups
   b. Pass redemption
   c. Use wallet funds
   d. Use wallet as a payment method (in Orders, Subscriptions)
   e. Award and Spends

Analytics, Activity Feed

New Feature

WALLET

V5-3158

Roll Secret API Key Error Message

Create a secret api key and set the expiration date to a passed date, error “cannot update an expired key” is thrown when updating the key

Bug

SECURITY & USERS

V5-3157

Revoked User Error Message

Issues when creating then revoking a user then attempting to set a password using links in communication sent

Bug

SECURITY & USERS

V5-3144

UI Issues

New Segment set up with subconditions - changing conditions does not save them correctly
Application images issues

Bug

USER EXPERIENCE & TECHNICAL

V5-3136

Release app issues

From the app - selected 'forgot password'. Email received to change the password, when link is clicked and password changed the system just hangs
Cannot successfully add a card
Refer-a-friend throws 'Error processing request' after entering email
Contact device issue - not appearing on Contact screen

Bug

APPs AND PORTALS

V5-3135

Create Order API - price_term_id should be sent for every ordered item

Bug

USER EXPERIENCE & TECHNICAL

V5-3133

Contact Register V1 issue

Contact register V1 API returns 201 Created, instead of 200 OK

Bug

USER EXPERIENCE & TECHNICAL

V5-3108

Spend Core Behaviour Enhancements

Ability to handle front-end payment spends with consumer OTP spend requests. Improvements include changes to app configuration settings to permit or not, a consumer to specify the required spend amount

Spend core behaviour is changing as follows:

if self-service (OTP) spend amount is not specified & front-end payment spend amount is specified, then identify contact using OTP and spend based on front-end spend amount
if self-service (OTP) spend amount is/isn't specified & front-end payment spend amount is not specified, then identify contact using OTP and spend based on OTP spend amount
if self-service (OTP) spend amount is specified & front-end payment spend amount is specified, then identify contact using OTP and spend based on OTP spend amount

Improvement

APPs AND PORTALS

V5-3100

App configuration issue with images

When uploading app configuration images, if 'Cancel' is selected, then all previously uploaded images are removed.

Bug

USER EXPERIENCE & TECHNICAL

V5-3087

UI issues

Communication templates - change selected page to view still shows page 1
Integrations - when a new integration is saved the system hangs

Bug

USER EXPERIENCE & TECHNICAL

V5-3086

Event Based Conditional Charges issue

Save Button not working on some occasions

Bug

USER EXPERIENCE & TECHNICAL

V5-3085

Update Order Item

When updating an order item , update order api call does not include the external id of the ordered item in the response

Bug

ORDERS

V5-2904

New V2 Web APIs: Accounts and Financials

Accounts V2 Web APIs:

Accounts
Financials (Invoices, Credit Notes, Refunds, Payouts and Payments)
Top-ups
Transfers

Improvement

ACCOUNTS

V5-2851

Wallet Spend amount issue

Inconsistency between different calls of the order estimate on the wallet spend amount

Bug

WALLET

V5-2837

New Purchase screen and currency issue

Create a puchase from the backend system - when typing in the net amount, the cursor types the numbers backwards (i.e. typing 4.20 results in 02.40)
Issue with the wrong currency being displayed in the totals section
Issue with not being awarded on purchase

Bug

USER EXPERIENCE & TECHNICAL

V5-813

Alignment Issue on Insights

Problem with alignment of the bars. Bars should start at the same left aligned position, so if the labels have different lengths - right align the labels and start the bars from the same point.

Bug

USER EXPERIENCE & TECHNICAL

Versions Compared

Old Version 1

New Version Current

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