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Issue key

Summary

Description

Issue Type

Components

V5-4033

Enhanced List financial transactions Web APIs

Web APIs that list financial transactions (invoices, credit notes etc) should have three optional filters:

  • account_id

  • contact_id

  • organisation_id

All three should be optional, i.e. Web APIs can be called with none of them specified , therefore all financial transactions will be retrieved. Currently contact or organisation must be specified

Task

ACCOUNTS 

V5-4028

Contact payment methods cannot be updated in the UI

Contact payment methods cannot be updated in the UI

  • Switch between the primary payment methods of the contact

  • Edit the payment method's details in case of Account Debits only

Bug

ACCOUNTS 

V5-3981

Automation Enhancements

Ability to apply validations from automations when creating/updating a merchant/service provider

Improvement

BUSINESS NETWORK

V5-733

Restrict number of times a contact receives a communication plan message

Have the option to not send the same email to customers that have already received this communication plan the last X days

New Feature

COMMUNICATIONS

V5-4022

Community & Log Events

Log events should keep contact details of the contact who performed an action in a community

Bug

CONTACTS

V5-4017

Ability to also specify the account's classification when creating a new contact

Ability to also specify the account's classification when creating a new contact for usability purposes.

Improvement

CONTACTS

V5-3912

Purchase Quantity Enhancements

Ability to support decimal based quantities on purchase events

Improvement

CUSTOMER EVENTS

V5-3874

Misleading validation when stocking-in inventory items

When stocking-in traceable items without specifying a serial number, the validation message says 'Please specify Product <xxxx> for devices'. Message should say 'Please specify serial number(s) for the stocked in items'.

Bug

INVENTORY

V5-2659

Ability to keep track of stock balance for non-traceable physical goods

Ability to keep track of stock balance for non-traceable physical goods

Improvement

INVENTORY

V5-3529

Lead state is not changed when lead is regressed from 'In Progress' to 'New'

When a lead stage is changed, it's state should also be changed to reflect the new state (e.g. In Progress > New)

Bug

LEADS

V5-4061

Mobile pass issue - Apple Wallet

On successful mobile pass registration from the landing page, selected 'Add to Apple Wallet' does nothing. No contact or mobile pass was created.

Task

MOBILE PASS CARDS

V5-4065

Include contact category in Order Automations as a filter

Include contact category in Order Automations as a filter (all order automation events)

Task

ORDERS

V5-4055

Wallet funds amount not displayed in Orders summary screen

Wallet funds amount not displayed in Orders summary screen

Bug

ORDERS

V5-4052

Enhanced order quotation communication tag

Simplified order quotation communication tag

  • Present each quoted item's quantity, net amount and sub-total (remove discount and taxed amount per item)

  • Show the quotation's totals with details such as Sub-total, Taxed, Discount as well as the quotation's Grand total.

Improvement

ORDERS

V5-3914

Issue when editing Order notes through the Edit Order flow

Editing the notes of an order through the 'Edit' order flow does not eventually update the item's notes. Editing the notes however, through the Order Items section works OK. The difference between the two is that in the Edit order flow, an estimation_id is used whereas in the second case the PUT / orders API is triggered.

Bug

ORDERS

V5-3895

Enhanced Orders Automations

  • Include Order, Contact and Organisation custom fields in Orders Automations

  • Include Order queue, stage, state and supply method in various events' filters

  • Ability to set up Order automations and notify users as well (bug)

Improvement

ORDERS

V5-3828

Managing Order Queues issues

Issues when updating an Order queue

  • Order queue initially has milestone settings for 3 stages

  • Edit the queue and change it so as to invoice the orders upfront

  • Validation message prevents update since there are milestones

  • Remove the milestone % from all queue stages, set the queue as upfront and save again

  • Same validation is thrown

  • Validation also refers to 'creating the order queue' 

Bug

ORDERS

V5-4012

Increase Product Description length

Increase Product Description length

Task

PRODUCT CATALOGUE

V5-3801

Order Catalogues Accessibility Issue

Merchants should not be able to view and access order catalogues of other merchants

Bug

PRODUCT CATALOGUE

V5-3057

Product description not being saved when adding a new variant product

When adding a variant product to a main product, the description provided is not being saved.

Bug

PRODUCT CATALOGUE

V5-4050

Purchases not awarded

Purchases not awarded due to products missing in the backend

Bug

REWARDS CORE

V5-3909

GET /reward_offers self-service API - Ability to sort offers by organisation & location

  1. An additional 'sort' (request parameter) enum value will be created for the GET /reward_offers self-service API in order to retrieve the offers sorted by organisation in the response.

  2. Ability to list (featured) reward offers based on the location of the contact - using lat/lon

Improvement

REWARDS OFFERS, APPS & PORTAL

V5-3783

Service Requests - UI improvements & communication tags

  1. When creating a SR from the contacts screen, there is no breadcrumb to go back to the contact afterwards. Behaviour should be like 'Record Payment' option on contacts screen

  2. Ability to select multiple SR categories as a filter on SR summary screen, and not filter one by one  (should be similar to multiple product categories selection on products summary screen)

  3. Need a communication tag to show stage comments of an SR when changing SR stage through automations such as 'SR stage change' or 'SR owner change' or 'Regress SR' 

  4. SR communication tag #service_request.owner - displays nothing in the communication body if SR owner is a team and not a user, should display team name

  5. Service requests & teams

a) 'Create Service Request' automation > 'provisioning' action - Allow assigning a SR to a team, and not just a system user (handled by ticket V5-3879) 
b) Automation action is 'Communicate to user' > if the SR is assigned to a team and 'recipient' is set to 'The user who owns the entity' - then send the communication to all members of the team

  1. Communication tag  #service_request.status > change to #service_request.stage 

Improvement

SERVICE REQUESTS

V5-4043

UI issues when performing device actions by subscription action

Once a subscription action related to a device (add device/return device is performed) the subscription's list of devices includes each device multiple times. The Get devices Web API however returns the correct information (i.e. each subscription device only once)

Bug

SUBSCRIPTIONS

V5-4042

Include Future Subscriptions & Services in Mongo DB

Future Subscriptions and services to be included in Contact Profiles and Subscriptions Mongo collections. Once their related scheduled actions are performed, then the future start dates must be reset so as to show the subscriptions as Active etc

Improvement

SUBSCRIPTIONS

V5-4031

Ability to filter tier products prices based on contact that orders the service

Ability to filter tier products prices based on contact that orders the service

Improvement

SUBSCRIPTIONS

V5-4027

Ability to add multiple services within the UI

Ability to add multiple services within the UI

  • Add multiple services, each one having its own price terms (of the same billing cycle), quantity, locations, components (in case of flex bundles)

  • However, a single set of scheduling options is applied for all of the services

Supported for both adding a service to the contact and to a subscription. 

Improvement

SUBSCRIPTIONS

V5-4004

Cannot perform products search using multiple categories

Use Category filter in products summary screen and search for products of 2 different categories. Search does not return any results. Users have to search using one category at a time

List products Web APIs supports retrieving multiple categories

Bug

USER EXPERIENCE AND TECHNICAL

V5-4072

Issue with Custom fields in Automation of FT

Issue with Custom fields in Automation of FT

Bug

PLATFORM

V5-4071

Reward Offer restrictions not updating issue

Reward Offer restrictions not updating issue

Bug

REWARDS CORE

V5-4058

No Events are added to Activty Activity Feed after changing the stage of a Lead

No Events are added to Activity Feed after changing the stage of a Lead

Bug

LEADS

V5-4080

Leads Kanban board - owner name extends outside of card

When viewing Leads in Kanban view - if the name of the lead owner (user/team) is very long, it extends outside the card into the next column.

Bug

LEADS

V5-4057

Order - add category issue

Add category drop down list only shows 10 categories. 

Bug

ORDERS

V5-4021

Return device from retailer issue

When a device is returned from retailer, the information is not reset.

Bug

INVENTORY

V5-4008

SMTP integration performance enhancements 

SMTP integration performance enhancements 

Task

PLATFORM

V5-3986

User Summary Page Visibility Issue

Some user attributes disappear from user summary page and need to be refreshed

Bug

SECURITY & USERS

V5-3979

API Logs API Key issue

Keep the 'submitted by user id' behaviour consistent 

Bug

PLATFORM

V5-3844

UI Issue on saving owner on SR

UI Issue on saving owner on SR

Bug

SERVICE REQUESTS

V5-3528

Issues in Contact Summary reports received

  • Change alignment of column headers so as to make the report more clear and easy to read

Bug

ANALYTICS

V5-4062

Wallet expirations not displayed in financial events screen

Wallet expiration not displayed in financial events screen

Bug

WALLET