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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:
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
| 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
| 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 |
| Improvement | ORDERS |
V5-3828 | Managing Order Queues issues | Issues when updating an 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 |
| Improvement | REWARDS OFFERS, APPS & PORTAL |
V5-3783 | Service Requests - UI improvements & communication tags |
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)
| 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
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 |
| Bug | ANALYTICS |
V5-4062 | Wallet expirations not displayed in financial events screen | Wallet expiration not displayed in financial events screen | Bug | WALLET |