Page Comparison

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CONTACTS
Issue Key	Summary	Description	Issue Type	Release
V5-1456	Ability to segment contacts based on nameday/birthday in exactly x days		Improvement	5.4.1.0
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	5.4.0.0
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	5.4.0.0
V5-1306	Release App - Display contacts referral code in mobile app	Display contacts referral code in mobile app	Improvement	Pending Release (App)
V5-1236	Contact Registration Enhancements	Ability to sign-up/sign-in using email and OTP verification	Improvement	5.4.0.0
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	5.4.0.0
V5-1160	View Contact's preferred store on Contact page	Have the ability to view contact's preferred store from the back-end on the contact page. Pending UI	Improvement	Candidate Features
V5-1159	Enhancement to segment conditions - contact verification status	Create new condition to allow user to create segment to retrieve contacts based on the verification status	Improvement	Candidate Features
V5-1123	Manage Multiple Phone Numbers on Contact	At the moment it is only possible to manage / Display a single Phone number on Contact. UI needs to be improved to allow multiple. Example add + New Phone action to allow another phone number to be added.	Improvement	Candidate Features
V5-1119	Preferred Communication Language - enhancements	Addition of Preferred Communication Language as a Contact Registry Attribute Addition of Preferred Language on Contact page Core behaviour: the system sends communication in the language of the Contact' preferred language. If not configured then use default.	Improvement	5.3.5.0
V5-1114	Contact enhancements - Backoffice operations & Activity Feed	Enhance backend system to provide summary screens for financial and reward transactions. Enhance Contact Activity Feed module with UI / UX improvements	Improvement	5.4.2.0
V5-1085	Segment Enhancements	In Segment-> View Contacts add the ability to click on a Contact and open Contact page In Segment-> View Contacts add the following columns: Phone, Email	Improvement	5.4.1.0
V5-1062	Enhancement to Contacts - Add Google Place ID field	Show Google Places ID field on Contacts -> Address section. Field is populated when address from google is selected and is editable.	Improvement	5.3.4.0
V5-1016	Allow Upload of Avatar from Self Service.	Images to be used for avatar do not require the overhead of the complex flow required including media_groups and multiple scaling. The signature will allow a single file upload with any server to server communication if using cloudinary ignored. The Mobile Client should use a image scaling component and upload a single file that can the update the contact table with a single URL.	Improvement	5.3.2.0
V5-949	Consumer - Ability to sign-up with Google	Ability to sign-up with Google	Improvement
V5-859	Cash as a payment method is optional	Ability to disable cash as a payment method / Investigate to do with no config Add configurability on backend to specify allowed payment methods at level of business. Add section under finance configuration and call it Payment settings. For now specify only allowed payment methods Amend core behaviour of list payment methods to return the specific cards or accounts of contact plus the option of cash if cash is enabled Amend app and portal to display cash only if returned in list payment	Improvement	5.3.0.0
V5-847	Preferred Merchant new feature	Ability to configure whether contact can select a preferred merchant for ordering and a preferred merchant for rewards and customer care.	Improvement	5.3.0.0
V5-772	Contact's Country of Agreement	Ability to support multiregional contact registry, where contacts can register against a country	New Feature	5.3.0.0
V5-727	Ability to search by Contact Email Address	Include Email address in search criteria for a Contact	Improvement	5.3.0.0
V5-716	Contact Enhancements	Ability to display (UI) whether contact email has been verified	Improvement	5.2.4.0
V5-697	Enhance Payment methods to have JCC as an option for refunds	Ability for cardholder to provide a card for card linked rewards that is hashed and can be refunded	Improvement	5.3.0.0
V5-694	Terminate account enhancement	Ability to merge accounts and the wallet balance	Improvement	5.2.3.0
V5-552	Import industries and industry sectors	Ability to import pre-defined industries and industry sectors.	Story	Candidate Features
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	5.4.0.0
V5-375	Contacts Financial Actions	Financial actions available for Contacts. Create new account - Create a new account for the current contact. Charge the contact - Charge the contact by creating a new invoice. The Contact's account will be debited and the account balance will be increased. Credit the contact - Create a credit note against the contact's account therefore decreasing the account balance (amount due to the company). Credit notes credit the account. Record payment - Register a payment for the account either against a CRM.COM invoice or for an external reference (i.e. not a CRM.COM invoice). Payments credit the account. Refund the contact - Refunds are used to return money to contacts, e.g. when a contact returns goods purchased and they are refunded in cash, their account must be debited instead of credited. A refund debits contact accounts. Top-up money - Top-up the contact’s account or wallet with a specific amount of money. Top-ups credit an account. Transfer money - Transfer money between the contact’s accounts and wallets	Story	5.1.0.0
V5-325	Payment Methods and Refund Methods	A payment method represents the way a contact can credit their account or wallet. Payment methods are defined at the level of the Contact and it is mandatory to define at least one payment method per contact. A pre-defined list of payment methods is supported which includes: ACCOUNT CASH BANK_TRANSFER CARD DIRECT_DEBIT WALLET PAYPAL A contact can have multiple payment methods registered in CRM.COM. A ‘primary’ payment method can exist and an optional ‘backup’ payment method can also be specified. The primary payment method is used by default in online (automatic) payments and if the payment fails, then the backup method is used. Payment methods can be added, updated and removed at any time. Primary payment method This is the contact's preferred method of payment. This is applicable and mandatory if an online payment method is selected (i.e. Card, Wallet, Paypal, Direct Debit or Account) but not required for offline payment methods (i.e. Cash and Bank Transfer). Opt-in for purchases and subscriptions Contacts can specifically define which one of their payment methods will be used to automatically pay-off their purchases or subscription fees.	Story	Candidate Features
V5-109	Contact Identification based on Loyalty Card Enhancement	Loyalty identifiers provide the ability to external systems (e.g. POS) to identify contact that participate on a business reward scheme in usually a face to face (over the counter) manner	Story	5.2.0.0
V5-81	Payment Methods for Contacts	Ability to define payment methods for contacts and process payment with PCI compliance via payment gateways such as Stripe, PayEasy, PayPal, JCC.	Story	5.2.2.0
V5-10	One Time Password (OTP)	Generate and send OTPs to contacts via SMS and email in order to authenticate a contact.	Story	5.1.0.0
V5-9	Customer Identification medium (CIM)	A customer identification medium is a set of fingerprints (card numbers, mobile phone number, email, pass code) that enable applications (i.e. external systems) to submit transactions for contacts using the contact CIM as a contact identifier. A customer identification medium should not be confused with an authentication service, as it's sole purpose is to provide an alternative means of identifying a customer from an already established (authorised) external system.	Story	5.1.0.0
V5-8	Categorisation	Categorise contacts into generic groups based on specific similar attributes that they share.	Story	5.1.0.0
V5-7	Managing and controlling data protection regulations including GDPR.	As part of data protection the following actions and processes are available: Contact Consent, Anonymizing Contacts and Deleting Contacts.	Story	5.1.0.0
V5-6	Marketing Authorisations	Contact authorisation settings are used to define how to manage contact in relation to internal or external activities of the company. More specifically, each contact has the ability to specify (opt in) whether he/she wants to receive emails or sms.	Story	5.1.0.0
V5-2	Create/Update/View Contact	Create, update and view contacts and their details. Create and update a contact following the rules setup for mandatory data to be captured.	Story	5.1.0.0
V5-77	Pre-configured Segments	A list of pre-defined segments ready for use. These include segments for Rewards, Subscriptions, Contact Accounts.	Story	Candidate Features
V5-76	Segmentation Integrations	Integration to Mixpanel - an analytics software that tracks user interactions with web and mobile apps. Integration to Mailchimp - an email marketing platform allowing you to create and manage your mailing lists.	Story	5.1.0.0
V5-75	Export the Results of a Segment to Mailchimp	Export the results of a segment to Mailchimp marketing platform.	Story	5.1.0.0
V5-74	Import Contacts for a Segment	The user can add contacts to a segment using the import process as opposed to defining conditions. The imported contacts are considered the result of the segment.	Story	5.1.0.0
V5-73	Preview a Segment	Preview a segment to see the results, i.e. the list of contacts meeting the segments conditions.	Story	5.1.0.0
V5-72	Refresh a Segment	A time interval can be set whereby each segment will be refreshed automatically therefore recreating the segment. However, it's also possible to refresh a segment manually.	Story	5.1.0.0
V5-71	Segment Groups	A segment's conditions can be separated into groups and can be combined or not using the AND/OR operators.	Story	5.1.0.0
V5-70	Segment Conditions	A segment's conditions determine how and which contacts will be retrieved, multiple conditions can be specified by the user.	Story	5.1.0.0
V5-69	Create, Update, View Segment	Create and maintain a segment and it's conditions.	Story	5.1.0.0
V5-2406	Ability for a back office user to request and validate one-time-password and sign up a contact to a business	Ability to request a one-time-password for a specific contact. The request sends an OTP to the contact’s email address or primary phone number that can be used to verify the contact.	New Feature	5.4.5.4
V5-2227	Add an existing person contact for People section	Ability to select an existing person contact for the People section for a company contact.	Improvement	5.4.5.2
V5-2205	Enhance segment to be able to segment based on Account classification	Account classification filter for segmentation.	Improvement	5.4.4.2
V5-1990	Enhancement to inputting and storing phones in front-end systems and back-end	Backend enhancements In the event where the consumer inserts a leading zero in the phone number upon registration then store the phone number as inputted by the consumer. When sending communications/OTP etc. via smpp or twilio providers then trim the leading zero. Release app enhancements In the revamp app, display the country code of the selected country. When user selects another country update the country code accordingly.	Improvement	5.4.4.0
V5-1908	Ability to create and update payment methods for contacts with a back office API	Ability to add/update a payment method for a contact (person or business) with a back office API	New Feature	5.4.5.0
V5-1792	Communications and Integrations core behaviour	Refer a friend email communication to be sent with Service Owner integration. SMS communication to remain at Business level.	Improvement	5.4.3.1
V5-1786	Ability for a Business to set default spend preferences	Ability for a Businesses to setup Automatic Spend Preferences for their contacts, these will be enabled by default upon registering, and also set default values for automatic spend.	New Feature	5.4.4.0
V5-1418	Concurrent Session Policy	Ability to configure maximum allowed number of concurrent sessions for contact and users.	Improvement	5.4.5.0
V5-1393	Contact Activity Feed enhancements	Improve activity feed to show the most relevant information on 2 lines without the need to expand/collapse rows.	Improvement	5.4.3.1
V5-1125	Ability to register a Contact with a gift card and no KYC	Ability to register a Contact with a gift card and no KYC	Improvement	5.4.5.0
V5-867	Ability to delete primary payment method	The system supports removal of a Contact's primary payment method even if it's the Contact's only payment method If a contact has two payment methods and selects to remove the primary payment method then the second payment method (back-up or not) becomes the primary payment method without the need for the contact to select it If a contact has 3 or more payment methods and wants to remove the primary payment method: a. If there is a back-up payment method then that automatically becomes the primary payment method b. If a backup payment method is not specified then one of the other payment methods must be selected as the primary one first, and then deletion will be allowed	Improvement	5.4.3.1
V5-325	Payment Methods and Payouts	A payment method represents the way a contact can credit their account or wallet. Payment methods are defined at the level of the Contact and it is mandatory to define at least one payment method per contact. A pre-defined list of payment methods is supported which includes: CHEQUE CASH BANK_TRANSFER CARD ACCOUNT_DEBIT WALLET A contact can have multiple payment methods registered in CRM.COM. A 'primary' payment method can exist and an optional 'back-up' payment method can also be specified. The primary payment method is used by default in online (automatic) payments and if the payment fails, then the backup method is used. Payment methods can be added, updated and removed at any time. Primary payment method This is the contact's preferred method of payment. This is applicable and mandatory if an online payment method is selected (i.e. Card, Wallet, Paypal, Direct Debit or Account) but not required for offline payment methods (i.e. Cash and Bank Transfer). Opt-in for purchases and subscriptions Contacts can specifically define which one of their payment methods will be used to automatically fund their purchases or subscription fees.	Story	5.4.5.0
V5-1312	Ability to resend email for email verification	Resend email for verification purposees.	Improvement	5.4.0.0
V5-2105	Contact Approvals for Orders	Ability for a contact to approve/reject an order's progression using default communication sent via CRM.COM Approval on Order Status Change automation	Improvement	5.4.6.2
V5-1922	Anonymise Contact and Delete Contact	Ability to perform admin and operational actions, such as delete contact (and all data) and anonymise contact	Improvement	5.4.6.2
V5-2899	Ability to upload attachments for Contacts	Ability to upload attachments for Contacts. Documents to be uploaded using back-office and self-service Web APIs	Improvement	5.4.6.4
V5-3095	Ability to send a contact's statement through a Communication Plan	Communication plans can be configured to send contact statements Contacts receive one communication for each one of their active accounts By default, the current month's statement is sent A new dedicated communication tag is used to implement the above behaviour.	Improvement	5.5.1.0
V5-2902	Contacts Enhancements	Ability to search for a contact using their account number (as a search value)	Improvement	5.5.1.0
V5-3050	Devices Usability Enhancements	Ability to register a device for a contact and update a contact's device characteristics from the back-end	Improvement	5.5.2.0
V5-2435	Include Spend cancellation entry in Contact Activity Feed	When cancelling a purchase transaction that had a spend, a purchase cancellation is logged. Include an entry for cancellation of spend under both the 'Activity Feed' and 'Financial Events'.	Improvement	5.5.2.2
V5-3455	Ability to segment subscribers based on their services' quantities	Ability to segment subscribers based on their services' quantities - Include each service's quantity in contact profiles and modify it on quantity change	Improvement	5.5.3.0
V5-3380	Ability to search for a contact using the full phone number	Ability to search for a contact using the full phone number, i.e. combining the country code and the phone number (e.g. 35799778866).	Improvement	5.5.3.2
V5-3206	Active Contacts Metric	Implement Active Contacts metric for Contacts Dashboard	Task	5.5.3.3
V5-4179	Communities CRM.COM Wallet & Usage Consumption Enhancements	Ability to set up Communities where members have access to consuming usage and use CRM.COM wallet	New Feature	5.6.0.0

CUSTOMER EVENTS
Issue Key	Summary	Description	Issue Type	Release
V5-1496	Ability to support self-submit purchases	Ability to support self-service purchase for reward purposes	New Feature	5.4.2.0
V5-1343	Aggregate same product SKU with same unit price in multiple lines in same purchase event	Aggregate same product on multiple lines in same purchase event as one line with aggregated quantity	Improvement
V5-422	Consumer Self-Service Purchase Customer Events	Ability to identify and process purchase customer events through consumer self-service process	Story	5.2.2.0
V5-118	Enhancement of TAP to support IP Address	Ability to set IP Address on organisation TAPs to handle ESC/POS integrations	Story	5.2.2.0
V5-111	Customer Event Classifications	Ability to categorise customer events (e.g. purchase) based on similar characteristics using customer event classifications	Story	5.2.0.0
V5-38	Referral Customer Event	Referral events are created when an existing customer introduces a friend to the business, resulting in new customers signing-up to one of the available reward schemes.	Story	5.2.0.0
V5-2392	Customer Events Engine	Processes customer events from external systems in their native format and creates CRM.COM customer events (purchase event and achievement event)	New Feature	5.4.6.0
V5-1644	Ability to create purchase event from the backend	Ability for back-end users to create purchase customer events in order to perform correction actions on customers purchase activity	New Feature	5.4.6.1
V5-3213	Customer Events Reclaim Enhancements	Ability to reclaim a purchase customer event using a human readable code	Improvement	5.5.2.0
V5-3912	Purchase Quantity Enhancements	Ability to support decimal based quantities on purchase events	Improvement	5.5.4.1

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ORDERS
Issue Key	Summary	Description	Issue Type	Release
V5-1449	Include operational details in Order fulfilment Web API	Include operational details of an organisation's opening hours in Order fulfilment Web API	Improvement
V5-1448	Include creatives in Get Order Web API	Include product creatives in Get Order Web API for the ordered items	Improvement
V5-1434	Ability to specify different payment methods for each supply method		Improvement	5.4.1.0
V5-1401	Coverage with map coordinates	Ability to define delivery coverage via coordinates on a map (define map area)	New Feature	5.4.3.0
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	5.4.0.0
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	5.4.0.0
V5-1334	Filter Promotions based on organisations	Filter Promotions based on organisations	Improvement	5.4.0.0
V5-1305	Ability to specify the amount to be used from wallet funds	Ability to specify the amount to be used from wallet funds	Improvement	5.4.0.0
V5-1304	Enhance Order details report to support multiple payment methods	Order details report should be enhanced to support multiple payment methods when multiple payment methods are applied on an order purchase	Improvement	5.4.3.0
V5-1295	Products / Orders	Products should be able to be created at Merchant Level Products List with param fulfilled_by should use Products at Merchant Level Orders should be visible at Business Level and merchant Level of fulfilled_by	Improvement	5.3.5.0
V5-1285	Ability to re-print order ticket	Orders will be marked as printed if printing was successful. icon in summary screens will show which orders were printed	Improvement	5.3.5.0
V5-1268	Enhance /estimates/orders Self-Service and Back-Office APIs according to spec	Enhance /estimates/orders Self-Service and Back-Office APIs according to spec	Improvement	5.4.1.0
V5-1254	Orders display mode configuration	User should have the ability to set display mode on the orders page once and each time user visits the page to have the mode of their preference.	Improvement	Candidate Features
V5-1228	Ability to auto refresh Orders summary page	Ability to auto refresh Orders summary page	Improvement	5.4.0.0
V5-1221	Enhance /estimates/orders apis to consider selected payment method for promotions	Enhance /estimates/orders APIs to consider selected payment method to apply promotions	Improvement	5.3.4.0
V5-1204	Enhance Self-Service POST /orders API to re-calculate estimated delivery/pick-up time	Enhance Self-Service POST /orders API to re-calculate estimated delivery/pick-up time.	Improvement	5.3.4.0
V5-1117	Ability to accept contact's current location (address, coordinates) and display in Orders	Enhancement to Self-Service /estimates/orders and /orders/\{id} APIs	Improvement	5.3.4.0
V5-1021	Enhancements on order taking to handle product characteristics	Handle API and UI. Characteristics are billing period, trial period, termed period	Improvement	5.4.1.0
V5-826	Fulfilment Policy Enhancements - Expiration of Orders		Improvement	Candidate Features
V5-778	Improved UI for Orders	Enhancements to backend UI for Orders	Improvement	5.3.0.0
V5-760	Automatically update Orders to Complete status	Ability to configure to automatically set order status to Completed when X time (minutes, hours, days) has passed after Ordering average completion time.	Improvement	5.2.4.0
V5-713	Ability to set preferred venue/merchant for order delivery	Ability for Contact to set preferred merchant Enhance /estimates/order_fulfillment API to return a list of merchants/venues that can fulfil contacts order sorted by nearest to contact's selected address	Improvement	5.2.3.0
V5-673	Enhancements to the Order screen	Add the following fields in the the Order screen: Contact Code, Contact phone (CIM), Venue Name, Payment method (Cash / Card) API enhancements required	Improvement	5.2.1.2
V5-672	Add Notes to the bottom of the printed Order ticket	Add Notes to the bottom of the printed Order ticket under Total Items.	Improvement	5.2.1.2
V5-481	Activities for Orders	Activities that need to be scheduled to complete an order (e.g. installation).	Story
V5-480	Clone an Order	Orders can be cloned, i.e. used as a template for creating additional orders with similar items for a different contact.	Story	Candidate Features
V5-476	Setup your Order Milestones	Setup multiple milestones based on payments which are expected to be made to pay off an order in instalments based on the fulfilment policy. When a milestone due date is reached the billing process will generate an invoice for the necessary payment and identify the milestone as paid when the payment has been received. Point of no return The Point of no Return settings for orders determine if and when a contact can request to cancel an order or any ordered items. Prior to reaching the Point of no Return (date), all items, including those that may have already been delivered can be returned to the company, the contact will not be billed, and the order will be cancelled. On the other hand, if the Point of no Return has been reached, then any items that have been delivered cannot be returned - they will be billed and paid for, while any undelivered items will not be delivered nor billed and the remaining order will be cancelled. The Point of no return applies while the order is in progress, i.e. once delivery of items begins.	Story	5.4.5.0
V5-475	Orders Fulfilment Policies	A fulfilment policy is set up for an organisation and is by default inherited by all of the organisation's members (merchants, subsidiaries, venues etc.) unless a separate policy is set up for a specific member. A separate fulfilment policy can be setup for delivery, pick-up and on-site (dine-in). Users can set the minimum cost for an order to be accepted, define how and when orders can be fulfilled as well as which products can be ordered based on their availability. Charges per supply method can also be defined (e.g. a delivery charge). Additional add-on times can be setup using the completion rules. Completion Rules Completion rules are setup to calculate the estimated time for an order to be completed and can be venue specific. The average time for completing an order can be set along with additional factors that could affect the time required for completion such as the ordered product, ordered quantity, number of concurrent orders and the number of pending items to be processed, all the conditions can be based on days and times of the week therefore differentiating between peak hours and off-peak hours. The completion rules estimated time (if defined) are in addition to the fulfilment policy's estimated time. Venues Operational Hours Define whether pickup and delivery are available per venue and setup the delivery and pick-up times for each one.	Story	5.2.2.0
V5-474	Create and Amend Orders	Orders can be placed by contacts (using an app) or by users of the system. In either case an order progresses through the various life cycle states until it is either Completed or Cancelled. An estimated completion date/time is calculated for each order and the payment is processed according to the customer's payment method. Any overdue orders can also be identified by the system. If an order is amended prior to reaching the completed or cancelled states, then the total amount will be recalculated.	Story	5.2.0.0
V5-359	Product Catalogue for Subscriptions	Product Catalogue includes service products that can be purchased by subscribers, as well as expenses which are applied to subscribers in the form of penalties or fees. Product catalogue includes business rules that define how these products should be purchased: Dependencies between products. Service product requires a device to be provisioned to contacts (technical) Service product requiring another service(s) to coexist on a subscription in order to be purchased by a contact (driven by a company's business rules). Service product that cannot coexist with another service on a subscription (cannot be purchased and delivered by the same subscription) Tiering of products Product tiers define whether purchasing a service while owning another one constitutes an upgrade, downgrade or a switch Services Pricing Service products pricing includes a set of terms that includes A service term period (for termed service only) Whether the terms are auto renewed at the end of the termed period or not The billing cycle A trial period Pricing terms are used to form the subscription’s and the subscription service’s billing terms on their purchase	Story	5.4.1.0
V5-2084	Ability to dispatch items for an order	Order items are dispatched against an order and result in a stockout transaction.	Improvement	5.4.5.0
V5-2365	Display Total before discount on order ticket.	Enhance Order ticket to include: Price of items before discount Total Price before discount	Improvement	5.4.5.3
V5-2268	Backend Ordering enhancement, display modifiers section AFTER a variant product is selected	Display modifiers section AFTER a variant product is selected and based on modifiers of selected variant product	Improvement	5.4.5.2
V5-2086	New view options for Orders summary screen	Updates required to Orders list view/Kanban view. New Kanban view linked to queue types. New detailed order summary page.	Improvement	5.4.5.0
V5-2085	Ad hoc discounting	Ad hoc discounts for Service Requests and Orders.	Improvement	5.4.5.3
V5-2083	Point of No return	Implement the point of no return for orders.	Improvement	5.4.5.0
V5-2082	Updates to Orders	Ability to change certain details of an order once an order is created and change order statuses.	Improvement	5.4.5.0
V5-1986	Include conditions in Order Fulfilment policy expenses	Provide the ability to set up conditions on when an expense will be applied during ordering. Currently the supply method is already a condition. The order's amount should be added (order amount before the discount) e.g. apply the expense for Delivery orders only if the order amount is less than X amount	Improvement	5.4.4.1
V5-1981	Include Product Notes in Order ticket	Notes for orders	Improvement	5.4.4.1
V5-1797	Enhancement to provide detailed promotion information in invoicing	Include promotion information when invoicing	Improvement	5.4.3.2
V5-1701	Enhance Self-Service Order fulfilment response with estimated delivery/pickup time	Enhance Self-Service Order fulfilment response with estimated delivery/pickup time so that order fulfilment checks can be removed from order estimates. Required for mobile app ordering flow	Improvement	5.4.3.1
V5-1685	Ability to create default fulfilment policy upon new Business sign-up. New Direct Sale supply method	A default fulfilment policy will be created when a new Business signs-up. New supply method 'direct sale' for subscription services.	Improvement	5.4.4.2
V5-1602	Enhance order to include whether order paid in full or partially with wallet funds	Order enhancement to include amount partially paid using wallet funds and amount partially paid using another payment method	Improvement	5.4.3.1
V5-479	Ability to have Separate Queues for your Orders	Ability to setup different order queues with each queue having its own workflow of states. Setup the business characteristics of orders to be fulfilled by each queue, for example B2B orders assigned to 'Wholesale' queue, and B2C orders assigned to 'Retail' queue.	Story	5.4.5.0
V5-477	Orders Quotation	A Quotation provides a formal estimation of an order's cost that includes all physical goods, expenses and services that the contact is interested in buying. In other words, the quotation is a preliminary form of the order's invoice	Story	5.4.5.0
V5-476	Orders milestone and progress based invoicing	Support for invoicing based on preset milestones or based on progress of delivered services and products.	Story	5.4.5.0
V5-2274	Ability to define on front-end systems whether to allow purchases only if requested spend amount is fully covered with available wallet balance	Ability to define on front-end systems whether to allow purchases only if requested spend amount is fully covered from the available wallet balance. - Ability to configure setting via the back-end (Applications) Release app enhancements	Improvement	5.4.5.2
V5-1405	Purchases & Business Network	Posting purchase against an organisation should allow only purchases of organisations within the business network	Improvement	5.4.0.0
V5-2633	Using Wallet funds on ordering improvement	When a contact wants to fully/partially pay for their order using their wallet funds - up to 2 payments will be posted upon placing the order: One payment with payment method type cash/card etc. according to contact's choice A second payment to reflect the contact's payment using the wallet as a payment method	Improvement	5.4.6.2
V5-2632	Improved use of account funds on placing the order	Improved use of account/wallet funds on placing an order Order estimates API to return Cost of the order Amount which needs to be paid at the time of ordering Contact's account credit (if account in credit) On placing the order It will be up to the front-end to decide if account credit will be used or not for paying off the order Up to two payments will be placed; one consuming wallet funds and second one to represent the payment using a card/cash etc. In cases where the account's credit will be used, then the cash/card payment will be of a smaller value, indicating that the remaining amount will be paid off using the account's funds	Improvement	5.4.6.2
V5-2105	Contact and User approvals for orders	Ability for a contact and/or user to approve/reject an order's progression via CRM.COM Approval Request automations	Improvement	5.4.6.3
V5-2903	Ability to set up automations on order stage change	Ability to set up automations which are triggered upon changing the stage of an order	Improvement	5.4.6.4
V5-3056	Orders & milestones enhancement	Display Order milestones (whether invoiced or not) on Order screen	Improvement	5.5.0.0
V5-2438	Order Attachments	Ability to add attachments on an order	Improvement	5.5.1.0
V5-480	Clone an Order	Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.	Story	5.5.2.1
V5-480	Clone an Order	Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.	Story	5.5.2.2
V5-3622	Search for orders based on their address	Ability to search for an order using its delivery address. New 'Address' filter option added	Improvement	5.5.3.2
V5-3416	Ability to change an Order's Delivery address	Ability to change an Order's Delivery address before its completion. Changing the delivery address is allowed only if no items have been sent out to the contact. Order fulfilment estimation should be triggered again to ensure that the order can still be fulfilled at the new delivery address	Improvement	5.5.3.2
V5-3606	Improved Orders management	Ability to amend order items and milestones, provided a point of no return is not reached	Improvement	5.5.3.2
V5-4295	Ability to set up and use Event-based Charges for Orders	Ability to set up and use Event-based Charges for Orders. In addition, introduce the ability to charge an extra expense on a delivery Order based on the distance	New Feature	5.6.0.0
V5-4287	Product Ordering & Commerce Spend Restrictions	Ability to support (per product) the max wallet commerce amount that can be spent during ordering	Improvement	5.6.0.0

PASSES
Issue Key	Summary	Description	Issue Type	Release
V5-1453	Create a filter in automations to differentiate between Top-up and Gift passes	Ability to create automations based on pass type (Gift or Top-up). At the moment the filtering options in Automations don't allow this.	Improvement	5.4.2.0
V5-1409	Encryption of pass codes	Generated pass codes should not be visible from the back end, they should be encrypted throughout their life cycle.	Improvement	Candidate Features
V5-884	Passes Enhancements	Changes to the way passes are configured and generated.	Improvement	5.4.0.0
V5-172	Redeem a Pass	Redeeming a pass is the process whereby a contact uses their pass either to get a discount at the time of purchase, or to top-up their wallet with the value of the pass. Only passes in 'Active' state can be redeemed. If OTP validation is required the user can instantly generate an OTP for verification.	Story	5.2.0.0
V5-171	Managing Passes	It's possible to manage a whole pass plan or just an individual pass. Activate generated passes Electronic passes are automatically activated when delivered to the contact, however, printed passes have a 'Draft' state when generated and must be activated through a manual process once they have been cross-checked. Activating a pass plan will change the state of all the passes in the lot from 'Draft' to 'Active' ready to be used. Pass cancellation Cancel all the passes generated by a pass plan, or an individual pass. Only passes in 'Draft' or 'Active' state can be cancelled, once cancelled a pass can longer be used. Change pass expiration Change the expiration date of a single pass, e.g. to extend it's validity.	Story	5.2.0.0
V5-170	View a Pass Lot	Viewing a lot displays all passes generated by the specific lot, their current state, recipient details, usage and expiry information, and method of communication.	Story	5.2.0.0
V5-169	Create a Pass Plan	The only way to generate one or more passes is to create a pass plan for a specific pass type. Setup includes: Number of passes to generate. Electronic or printed passes: For printed passes a webhook is triggered for the printing house (if enabled), for electronic passes the pass code is sent to the contact via event based communications (e.g. SMS, email etc.).	Story	5.2.0.0
V5-168	Pass Product Conditions (for Gift & Top-up Passes)	A list of product SKUs or product families that the value of the pass can be consumed on.	Story	5.3.0.0
V5-167	Passes / Top-up Pass	A top-up pass is used to top-up an existing contact’s wallet with an additional amount of money. Validity: Choose from three options for setting the pass validity duration. Never - The pass never expires Period - The pass expiration date is calculated based on the date of redemption, e.g. a top-up pass value is valid for consumption for 1 year from the date of topping-up Date - The pass expiration date is a specific date Generic settings: Value - The value of the pass, can either be a fixed value (e.g. â‚¬50), or a variable value (e.g. EUR10 - EUR200). For passes with variable values, the exact value will be specified at the time of purchase and must be within the given range. Usage - A pass code can be used just once (single), or more than once (multiple) times up to the maximum specified times. Enable OTP verification - If OTP verification is required to use the pass then a code can be sent to the contact's phone during redemption for verification purposes. Passes format: Multiple unique pass codes are generated for Top-up passes. Select from alphanumeric or numeric format, the length, prefix and/or suffix of the pass codes.	Story	5.3.0.0
V5-166	Passes / Gift Pass	A gift pass provides an amount of money to the contact either to be redeemed for their own benefit, therefore crediting their own wallet (for registered contact), or for use as a gift card loaded with funds (for non-registered contacts). Validity Choose from three options for setting the pass validity duration: Never - The pass never expires. Period - The pass expiration date is calculated based on the date of redemption, e.g. a gift pass is valid for consumption for 3 month from the date that the wallet is credited with the pass value. Date - The pass expiration date is a specific date. Generic settings: Value - the value of the pass, can either be a fixed value (e.g. â‚¬50), or a variable value (e.g. EUR10 - EUR200). For passes with variable values, the exact value will be specified at the time of purchase and must be within the given range. Usage - A pass code can be used just once (single), or more than once (multiple) times up to the maximum specified times. Enable OTP verification - If OTP verification is required to use the pass, a code will be sent to the contact's phone during redemption for verification purposes. Passes format: Multiple unique pass codes are generated for Gift passes. Select from alphanumeric or numeric format, the length, prefix and/or suffix of the pass codes.	Story	5.3.0.0
V5-165	Create and Maintain Pass Types and Passes	Create a pass type of a specific classification, choose from PROMOTION, GIFT and TOP-UP. Pass types must exist in order to create lots that will generate the passes. Passes once created can have one of four life cycle states: DRAFT: The pass has been generated but not yet ready to be redeemed, this is the initial status of printed passes. ACTIVATED: The pass is ready to be redeemed. CANCELLED: The pass has been cancelled and cannot be used. Only DRAFT and ACTIVATED passes can be cancelled. REDEEMED: The pass has been redeemed (either the promotion/reward offer was redeemed, or the value of the pass has been loaded into the contact 's wallet).	Story	5.3.0.0
V5-110	Passes / Promotion Pass	As the name implies, these passes are issued as part of a promotion campaign or rewards offer and target (in the form of criteria) products, services and contact segments. Validity: Specify the passes expiration date by selecting a specific date. Generic settings: Associate the passes to be generated to a defined promotion or rewards offer. Distribution - Choose whether to generate all the passes with the same (single) pass code, or using multiple unique pass codes. Usage - A pass code can be used just once (single), or more than once (multiple) times up to the maximum specified times. Pass codes format: Specify the format of the pass codes to be generated. If a single pass code is to be used for all the passes then set the pass code. If multiple unique pass codes are to be used then choose between alphanumeric or numeric format, the length, prefix and/or suffix of the pass codes. For Promotion passes, the value (amount/percentage) that the contact will benefit from is specified in the promotion or rewards offer a definition.	Story	5.2.0.0
V5-2413	Ability to re-use same pass plan prefix	Allow a configuration of a second pass plan using the same pass code prefix as another pass plan definition. System validates uniqueness of pass codes across the business, and not per pass plan.	Improvement	5.4.5.4
V5-2088	Hashing of Passes	Setting to enable use of hashing feature for passes Pass codes in any format and any type can be stored in hashed format API calls can use either the real pass code or the hashed pass code Hashed pass code to be stored as CIM	Improvement	5.4.4.1
V5-1955	Enhancements to Passes to handle lost Gift pass scenario	Changes to Passes to accommodate the case of a lost Gift pass for a registered Contact (i.e. with identification details).	Improvement	5.4.4.1
V5-2800	Ability to specify custom fields for Passes	Ability to add custom fields for Passes Passes custom fields will be available when setting up a new Pass Plan. The passes generated based on that pass plan will inherit the custom field values (if any were set) Ability to add custom field values to individual passes using the Update Pass API	New Feature	5.4.6.3

...

PRODUCT CATALOGUE
Issue Key	Summary	Description	Issue Type	Release
V5-1452	Products as Controllable Entity Enhancement	Support the ability for a business to allow its products to be used across business network (as controllable entity)	Improvement	5.4.1.0
V5-1396	Ability to filter Product Categories on the organisation that owns the products	Ability to filter Product Categories on the organisation that owns the products	Improvement	5.4.0.0
V5-1381	Ability to retrieve product tier rules	Ability to retrieve product tier rules when a contact requests for an upgrade or a downgrade of the subscribed services	Improvement	5.4.0.0
V5-1331	Ability to restrict products for ordering based on organization that owns the product	Ability to restrict products for ordering based on organization that owns the product	Improvement	5.3.5.0
V5-1330	List Product enhancement - Restrict products that are modifiers from product/order catalogue	List Product enhancement - Restrict products that are components from being selected for ordering	Improvement	Pending Release (Backend)
V5-1299	Ability to define more than one product family on products	Ability to define more than one product family on products	Improvement	Candidate Features
V5-1294	Enhance Product catalogues to handle collections and supply role	Ability to group products into order catalogues and the organisations that have access to those order catalogues	Improvement	5.4.1.0
V5-1273	Ability to differ a price by merchant / venue		Improvement	Candidate Features
V5-1187	Ability to search products using product family filter	Ability to search products using product family filter	Improvement	Candidate Features
V5-910	Check product pricing and taxes	Improvements on tax exclusive or inclusive and applying tax on a contact	Improvement	5.3.1.0
V5-897	Product Promotions	Ability to configure Promotions to enable Products / Services to be discounted.	Improvement	5.3.1.0
V5-861	Enhancements to Product Synchronisation settings modal	Enhancements to Product Synchronisation settings modal.	Improvement
V5-857	Product type 'classification' to be returned by self-service and back-office APIs	Amendment to self-service and back-office APIs to return the product classification.	Improvement
V5-793	Ranking for Product Components & Variants, define default variant	Ability to rank order of components, order of component options, order of variant attributes	New Feature	5.4.1.0
V5-471	Product Type Enhancements	Ability to provision products Defines if products of a type are used for provisioning purposes by third party providers which are integrated with CRM.COM Software. Available for: Traceable physical goods Termed Service Types Usage Service Types	Story	Candidate Features
V5-470	Product Tags	Define tags for products and promotions and use them to group products/promotions based on similar characteristics that enable tracking, managing and promoting the products/promotions (e.g. food, drinks, Base TV service).	Story	Candidate Features
V5-469	Product Promotions old	Promotions define discounts that can be automatically applied on product sales or during billing, given that a set of conditions are met. Promotions can be auto-applied if the conditions are met or presented to contacts or agents as (selectable) offers during a purchase or placing an order.	Story	5.3.0.0
V5-468	Product Synchronisation	This process is responsible for synchronising (creating and updating) products between a third-party system and CRM.COM.. The process automatically s syncs products from the master system (third-party system, i.e. POS) to the destination system (CRM.COM).	Story	5.2.0.0
V5-467	Product Pricing	Pricing determines how a product will be priced based on the various parameters that can affect the price. Multiple prices can be configured for products, based on the rate model (flat, tiered, volume), the tax model (tax inclusive or exclusive), whether the product is sold individually or as part of a bundle, the currency, the supply method (delivery, pick up, on-site/dine-in, the countries in which the price will be applied (based on the contact's billing location).	Story	5.1.0.0
V5-466	Create and Maintain Products	Define the products that a business can sell or deliver to its contacts. Products can be sold individually, awarded through reward offers, sold as part of a subscription, or consumed as part of a subscription. A product has a unique SKU, name and validity period. Product Types Product types define the basic characteristics of a product determining its behaviour and operational aspects and can be classified as physical goods or services. Services can be billed on a recurring termed basis, based on usage/consumption, as a one-time service with a fixed amount or based on duration, or a fixed one-off or recurring expense. Composition method & Variants The product composition determines whether a product is offered as a standalone product, a fixed or flexible bundle that consists of multiple products or a composite product sold in multiple variations. A variation product is automatically created based on a composite product's variants, it has its own SKU and name and can have a different price compared to its composite product. Product Classifications Products can be assigned additional attributes such as a family, a brand or a category. Families can be represented in a hierarchical structure and can group products of similar characteristics. Brand is the commercial brand of a product. Categories provide a business classification to products and can be used for analytics or reward purposes; categories can also be represented in a hierarchical structure. Up Sell & Cross Sell Products Define higher-end products than the target product to be used during sales in order to encourage contacts to buy them (e.g. a newer version of a product). Specify cross-sell products to be purchased along with the target product (can be related to, or complementary products), e.g. headphones, speakers are a cross sell to a laptop.	Story	5.1.0.0
V5-2533	Ability to use 'hours' as billing period when creating products of type 'one time service'	Ability to use 'hours' as billing period when creating products of type 'one time service'	Improvement	5.4.5.8
V5-2089	Ability to define a Display Name for Product Categories, Families, Types & Component Sets	Ability to configure a display name for Product Types Product Families Product Categories Component Sets If no display name is provided then the name is set as the display name	Improvement	5.4.4.1
V5-2001	Ability to configure the modifiers of variant products	A Variant product can have different modifiers compared to its composite product	Improvement	5.4.4.0
V5-1983	Ability to edit the Product Type of a Product	Ability to amend the Product Type of a Product to a Product Type of the same classification.	Improvement	5.4.4.1
V5-1693	Enhanced Promotions conditions and offerings	Enhanced Promotions basket conditions and offerings Basket products must not include expense/usage services or modifier products Products search options must be displayed alphabetically (types, families etc) in basket and offerings settings Basket conditions should be additionally set up without specific items, i.e. set them up with either a basket amount or quantity of among all items	Improvement	5.4.4.0
V5-1683	New 'Component Sets' for products	New feature Component Sets will allow for products to be easily grouped together and used as add-on components to products.	New Feature	5.4.3.1
V5-1583	Ability to include services and physical goods within a bundle	Ability to include services and physical goods within a service bundle (fixed or flexible)	New Feature	5.4.4.2
V5-1330	List Product enhancement - Restrict products that are modifiers from product/order catalogue	Restrict products that are modifiers from being selected for ordering	Improvement	5.4.4.0
V5-1000	Products list enhancements	Ability to search for products using the product type and product category Ability to order by (asc or desc) results of products based on sku, name, product type, product category, product family	Improvement	5.3.3.0
V5-2679	Ability to keep track of applied promotions per contact	Ability to keep track of applied promotions per contact. A promotion is applied for a contact: on ordering of a service of a physical good on redeeming a subscription pass In the case of applying a promotion for a termed service, then the applied promotion (per contact and per service) will be utilised by the billing run process to ensure that the contact receives the discount for the correct period of time, enhancing thus the billing run's performance since promotions will not be re-evaluated in each run. Finally, this applied promotions information can be used for analytics purposes so as to present a promotion's performance over time. In order to do so, the applied promotion and its discount amount will also be recorded per invoice line	Improvement	5.4.6.2
V5-2542	Enhanced Subscription Promotions	Ability to apply the discount Once Limited period Forever Enhanced basket conditions: billing cycle duration contract period Advanced Subscription Promotions Advanced basket conditions like price terms required to get the promotion (higher discount for longer contract periods)	Improvement	5.4.6.2
V5-1848	New Price rate models: Tiered, Volume, Stairstep	New Price models: Tiered, Volume, Stairstep	Improvement	5.4.6.2
V5-2679	Ability to keep track of applied promotions per contact	Ability to keep track of applied promotions per contact. A promotion is applied for a contact either: On ordering of a service of a physical good On redeeming a subscription pass (pending) In the case of applying a promotion for a termed service, then the applied promotion per contact and per service) will be utilised by the billing run process to ensure that the contact receives the discount for the correct period of time, enhancing thus the billing run's performance since promotions will not be re-evaluated in each run. Finally, use of this applied promotions information can be used for analytics purposes so as to present a promotion's performance over time. In order to do so, the applied promotion and its discount amount will also be recorded per invoice line	Improvement
V5-1848	New Price rate models: Tiered, Volume, Stairstep	New Price models: Tiered, Volume, Stairstep	Improvement	5.4.6.3
V5-2877	External reference codes for products	Product catalogue setup includes an external reference code for products.	Improvement	5.4.6.4
V5-3115	Search products based on categories and their sub-categories	Provide the ability to search for a product using either a category or a sub-category.	Improvement	5.5.1.0
V5-3066	Enhancements in setting up and and applying a Dependency rule	Multiple Dependency rules can be configured per Product/Product Type instead of a single one. When multiple rules are configured, then all of them must be met. Within a rule, operator All/Any determine how the specified dependencies will be evaluated (all required product exists or at least one of the specified)	Improvement	5.5.1.0
V5-3169	Product Ownership Enhancements	Ability to support duplicate products (SKU based) across the business network, but maintaining uniqueness on the organisation level (different product with same SKU per business/merchant) - configurable on the business level. The customer events engine should identify a product and it's owner, based on the related 'fulfilled by' organisation and if such a product does not exist (neither on merchant organisation, nor on business level), then it should be created automatically with the 'fulfilled' by organisation as the owner.	Improvement	5.5.2.0
V5-2859	Product Sync	Have the ability to define the TAP for the product sync API as a request with core behaviour to create such product with merchant as owner. External systems (POS) synchronize products from multiple merchant POS systems over to CRM Through a dedicated API attribute (TAP code) products are created or updated in CRM Create each new product (including organisation owner) or update existing ones (do not change the owner)	Improvement	5.5.2.0
V5-3428	Ability to keep a label per product price	Ability to keep a label per product price to improve usability in cases where a business has multiple prices with various conditions. A price's label is also available through the Ordering flow (when placing a new order, viewing or amending an existing one)	Improvement	5.5.3.0
V5-2718	Enhanced Product Catalogue usability	Various enhancements required when setting up the product catalogue: 1) Products Present additional information of the product type so the user easily understands its classification and composition when setting up a new product, or when viewing an existing product 2) Prices Provide the ability to set up the same price in multiple currencies Viewing prices: apply sorting, provide search capabilities and also present additional information	Improvement	5.5.3.0
V5-3568	Ability to apply promotions based on already subscribed services	Provide the ability to set up a promotion that gives a discount to a basket service based on services that the contact has already subscribed to. The contact can benefit from this promotion for the newly ordered service as long as they are still subscribed to the specified service(s)	Improvement	5.5.3.3
V5-3330	Pricing support for B2B models	Support for B2B models including: Ability to setup wholesale and other custom defined pricing groups that are applied to companies, persons, contact category or specified contact UI that enables an administrator to setup prices for multiple products for a pricing group or a segment UI that lists all contacts and their pricing group, with the ability to easily amend	New Feature	5.5.3.3
V5-3527	Stock Balance Enhancements	Ability to support products (non-traceable but stockable or traceable) with zero or no balance, and metrics for reserved, dispatched, rented, ownership, available for sale/rent, on stock balance summary page and report	Improvement	5.5.3.3
V5-4206	Ability to set up custom fields for Products	Ability to set up custom fields for Products	Improvement	5.5.4.5
V5-3285	Enhanced Product Catalogue	Product Catalogue enhancements Introduce a product Default Price Price for a service while 'in contract' and when 'not in contract' Ability to differentiate the price of a product for different periods (period pricing). The feature creates a new version of the price that will be applied during a time period. Subscribers in contract are never affected by the price change. By default a service 'in contract' will always be billed based on the price agreed on ordering. On exiting the contract period, the service will start being billed based on the 'not in contract price' that is valid during that period (if a price exists)	Improvement	5.5.4.5

REWARDS CORE

Issue Key

Summary

Description

Issue Type

Release

V5-1436

Ability to upload images for reward tiers

Business users should

V5-3285

Enhanced Product Catalogue

Product Catalogue enhancements

Introduce a product 'Default Price'
Price for a service while 'in contract' and when not 'in contract'
Ability to differentiate the price of a product for different periods (period pricing). The feature creates a new version of the price that will be applied at a period of time. Subscribers in contract are never affected by the price change. By default a service in contract will always be billed based on the price agreed upon ordering. On exiting the contract period, the service will start being billed based on the new price that is valid during that time (if a new price was applied)

Improvement

5.6.0.0

REWARDS CORE
Issue Key	Summary	Description	Issue Type	Release
V5-1436	Ability to upload images for reward tiers	Business users should be able to upload one marketing image for each reward tier	Improvement	5.4.1.0
V5-1392	Rewards events back office feature	Ability to view all rewards events (purchase, referral, signup, achievement, just money, lottery, profile completion) and how each event performed and processed (its awards, any spends, any cancellations.	New Feature	5.4.2.0
V5-1391	New APIs for rewards events	New reward events APIs to be used by back office roles and functions to reconcile and audit reward activity.	New Feature	5.4.2.0
V5-1286	Default configuration for enabling reward tiers	Enable Reward tiering by default upon creation of a new business	Improvement	5.4.3.0
V5-1188	Ability to have additional recurring options on reward achievement offer types	Ability to have additional recurring options on reward achievement offer types i.e. run every 1 hour	Improvement	Candidate Features
V5-1105	Default Automatic Spend Conditions	Ability to configure (per Business) default contact automatic spend conditions and set to each newly registered contacts	New Feature	Candidate Features
V5-1056	Back-End Reduction on default payment method	Ability for back-end reduction to refund first on payment method of the purchase, otherwise on the primary payment method (if allows refund)	Improvement	5.3.1.1
V5-1047	Wallet Fee Core Behaviour Enhancements	Wallet fees should be applied prior spend calculation (reward offer resolution), where fees are applied before spend; and spend is applied for award amount or wallet balance, whatever is less	Improvement	5.3.2.0
V5-975	Spending Preferences Enhancements	Ability to set and retrieve additional auto spend preferences that will enhance the contact's experience via applications	Improvement	5.3.5.0
V5-958	Reward Offer Evaluation Enhancements	Rewards core behaviour should be enhanced to exclude performance offers from best offer restrictions. In addition (based on user setup), the reward offer evaluation should be enhanced to support no awarding events that contacts used commerce wallet balance (excluding instant discounts)	Improvement	5.3.1.0
V5-954	Auto Reward Schemes Sign Up Enhancement	Ability to sign up existing contacts to new auto sign up reward schemes via a back-end process	Improvement	Candidate Features
V5-887	Ability to award and spend at time of ordering	Contacts will have the ability to use their wallet credit (open and commerce) plus a payment method for remaining amount (cash or card) during ordering, and at the same time (via automations) to be awarded and spent (automatic/instant) via back-end reduction.	Improvement	5.3.0.0
V5-808	Ability to retrieve organisation tags from reward offers APIs	New organisation tag(s) attribute on list reward offers APIs	Improvement	5.3.0.0
V5-664	Back-End Reduction & Refunds	Ability to refund contacts for back-end spends	New Feature	5.3.0.0
V5-660	Ability to generate purchase events from a financial transaction and award them	Ability via automations to post a purchase event when an invoice is posted and post a credit note when a purchase customer event is voided	Story	5.3.0.0
V5-45	Rewards Tiers	A tiering system can be configured whereby contacts can be classified based on their purchase behaviour. During a tier review, a contact can advance to the next level, remain at the same level or revert to the previous tier level based on their purchases within the specified period.	Story	5.1.0.0
V5-44	Reward Resolution	Reward resolution allows a business to configure how it's contacts will be awarded in cases where they may be eligible to be awarded from more than one offer. Available options are - to award the contact from: All matched offers An award from every offer across all reward schemes that the contact participates in, can result in multiple offers per reward scheme. The best offer A single award from the offer that provides the highest awarded amount across all reward schemes that the contact participates in. The best offer from each scheme The contact will be awarded the highest offer from each reward scheme (one offer per reward scheme) that the contact participates in.	Story	5.1.0.0
V5-43	Spend Reduction Method	Reduction Method defines how the amount requested to be spent by the contact during a purchase event will be deducted from the total amount to be paid. There are two reduction methods: Front-end Reduction is done by a front-end system (e.g. POS) by instantly applying the reduction to the total amount to be paid by the contact, hence the customer pays the reduced amount. Back-end Reduction is done is by a back-end system (e.g. PayPal) where the contact pays the full amount and they are credited through a payment gateway system or by generating a refund voucher. In the context of Rewards (single merchant and multi-merchant environment), the reduction method may vary per merchant depending on the integration and the API used to post purchase customer events.	Story	5.2.0.0
V5-42	Rewards Settlement	Ability to define merchant agreements and perform a reward settlement process setup reward settlement calculate and invoice/refund a merchant create and manage a merchant agreement (consider having an expiration date on such agreements - on expiration the merchant cannot award/spend contacts) Merchant agreements allow the business to define the schemes its merchants can participate and their corresponding contributions. In addition the business can define whether settlement takes place for its merchants on award or on spend. The settlement process charges participating organisations (typically merchants) the cost of awards. Settlement creates financial transactions either real time or in set frequencies, such as daily.	Story	5.3.2.0
V5-41	Rewards Merchant Commercial Terms	Merchant commercial terms are the agreements between the business and the individual merchants who will be participating in the reward schemes. Terms include the agreed commercial terms for the merchant: a) The reward schemes that the merchant will contribute towards for contact's awards or spends. b) The contribution fee that the merchant will be debited for on an award/spend (calculated based on a percentage of the award/spend, defaults to 100%). c) The management fee that the merchant will be debited for, for use of service (calculated based on a percentage of the awarded amount, defaults to 0%). d) The date that the agreement was made and it's termination date (if any). Blocking a merchant denotes that the merchant can no longer award contacts nor can contacts redeem their awards at that merchant.	Story
V5-40	Financial KPI Customer Event	Financial KPI events are used to measure a contact's monthly financial status and performance against the business' KPIs.	Story	Candidate Features
V5-39	Achievement Customer Event	Achievement events indicate a contact's accomplishment (e.g. a Facebook like or completing their personal information).	Story	5.4.3.0
V5-33	Purchase Customer Event	A purchase event represents a sale (e.g. via a POS) of purchased items. CRM.COM behaves solely as a target system, calculating only the total net, tax and gross amounts for the purchased items. In the context of Subscription & Billing, posting an Invoice (financial transaction) can trigger the creation of a purchase customer event having as purchased items the subscribed products.	Story	5.1.0.0
V5-32	Customer Events	Customer events capture financial and marketing transactions for analytical and reward purposes. The classification of the event determines how CRM.COM will process and award the event.	Story	5.1.0.0
V5-31	Reward Schemes	A business can have one or more schemes to market and differentiate their marketing loyalty activities. Each scheme has one of the following three sign up options for contacts to register to Open loop schemes Auto sign-up - a contact is automatically signed-up upon registration Self sign-up - a contact chooses to participate in a rewards scheme at will. Closed loop schemes Closed loop sign-up - contacts are signed-up in a collective and controlled manner (e.g. domain specific emails, or via a link in a communication sent to the contact).	Story	5.1.0.0
V5-2212	Settlement Enhancements	Ability to settle all spends made against any wallet allocation and apply a settlement fee on award/spend transaction	Improvement	5.4.5.0
V5-1698	Purchase Event Estimates	Ability to get an estimate of awards / spends of a purchase event prior to submitting it as a purchase event Ability to submit the purchase event with an estimate id (recalculation will take place)	New Feature	5.4.4.0
V5-1588	Customer Identification Medium entity to store the first 6 and last 4 digits of the card on CIM (if type = card)	Ability to keep on CIM (of type card), the first 6 and last 4 digits of the card	Improvement	5.4.3.1
V5-3139	Payout on Redeem Enhancements	Ability to define a minimum (payout) amount that should be supported on automatic redeem payouts	Improvement	5.5.0.0
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
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	5.5.0.0
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	5.5.0.0
V5-2842	Rewards Lottery Enhancements	Ability to draw a winner based on number of entries for specific contact events	Improvement	5.5.0.0
V5-3557	Ability to support front end reduction at Transaction Processor level	If a Transaction Processor submits purchase events with a spend request then match it to the contact who submitted the spend request for the specific (one) business process the request in sync mode	New Feature	5.5.3.2

REWARD OFFERS

Issue Key

Summary

Description

Issue Type

Release

V5-

1465

Enhancements to Spend Condition representation - validity and expiration

Improvement

Candidate Features

V5-1433

Enhance cumulative option on offer (stamp completion)

Enhance achievement option on offer to track achievement (for example 6 purchases) without a time frame

Improvement

5.4.

4289

Delegate Offers

Ability for a B2B Merchant to setup a delegate (proxy) offer

Targets the contacts of the business
Can create product specific offers for the products owned by this Merchant
Can create a reward offer as 'funding owner proxy', meaning that the Merchant owns and funds the offer but the purchase events take place at the business and it's merchant network

Improvement

5.6.0.0

V5-4265

Ability to sign up to reward schemes using codes

New Feature

5.6.0.0

V5-4116

B2B Connect

Ability for a business (the peer) to be a B2B merchant of another business (the scheme owner). The two businesses have a mutual agreement, whereby they will apply promotions, and rewards to contacts registered on the scheme owner business. The agreement as such, defines the common identification method that will be used between the two businesses, to identify the contact on the (scheme owner) business, who purchased from the (peer) business.

New Feature

5..6.0.0

REWARD OFFERS
Issue Key	Summary	Description	Issue Type	Release
V5-1465	Enhancements to Spend Condition representation - validity and expiration		Improvement	Candidate Features
V5-1433	Enhance cumulative option on offer (stamp completion)	Enhance achievement option on offer to track achievement (for example 6 purchases) without a time frame	Improvement	5.4.2.0
V5-1302	Enhancing Profile completion offer with Gender option	Ability to setup target conditions for Profile Completeness offer type on providing gender	Improvement	Candidate Features
V5-1298	Reward Offer Award Product Conditions Enhancement	Product Discount offer type should be able to provide an award percentage based on specific product families, types or brands	Improvement	5.4.2.0
V5-1283	Enhance time based offers to be evaluated daily	Enhance time based offers (Lottery and Thank You Gift) to be evaluated daily at a specific time	Improvement	5.3.5.0
V5-1235	Enhanced Profile Completeness Options	Ability to setup target conditions for Profile Completeness offer type on providing gender and verifying phone number	Improvement	5.4.0.0
V5-1109	Ad-Hoc Return Enhancements	Ability to list ad hoc returns in customer applications and allow negative wallet balance if the ad hoc return is applied on a purchase that award is already spent	Improvement	5.3.5.0
V5-1074	Approval of Offers	Ability for Business user to approve offers created by a merchant	New Feature	Candidate Features
V5-960	Spend Rule Enhancements	When creating a spend rule condition, back-end users should be able to select the business as a spend rule condition. Applicable for business and merchants users	Improvement	Candidate Features
V5-878	Create template offers on sign-up of a new business	When a new business signs-up, automatically create a rewards scheme and 4 standard offers in 'inactive' state at the level of the service owner.	Improvement	5.3.0.0
V5-825	Reward Offer Performance	Ability to award contact based on performance offers (eg buy X products and get an award)	New Feature	5.3.0.0
V5-774	Reward Offer Target Conditions Enhancement	Ability to target country based locations for incoming purchase transactions	Improvement	5.3.0.0
V5-719	Happy Hour Offer Amendments	Minor changes related to the Happy Hour offer. Remove Products from Targeting Conditions Remove the ability to award on Amount/Purchase Quantity Awarding a percentage should be based on Product or Product Family	Improvement
V5-63	Reward Offer Tags	Reward offer tags are used to group reward offers based on similar characteristics (e.g. valentines day offer)	Story	Candidate Features
V5-62	Offer Goal - Increase Visits / Xth Transaction Wins	Xth Transaction Wins - award the Xth transaction in a row within a time frame.	Story	Candidate Features
V5-61	Offer Goal - Increase Visits / Number of Visits	Number of Visits - award contacts based on the number of purchase transactions that they have performed at a specific location.	Story	Candidate Features
V5-60	Offer Goal - Improve Membership / Application Download	Application Download - award contacts for downloading the mobile app.	Story	Candidate Features
V5-59	Offer Goal - Improve Membership / Referral	Referral - award existing customers for introducing a new contact.	Story	5.2.0.0
V5-58	Offer Goal - Reward Achievement / KPI Performance	KPI Performance - award contacts for accomplishing a KPI.	Story	Candidate Features
V5-57	Offer Goal - Reward Achievement / Subscription Maturity	Subscription Maturity - award contacts for uninterrupted subscriptions (based on subscription activation date).	Story	Candidate Features
V5-56	Offer Goal - Reward Achievement / Reach a Tier	Reach a Tier - award contacts for advancing to the next tier level.	Story	Candidate Features
V5-55	Offer Goal - Reward Achievement / Social Media	Social Media - award contacts for their social media interaction (e.g. liking/sharing a FB post).	Story	Candidate Features
V5-54	Spend Conditions	During a purchase transaction a contact can spend (redeem) an awarded amount from their 'Commerce' wallet balance. Spending an awarded amount can be classified as conditional (e.g. can be spent only on specific products, locations or times), or unconditional (no spend conditions apply). Spend rules Spend rules can be created on-the-fly and can combine time, location and product restrictions.	Story	5.1.0.0
V5-53	Award Conditions	The award (cashback) for achieving the offer goal can be in the form of an amount or a percentage depending on the offer type, and will credit the contact's 'Commerce' wallet balance of the primary account. Award conditions include limiting the number of contacts who can receive the offer, and setting the maximum amount to be awarded per transaction for percentage based awards.	Story	5.1.0.0
V5-52	Reward Offer Target Conditions	Every offer type has its own target conditions that affect how and when an award will be provided. Customers By default all contacts are eligible for the award, selecting a segment targets a specific group. Location Offers are valid for all locations (venues) unless specified. Time Awards can be granted during a specific time interval based on months, days and hours, on the contacts birthday, or name day, or valid at all times. Products Offers can target particular products, product types, product brands or product families. Transactions Set a minimum purchase amount for a single transaction, or accumulated purchase amounts over a number of days to be eligible for the offer. Profile Completion The personal data that the contact should complete in order to be awarded. Options include DOB, name day, address, email , phone.	Story	5.1.0.0
V5-51	Offer Availability	The date range within which the offer is valid to award contacts. The reward offer will have an 'active' state so long as the validity period has not passed, thereafter the state will be set to 'expired'. The reward offer can be activated again when a new availability period is provided.	Story	5.1.0.0
V5-50	Offer Goal - Increase Visits	Focuses on awarding contacts based on the day and/or time of their purchases. Happy Hour - award contact purchases based on a specific location/time/product.	Story	5.1.0.0
V5-49	Offer Goal - Improve Membership	Award contacts for joining or referring friends Sign-ups - award contacts for signing up to a reward scheme. Profile Completion - award contacts for completing their personal data.	Story	5.1.0.0
V5-48	Offer Goal - Increase Spend	Focuses on awarding contacts based on their overall purchase value. Monetary Discount - award contacts on the total value of their purchase (e.g. 1% cashback, 20% birthday discount). Products Discount - award contacts for purchasing a product bundle (can target a specific location).	Story	5.1.0.0
V5-47	Offer Goal - Reward Achievement	Contacts are awarded for accomplishing a goal. Lottery - award a single contact by picking a lottery winner. Thank You Gift - award contacts to thank them for their loyalty.	Story	5.1.0.0
V5-46	Create, Update, View Reward Offers	Create and maintain the reward offers. Choose from any of the four offer goals to create an offer: Reward achievement, Increase spend, Improve membership, Increase visits. Each offer belongs to a single reward scheme.	Story	5.1.0.0
V5-2441	Self-Service List Rewards Enhancement	Self-Service list rewards should also take into consideration the town/city of venues/service points of business and merchants/service providers	Improvement	5.4.5.9
V5-2113	Enhance Reward Achievement to handle amount of top-up	Addition of 'Achievement Amount' as award condition in Achievement Reward Offer	Improvement	5.4.4.1
V5-1949	Profile Completeness Usability Issue	Profile Completeness offer should not have a limit on how many times to provide award. Should be by default once	Improvement	5.4.4.0
V5-3072	Reward Offer Award Improvement	Usability enhancement to provide a (percentage) award only for the matched target products that were purchased	Improvement	5.5.2.0
V5-57	New Offer Goal - Reward Achievement / Subscription Maturity	New offer 'Subscription Maturity' - awards customers for uninterrupted subscriptions (based on subscription activation date).	Story	5.5.3.3
V5-4222	Ability to award contacts on transferring wallet funds	Community owners awarded on accepting to transfer their CRM.COM Wallet funds to one of their community's members. Ability to set up an Automation for the new event of accepting CRM.COM Wallet transfer and create an Achievement customer event Award the community owner based on an Achievement Reward offer	Improvement	5.56.30.30

SECURITY AND USERS
Issue Key	Summary	Description	Issue Type	Release
V5-1480	Security (2FA) Improvements	Ability to enable 2 factor authentication on business level, using SMS OTP or external authentication application	New Feature	Pending Release (Backend)
V5-1468	Security (Password Policy) Improvements	Ability to configure password policy (expiration), apply common password strength and user account lockout practices	Improvement	5.4.1.0
V5-1332	Enhancement to My Profile functionality	Enhance user role permissions to handle My Profile update flow	Improvement	5.4.0.0
V5-830	Ability to sign up and sign in with Facebook	Ability to register and authenticate contacts via Facebook	Improvement
V5-829	User Roles to restrict access to back-end application	User Role settings to enable/disable user access to various sections in the backend	Improvement
V5-3034	Contact Strong Password Policy	Ability to configure whether contact strong password policy will be applied for a service owner or business organisation	Improvement	5.4.6.4
V5-1480	Security (2FA)	Ability to enable 2 factor authentication at the business level, using SMS OTP or external authentication application	New Feature	5.4.6.4
V5-3370	Enhanced User Information	Extra information to be kept for back-end users: Record the date the user was set to inactive Record the date the user last logged in	Improvement	5.5.2.2

...

SUBSCRIPTIONS
Issue Key	Summary	Description	Issue Type	Release
V5-1399	Subscription Self Service Web APIs	Subscription Self Service Web APIs	Improvement	5.4.1.0
V5-1271	Subscription & Billing Settings UI Enhancements	Subscription & Billing Settings UI Enhancements	Improvement	5.4.0.0
V5-1267	Product Catalogue Process enhancements	Enhancements required in setting up and using the product catalogue for termed and one-time services	Improvement	5.4.0.0
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	5.4.0.0
V5-371	Change Ownership	Ability to change the owner of subscription services by: Changing the ownership of service to another contact OR Changing the account of a subscription	Story	Candidate Features
V5-370	Provisioning of Subscription Services	Provisioning of Subscription Services Subscription services are authorised to various Provider through the Provisioning module A service could be enabled through devices which are purchased or rented by contacts or they can be enabled on an OTT basis.	Story	Candidate Features
V5-369	Apply Grace Period	Ability to provide a grace period to subscribers to pay off their outstanding billing debts	Story	Candidate Features
V5-366	Service Delivery	Service Delivery is the process responsible for managing subscriptions throughout their life cycle by combining the subscriptions and billing business rules with a customer's service purchases and requests for changes. In summary, the process is responsible Adding or changing services based on customer requests. On each purchase, the service delivery decides if new subscription should be created or the new services will be added on an existing one, based on the new service's price terms Managing customer requests for service changes (upgrades, downgrades, changing the service terms Working together with the billing engine for performing billing estimation Automatic activations, deactivations and cancellations of services Perform scheduled actions Perform an estimation during an addition of a new service or a service change. The estimation performs a series of validations based on subscription and billing business rules. Billing estimation is also perform to estimate how a contact's billing is affected by the new change	Story	5.4.1.0
V5-365	Billing Behaviour	Billing Behaviour Bill services on various billable events Recurring billing Apply business billing rules Preview upcoming billing periods	Story	5.4.3.0
V5-364	Trial Periods	Trial Periods allow contacts to try out a service for a short period of time with no billing or contract obligations before turning the service into a paid one. The trial period of a service is defined in its pricing terms. Automated communications are sent to contacts prior their trial ends through Communication Plans Segments of contacts in trial can also facilitate running marketing campaigns to minimise cancellations.	Story	5.4.3.0
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	5.4.0.0
V5-360	Manage Subscriptions	Create a Subscription that groups together services of the same billing period. Subscription is created only when a termed service is purchased through an Order. Manage the subscription throughout its life cycle though various subscription actions which are performed per service: Change billing day Change payment method Pause and Resume Terminate all of the services	Story
V5-1973	Promotions for Subscriptions	Improvements in Promotions so as to be applied on selling subscription services	Improvement	5.4.5.0
V5-2218	Improved Subscriptions Self-service Web APIs	Product pricing for self-service in order to implement ordering of services on Release app.	Improvement	5.4.5.2
V5-2126	Ability to specify the Wallet as the funding source of a subscription	Wallet is used as the method of paying off subscription services	Improvement	5.4.4.1
V5-1598	Subscription services webhooks: On activate and on deactivate	New webhooks: On service activate On service deactivate	Improvement	5.4.4.0
V5-367	Subscription Devices	Ability to utilise Devices that will provision (i.e. deliver) a number of subscription services to subscribers The required devices are specified in the product catalogue as per-requisites for purchasing a termed or one time service or even consuming a usage service The required devices might be purchased or rented to the contact or contact might own them already. A device could be purchased through the same order as the service. The device will be invoiced as part of the order's invoicing and not through the subscription's billing. Once paid, the device is owned by the contact. A device is rented either with no cost or for a fixed price, charged on every billing cycle. Rented devices must be returned back to the company on terminating Multiple services can be enabled on a device	Story	5.4.4.0
V5-2346	Enhanced billing and disconnection of wallet funded services	Differentiation of billing behaviour between account and wallet funded services.	Improvement	5.4.5.3
V5-2055	Ability to send provisioning commands to a group of devices	Ability to send provisioning commands to a group of devices: Owned by a set of contacts Devices on which a specific service is enabled To specific set of devices	Improvement	5.4.4.1
V5-368	Usage Based Billing	Ability to order termed or one-time services that allow usage consumption	Story	5.4.6.0
V5-1959	Payment-driven subscriptions	Payment-driven subscriptions	Improvement	5.4.6.0
V5-2353	Ability to support WIFI platforms for subscriptions and billing	Core APIs created Support the device MAC address as contact authentication Enhance the organisation UI to provide usage analytics for WIFI	New Feature	5.4.6.0
V5-2433	Ability for an organisation to purchase one-time/termed services	Ability for an organisation to purchase one-time/termed services Only merchants/service providers can perform the purchase using their accounts An organisation might have multiple payment methods. One of them is of "Settlement Account" payment method type which is an option available only for Businesses and Merchants/Service Providers	Improvement	5.4.6.0
V5-2433	Ability for an organisation to purchase one-time/termed services	Ability for an organisation to purchase one-time/termed services Only merchants/service providers can perform the purchase using their accounts An organisation might have multiple payment methods. One of them is of "Settlement Account" payment method type which is an option available only for Businesses and Merchants/Service Providers	Improvement	5.4.6.1
V5-1959	Payment-driven subscriptions	Implementation of payment-driven subscriptions	Improvement	5.4.6.1
V5-368	Usage Based Billing	Ability to order termed or one-time services that allow usage consumption	Story	5.4.6.1
V5-2616	Improved Provisioning Provider Filtering	Available filters: Contact Code Contact name Date and time User Content views to be included also Ability to save search filters	Improvement	5.4.6.2
V5-2542	Enhanced Subscription Promotions	1 ) Ability to apply the discount Once For a limited period Forever Enhanced basket conditions: Billing cycle duration Contract period 3 ) Advanced Subscription Promotions Advanced basket conditions like price terms required to get the promotion (higher discount for longer contract periods)	Improvement	5.4.6.3
V5-2846	Ability to call Provisioning Provider Integration Web APIs for services	Ability to call Provisioning Provider Integration Web APIs for services	Improvement	5.4.6.3
V5-2797	Ability to group one-time services in a subscription	Ability to group one-time services in a subscription Whenever a contact orders a one time service, this service will also be included in a Subscription A contact can have only one subscription that groups together the purchased one time services, the subscription does not have any billing terms (similar to 'No billing' Subscriptions) The subscription might have multiple one time services of the same product Service delivery process to remove the one-time services One time services can be marked as 'for provisioning' so that they will also have Subscription distribution information They can be enabled disabled on one or more devices as termed services	Improvement	5.4.6.3
V5-2764	Ability to deactivate/reactivate services based on an amount threshold	Introduction of a new Subscription business rule called Activation rule. The rule determines whether a service can remain in Effective state or can move into the Effective state as long as the account's outstanding amount meets an activation threshold. A service is a candidate for deactivation when its account has an outstanding amount (unsettled and overdue) and this amount is greater than the threshold amount. The threshold defaults to 0 amount (set in the business's base currency)	Improvement	5.4.6.3
V5-2760	Ability to view a service's allowed and remaining usage allowance	Ability to view a service's allowance, i.e. how much usage a contact is allowed to consume in general based on what the product catalogue specifies, as well as the remaining of this usage per transaction, day and billing cycle In addition, present the recorded usage records of a subscription	Improvement	5.4.6.3
V5-1964	Implementation of service bundles	Implementation of service bundles	Task	5.4.6.3
V5-2797	Grouping of one-time services in a subscription	Ability to group one-time services in a subscription Whenever a contact orders a one time service, then this service will also be included in a Subscription A contact can have only one subscription that groups together the purchased one time services. The subscription does not have any billing terms (similar to 'No billing' Subscriptions) The subscription might have multiple one time services of the same product. Service delivery process to remove the one-time services One time services can be marked as for provisioning so they will also: Have subscription distribution information Be enabled/disabled on one or more devices as termed services	Improvement	5.4.6.4
V5-2779	Ability to set up business rules for Pausing a service	Ability to set up and apply business rules for Pausing a service A service (or all services of a subscription) can be paused at any point of time. A paused service, by default, will not be billed, therefore, in cases in where the service is already billed in advance, the service will also be credited A paused service is resumed on its intended paused period end date, or it can be interrupted with a Resume action at any point in time while it is paused On resuming the service, billing is triggered so as to ensure that the service is eligible to go back into Effective state, i.e. the service is billed and in case of zero credit limit, the service is also paid for the new Effective period Paused periods can be restricted through Subscriptions business rules. Paused period rules include: How many times a year a service can be paused How many days a year a service can be paused When paused, there's a minimum and maximum number of paused period days	Improvement	5.4.6.4
V5-2834	Enhanced usage consumption based on the usage being consumed	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) 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 Back Office and Self-service Web APIs	Improvement	5.5.0.0
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	5.5.0.0
V5-2773	Enhanced Event-based Conditional Expenses	Enhanced Event-based Conditional Expenses Apply the expense based on the point in time at which the event occurred	Improvement	5.5.0.0
V5-1838	Enhancements in Pause Services action	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	5.5.0.0
V5-2717	Enhanced service change process	A service change can be classified as an upgrade or a downgrade. What classifies the service change is either: A product tier path Whether the change results in a price increase or decrease for the recurring subscription fee Whether the service's components (in the case of bundles) are enhanced or not	Improvement	5.5.1.0
V5-3253	Ability to manage devices for a Company	Ability to create a subscription (through an Order) for a contact of type 'Company' and be able to view and modify the DEVICES. Flow should be the same as for contact of type 'Person'	Improvement	5.5.1.0
V5-3224	Include service locations in Invoice communications	On sending a communication for an Invoice that bills termed services, provide the ability to also display the services' locations	Improvement	5.5.1.0
V5-3084	Automation to automatically activate a service when settled	Ability to set up an Automation upon posting a Payment that results in activating the affected services If through this payment a subscription Invoice is paid and the account's balance is settled, then the invoice's billed services will be activated	Improvement	5.5.1.0
V5-2778	Communication Tags and Subscriptions Segmentation & Automations Enhancements	Ability to segment contacts based on subscription services conditions and trigger automations based on new subscription events	Improvement	5.5.1.0
V5-3110	Ability to bill upcoming billing cycles in advance	Ability to bill upcoming billing cycles in advance Key user bills a subscription for one or more upcoming billing cycles Contact is charged based on the subscription's information and scheduled changes (if any) as of that date If more changes occur during that billed in advance period, then the contact's billing will be adjusted accordingly. Contact's credit limit and payment terms are applied at the time of billing in advance	New Feature	5.5.2.0
V5-3084	Automation to automatically activate a service when settled	Ability to settle an Automation on posting a Payment that results in activating the affected services If through this payment, a subscription Invoice is paid and the account's balance is settled, then the invoice's billed services will be activated Key user sets up an Automation on posting a payment, credit note, top-up wallet. The Automation's action is to attempt service activation Account funded services are eligible for automatic re-activation when a credit transaction is allocated against an Invoice in which they were billed. Either all or none of the services of a subscription can be re-activated. Wallet funded services are eligible for automatic re-activation if there's enough money in the wallet, allotted to this service(s)	Improvement	5.5.2.0
V5-3423	Ability to send service commands to a Provisioning Provider through the front-end	Ability to send service commands to a Provisioning Provider through the front-end. New Self-service Web APIs allow consumers to send provisioning commands for their services to the provisioning provider	Improvement	5.5.2.3
V5-3427	Billing engine to issue a single financial transaction according to the total billed amount	Billing engine to issue a single financial transaction according to the total billed amount	Improvement	5.5.3.0
V5-3335	Product Dependencies to be applied across all contact services, not per subscription	Product Dependencies to be applied across all contact services, not per subscription	Improvement	5.5.3.0
V5-3287	Ability to hide Churned subscriptions in Contacts screen	Ability to filter the subscriptions based on their state By default Active and Inactive are shown. Add a toggle to additionally show the Churned ones	Improvement	5.5.3.0
V5-3161	Enhanced listing of subscription actions to present additional information	Enhanced listing of subscription actions to present additional information user and timestamp changed services, quantity, pricing etc in case of a Rejected action, show rejection reason in drill down	Improvement	5.5.3.0
V5-369	Apply Grace Period	Ability to provide a grace period to subscribers to pay off their outstanding billing debts Grace period applied per subscription Subscription rules control when and for how long grace periods can be applied Services are excluded from deactivation whilst in grace period Grace period cannot be scheduled	Story	5.5.3.0
V5-2713	Ability to regret a service	Provide the ability to regret a subscription service Regretting a service is allowed only within a period of time after subscribing to it. The rules are defined in subscription settings Within the allowed period of time, the service is additionally credited. After this period, the service cannot be regretted and it has to be cancelled	New Feature	5.5.3.2
V5-3495	Ability to set up billable and non-creditable states per service	Ability to set up additional billable and/or non-creditable states for specific services	Improvement	5.5.3.3
V5-2729	Enhanced Trial Management	Trial Management rules define whether a contact gets a Trial service once (amongst all subscription services), upon subscribing to the first service that includes a Trial period in its price terms, or a trial period for each service to which they subscribe to.	Improvement	5.5.3.3
V5-3687	Improvements in resetting a Subscription's Billing Day	Business rules included in Subscription Settings define when the Billing day is reset on a Subscription	Improvement	5.5.3.4
V5-3838	Ability to view and manage future Subscriptions	Contacts are able to order services and schedule their first activation on a future date. Provide the ability to view and manage these services prior their activation View the services scheduled to be added on a subscription along with their billing and pricing terms View the subscription's billing terms	Improvement	5.5.3.5
V5-4027	Ability to add multiple services within the UI	Ability to add multiple services from the back-end 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	5.5.4.1
V5-4247	Ability to communicate a subscriber's upcoming bill	Introduce a new communication tag that returns a contact's upcoming bill. The tag will be used in communication plans templates. Communication plan runs on a daily basis and notifies contacts whose upcoming bill is due in an X number of days.	Improvement
V5-4180	Ability to set up Usage Charge Limits and Usage Allowance settings per Contact	Ability to set up Usage Allowance Limits and Usage Charge Limits per contact, that override the business's default business rules when it comes to these settings	New Feature	5.6.0.0
V5-3854	Ability to extend a service's trial period	Ability to extend a service's trial period	New Feature	5.6.0.0

USER EXPERIENCE AND TECHNICAL
Issue Type	Summary	Description	Issue Type	Release
V5-886	Default configuration on business creation	There are a number of configurations which should be set by default (across CRM5) when a new business is created: API keys, reward scheme, reward offers, financial transaction types, reward commercial terms and admin user role	Improvement
V5-807	Get Started Usability Enhancements	Amendments to the 'Get Started' screen, regarding info messages and labels	Improvement	5.3.4.0
V5-951	Uploading Images Flow Enhancement	Ability to support a more intuitive user flow when uploading images that will provide a visual que that images have been uploaded or queued to be uploaded	Improvement	Candidate Features
V5-1751	JCC Merchant Integration Enhancement	Usability enhancement on importing outlets during JCC Merchant integration setup	Improvement	5.4.3.2.1
V5-1163	Ability to perform an advanced search using filters in summary screens	Ability to performed an advanced search using filters in summary screens	Improvement	5.4.0.0
V5-2648	Summary page filtering enhancements	Add Predefined Filters on the summary screen for: Contacts Leads Orders Pass Plans and Passes Products Inventory > Warehouse Transactions Promotions Subscriptions Subscription actions Reward Events Financial Events Events Logs Service Requests	Improvement	5.5.2.0
V5-3395	Ability to keep last filters in summaries	Summary screens remember the last filter applied by a user and re-apply it when the same screen is revisited. Changes have been applied to these screens so far, the rest are pending Products Reward Events Financial Events Subscriptions Logs Events	Improvement	5.5.2.3
V5-3363	Financial/Reward Events Summary screens - ability to navigate to the related entity (if it exists)	Financial/Reward Events Summary screens - ability to navigate to the related entity (if it exists) by clicking on the transaction number	Improvement	5.5.3.0
V5-2648	Summary page filtering enhancements	Added Predefined Filters on the following summary screens: Contacts Leads Orders Pass Plans and Passes Products Inventory > Warehouse Transactions Promotions Subscriptions Subscription actions Reward Events Financial Events Events Logs Service Requests	Improvement
V5-3777	Automatically set queue stages colours	When setting up a queue's stages, the stage's colour should be automatically set (randomly) instead of being manually set by the user (currently when adding a new stage the colour defaults to grey). Applicable for all entities that have stages (Leads, Service Requests and Orders)	Improvement	5.5.3.4

...

UTILITIES
Issue Type	Summary	Description	Issue Type	Release
V5-3722	Ability to update Payment information through automations	Payment automations to be enhanced so as to support: Update the payment's custom fields on posting a payment Additional filters (payment method based, e.g. Card, Account Debit) on when this update should be performed	Improvement	5.5.3.4
V5-3710	Assignable Entities Enhancements	Enhancements on assignable entities to support accessibility coverage across users of the same team	Improvement	5.5.3.4
V5-2680	Automations Enhancement	Ability to support synchronous automation events, where external (webhook) validations/customization may apply prior creating/updating contacts or contact phones	Automations Enhancement	Ability to support synchronous automation events, where external (webhook) validations/customization may apply prior creating/updating contacts or contact phones	Improvement	5.5.3.4
V5-4316	Ability to create custom forms for merchants/venues	Currently, custom forms can only be created for Contacts at the level of the business. System functionality will be extended to allow creation of custom forms for Merchants/Service Providers and Venues/Service Points. Option to create Merchant/Service Provider and Venue/Service Point using a custom form from respective summary screens. Ability to view Merchant/Service Provider and Venue/Service Point using a custom form from the data page of the respective organisation.	Improvement	5.56.30.40

WALLET
Issue Key	Summary	Description	Issue Type	Release
V5-2209	Move the expiration functionality to the condition group	Ability to define a new condition group outside a reward offer Move the expiration setup to the condition groups, spend conditions to support the expiration/validity attributes	Improvement	5.4.5.0
V5-291	Top-ups and Transfers to have Spend Conditions for Products	Ability to transfer money to another wallet with conditions (assign a spend condition group).	Story	5.4.5.0
V5-291	Top-ups and Transfers to have Spend Conditions for Products	Ability to transfer money to another wallet with conditions (assign a spend condition group).	Story	Candidate Features
V5-286	Global Wallet Fees	Wallet fees are executed either to charge the contact a fee per transaction, or a fee over a period of time (i.e. for maintenance purposes). The fee can either be a fixed amount or a percentage on the transaction. Multiple rules can be set up for global wallet fees. Select the applicable transaction types if the fee is per transaction: Credit - for transactions adding money to a wallet Debit - for transactions deducting money from a wallet Top-up - for transactions adding money to a wallet Transfer - for transactions transferring money from/to accounts/wallets The fees can be applied to specific contact groups, options include: Account classifications Contact categories KYC profiles	Story	5.3.0.0
V5-106	Virtual Currency Wallet	In the case that the system is enabled to support virtual/alternative currency (e.g. points system) then a second wallet with a virtual currency is setup against the primary account.	Story	Candidate Features
V5-105	Wallet Limits	Global wallet limit rules can be defined by the business in order to restrict the number of transactions, or maximum total amount allowed for transactions within a given time frame. Back-office users can override the global wallet limits by specifying separate (lower) limits for individual contacts .	Story	5.3.1.0
V5-104	Wallet Top-up Rules	A contact can define the minimum acceptable wallet balance to be maintained. An automatic process is responsible for checking if a wallet balance is less than the balance threshold, and if so it creates an auto top-up transaction to transfer funds from one of the contacts payment methods.	Story	5.3.2.0
V5-103	Wallet Balance Expiration Process	Awards can be subject to expiry conditions, i.e. if they are not consumed by a specified date then they are voided. This process identifies any awarded amounts of the 'commerce' wallet which have expired and debits the wallet balance accordingly.	Story	5.1.0.0
V5-102	Spend Wallet Amount	This is the process whereby a contact consumes part or all of their 'commerce' wallet balance during a purchase transaction, and may or may not be subject to spend conditions.	Story	5.1.0.0
V5-101	Wallet Spend Conditions	Wallet spend conditions are the restrictions on how the wallet's 'commerce' balance can be consumed (can be viewed via the balance breakdown). The restrictions are set based on award conditions and can apply to products, places and times that the amount can be consumed. Spend conditions apply solely to the commerce balance, the open balance never has conditions.	Story	5.1.0.0
V5-100	Transfer Money to/from a Wallet	A money transfer can be performed between two accounts, two wallets or an account and a wallet. The transfer debits one entity and credits the other, the result of which is recorded as a wallet and/or account journal entry.	Story	5.1.0.0
V5-99	Top-up a Wallet	Topping-up a wallet is the process of adding money to a wallet through external means (e.g. cash, credit card, direct debit, PayPal etc.).	Story	5.1.0.0
V5-98	Activate Wallet	Activate a terminated wallet so that it can be used once again, both 'open and 'commerce' balances will commence at zero.	Story	5.1.0.0
V5-97	Terminate Wallet	A wallet can be terminated therefore halting it's use. The 'open' balance will be transferred back to the account of the contact and the 'commerce' balance will be set to zero (i.e. any awarded unspent amounts will be lost).	Story	5.1.0.0
V5-96	Wallet Balance Breakdown	View the breakdown of the wallet's balance and more specifically view the 'commerce' balance with conditions in regards to: awarded amount to be consumed days and/or hours during which the amount can be consumed products which can be purchased using the awarded amount merchants (locations) where the amount can be redeemed	Story	5.1.0.0
V5-95	Wallet Commerce Balance	The commerce balance is added to the wallet through a rewards process (e.g. awards, voucher use etc.) and may or may not be conditional. This balance is the aggregation of the non-expired awards and can only be spent as part of a purchase event. When a contact is awarded by an offer, the wallet of the primary account is always credited.	Story	5.1.0.0
V5-94	Wallet Open Balance	The open balance is the result of a top-up or a transfer from an internal or external "fresh money" Account and has no spend conditions. This balance can be used to transfer money to a bank account, or pay an external debit, or spend at merchants.	Story	5.1.0.0
V5-93	Wallet Balance	Wallet balance is the aggregated amount of posted debits and credits allocated against the wallet as of a specific date. The wallet balance is the total of the 'open' balance and the 'commerce' balance.	Story	5.1.0.0
V5-92	Wallet Periods	Wallet periods are calendar month based and maintained through an automatic process performed on the 5th of each month. Once a period is closed its balance and spend conditions are carried forward to the new open period and no other wallet transactions can be executed against the closed period.	Story	5.1.0.0
V5-2700	Ability for a contact to transfer money from one wallet to another	Ability for a contact to transfer money through a mobile app/portal. Transfer an amount of money between wallets of the same contact Transfer an amount of money to the wallet of another contact	Improvement	5.4.6.2
V5-2665	Introduce Wallet automatic top-up when it's being used as a payment method	Automatically top-up the CRM wallet when using it as a payment method. Use the contact's primary card to retrieve funds to pay off the purchase. Automatic top-up in such cases is performed only if the feature is enabled in Wallet settings	Improvement	5.4.6.2
V5-2589	Enhanced Wallet and CRM Wallet payment method types	Introducing CRM Wallet as a new Payment method type, whereas Wallet can be used for payment methods represented as Wallet such as PayPal Solution overview: CRM Wallet can be used as a payment method type on posting payments, placing orders etc. So a new payment method type “CRM Wallet” is introduced CRM Wallet is not added in the list of contact payment methods since all contacts have a CRM wallet so it can be used for paying off orders etc. by default. CRM Wallet is automatically topped-up using one of the contact’s payment methods (online such as a Card) whenever it is used as a payment method. This means that money is retrieved from the Card if wallet funds are not enough to pay off the order (auto top-up rules) For the “as is” CRM wallet solution, the primary payment method of the contact will be used to auto top-up the wallet. If that auto top up fails, then the backup card will be used to retry (if any specified). Otherwise the payment fails	Improvemen	5.4.6.2
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	5.5.0.0
V5-3737	Spend request should not be accepted if consumer asks for more funds than the available wallet funds	Spend request should not be accepted if consumer asks for more funds than the available wallet funds Web API (self-service POST /contacts/{id}/tokens) to return an error code if the requested amount is more than the available amount.	Improvement	5.5.3.3
V5-3153	Ability to award contacts on their wallet creation and not on registration	Ability to award contacts on their wallet creation and not on registration	Task	5.5.3.3
V5-3708	Ability to display expiry dates on journals of Wallet Analysis	Display expiration details on Wallet journals (self-service)	Improvement	5.5.3.6
V5-3905	Settlement Fees Enhancements	A spend settlement fee should be created when contacts request a front-end spend or payout due to redeem	Improvement	5.5.3.6
V5-3904	Rewards Payout Enhancements	Auto-payout due to reward redeem should take into consideration the purchase amount as well, and payout the minimum amount between the available wallet balance (including redeem) and purchase amount	Improvement	5.5.3.6
V5-3903	Wallet Payout Enhancements	Auto-payout due to redeem should not be performed when an eligible payment method is not in place	Improvement	5.5.3.6
V5-2521	B2B Spend	Ability for businesses to enable the CRM.COM Wallet (gateway), therefore, providing the possibility for their contacts to spend their wallet money at other businesses, which have also enabled such a gateway	New Feature	5.6.0.0
V5-4046	Promote & Join	Promote & Join' model provides the ability for businesses registered with CRM.COM to collaborate by promoting commerce pools, while others can join and award their contacts' purchases with such commerce money. Any awards provided against such pools, can be spent on the promoted business	New Feature	5.6.0.0
V5-4045	CRM.COM Wallet Enhancements	Introduce CRM.COM Wallet (integration) across business organisations with financial and rewards support	New Feature	WALLET

Versions Compared

Old Version 63

New Version Current

Key

CONTACTS

CUSTOMER EVENTS

ORDERS

PASSES

PRODUCT CATALOGUE

REWARDS CORE

REWARDS CORE

REWARD OFFERS

REWARD OFFERS

SECURITY AND USERS

SUBSCRIPTIONS

USER EXPERIENCE AND TECHNICAL

UTILITIES

WALLET