5.6.0.1

Release CRM 5.6.0.1 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-4445	Issue when applying tax rates of different codes on the same product	Two taxes with different tax codes are applicable for a specific product. Both of the tax rates must be applied when invoicing the product, each tax’s amounts must be included in taxes breakdown on the invoice line and at the invoice level	Bug	ACCOUNTS
V5-4415	Wrong breadcrumb when viewing a financial transaction through Financial Events screen	When selecting to view an Invoice through the Financial Events option, the correct invoice is displayed, but the breadcrumb appears as 'My Service Providers / Service Provider / Invoice xxxx' which is wrong	Bug	ACCOUNTS
V5-4333	Include source and destination account/wallet owner details in Transfers	Include source and destination account/wallet owner details in Transfers. Currently only the accpunt/wallet number is displayed, the contact owner must also be included in: Transfers in Financial Events Contact statement - in the ‘details’ column include the contact name of the account/wallet owner	Improvement	ACCOUNTS
V5-4330	Ability to communicate the previous months/years statement to contacts	Ability to communicate the previous months/years statement to contacts/organisations. Additional communication tags allow sending the statement of Last Month and Last Year	Improvement	ACCOUNTS
V5-4143	Contact/Organisation Payment Methods Improvements	Ability to filter existing contact payment methods based on financial transactions (i.e. retrieve only payment methods that support payments)	Improvement	ACCOUNTS
V5-4470	Issue in Reward offers performance report	Reward offer is Active with validity period 9/6/2023 - 15/6/2023. Report filters can be set correctly for report Reward Offers Performance, but the report doesn't produce any results. However, the report is produces results when the offer is set to inactive with non-expired validity period	Bug	ANALYTICS
V5-3345	Application Settings - Ability to configure shortcuts	Ability to specify shortcuts available for front-end applications for ‘native contact app' or 'web - contact portal’ types. a) Selecting the applicable shortcuts for app/portal b) Selecting the order that shortcuts they will appear on the Home screen c) Ability to add a label for shortcuts (optional) d) Ability to add an icon for shortcuts (optional)	Improvement	APPs AND PORTALS
V5-4442	Issue with Activity Feed paging	Activity Feed paging shows 1 of 10 entries out of 400, but in the first page there are no records created. If number of records is increased, then it shows less than 50 and still says that there are 400 records.	Bug	CONTACTS
V5-4431	Wallet Balance Breakdown UI Issue	The contact’s wallet balance breakdown page does not display the total wallet balance correctly	Bug	CONTACTS, WALLET
V5-4124	Customer Identification Medium Enhancements	Ability to support case insensitive CIM identification	Improvement	CONTACTS
V5-2936	Contact Identities Verification Enhancements	Enhance contact credentials verification process to be part of contact (settings) core behavior and not part of front-end application configuration	Improvement	CONTACTS
V5-4441	Orders not assigned to closest venue to fulfill	Orders not assigned to closest venue to fulfill	Bug	ORDERS
V5-4440	Handle spaces in Google postcode in Greece	Remove spaces so that CRM.COM platform can process postcodes	Task	ORDERS
V5-4439	Decouple automatic complete of order from automation events such as printing	Decouple automatic completion of order from automation events such as printing. This will allow automations to run even if the order completion fails.	Improvement	ORDERS
V5-2715	Product recommendation Web API	New Web API that provides recommendation of products based on a set of conditions like a product included an order or a service to which a contact is already subscribed to. On ordering recommendation products include: up sell and cross sell products during ordering, the estimation id can be provided for the API to identify a distinct list of upsell/cross sell products among all products which are ordered On managing subscriptions: service(s) to which a service can be changed to as an upgrade or a downgrade (answers question like to 'which service can I upgrade to?' OR 'what are my options when I want to change my service?' change is an 'upgrade' or a 'down grade' and includes a change to another service, change of the price, change by adding more components in cases of a bundle).	New Feature	PRODUCT CATALOGUE
V5-4438	Import Reward Scheme Codes Issue	Imported reward scheme codes should be unique per scheme, not across schemes	Bug	REWARDS CORE
V5-4406	Product Ordering & Commerce Spend Restrictions Enhancements	Commerce spend restrictions should take into consideration the min amount of a product	Bug	REWARDS CORE
V5-4451	Issue when applying Promotions on ordering a service in contract	Promotion not applied if the basket conditions include the ordered service’s contract period.	Bug	SUBSCRIPTIONS
V5-4429	Issue on changing to another service with the same price	On changing a service with another one of the same price, then the change must be classified as an 'Upgrade' and the corresponding rules must be triggered. In case the change must be scheduled, then show the correct message before submitting it	Bug	SUBSCRIPTIONS
V5-4416	Proposed scheduled date not displayed on submitting a change of service	Proposed scheduled date not displayed on submitting a change of service	Bug	SUBSCRIPTIONS
V5-2123	Issue on scheduling subscription actions	Action cannot be submitted due to business rules that indicate the proposed scheduled date. That date is set as the scheduled date of the action but the action still cannot be submitted	Bug	SUBSCRIPTIONS
V5-4407	Ability to set up a custom field of type 'Organisation'	Ability to set up a custom field of type 'Organisation'	Improvement	Utilities
V5-4302	Enhanced Automation Events	Enhanced Automation events so as to communicate to users on: Organisation Email Verification (only once, right after signing up) Password Reset (once the password has changed, send an email to user/contact informing/verifying that the password was changed)	Improvement	Utilities
V5-4475	Pick-up sale fulfillment policies must not consider country of agreement	Pick-up sale fulfillment policies must not consider country of agreement	Bug	ORDERS
V5-4466	Product Type characteristic values missing options	Product Type characteristic values missing options	Bug	PRODUCT CATALOGUE
V5-4461	Cannot create payout for contact who belongs to the contact registry organisation	Cannot create payout for contact who belongs to the contact registry organisation	Bug	WALLET
V5-4430	Billing setting is not updated correctly	Additional billable states, non creditable states are not updated correctly. PUT method sends additional_billable_states.service_states instead of additional_billable_states.states, non_creditable_states.service_states instead of non_creditable_states.states.	Bug	SUBSCRIPTIONS
V5-4427	Order Completed Webhook issue	Order Custom fields are not returned on order completed webhook	Bug	ORDERS
V5-4423	Enhanced Create Purchase Web API	A member of a community submitting a purchase event must be identified using the contact's identifiers (id, code, wallet etc.) PLUS, the community through which they intend to use their CRM.COM Wallet sharing option.	Improvement	CONTACTS
V5-4422	OTP Spend Enhancements	Ability to validate whether the OTP spend amount is the same with the explicit spend amount on purchase customer events, otherwise throw an error	Improvement	CUSTOMER EVENTS
V5-4419	Reward Offer Award Enhancement	Ability to provide a reward offer’s award only once	Improvement	REWARD OFFERS
V5-4408	Create Validation not to delete Invalid Purchase Product type	Create Validation not to delete Invalid Purchase Product type	Bug	PRODUCT CATALOGUE
V5-4405	Communities - CRM.COM Wallet Consumption Enhancements	Ability to view a community member’s remaining amount of wallet funds that can be consumed during a month	Improvement	WALLET
V5-4401	Unpublishing Commerce Pools - Communication Tag Issue	Remove quotes from commerce pool name operational error message , i.e. "family pool", not " family pool "	Bug	USER EXPERIENCE AND TECHNICAL
V5-2885	Application & Payment Method Enhancements	App configuration should allow: enabling payment method selection (both for ordering and rewards, general setting) enabling which integrations (payment gateways) should be supported a) selected integrations will drive which payment method types (Card, account debit, wallet) will be supported in the app (portal/mobile) b) for example, in multi-merchant app enabling JCC Merchant will add only “rewards” payment methods (card based) and in single-business app enabling JCC will add “ordering” payment methods - enabling both integrations then contacts should select whether to add an ordering or rewards payment method (always based on the respective integration) Self-Service API v2 Integrations should allow: filtering integrations based on application id (mandatory) Self-Service API V2 Payment Methods should return whether a payment method is only used for rewards purposes, without being able to be used on financial transactions	New Feature	APPs AND PORTALS