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5.6.8.0

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Release CRM.COM 5.6.8.0 includes the following features, enhancements & bug fixes:

Issue key

Summary

Description

Issue Type

Components

V5-5003

Enhancements on reports

  • If a report is being sent from the scheduler, we need to modify the file name to include the scheduler name specified by the user along with the date (e.g., Settlement Transactions Monthly Report_01_11_2024).

  • The period on jasper is in UTC.

Improvement

ANALYTICS

V5-4894

Expense services must not be displayed in Active Services dashboard

Active services dashboard to display only termed services

Bug

ANALYTICS

V5-5081

Number of TAPs not available in an Organisation's screen

The number of TAPs for an organisation (merchant or venue) is always displayed as 0 despite the fact that there are TAPs configured. Issue was caused because list of TAPs was deprecated from GET organisations/id Web API in V2. Number of TAPs (active or not) to be added in the Web API’s response.

Bug

BUSINESS NETWORK

V5-5057

Billing address issue upon contact creation via the back-end

When creating a contact from the back-end, the system user has the option to provide an address and mark it as the ‘billing address’. However, when the contact is created, the address is saved but not set as the billing address. 

Bug

CONTACTS

V5-5013

Segment with 'bill up to date' conditions not working properly

Segments configured to retrieve all contacts with a 'bill up to date' on a specific date, not retrieving any results.

Bug

CONTACTS

V5-5059

Enhanced Create Purchase Web API to prioritise purchased products included over estimation id 

Improved the Create Purchase Web API to give priority to the products included over the estimation id. Previously, if both the estimation id and information about purchased products were provided to the Create Purchase Web API, the estimation id took precedence. The Web API has been enhanced to consider the purchased products and the  information provided about them.

Improvement

CUSTOMER EVENTS

V5-4203

Queues alignment & improvements for Orders, Service Requests, Leads

  1. Ability to provide a name (as for the ‘In Progress’ stages) for all predefined stages in a queue.

  2. Leads to additionally support ‘Won’ and ‘Lost’ stages, not just states.

  3. Service Requests queue ‘edit’ screen should copy the behaviour of the Order queue screen in ‘edit’ mode.

  4. When creating an Order queue, there should be an option to select the ‘Point of no return’, currently it can only be set when editing an existing queue. 

Improvement

LEADS

V5-5093

Reservation issues on Orders due to Approval Requests

Ordered items were not being marked as reserved if there was an Approval Request upon progressing the Order to the first 'In progress' stage

Bug

ORDERS

V5-5079

Issue when setting up a Promotion's Offerings for termed services

Issue when setting up a Promotion's Offerings for termed services. The offering is configured so as to give a discount for a period of time (e.g. 12 months) but the promotion is still saved as to be applied only once.

Bug

PRODUCT CATALOGUE

V5-5073

Product Category filter issue in Products summary screen

The Category filter’s values in Products summary screen includes only categories marked as “to be included in order menus”. All product categories and their sub-categories must be returned so user can perform a full search on a business’s products based on any category.

Bug

PRODUCT CATALOGUE

V5-5044

Product Catalogue enhancements

1) Ability to search for a product using its External Code (rename from External SKU) within the product’s summary screen (as a filter only).
2)  Ability to copy the SKU of a product in the summary screen without navigating to the detail screen
3 ) Products screen > Prices: For quantity-based prices:
a) A badge appears saying that there are +x tier ranges configured. Enhance so as on mouse over the tier ranges and the prices are shown (e.g. 11 to 20 is £3.99 per month)
b) The first tier’s price appears but the from/to tier levels are also shown in the UI
4) Price when service goes out of contract: should also be available when listing the prices of a product - below the price
5) When creating a new price, set the Termed period to cover 1 billing cycle by default (most common case, so user does not have to select it)

Improvement

PRODUCT CATALOGUE

V5-5032

Issue when setting up Tax rates

Tax rate was updated in order to include product conditions. On updating, validation says Please specify item id

  • a product was specified but it’s id is not included in Web API call. Same applies for Product families conditions.

Bug

PRODUCT CATALOGUE

V5-5066

Issue when searching users

Cannot search for a user based on their email
Try searching with full email address

Bug

SECURITY AND USERS

V5-5086

Issue when billing post-bill services 

Not effective post bill service is rated full cycle where it should be billed up to the disconnection date, this is replicated when account is overdue and service is disconnected

Bug

SUBSCRIPTIONS

V5-5083

Service delivery deactivation threshold issue

When never set, the deactivation threshold’s behaviour should be to deactivate (or prevent re-activation) if the outstanding amount of an account is more than 0.

Additionally, set the limit to 0 when a new business signs up.

Bug

SUBSCRIPTIONS

V5-4977

Improved UI/UX when managing a SaaS Subscription

  • Improved UI in SaaS Business Subscription. Target is to present detailed subscription and billing information to the business owner

  • Provide the ability to the business owner to add more services to their subscription (not in the bundle)

  • Issues on sign up/MFA pages

Improvement

SUBSCRIPTIONS

V5-5084

Add component names in UI elements in various Settings pages

Add component names in UI elements in various Settings pages

  • Contacts & CRM

Task

Utilities

V5-5094

Contact page IRD commands - multiple calls to the same api

Contact page IRD commands - multiple calls to the same api

Bug

USER EXPERIENCE & TECHNICAL

V5-5088

Self service List Product Types 

New self-service GET /products/types API created
Classification, search value

Bug

PRODUCT CATALOGUE

V5-5087

New service remains if a scheduled change service action exists but the service is cancelled

When scheduling change service, if you cancel the service, the scheduled action is deleted but the new service remains.

Bug

SUBSCRIPTIONS

V5-5082

Issue with authenticate using oidc 

Issue with authenticate using oidc 

Bug

USER EXPERIENCE & TECHNICAL

V5-5065

Unhandled error when creating contact companies

Error thrown when creating a contact company

Bug

CONTACTS

V5-5064

Only 100 commerce pools are loaded on top up

 Try to top up wallet for any contact on sandbox.

Bug

CONTACTS

V5-5063

Exception is thrown when viewing or creating company contact

Exception is thrown when viewing or creating company contact

Bug

CONTACTS

V5-5062

Communication Template Print Issue

  • Printing templates are not showing images

  • Outlook not showing borders

Bug

COMMUNICATIONS

V5-5058

On Validate Order Creation webhook termed services are excluded

Only non Termed Services Products are included in the product_id array, all the products on an order should be included in the array

Bug

ORDERS

V5-5053

Purchase Cancellation on Test mode has an issue

Purchase Cancellation on Test mode has an issue

Bug

CUSTOMER EVENTS

V5-5047

Support Payout with Revolut (Revtag)

Support Payout with Revolut (Revtag)
Revtag should have payment method of type 'wallet' 

New Feature

CONTACTS

V5-5046

Spending with merchant credentials 

Spending with merchant credentials can only be done via

  • Contact OTP

  • Pass code with PIN

New Feature

BUSINESS NETWORK

V5-5045

Issue when setting a pass plan with open balance

For some reason a pass plan was saved with spend condition empty string instead of 'null'

Bug

PASSES

V5-5040

Self service products API does not filter prices

Self service products api should filter prices based on related contact
Also check self-service recommendations API

Task

PRODUCT CATALOGUE

V5-5038

SMPP integration issue with Character encoding

If the character encoding is set to 'null' on the SMPP integration, then the ALPHA DEFAULT  alphabet is selected as default in the backend code but then it tries to log the character encoding resulting in a null pointer exception. Check that the value is not null before logging

Bug

COMMUNICATIONS

V5-5014

Remove label and text color from google pass configuration

Google does not support changing the text and label color in a mobile pass so the option must be removed from the configuration

Bug

MOBILE PASS CARDS

V5-5012

Contact edit sales model issue 

  • Add/Edit sales model changed to searchbox

  • On create contact to remove create_default_account if accounts array is sent in body

Bug

CONTACTS

V5-4997

Wrong prices retrieved on ordering service flexible bundles

Flexible bundle is configured having various components. Both the bundle and the component have various prices. On each ordering a different price is presented to the user. 

Bug

ORDERS

V5-4974

Accounting analysis to show 12 rows not 10

Accounting analysis to show 12 rows not 11

Bug

USER EXPERIENCE & TECHNICAL

V5-4940

Organisation custom field issue

Custom fields are not shown on to Organisation add/edit screen.

How to replicate issue:
On creating a new merchant, add an Organisation custom field value. On saving the merchant, the selected organisation is not shown on the merchant’s Custom Preferences card, neither on view nor on edit mode.

Bug

BUSINESS NETWORK

V5-4934

Devices summary screen - action UI issue

1 ) If only one record exists, then Action drop down is not clearly shown
2 ) Improved UI for inventory flow - switching from 'stock balance' to 'devices' was complicated to go back to when in specific devices 

Bug

INVENTORY

V5-4879

Support Self-Service List Product Types

Ability to support self-service List Product Types  in order to be able to manage usage allowance based on product type

Improvement

PRODUCT CATALOGUE

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