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:
| 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. | Bug | ANALYTICS |
V5-3345 | Application Settings - Ability to configure shortcuts |
a) Selecting the applicable shortcuts for app/portal | 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 managing subscriptions:
| 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:
| 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:
a) selected integrations will drive which payment method types (Card, account debit, wallet) will be supported in the app (portal/mobile) Self-Service API v2 Integrations should allow:
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 |