5.5.3.1

Release CRM 5.5.3.1 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-3490	Settlement Enhancements	Settlement changes to credit (a merchant), if it funded a contact's payout (via JCC Merchant Services)	Improvement	ACCOUNTS
V5-3434	Financial Events Usability enhancements	Ability to click on a transaction number from the Financial Events summary screen and be transferred to the relevant transaction with the ability to modify certain details (e.g. modify a posted invoice's address info or notes - same as the actions allowed when selecting a transaction from Contact screen > Activity Feed) Enhanced filters. Some filters are confusing (Entity, Event, Type) so it's not clear which one to select unless you select them first and see their available values	Improvement	ACCOUNTS
V5-3504	Ability to log scheduled subscription actions in Mongo Events collection	Ability to log scheduled subscription actions in Mongo Events collection. Therefore, when an action is scheduled it's logged as a scheduled subscription event and once executed, then a subsequent event will be added in Mongo having the exact same information but with the difference that in the latter case, the event is not scheduled	Improvement	ANALYTICS
V5-3484	Issue on communication tags replacements for Service Requests	Service Request tags on automated communications are not being replaced on the email upon creating new Service Request.	Bug	COMMUNICATIONS
V5-3535	Issue on managing devices	Issue on changing the device's states, the status is not set using the default status of that state e.g. Rented state List devices /Get device API - reinstate the warehouse object	Bug	INVENTORY
V5-3520	Orders payment using wallet funds issue	Issue when paying for order using wallet funds from the back-end system. The system allows you to specify wallet funds which are greater than the order amount resulting in a negative order amount. The system should by default, display either the order amount or the available wallets funds to spend - whichever of the two is the smallest amount.	Bug	ORDERS
V5-3494	Ability to set up Order Milestones with a specific amount	Ability to set up Order Milestones with a specific amount instead of a percentage of the order's total cost	Improvement	ORDERS
V5-3489	Enhanced Complete Order process based on its delivered items	An Order can be completed if the business fulfills the contact's request by either delivering the ordered items, or if nothing was eventually delivered in terms of ordered items - there's at least one activity planned.	Improvement	ORDERS
V5-3439	Advanced strong password	Ability to support enhanced criteria for strong user passwords and expiration notification	New Feature	PLATFORM
V5-3371	Enhanced Download User Data Irdeto Command	Enhanced Download User Data device command of Irdeto provisioning provider so as to: Accept a predefined set of command tags Replace them using CRM information Construct a message that will be sent over to the device	Improvement	PLATFORM
V5-2543	Test/Live Mode Enhancements for Time Travel	Ability to support a 'test' mode (mock sandbox environment) for provisioning providers, implement time travel - a simulation feature which imitates the key behaviour and characteristics of rewards, billing & subscription configurations, and rules and UI enhancements for test data across SPA	Improvement	PLATFORM
V5-3550	Subscriptions summary screen issues & enhancements	Subscriptions state not working properly, search for 'inactive' subscriptions only - all subscriptions are retrieved Number of services a. Should show how many are in Active, Inactive, Draft state. Now it shows all as Active 3. Add new filters a. Active since … c. Next renewal on …	Task	SUBSCRIPTIONS
V5-3540	Ability to schedule a service's activation through the UI	Backend users to be able to schedule a service's activation (first activation or re-activation) through the UI as well. Currently a service can only be activated immediately from the UI, so enhanced to provide scheduling options too.	Improvement	SUBSCRIPTIONS
V5-3534	Issues with merging billing transaction into one per event	Quantity to be negative for credited periods/products Unit price should always be a positive value. Any other amount must be multiplied by the line's quantity Invoice does not include full credit information Credit Note does not include a period for all lines Service billed for the wrong period	Bug	SUBSCRIPTIONS
V5-3437	Ability to schedule the addition of a service to a contact	Provide the ability for a back-end user to schedule the addition of a service to a contact	Improvement	SUBSCRIPTIONS
V5-3544	‘Bill upcoming cycles’ option pre-bills the whole contact, not the selected subscription	‘Bill upcoming cycles’ option pre-bills the whole contact, and not the selected subscription. The issue is that the ‘Preview bill’ presents the whole billing information based on the contact. However, the process still bills the selected subscription which is the correct behaviour.	Bug	SUBSCRIPTIONS
V5-3342	Cloud Operator/Service owner token expiration issue	When your logged in as a service owner or a cloud operator the system throws you out every few hours	Bug	USER EXPERIENCE & TECHNICAL
V5-3150	Lockout Issue	User lockout should be applied when a user fails to log in for 5 consecutive times within 15 minutes (if a success log in occurs then the counter of 5 should be restarted)	Bug	SECURITY & USERS
V5-2862	Improvement on Contact Anonymise	Contact Anonymisation is the process of encrypting or removing personally identifiable data from data sets so that the contact can no longer be identified directly or indirectly. Contact's information to be anonymised: Contact: full name, first name, middle name, last name, email, phone, address name, address line 1, address line 2, city, postal code, state/province, country, demographics, country of agreement, credentials. Account: Account Holder's Name Card: Card Holder's Name Contact's payment method: Account/Card Holder's Name	Improvement	CONTACTS
V5-3558	Service Request owner not changed	Navigate to a Service Request and change the owner - SR owner is not changed and user is returned to the SR summary screen/Kanban board.	Bug	SERVICE REQUESTS