5.5.3.3

Release CRM 5.5.3.3 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-3698	Debtors report & Ageing analysis	Debtors report and ageing analysis must include all contacts with a balance and unpaid invoices, regardless of the invoices' due date i.e. do not take into account whether the invoices have an overdue amount, just include them as long as they are not paid	Bug	ACCOUNTS
V5-3651	Include Ageing information in statements	Ageing info is missing from contact statement communication tags (info is only available when viewing the statement from the UI)	Task	ACCOUNTS
V5-3584	Payment Method (SEPA) Enhancements	Enhance Account Debit payment methods (and overarching APIs) to support SEPA sequence type (first, recurring, final, one-off)	Improvement	ACCOUNTS
V5-3471	Ability to modify and communicate a financial transaction's notes	Provide the ability to users to modify a financial transaction's notes even after it's Posted. Additionally, a financial transaction's notes should also be supported as Communication Tags	Improvement	ACCOUNTS
V5-3406	Accounts & Financials V2 Web APIs issues	Accounts & Financials V2 Web APIs issues	Task	ACCOUNTS
V5-3404	Issue on automatically reactivating services	On crediting an account, and if there's no specific debit intention (i.e. credit issued against a specific invoice), then get the service(s) eligible to be reactivated, based on which subscription invoices are eventually paid according to FIFO allocations	Task	ACCOUNTS
V5-3742	Leads Activity option without contact	On the Leads screen the 'Create Activity' option is not visible if there is no contact associated to the Lead. This should be changed so that the option is available, and when selected a message should appear informing the user to associate the lead to a contact first.	Bug	ACTIVITIES, LEADS
V5-1450	Business Network Assignable Records	Ability to support 'assigned to' attribute on records, such as leads, service requests and activities. As core behaviour, single users or a team can be assigned on such entities	Improvement	ACTIVITIES, LEADS, BUSINESS NETWORK, ORDERS, SERVICE REQUESTS
V5-3695	Organisations Purchases Statement report duplicates	Organisations Purchases Statement report is producing duplicates	Bug	ANALYTICS
V5-3660	Order Summary Report issue with currency	Order Summary report shows incorrect currency. It should be the currency in which the contact was charged for the Order	Bug	ANALYTICS
V5-3227	Analytics & Segmentation issues	Issue with 'Registration date' filter in segments a) Filter is set to retrieve contacts registered on 29/7, but it also includes contacts registered on 30/7	Bug	ANALYTICS
V5-3752	Inactive Organisations should not be returned in merchants api	Back-Office Get Merchants API should not include merchants or venues that have a status of 'inactive'	Bug	BUSINESS NETWORK
V5-3561	Ability to get an organisation statement and financial analysis	Issue a monthly or annual statement for an Organisation (e.g. merchant), to have the same format as the Contact statement. Analysis to be the same as contact financial analysis in Reports	New Feature	BUSINESS NETWORK
V5-3639	Order communication tags not working	Order queue' and 'status' tags are not being replaced in communication templates: a) Fix the two communication tags b) Verify solution for all Order tags Issue should be resolved in communication templates and templates used in Automations	Bug	COMMUNICATIONS
V5-3741	Cannot register a contact at service owner level using self-service	Contact cannot be registered at service owner level using self-service (front-end applications).	Bug	CONTACTS
V5-2100	Validate OTP in test mode issue	Validation OTP in 'Test mode' fails if you register with a contact you have already registered with in 'Live mode'	Bug	CONTACTS
V5-3433	Stock Management and Traceability Enhancements	Provide the ability to view 1) Additional stock balance information during the ordering process a) In stock/out of stock, stock balance, number of items reserved per stockable item in products list 2) Access products detail screen in a new tab where detailed stock balance information is displayed 3) Stock Information section on screen to also provide the ability to view in which Orders/Service Requests the items are reserved	Improvement	INVENTORY
V5-2659	Ability to keep track of stock balance for non-traceable physical goods	Ability to keep track of stock balance for non-traceable physical goods	Improvement	INVENTORY
V5-3709	Order issues	Milestone percentage in Order Queues is not updated. Upon saving the queue's configuration the Web API includes the new value, but the old milestone percentage is shown upon retrieving the queue and its stages Order Milestones: Should display the currency symbol of the order's account (in the modal where milestones can be updated)	Bug	ORDERS
V5-3650	UI issue in Order milestones	Order milestone was set as a specific % (10%) but when viewing an order's milestones it shows 10 euros. Web API should return that the milestone setting as a %	Bug	ORDERS
V5-3469	Enhancements in Cancelling an Order	The Orders Kanban screen shows the Orders of a queue, grouped by their stage. However, when an order is cancelled, the backend keeps the same stage and changes just the state of the Order. Therefore there's inconsistencies in the results e.g. 10 orders shown in stage X, but actually 3 of them are still valid since the other 7 were cancelled	Improvement	ORDERS
V5-3759	SS List wallet (journal) transactions API not retrieving financial event details for 'pass redemption'	The self service API 'wallets/{id}/transactions' (List Wallet (Journal) Transactions) does not retrieve the financial events information for pass redemption events.	Bug	PASSES
V5-3627	Issue when viewing and saving a pass from a pass plan	Select to view a pass of a pass plan - system hangs when 'Save' selected.	Bug	PASSES
V5-3734	SR automation to provision SR to system user not working	Service Request automation configured to assign a SR to a new system user upon achieving a specific stage in the queue is not working. Should also work for provisioning to a team.	Bug	PLATFORM
V5-3723	Integration settings restriction in terms of number of characters	Cannot change the connection string parameter of Mongo DB integration to one of more than 256 characters	Bug	PLATFORM
V5-3699	Issue in eSoft integration - webhook	Accounting information of a financial transaction is exported to eSoft using the system date, instead it should be based on the financial transaction's posted date (Post Period and Post Year)	Bug	PLATFORM
V5-3679	Industry & Industry Sectors Usability Enhancement	Move industries and industry sectors under platform settings	Task	PLATFORM
V5-3641	Remove default 'Contact Tags' filter when navigating to Tags configuration	When navigating to the Tags summary screen, the 'Contact Tags' is always selected by default and should be removed. The correct default filter should be 'All Tags'	Bug	PLATFORM
V5-3738	Issue when listing prices based on their labels	When searching for a product's prices based on the price's label, the system retrieves all labels.	Bug	PRODUCT CATALOGUE
V5-3711	Invoice estimation issue	When the pricing process is triggered through invoice estimation (on adding SR charges, issuing a manual invoice), advanced contact pricing not applied and the wrong price is returned	Bug	PRODUCT CATALOGUE
V5-3691	Accumulated usage allowance settings not mandatory	Accumulated usage allowance settings must not be mandatory when setting up a price's usage allowance. Verify that a correct usage allowance has: accumulated settings OR at least one usage setting per product or product type	Bug	PRODUCT CATALOGUE
V5-3634	Cannot set up tiered pricing and differential prices	When creating a new product (of any classification), only the 'Flat' price model is available (correct behaviour is that all models are available) It should be possible to set up a price of a one-time service using Tiered, Volume and Stairstep models. But only 'Flat' is allowed. Cannot set up a differential price (price when sold as part of bundle) using a pricing model other than 'Flat'. e.g. user should be allowed to set up a Tiered, Volume, Stairstep price for a termed/usage service when sold as part of a flexible bundle) Include one time service's period in list prices (it is returned in the List prices, but should also be shown in the UI)	Bug	PRODUCT CATALOGUE
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	PRODUCT CATALOGUE
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	PRODUCT CATALOGUE
V53730	Adding a new price requires a price for the base currency as well	When setting up a price, it shouldn’t be mandatory to specify the price in base currency too. Add a price for a contact whose account is in a currency other than the base currency of the business, i.e. the new price added refers to a specific contact.	Bug	PRODUCT CATALOGUE
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	REWARDS CORE, WALLET
V5-3716	Instant Redeem Issue	Instantly redeemed awards are not included in a contact's payout	Bug	REWARDS CORE
V5-57	New Offer Goal - Reward Achievement / Subscription Maturity	New offer 'Subscription Maturity' - awards customers for uninterrupted subscriptions (based on subscription activation date).	Story	REWARDS OFFERS
V5-3721	Payment method type not available for users with no access to Set Financial Settings	A system user with no access to 'Set up Financial Settings' cannot create a payment due to the fact that the payment method type is not loaded on creating the payment	Bug	SECURITY AND USERS
V5-3694	Error when updating telephone number of a user on merchant level	Error when updating telephone number of a user on merchant level. 'User not found' error is thrown	Bug	SECURITY AND USERS
V5-3646	Merchant Authentication Issue	Authenticating a merchant within an organisation with a state of 'inactive' should not be allowed	Bug	SECURITY AND USERS
V5-2546	User Permissions Usability	Ability to use specific permissions on other entities is not supported	Bug	SECURITY AND USERS
V5-3757	Newly created Service Requests don't appear on Kanban board view	New service requests appear on List view but not on Kanban view	Bug	SERVICE REQUESTS
V5-3732	Issue when calculating SR charges amounts	Add a product to be charged as part of a service request. On adding the product the correct price should be applied/set automatically. (this is ok) Change the quantity of that product. If the user does not press [Enter] or click on another part of the screen, then the total SR amounts are not re-calculated (i.e. right after changing the qty the user clicks on 'save') As a result the SR is not invoiced correctly To fix: Fix the UI i.e. upon qty change, to trigger invoice estimation again On updating SR charges, run invoice estimation again On invoicing the SR, re-run the estimation	Bug	SERVICE REQUESTS
V5-3673	Ability to search Service Requests based on their Address	Ability to search Service Requests based on the Address at which the service request will be performed.	Improvement	SERVICE REQUESTS
V5-3255	Service Requests new and improved features	1) Ability to create a SR from the Contact screen 2) Ability to define one or more root Categories per SR queue a) Select root category, or child of root category on SR b) Set categories on queue application settings 3) Ability to add a comment at each stage of the queue for a SR (once achieved) 4) SR automations: a) New trigger event 'SR owner changed' b) Rename all occurrences of 'status' to 'stage' in filters 5) Increase the comment size when completing the SR a) Enlarge the modal so that it fits more than 4 lines of content without having to scroll up/down	New Feature	SERVICE REQUESTS
V5-3714	Issue when placing Orders for one-time services	One time service's charge is included in order's estimation and not in billing estimation On placing the order, the order is not completed automatically In general, keep the same flow as in ordering termed services	Bug	SUBSCRIPTIONS
V5-3642	Issue when pausing a service	Select to 'Pause' a service and set the pause end date to be a future date (i.e. not number of days). Error message says 'specify number of days, this field is set to null in the Web API, so it seems that is not calculating the number of days correctly	Bug	SUBSCRIPTIONS
V5-3640	Get usage allowance Web API returns no results when service is expired	Get services/id/allowance' Web API does not return any results when the (one-time) service is expired. It should return 0	Bug	SUBSCRIPTIONS
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	SUBSCRIPTIONS
V5-2729	Enhanced Trial Management	Trial Management rules define whether a contact gets a Trial service once (amongst all subscription services), on 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	SUBSCRIPTIONS
V5-3743	Subscription based Automations Usability Issue	On automations summary page, all automations for subscriptions are missing an icon and the subscription label	Bug	USER EXPERIENCE AND TECHNICAL
V5-3703	Automations Usability Issue	Adding an automation filter as 'OR' does not work, the system handles it as an 'AND'	Bug	USER EXPERIENCE AND TECHNICAL
V5-3702	Order UI Enhancements	Remove inner scrolling when placing an order	Task	USER EXPERIENCE AND TECHNICAL
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	WALLET
V5-3717	System not calculating the correct Product Price for a contact with SR charges	When calculating the product price for SR charges, the system should take into consideration if there is a specific product price for that contact	Bug	SERVICE REQUESTS
V5-3715	Users without permission MANAGE USERS to be able to edit their info	Users without permissions to MANAGE USERS should still be able to edit their own info	Task	SECURITY & USERS
V5-3664	Add order id on one time services	Add order id on one time services	Task	SECURITY & USERS
V5-3652	User Password Policy	Enhancements on password policy: strong password and expiration	Improvement	SECURITY & USERS
V5-3615	CIM registration issues	When setting up a landing page a validation should take place to check if the corresponding cim is enabled The Contact Self Service registration with email/phone OTP should fail if email/phone cim are not enabled	Bug	PLATFORM
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	PRODUCT CATALOGUE
V5-3314	Contact identification medium validation issue	Register a contact with duplicate CIM. The contact is created, and validation is performed only upon update. Validation on create considering test mode but validation on update ignores test mode	Bug	CONTACTS
V5-3206	Active Contacts Metric	Implement Active Contacts metric for Contacts Dashboard	Task	CONTACTS
V5-3105	Change Payment Terms bug	Payment Term options not showing correctly. Response of the API has changed	Bug	CONTACTS