5.5.4.0

Release CRM.COM 5.5.4.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-4005	Wrong as of date balance calculation in Contacts summary report	Wrong 'as of' date balance calculation in Contacts summary report. Running the report with an 'as of' date in the past returns the contact's running balance instead	Bug	ACCOUNTS
V5-3990	Financial transaction issues	Correct the message when creating a payment using CRM Wallet as the payment method, but wallet does not have the required amount Irrelevant ‘life cycle state’ message appears when creating a payment for a contact with 2 accounts, one active and one terminated Cannot create a DEBIT journal entry for a contact for the same reason as above, however, Credit journal was created successfully	Bug	ACCOUNTS
V5-3823	Issue when posting payments and custom fields	Create a 'Draft' payment and save it. On editing the payment a validation is thrown about custom fields, even though no custom fields are set up for the business	Bug	ACCOUNTS
V5-3806	Issue when managing Refund transactions	1) Create a Refund transaction and save as posted On creating the refund, user must specify against which payment the refund is issued for 2) Edit the Draft refund and change its amount The 'against payment' field is not available on the UI 3) Save or Post the refund transaction throws error 500 probably because of payment missing from the request in addition, despite the error, the refund is posted but it does not have any relation to a payment in Activity feed, the Refund is shown as Draft but if you open it, the state is Posted	Bug	ACCOUNTS
V5-327	Contact Communities	Ability to organise contacts into groups by setting up contact relationships. Support for family, friends and member relationships. Support of multiple use cases such as the group leader defining access to the group; funding for the group; pricing and offers for the group. Ability to setup a portal for business contacts and their employees	Story	ACCOUNTS
V5-3885	Log Activity 'owner change' in Events History of Activity	When the owner of an Activity is changed to a system User or a Team, then this should be logged in the Events History, just like Service Requests.	Improvement	ACTIVITIES
V5-3975	Enhanced Payment Insights exported information	When exporting Payment Insights using UGD format, include: payment's back office code	Improvement	ANALYTICS
V5-3810	Customer Events Analysis Report	Improved Customer Events Analysis Report: Optional Sign up period Enhanced report criteria Performance enhancements	Improvement	ANALYTICS
V5-3789	Service Request Analytics enhancements	1) Service Requests Reports (Summary and Analysis a) Ability to search, view and group based on the owner/owner team b) Ability to view the SR's charged amount even before invoicing the Service Request c) Rename labels to as to align with new business terms 2) Insights for SRs - Service Request Event created with breakdown SR owner, SR queue, SR priority a) not retrieving SRs assigned to teams b) category not displayed in exported file c) expected closed date not returning any result d) SR status does not exist as option in insight filters or breakdown	Improvement	ANALYTICS
V5-3958	Verification email resent upon business registration when using the same email address	Register a business using an email address which was previously used to register another business. The email sent to the business owner includes email verification, and prompts to set a new password etc. as though it's the first time that the email is being used to register a business	Bug	BUSINESS NETWORK
V5-3697	Copying a business doesn't work	'Copy a business' feature via the back-end isn't working.	Bug	BUSINESS NETWORK
V5-3876	Communication tag issue	Communication tag #award.organisation_name returns the business name, instead on the merchant name at which the event was awarded	Bug	COMMUNICATIONS
V5-3989	Issue when creating New Journal Entry & Top-up transactions	Irrelevant 'life cycle state' error message appears when creating a new journal entry from the contact screen	Bug	CONTACTS
V5-3937	Cannot segment contacts based on subscription events	Creating an Segment for contacts who had a deactivation event in a period of time returns no contacts Include 'submitted by user' information in Subscription insight UGD exports PAYMENTMETHODFIELDS > criteria name , add a space between them to make it readable	Bug	CONTACTS
V5-3924	Segmentation summary screen problems	1 ) Segmentation screen takes too long to load 2 ) Pagination missing from Segmentation summary screen	Bug	CONTACTS
V5-3916	Set a default Sales Model on creating a contact	Ability to specify which Sales Model will be set by default on creating a new contact. If no default Sales Model is specified, then by default a Contact Person is assigned the 'Retail' model, likewise, a Contact Company is assigned the 'Wholesale' model	Improvement	CONTACTS
V5-3877	Ability to segment contacts based on their phone's country code	Ability to segment contacts based on their phone's country code. Include phone country code in segment criteria (already exists in Mongo - Contact profiles)	Improvement	CONTACTS
V5-1326	List Purchase Customer Events Performance Issue	Listing a large number of purchase events results in a performance issue	Bug	CUSTOMER EVENTS
V5-1102	Purchase Customer Event Performance Issue	Posting a front-end reduction purchase with 13 active offers takes too long to be complete	Bug	CUSTOMER EVENTS
V5-3970	Warehouse transaction filtering issues	Filter is not applied when filtering warehouse transactions based on 'performed date'	Bug	INVENTORY
V5-3983	Leads summary screen filter issue with overdue leads	Overdue Leads = true filter is not retrieving all overdue leads	Bug	LEADS
V5-3878	Enhanced Phone field for Landing pages	The country code for phones on Landing pages should default to the business's base country code	Improvement	MOBILE PASS CARDS
V5-3992	Inventory & Order issue	Stock balance counters issue: issue on progress invoices orders order 5 items dispatch 3 return 1 (2 remain dispatched) invoice 1 of the dispatched items credit that invoice if user wants to cancel (through Orders > View financials) a) 1 item returned back to warehouse b) order shows 2 dispatched but the one that was credited is in the warehouse (should be 1) 6. cancel the order a) order was cancelled BUT there are dispatched items. user must return them all back first	Bug	ORDERS
V5-3122	Unhandled error thrown when cancelling an order paid using CRM Wallet	Unhandled error thrown when cancelling an order paid using CRM Wallet	Bug	ORDERS
V5-3138	Products deletion	A product should not be deleted if: It was invoiced at least one It's included in at least one non-completed order, Active subscription, Service Request Included in bundles as a component Included in order catalogues	Bug	PRODUCT CATALOGUE
V5-3968	Merchant Reward Terms Issue	Updating the reward terms to block a merchant from awarding/spending a contact's purchase does not work	Bug	REWARDS CORE
V5-3967	Award Expiration Issue	Creating a purchase with a spend request while a reward offer with an expired commerce pool is active, results in purchase failure	Bug	REWARDS CORE
V5-3953	Commerce Pool Expiration Issue	Creating two commerce pools with a different specific expiration date should be allowed and not considered as the same pool, as the actual date is different	Bug	REWARDS CORE
V5-1024	Award Expiration Issue	Setting the award expiration to today's date returns error	Bug	REWARDS CORE
V5-1277	Reward Offer Summary Page Performance Issue	Performance issue when changing the state of a reward offer (from 'active' to 'inactive', and vice versa). List reward offers takes a long time to load (approx. 9-10seconds)	Bug	REWARDS OFFERS
V5-2845	Security issue when accessing Leads and when user does not have Set up Leads access	Users that are granted the permission to create or update leads should have the ability to list contacts, lead pipelines and lead lost reasons in order to be able to do so (create and/or update)	Bug	SECURITY AND USERS
V5-3976	Service flexible bundles enhancements	Ability to set up a service's minimum and maximum allowed quantity within the product's composition When including such a service in a flex bundle, then its quantity must default to the minimum required quantity according to the bundle's composition	Improvement	SUBSCRIPTIONS
V5-3955	Subscription & Billing issues	1) Schedule the addition of a post-bill service a) Currently the next billing date is shows as the day on which the service will be activated. But on that day the service will not be billed since it's post-bill. The date should be + 1 billing cycle ahead. 2) Billing estimation issue during 'Become paid subscriber in SaaS Flow' 3) 'Change Service Preview' feature throws unhandled error	Bug	SUBSCRIPTIONS
V5-3938	Ability to include components in a flexible bundle with various quantities	Each component included in a bundle can have its own quantity which is un-related to the bundled service's quantity	Improvement	SUBSCRIPTIONS
V5-3918	Subscription billing issues for services with 0 price	Billing recurring charges depends on the related service's billing. This means that if the service is deactivated and will not get billed, then the recurring charge will not be billed either. A service with 0 price will still be deactivated if subscription needs to be deactivated due to outstanding amount of the account (account-driven subscriptions).	Task	SUBSCRIPTIONS
V5-3915	Adding the first 'draft' service to the contact results in an Active Subscription	If the first service of the subscription cannot be activated and remains 'Draft', then a new subscription must be in 'Inactive' state, and not 'Active'. If all of the termed services of a subscription are deactivated and there's also a recurring expense, then the subscription should be considered as 'Inactive', i.e. exclude the recurring expenses from the state calculation	Bug	SUBSCRIPTIONS
V5-3857	Enhanced UI/UX for SaaS model	1) My Business a) The Business's subscription must be accessible at all times. Currently right after the first sign in, the business owner must switch into Live data to view the subscription 2) My Subscription (within My Business): a) Include the subscription's creation date as well above the trial info e.g. 'Subscribed on 01 Jan 2023' b) Trial period text: sign up with 30 days trial, right after first sign in the test says trial ends in 29 days 3) My Subscription (after changing into Paid subscriber) a) Business owner must be able to add more payment methods if required (same flow as when changing into paid subscriber) b) All payment methods must be displayed c) Business owner can switch their primary cards d) Move the 'Your Subscription' section up, above the Opening Hours e) Add description in add-ons cards as well - add quantity, price, price inclusive badge 4) Become Paid Subscriber / Change Subscription flows a) Remove 'variable' badge below the price b) Ability to specify a component's quantity c) Show components descriptions d) Cancel button in wizard > change to a red button e) Payment step/section - add a back button	Improvement	SUBSCRIPTIONS, USER EXPERIENCE AND TECHNICAL
V5-3669	New V2 Web APIs: Subscriptions	V2 Web APIs for Subscriptions	Improvement	SUBSCRIPTIONS
V5-3936	Plugin Custom Headers Enhancements	Ability to configure auth header parameters	Improvement	USER EXPERIENCE AND TECHNICAL
V5-3922	Application Translations	Remove content translations from applications	Task	USER EXPERIENCE AND TECHNICAL
V5-3954	Time travel issue with timeline	If during January user selects to go back 3 months, then the timeline is wrong since the previous months show 2023 instead of 2022, i.e. it appears as Nov 2023, Dec 2023, Jan 2023 instead of Nov. 2022, December 2022, January 2023	Bug	Utilities
V5-3999	Contact Summary performance issue for 'Balance as of Date'	Contact Summary performance issue for 'Balance as of Date'	Bug	CONTACTS
V5-3969	Device with no product throws exception on UI	Device with no product throws exception on UI	Bug	INVENTORY
V5-3965	Subscription Issues	If a contact has at least 2 subscriptions with the same device, the device is retrieved only for one subscription When creating Event-based Conditional Charges or Event-based Recurring Charges - on view/edit, the response returns products/types/families, but are not shown on UI. Enable contact condition in Event-based Recurring Charges is not like Event-based Conditional Charges, the options are always shown	Bug	SUBSCRIPTIONI
V5-3940	List Devices missing state	List Devices API missing ‘state’	Bug	INVENTORY
V5-3933	Insight events not based on quantity have an issue	Problem with Insight events not based on 'quantity'	Bug	ANALYTICS
V5-3927	Refund allocation issue	Refunds are not allocated when a credit in posted	Bug	ACCOUNTS
V5-3926	Validation check if classification is used prior to deleing	Before deleting a classification, check if it's used by an offer	Bug
V5-3897	Service request issues	'Created date' and 'expected close date' filter is not working. Same issue as with leads. Added chargeable products=true filter is not working. Added products filter is not working. Resolved state filter not working. #service_request.status communication tag renamed to #service_request.stage. When attempting to approve an SR, an error is thrown. Users must not be able to delete an SR category (from SR Categories settings) OR remove a queue's supported category if that category is already used in at least one open SR.	Bug	SERVICE REQUESTS
V5-3896	Leads Expected closing date filter is not working	Expected closing date filter is not working. Implementation checks for specific date, but filter has specific date range options.	Bug	LEADS
V5-3879	Assignable Entities and Automations Enhancements	Ability to support assign to team as an automation event for service requests, activities and leads. In addition, UI enhancements are introduced that will help a user to identify the 'assign to' attributes from such entities summary page	Improvement	AUTOMATIONS
V5-3858	Order Catalogue Category deletion issue	When deleting a parent order catalogue category, the subcategories are not deleted.	Bug	ORDERS
V5-3773	Paging Enhancements	Paging changed on several screens, the remaining screens will be completed in due course	Task	USER EXPERIENCE AND TECHNICAL
V5-3753	Fix Authorisation Annotations	The @NoPermissions annotation should allow calls with Secret API key and access token, also it should have a parameter allowPublicAPIKey and if it's set it should allow calls with Public API Keys also. The @AllowedPermissions annotation should throw an error if no permissions are specified on it	Bug	USER EXPERIENCE AND TECHNICAL
V5-3668	Cloud Operator user masquerade refresh issue	When a masqueraded user refreshes it's token, it should be kept on current organisation	Bug	SECURITY AND USERS
V5-2980	New V2 Web APIs: Users	Update users and authentication module to v2 APIs and UI	Improvement	USER EXPERIENCE AND TECHNICAL