5.5.4.5

Release CRM.COM 5.5.4.5 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-4119	Ability to set up a tax rate's validity period	Ability to set up the date from which a tax rate will be applied through the UI. Currently the date is automatically set based on system date. The date can be set in the future or in the past.	Improvement	ACCOUNTS
V5-4270	Business logo appears rotated 45 degrees on an exported reports for a specific business	The Business logo appears to be rotated 45 degrees clockwise when a report is exported in PDF format.	Bug	ANALYTICS
V5-4196	Enhanced Registration of an Organisation	The process of registering an organisation has been changed to accept additional information for the Business signing-up, such as the currency in which the Business will be billed by the Service Owner.	Improvement	BUSINESS NETWORK
V5-4257	Disabled integrations should not be selectable for communication plans	Disabled communication integrations are being displayed for selection when selecting the channel for communication plans.	Bug	COMMUNICATIONS
V5-4268	Issue when updating segment conditions	Segment conditions not refreshed when changing between contacts HAVE/DID. When editing a segment that includes HAVE conditions into using DID conditions, then the HAVE conditions are still kept therefore segment results are wrong	Bug	CONTACTS
V5-4253	Include 'in days' filter in segments	Currently 'next days' segment condition is supported for subscriptions segments. The 'in days' condition should also be supported for evaluating contact services information (as in Birthday) e.g. 'in 3 days', so a communication is sent only 3 days before trial ends, 3 days before the next billing date etc.	Task	CONTACTS
V5-4250	When placing orders, List Order Catalogues is not considering the order 'state'	Order catalogues selection in Orders in the backend does not filter out the 'Inactive' catalogues.	Task	ORDERS
V5-4206	Ability to set up custom fields for Products	Ability to set up custom fields for Products	Improvement	PRODUCT CATALOGUE
V5-3285	Enhanced Product Catalogue	Product Catalogue enhancements Introduce a product Default Price Price for a service while 'in contract' and when 'not in contract' Ability to differentiate the price of a product for different periods (period pricing). The feature creates a new version of the price that will be applied during a time period. Subscribers in contract are never affected by the price change. By default a service 'in contract' will always be billed based on the price agreed on ordering. On exiting the contract period, the service will start being billed based on the 'not in contract price' that is valid during that period (if a price exists)	Improvement	PRODUCT CATALOGUE
V5-4254	Reward Offer Issues	Reward offer settings are being reset to default values when the user edits/saves the offer without any changes, and when an award is provided based on free product with expiration other than 'never expires' the award is still set as 'never expires'	Bug	REWARDS OFFERS
V5-4251	User Management Issue	Deactivating a merchant user that also exists as a user for another merchant, deactivates both and then cannot delete such a user	Bug	SECURITY AND USERS
V5-4256	Service request queue creation issues	1) When creating a SR queue the behaviour should be the same as when creating an Order or Leads queue, there should be no need to click on the 'tick' icon to confirm your data entry. 2) 'Add a Stage' should be a link at the bottom of the screen. 3) When SR queue is saved only 2 stages are saved - 'New' and 'Closed'	Bug	SERVICE REQUESTS
V5-4223	Automatic assignment of a Service Request through automation	Automation is configured to assign a new Service Request to a team. Upon creating the service request though, it is assigned to the user who created it instead (and despite the fact that no assignment settings were specified on the new SR)	Bug	SERVICE REQUESTS
V5-2863	Service Requests - Adding an additional linked service request throws unhandled error	Select a service request which already has links to other service requests, adding another linked service request throws error 500.	Bug	SERVICE REQUESTS
V5-2190	UI issue when closing a Service Request with charges	The SR summary screen doesn't load after attempting to close a SR with charges, but insufficient funds in account.	Bug	SERVICE REQUESTS
V5-4247	Ability to communicate a subscriber's upcoming bill	Introduce a new communication tag that returns a contact's upcoming bill. The tag will be used in communication plans templates. Communication plan runs on a daily basis and notifies contacts whose upcoming bill is due in an X number of days.	Improvement	SUBSCRIPTIONS
V5-4233	Issue when re-setting the billing day while in trial	While service in trial, another service is added with no trial. Billing day of the subscription should be reset to the date on which the new service is added.	Task	SUBSCRIPTIONS
V5-4135	Issue when enabling a service to a device	Device is bundled with a termed service, so when adding the device to the subscription, the termed service is added as well. If this device is later on related to another service (of a different subscription), then adding the device to new subscription must not add the bundled service to that subscription as well. Validation could be based on the fact that a service cannot be authorised to the same device instance more than once.	Bug	SUBSCRIPTIONS
V5-4271	Custom preferences UI issue	Custom preferences UI issue when trying to edit on the custom fields on the entity screen (e.g. on contact screen) - the 'Edit' option is not fully visible.	Bug	USER EXPERIENCE AND TECHNICAL
V5-4245	Rephrase all labels/instructions so as to use UK English instead of US English	Rephrase all labels/instructions so as to use UK English instead of US English	Task	USER EXPERIENCE AND TECHNICAL
V5-4243	Issue when searching for Organisation Tags	Issue with 'search_value' in list tags web API when managing an Organisation. Search value is included in the API's filters but not considered i.e. List returns all tags. Verify that List API works for all tags (i.e. for other entities as well)	Bug	Utilities
V5-4195	Default Mobile Pass Card, Landing Pages and CIMs created on business sign up	Default Mobile Pass Card, Landing Pages and CIMs (email and phone) created on business sign up	Improvement	Utilities
V5-4177	List Tags Web API to support 'search_value' parameter	List Tags Web API to support 'search_value' parameter. Supported values should be the name and description of the tag. Include the Entity of the Tag in the summary screen of tags as well	Task	Utilities
V5-3551	Ability to search using an entity's Tags	All entities supporting Tags, should have the tags as a filter in their List V2 Web APIs. It should be optional (through the filters) to include the tags or not in the Web API's response Tags summary screen: The default filter should be 'All Tags'. Currently it's 'Contact tags' which is wrong, users have to remove it every time they visit the page	Task	Utilities
V5-4278	Applications API not returning order catalogues in response	Applications API not returning order catalogues in response	Bug
V5-4259	Communication issue with SMTP without credentials	Communication issue with SMTP without credentials	Bug
V5-4258	When changing a service, you can set the quantity and the enabled provisioning devices on the same action	When changing a service, you can set the quantity and the enabled provisioning devices on the same action	Bug
V5-4249	Performance issue with Organisation Rewards Analysis Report	Performance issue with Organisation Rewards Analysis Report	Bug
V5-4241	Subscription Analytics issues	1) Dashboards a) Remove date filters from MRR dashboard b) Service activations: keeping 2 activations for trial start and re-activation during the month is confusing c)Include more colours in stack bar charts (e.g. services added and services activated both appear in blue). 2) Reports a) MRR i) By default 'This year' filter is set but preview shows 1 month only ii) Show amount of 0.00 whenever nothing was calculated (MRR metric is null)	Bug
V5-4240	Sign up Organisation (registration award issue)	Sign up Organisation ( registration award issue)	Bug
V5-4239	Applications, Landing Pages and Wallet Passes issue on copying Business	After copying a business the Applications, Landing Pages and Wallet Passes do not work. Assign new external ids on copying each of these entities and set other identifying fields to null. The pass plan id on Landing Page should also be set to null.	Bug
V5-4238	Product Prices on List Products are not sorted	On the response of List Products, the product prices should be sorted on ascending order based on price	Bug
V5-4229	Promotion screen issue	When there's a termed service in the basket, the options are not shown on 'edit' if there are no conditions.	Bug
V5-4225	Integrations can not handle null values	When updating a plugin integration (unifi) with a parameter that has a value of 'null', the plugin ignores the update When an integration parameter has a 'null' value, multiple operations do not handle it and an exception is thrown	Bug
V5-4218	List SR Files - fix paging logic	Check also on leads and activities files	Bug
V5-4191	Expense related to post bill device as rental, is being billed as pre-bill on adding the device	Device with post bill rental price, bills the expense as pre-bill when added, instead of on the next billing.	Bug
V5-4173	Customer Event Breakdown Issues	Customer event rewards breakdown does not cut-off decimals	Bug
V5-4158	Duplicate user organisations investigation	Investigate and try to replicate the creation of duplicate user organisations	Bug
V5-4140	Issue with user lockout period	The lockout period of a user could not be cancelled	Bug
V5-4132	Organisation relationships not updated when removing an organisation group	Organisation relationships not updated when removing an organisation group	Bug
V5-3813	Order estimated amounts issue related to taxed amount	Edit the ordered items Total cost is X Give an ad-hoc discount of 238 euros (by default it includes tax amount) In order estimates, the discount including tax shows 237.99 instead of the specified 238	Task
V5-3234	New Automation filter for Leads & Service Requests	Automation filter for Leads & Service Request to be enhanced on backend with new attributes LEAD OWNER TEAM & SERVICE REQUEST OWNER TEAM to cover owner team filter too.	Task