5.6.2.0

Release CRM 5.6.2.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-4460	Include taxes breakdown in Invoices/Credit Notes UI and communication tags	Include taxes breakdown in Invoices/Credit Notes UI and communication tags	Task	ACCOUNTS
V5-4360	Multi-country/Multi-currencies issues	1 ) Contacts/Organisations might own multiple accounts, but each one of these accounts should have a different currency. 2 ) On creating a new account, the available currencies in the UI must be filtered based on the supported currencies of the contact’s country of agreement (if any). If none are specified then show all currencies enabled by the business.	Bug	ACCOUNTS
V5-4384	Application settings - configurable subscription/service actions	Ability for a back-end system user to configure the permitted subscription actions, and service actions for contacts using a front-end device (app/portal). 1 ) subscription actions - supported subscription actions a) change billing day b) change payment method 2 ) subscription after actions - supported actions after a subscription action has taken place a) cancel b) update 3 ) service - supported service actions a) activate b) deactivate c) pause d) resume e) change f) cancel g) regret	Improvement	APPs AND PORTALS
V5-3546	Application settings - enhance app settings to include 'order queue'	Ability to specify order queues for front-end applications for ‘native contact app' and 'web - contact portal’ types. For the purpose of ordering from the app - at the moment, there can only be one order queue defined for a business, and when an order is placed, it’s chanelled to that queue. If there's more than one queue defined then ordering fails when ordering via front-end. The enhancement involves specifically stating the order queue to be used in the Applications settings for the relevant configuration for pick-up/delivery/direct sale supply methods.	Improvement	APPs AND PORTALS
V5-4455	Return a meaningful message when overlapping location opening hours exist	When a location has overlapping opening hours, the message displayed is ‘Overlap exists for any’ this should be changed to ‘Overlapping opening hours exist - please check and correct’.	Bug	BUSINESS NETWORK
V5-4517	Issue when searching using Google Places	Google Places location fields not correctly mapped to CRM.COM address fields: 'location' should be mapped to Town/City 'administrative are 1' should be mapped to District/Area	Bug	CONTACTS
V5-3372	Nameday improvements	A) Summary screen filtering enhancements Filter by month (e.g. March) and see the name days for the whole month Filter by day and month (e.g. 25 March) to see the name days for a specific day B) UI enhancements to offer a better view for long name lists in modals and tables Eliminate the need to scroll horizontally to the end of the row in order to select the ‘edit’ option, possibility of wrapping name lists so that names appear on more than one line (same row) on the summary screen Enlarge the editing modal to allow more names to be viewed in the placeholder and therefore allow easier editing Wrong page description: rephrase “Specify the name days that will be available for assigning to Contacts” C) Wrong validation message if name day (day/month) is not specified. Now it says “Please specify month”, it should say “Please specify name day’s Day/Month” D) Mark mandatory fields with a red asterisk	Improvement	CONTACTS
V5-4511	Device issues	Import Devices and include custom fields in the imported file Check Devices screen > the expand section is not loaded Device Report: returns 3 records but the devices imported are not listed	Bug	INVENTORY
V5-3289	Enhanced Subscriptions ordering quotation	Enhanced Orders quotation when both physical goods and services are ordered. Order quotation to display and clearly explain that as part of the order, contact subscribes to services, and as part of the first bill they will be invoiced an X quoted amount.	Improvement	ORDERS
V5-4510	Product recommendation issue with composite products and their upsells/cross-sells	When the checkout includes a variant product, then recommendation Web aPI does not return any upsells-cross-sells because these are configured on the composite product level. Enhance process so as to return the composite product’s upsells/cross-sells if the variant does not have it's own.	Task	PRODUCT CATALOGUE
V5-4323	Enhanced UX for defining complex products	Improvement in the UX process of creating products	New Feature	PRODUCT CATALOGUE
V5-3045	Promotion validations issue on evaluating product conditions	When the basket requires multiple products, it fails to be validated - the promotion is validated against one service at a time	Bug	PRODUCT CATALOGUE
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 ordering recommendation products include: up sell and cross sell products on ordering the estimation id can be provided in order for the api’s process to identify a distinct list of upsell/cross sell products among all products which are ordered On managing subscriptions: service(s) to which a service can be changed to, as an upgrade or a downgrade (answers question like 'which service can I upgrade to?' OR 'what are my options when I want to change my service?' change is an upgrade or a down grade and includes a change to another service, change of the price, change by adding more components in cases of a bundle).	New Feature	PRODUCT CATALOGUE
V5-4379	Service Owner Masquerade Security Enhancements	Ability to specify a user with read only restricted access to all businesses of a service owner	Improvement	SECURITY AND USERS
V5-4497	Issue when changing a service	Select to change a service but do a preview first before submitting the change. Instead of submitting the change, cancel the action. Try to change the same service again > the issue is that the service selection does no longer include the available services	Bug	SUBSCRIPTIONS
V5-4488	Include Extend Service Trial event in Automations	Provide the ability to send an email communication to the contact when a service’s trial is extended	Task	SUBSCRIPTIONS
V5-4469	Enhanced Period billing in Calendar Billing	Ability to define a specific day of month and a month of a year when services' billing model is set to Period Billing. This option is applied only for services with billing cycle longer than a year. Ability to define a day of week on which services with billing cycles shorter than a week will be billed.	Improvement	SUBSCRIPTIONS
V5-4465	SaaS UI/UX changes	Add component names in the UI for My Subscription section in My Business screen List of plans when changing a plan: product name is hidden in small screens, user has to mouse over. Show complete product name Screen where add-ons are selected a) remove quantity selection (hide from UI) b) Buttons Back & Let’s Go move back at the top, next to Cancel Let’s go to be removed. flow: user scrolls down and selects the add-ons, then moves up in payment section, calls Calculate… and sees the monthly fee 4. Payment section: remove “from…” > tip to be added to explain the possible extra charges. On selecting new add-ons or on removing selected ones, the recalculation be done automatically without the user having to manually click the button? Question: Payment method types: Card option is hardcoded? Or does the screen retrieve the allowed payment methods of the billing business? Rename “Activate Subscription” button into “Upgrade your Plan”	Task	SUBSCRIPTIONS
V5-4355	A price shouldn't be deleted if used as a subscription service's price terms	Prevent price deletion if that price is associated with a non-churn subscription service. Now deletion is allowed, so the service will no longer be billed (shown as 0.00 price) so in order to avoid mistakes, price deletion must be prevented	Bug	SUBSCRIPTIONS
V5-4498	Ability to push Contacts registered/updated in CRM.COM to Square POS.	When new contacts are created or existing contacts are updated on CRM.COM, the changes are automatically pushed to Square POS. This synchronisation ensures that the contact information remains consistent and up-to-date on Square POS. Prerequisites: The Business has a Square account The Business has activated Square Integration in CRM.COM’s back-end	Improvement	Utilities
V5-4490	Smaller business logo size in communications	Business logo included in a communication template (using the corresponding communication tag). Preferably it should appear a little bit smaller. note that this is the same logo as the one displayed in the UI (upper left corner)	Task	Utilities
V5-4467	Additional filters for financial transactions in Automation filters	Include Country of agreement and Account Classification in Automation filters: New Invoice/Payment/Credit Note/Refund/Payout Update Contact	Task	Utilities
V5-4458	Creating Landing pages issues	UI and validation issues encountered whilst creating a Landing Page.	Bug	Utilities
V5-4366	Settings' option - UI/UX changes	System 'Settings' option moved to the bottom of the navigation menu on the left of the screen New Settings page includes the Set up Walkthrough (embedded Product Fruit checklists) and the current settings of various components & modules Component/module settings re-arranged	Improvement	Utilities
V5-4365	Ability to automatically generate test data right after a business sign up	Ability to automatically generate test data right after a business sign up	Improvement	Utilities
V5-3477	Ability for plugins to create logs and events	Ability for plugins to create logs and events	Improvement	Utilities
V5-4514	Increase the rate limit in case of purchase reclaims (without contact)	Increase the rate limit in case of purchase reclaims (without contact)	Bug	USER EXPERIENCE AND TECHNICAL
V5-4509	Community API Enhancements	Add wallet_id to self-service api /contacts/{id}/people (within contact object) and contacts/{id}/communities (within community_owner object)	Task	CONTACTS
V5-4508	Allow Estimate Orders to accept estimation_id	Every time the estimate orders is called a new estimation_id is created and a new estimation is cached in Redis which results in multiple unused estimations cached in Redis until they expire. Allow the estimate api to accept the estimation_id and use that one on the new estimation in order to override unused estimations in Redis and to make handling that id easier on the front end	Task	ORDERS
V5-4505	B2B Spend to disable redeem when it is a distributed event	B2B Spend to disable redeem when it is a distributed event	Bug	BUSINESS NETWORK
V5-4500	Address V2 API - lat/lon functionality missing	Address V2 API - lat/lon functionality missing	Bug	USER EXPERIENCE AND TECHNICAL
V5-4491	Webhook request not saved	Error is thrown after webhook request is sent.	Bug	USER EXPERIENCE AND TECHNICAL
V5-4487	Contact Communities issues and enhancements	Contact community improvements and bug fixing	Task	CONTACTS
V5-4482	Issue when sending report to user	Issue when sending report to user	Bug	USER EXPERIENCE AND TECHNICAL
V5-4380	Summary screens issue with 'IS NOT' operator in filters	Summary screens issue with 'IS NOT' operator in filters	Bug	USER EXPERIENCE AND TECHNICAL
V5-4378	Issue with OAuth integrations on Firefox	When using Firefox to create an OAuth integration after redirecting to the vendors website from the popup window, the popup window closes	Bug	USER EXPERIENCE AND TECHNICAL
V5-4125	B2B Settlement	Ability to settle (business) organisations due to B2B Spend	Improvement	BUSINESS NETWORK