Business Network Features
- Spyroulla Ioakim
BUSINESS NETWORK | ||||
Issue Key | Summary | Description | Issue Type | Release |
V5-1475 | Filter Organisation Tags by multiple Industries and Industry Sectors |
| Improvement | 5.4.0.0 |
V5-1450 | Business Network Assignable Records | Ability to support assigned to attribute on records, such as leads, and service requests, as a core behaviour | Improvement | 5.4.1.0 |
V5-1383 | The ability for Merchants to create fulfilment policies for themselves and their Venues | The ability for Merchants to create fulfilment policies for themselves and their Venues The ability for Merchant to create automation regarding its own venue coverage | Improvement | Candidate Features |
V5-1378 | Ability to filter Locations by organisation name |
| Improvement | 5.4.0.0 |
V5-1324 | Ability to define a short name for Addresses | Ability to define a short name for Addresses | Improvement | 5.4.0.0 |
V5-1300 | Ability to access Pricing Policy during Business sign-up | Ability to set up Pricing Policy URL in White Label Settings and be accessible during Business Sign Ups | Improvement | 5.4.0.0 |
V5-1202 | Enhancement to Organisations Address UI- Show Google Place ID field | Show the Google Places ID field on the Business/Merchant/Venue Address section. The field is populated when the address from Google is selected and is editable. | Improvement | 5.3.4.0 |
V5-1110 | Addition of email confirmation on business registration | Ability to support email confirmation in the business registration page and validate it against the first entered email | Improvement | 5.3.5.0 |
V5-959 | Organisation Status Enhancement | The addition of status (active, inactive) on organisations’organisations's’s creation | Improvement | 5.3.2.0 |
V5-741 | Controlled-based Data Records | Introduce Controlled based Data Records (e.g. segments). Such records can be given access to use through a specific definition of organisations allowed to use at the segment level | Improvement | 5.3.0.0 |
V5-725 | Core Organisation Processes | Introduce core definition of processes per organisation | New Feature | 5.3.0.0 |
V5-724 | Data Access | Introduce core definitions and behaviour of data access (and permissions) | New Feature | 5.2.4.0 |
V5-723 | Data Records and Ownership | Introduce core definitions and behaviour or data records and ownership | New Feature | 5.3.0.0 |
V5-573 | Ability to Setup Contact Registry on Service Owner | Contacts can be owned by a business or in a multi-tenant environment; a contact registry can be supported on the service owner level. Such contacts are owned by the service provider, with KYC details to be defined and owned by each business that they register to | Story | 5.3.0.0 |
V5-566 | Ability to Setup Transaction Processor | Transaction Processor Organisation with the ability to monitor, view and submit purchase customer events to multiple service providers | Story | 5.3.0.0 |
V5-562 | Ability to Setup Service Providers and Service Points | Service Provider and Service Points Based on selection at sign up for Subscriptions and not Rewards / Digital Money | Story | 5.4.2.0 |
V5-550 | Switch and Masquerade User Role Permissions | Enhancement of user roles to support different permissions for switching and masquerading between organisations | Story | 5.3.0.0 |
V5-379 | User Teams | A group of users that belong to the and optionally have access to all or some subsidiaries | Story | 5.3.0.0 |
V5-331 | Reward Offer Restrictions for Organisations | Ability to restrict which reward offer types and what spending method can be used by organisations (can be configured on service owner or business level) | Story | 5.3.4.0 |
V5-248 | Google Places Integration | Integration with Google Places. Specify the lat/lon of an organisation and contact. | Story | 5.2.0.0 |
V5-2284 | Settlement Improvements | Ability to define the payout and payment rules in the settlement process. | New Feature | 5.4.5.2 |
V5-562 | Ability to Setup Service Providers and Service Points | Service Provider and Service Points (for subscriptions) | Story | 5.4.4.0 |
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 to such entities | Improvement | 5.4.6.0 |
V5-1904 | Enhancements to the CRM.COM sign-up process | Enhanced business sign-up process to CRM.COM when a business signs up for a SaaS plan. The business is also created as a Contact in the Service Owner's Billing Business in order to be billed for their subscription plans | New Feature | 5.4.6.0 |
V5-1906 | The ability of the business tenant to manage its CRM.COM subscription for SaaS | A business signed up to CRM.COM is able to manage its subscription plan. The following three areas are addressed:
| New Feature | 5.4.6.0 |
V5-1931 | Update to generic settings for SaaS | Update to service owner generic settings for SaaS.
| New Feature | 5.4.6.0 |
V5-1152 | Retrieve Organisations based on Country | Ability to retrieve organisations filtered by country | Improvement | 5.3.3.0 |
V5-1128 | Enable Business Payment Method | Provide the ability for a business to define a JCC Merchant related payment method for charging | Improvement | 5.4.0.0 |
V5-2736 | Settlement Enhancements | Settle organisations where contacts perform spending in cases where the amount was accumulated from other organisations
| Improvement | 5.4.6.2 |
V5-959 | Organisation State Enhancement | A new 'state' (active, inactive) attribute is added to organisations, and core behaviour (purchases, list merchants) should comply with that attribute | Improvement | 5.5.3.2 |
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 to such entities | Improvement | 5.5.3.3 |
V5-3561 | Ability to get an organisation statement and financial analysis |
| New Feature | 5.5.3.3 |
V5-3764 | Business Network Improvements for 'admin' user creation | Ability to optionally define an 'admin' user when (manually) creating a service owner, business or merchant/service provider via the back-end | Improvement | 5.5.3.4 |
V5-3981 | Automation Enhancements | Ability to apply validations from automation when creating/updating a merchant/service provider | Improvement | 5.5.4.1 |
V5-3993 | Default Configuration set up on Business sign-up | Enhanced default configuration when signing up for a new business.
| Improvement | 5.5.4.3 |
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 | 5.5.4.5 |
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 plan templates. The communication plan runs on a daily basis and notifies contacts whose upcoming bill is due in an X number of days. | Improvement | 5.5.4.5 |
V5-4125 | B2B Settlement | Ability to settle (business) organisations due to B2B Spend | Improvement | 5.6.0.2 |
V5-4715 | Search Locations (merchants/venues) using custom fields | Search Locations (merchants/venues) using custom fields. Custom fields to be added in filters. Filters to also include “include custom fields” | Improvement | 5.6.0.5 |
V5-4789 | B2B Merchant Settlement Enhancements | Ability to settle award/spend fees of a b2b merchant business network | Improvement | 5.6.0.5 |
V5-4771 | Settlement to handle multi-currency accounts | Settlement to handle multi-currency accounts | Improvement | 5.6.0.6 |
V5-5046 | Spending with merchant credentials | Spending with merchant credentials can only be done via
| New Feature | 5.6.8.0 |
V5-5076 | Enhanced Merchants/Service Providers management and reporting based on their Groups | Enhanced Merchants/Service Providers management and reporting based on their Groups. Each Merchant/Service Provider belongs to an Organisation Group that needs to be included in:
| Improvement | 5.7.0.0 |
V5-4896 | Operational Message on B2B Invitations | Send operational communication (to all b2b merchant 'owner' users) when a b2b invitation is sent | Improvement | 5.7.0.0 |
V5-5215 | Enhancements for Settlement Analysis |
| Improvement | 5.7.0.0 |
V5-5964 | Credit the Charges created for a Marketplace Order | Ability to automatically credit previously created charges of a Marketplace business within the B2B Merchant Business when the order is cancelled. | Improvement | 5.7.3.0 |