Utilities Features

UTILITIES
Issue Type	Summary	Description	Issue Type	Release
V5-3722	Ability to update Payment information through automation	Payment automation enhanced so as to support: Update the payment's custom fields on posting a payment Additional filters (payment method based, e.g. Card, Account Debit) on when this update should be performed	Improvement	5.5.3.4
V5-3710	Assignable Entities Enhancements	Enhancements on assignable entities to support accessibility coverage across users of the same team	Improvement	5.5.3.4
V5-2680	Automations Enhancement	Ability to support synchronous automation events, where external (webhook) validations/customisation may apply prior to creating/updating contacts or contact phones	Improvement	5.5.3.4
V5-4316	Ability to create custom forms for merchants/venues	Currently, custom forms can only be created for Contacts at the level of the business. System functionality will be extended to allow the creation of custom forms for Merchants/Service Providers and Venues/Service Points. Option to create Merchant/Service Provider and Venue/Service Point using a custom form from respective summary screens. Ability to view Merchant/Service Provider and Venue/Service Point using a custom form from the data page of the respective organisation.	Improvement	5.6.0.0
V5-4407	Ability to set up a custom field of type 'Organisation'	Ability to set up a custom field of type 'Organisation'	Improvement	5.6.0.1
V5-4302	Enhanced Automation Events	Enhanced Automation events so as to communicate to users on: Organisation Email Verification (only once, right after signing up) Password Reset (once the password has changed, send an email to user/contact informing/verifying that the password was changed)	Improvement	5.6.0.1
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	5.6.0.2
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 Setup Walkthrough (embedded Product Fruit checklists) and the current settings of various components & modules Component/module settings re-arranged	Improvement	5.6.0.2
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	5.6.0.2
V5-3477	Ability for plugins to create logs and events	Ability for plugins to create logs and events	Improvement	5.6.0.2
V5-1907	Licensing	Ability to support licenses and assign them on products that contacts will be able to purchase, and limit an application’s settings and access to functionality based on it	New Feature	5.6.0.3
V5-5192	Ability to inform users about an exported file's size	Clearly communicate the file size to a front-end user during the export process, when the file exceeds the maximum size of 100K records.	Improvement	5.7.0.0
V5-5179	Enhanced Award Contact Automation	Enhance Award Contact Automation with additional filters that allow filtering of events based on the applied Reward Offer 'Goal' or 'Type'.	Improvement	5.7.0.0
V5-5127	Enhanced Automations to notify Organisation users	Provide the ability to set up an Automation for a 'New Order' with a filter for the fulfilling organisation for the purpose of notifying a specific user (of the organisation).	Improvement	5.7.0.0
V5-2660	Reward Offers Approvals	Provide the ability to enable approval requests when Reward Offers are activated. This also includes Reward Offers created by Merchants and B2B Merchants.	Improvement	5.7.0.0
V5-4973	Implement Cardlink Payment Gateway	Implemented: Integration API for Gift Pass Payment Form Cardlink Plugin API for Gift Pass Payment Form Pending: Integration API for Adding Card Cardlink Plugin API for Adding Card Integration API for Payment with Token Cardlink Plugin API for Payment with Token Roadmapped: Implement all other Cardlink plugin APIs to handle server-to-server payments, refunds, cancellations, etc	New Feature	5.7.0.0
V5-5511	SMPP provider enhancement	Provide the ability to specify the phone number’s format when sending messages to the provider i.e. whether the full country code will be sent or the “+” will be used instead.	Improvement	5.7.1.1
V5-5448	Account Manual Journal Entries to support custom fields	Account Manual Journal entries to support custom fields	Improvement	5.7.1.1
V5-5404	Credit Notes to support custom fields	Credit Notes to support custom fields	Improvement	5.7.1.1
5-5403	Include Custom Fields as filters in Automations	Include Custom Fields as filters in Automations	Improvement	5.7.1.1
V5-5662	Ability to configure different Embedded Links based on user's language	Ability to configure multiple embedded links in Application settings, depending on the enabled languages. As a result, an app user is navigated to a link that is related to the designated language of that user.	Improvement	5.7.3.0
V5-5519	Display custom fields on Financial Events drill down	Financial Events screen - display the set custom fields of the following financial events when drilling down: Payments Refunds Top-ups Credit Notes Manual Journal Entries (Account and Wallet)	Improvement	5.7.3.0
V5-6000	Implement 16-Digit Code for Contact Identification and Spending	Identification The identification process remains unchanged, utilising either a static or auto-generated 16-digit wallet code. Identification and Spending In addition to the current OTP system, the contact-token SS API will be modified to generate also a 16-digit code. This code will be converted into a QR code within the app, which can be scanned by the POS and used as an OTP request parameter in the create-purchase API.	New Feature	5.7.3.0

Utilities Features

UTILITIES