Users Experience And Technical Features

USER EXPERIENCE AND TECHNICAL
Issue Type	Summary	Description	Issue Type	Release
V5-886	Default configuration on business creation	There are a number of configurations which should be set by default (across CRM5) when a new business is created: API keys, reward scheme, reward offers, financial transaction types, reward commercial terms and admin user role	Improvement
V5-807	Get Started Usability Enhancements	Amendments to the 'Get Started' screen regarding info messages and labels	Improvement	5.3.4.0
V5-951	Uploading Images Flow Enhancement	Ability to support a more intuitive user flow when uploading images that will provide a visual cue that images have been uploaded or queued to be uploaded	Improvement	Candidate Features
V5-1751	JCC Merchant Integration Enhancement	Usability enhancement on importing outlets during JCC Merchant integration setup	Improvement	5.4.3.2.1
V5-1163	Ability to perform an advanced search using filters in summary screens	Ability to perform an advanced search using filters in summary screens	Improvement	5.4.0.0
V5-2648	Summary page filtering enhancements	Add Predefined Filters on the summary screen for: Contacts Leads Orders Pass Plans and Passes Products Inventory > Warehouse Transactions Promotions Subscriptions Subscription actions Reward Events Financial Events Events Logs Service Requests	Improvement	5.5.2.0
V5-3395	Ability to keep last filters in summaries	Summary screens remember the last filter applied by a user and re-apply it when the same screen is revisited. Changes have been applied to these screens so far; the rest are pending Products Reward Events Financial Events Subscriptions Logs Events	Improvement	5.5.2.3
V5-3363	Financial/Reward Events Summary screens - the ability to navigate to the related entity (if it exists)	Financial/Reward Events Summary screens - the ability to navigate to the related entity (if it exists) by clicking on the transaction number	Improvement	5.5.3.0
V5-2648	Summary page filtering enhancements	Added Predefined Filters on the following summary screens: Contacts Leads Orders Pass Plans and Passes Products Inventory > Warehouse Transactions Promotions Subscriptions Subscription actions Reward Events Financial Events Events Logs Service Requests	Improvement
V5-3777	Automatically set queue stages colours	When setting up a queue's stages, the stage's colour should be automatically set (randomly) instead of being manually set by the user (currently, when adding a new stage, the colour defaults to grey). Applicable for all entities that have stages (Leads, Service Requests and Orders)	Improvement	5.5.3.4
V5-4367	Auto-generated configuration enhancements	New operational configuration created on business sign-up Create a segment for active contacts that have performed any type of financial/reward event in the last 6 months Create a segment for active subscribers that have at least one active service Create one segment for active reward participants that have performed any award/spend event in the last 6 months Set default configuration settings on contact, account and reward settings	Improvement	5.6.0.3
V5-5492	Organisations search to be enhanced with sorting by name	Organisations search to be enhanced with sorting by name in: Accessibility settings of various entities (e.g. Products, Order Catalogues) Segments, Reports and Insights Searching for organisations when setting entities (e.g. Reward Offers, Promotions) and more	Improvement	5.7.1.1

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Users Experience And Technical Features

USER EXPERIENCE AND TECHNICAL

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