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

1. Create a segment for active contacts that have performed any type of financial/reward event in the last 6 months

2. Create a segment for active subscribers that have at least one active service

3. Create one segment for active reward participants that have performed any award/spend event in the last 6 months

4. 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