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

Users Experience And Technical Features

USER EXPERIENCE AND TECHNICAL