5.6.3.0

Release CRM 5.6.3.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-4594	Invoice total amount mismatch between Accounting Analysis vs Invoice Insights	Invoice total amount mismatch between Accounting Analysis vs Invoice Insights.	Bug	ACCOUNTS
V5-4573	Add confirmation message when crediting an Invoice	When initiating an invoice credit action through the Invoice UI, users should receive a prompt to confirm their action before proceeding with the credit process.	Task	ACCOUNTS
V5-4544	Unhandled error thrown when loading a contacts payment during the refund process	Unhandled error thrown (error 500) when list payment is triggered during manual refund of a contact.	Bug	ACCOUNTS
V5-4562	Enhanced Payment Insights filters/breakdowns	Enhanced Payment Insights filters/breakdowns Include 'submitted by user' in the insight’s breakdown fields	Improvement	ANALYTICS
V5-4499	Ability to maintain information in Mongo for up to 90 days	The default practice is for CRM.COM to retain Mongo information for a duration of 90 days. Data older than 90 days is automatically removed. With the optional (licensing) feature enabled, Mongo data will not be deleted, but this entails a usage charge.	Improvement	ANALYTICS
V5-4607	Applications settings - Ability to configure whether Account funds can be used to pay for an order placed using the front-end	Within the Application settings for the contact app and portal, a system user has the ability to configure whether contacts can utilise their account funds to pay for an order placed through the app or portal.	Improvement	APPs AND PORTALS
V5-4605	Ability to create multiple Landing Pages for a single Business	Currently, the back-end system allows a user to configure only one landing page of type ‘Register’ (contact), this is restrictive in cases where two landing pages are required - one for simply registering a new contact and another for registering a contact and redeeming a pass simultaneously. There should be no restrictions on the number of landing pages a Business can create for either registering a contact or purchasing a gift pass.	Task	APPs AND PORTALS
V5-4569	New self-service APIs to allow uploading/deleting an image for contact profile	Ability to upload/delete a contact profile image using customer-facing applications.	New Feature	APPs AND PORTALS
V5-4496	Applications related improvements for images	Back office - Default icons (nice to have) When Delivery, Pick-up or Direct Sale supply methods are enabled, upload the relevant default icon Shortcuts - When a shortcut of a specific type is enabled, upload the relevant default icon for that shortcut	Improvement	APPs AND PORTALS
V5-4377	Application Settings improvements	Enhanced application settings: Ability to differentiate the ordering flow based on various queues, one for each supply method (pick-up, delivery, direct sale) Ability to configure which subscription actions are available for front-end apps Ability to define shortcuts for front-end UI	Improvement	APPs AND PORTALS
V5-4631	Unhandled error when loading a communication sent to a merchant through the Activity Feed	Try to view a communication sent to the merchant through the Activity Feed. An unhandled error is thrown. Web API to get the communication includes a successful response	Bug	CONTACTS
V5-4558	Improvements for Contacts	Provide the ability to search for a contact using its Category Include totals in Contacts summary report (in PDF format) - Total account balance, and all wallet balances	Improvement	CONTACTS
V5-4557	Search contacts based on country of agreement not working	Search contacts based on country of agreement not working. Note that V2 List Contacts API does not include this info in the response	Bug	CONTACTS
V5-4576	Export Passes Issues	Currency not included in exported file Add custom fields on export file. One column for each custom field	Task	PASSES
V5-4535	Landing Page - issue with pass plan selection	When creating a Landing Page of type ‘Purchase a pass’, the drop-down selection list to select the Pass Plan should show only electronic pass plans of classification Gift. Currently, the user is allowed to select from all the available pass plans.	Bug	PASSES
V5-4555	Product deletion issue	A product should not be allowed to be deleted if at least one device was created for it. Also verify other restrictions for deleting a product: Invoiced, ordered at least once Included in a bundle (fix or flex)	Bug	PRODUCT CATALOGUE
V5-4523	Enhanced UX for defining complex products	Improvement in the UX process of creating products that involve images, multiple price terms, variants, modifiers	New Feature	PRODUCT CATALOGUE
V5-4556	UI issue in Users summary screen	The last page of Users is never loaded, although the Web API returns the last 8 users. The first two pages were returned OK.	Bug	SECURITY AND USERS
V5-4570	Wrong Contact filter in Service Requests summary screen	There is an issue with the Service Requests summary screen - when searching using a contact, it displays only the contact code in the search results. This needs to be addressed by ensuring that the contact name is shown first, followed by the code in parentheses. This solution mirrors the approach used in the Leads summary screen.	Bug	SERVICE REQUESTS
V5-4559	Comments for closed Service Request not displayed in UI	When closing a service request, there is an option to provide additional information. This information can be accessed through the "View response" modal. However, currently, the modal is not displaying any content even though it is present in the API response.	Bug	SERVICE REQUESTS
V5-4547	Service Request issue when there's no account for the contact	Create a Service Request for a contact how doesn't have an account (this should be allowed). If the Service Request includes charges, then on saving the Service Request an unhandlled error is thrown because there’s no price on the line item (mandatory field). System user shouldn’t be allowed to add charges on a Service Request if there’s no account. Allow the creation of the SR, but only without charges.	Bug	SERVICE REQUESTS
V5-4593	Issue when returning rental devices	Rental devices cannot be returned back after cancelling a subscription.	Bug	SUBSCRIPTIONS
V5-4550	Auto-renewal dates not aligned with a service's billing cycle	Auto-renewal dates not aligned with a service's billing cycle	Bug	SUBSCRIPTIONS
V5-4543	Promotions not applied on changing a service when the initial service is the promotion's pre-requisite	Promotions not applied on changing a service when the inital service is the promotion's pre-requisite, i.e. it’s considered as an existing service of the contact.	Bug	SUBSCRIPTIONS
V5-4537	Issue when applying cancellation rules for post-bill services	Issue when applying cancellation rules for post-bill services. If the service is cancelled prior to its first billing, then validation does not dynamically calculate the next billing date (there’s no date set on the service at that point). As a result, service is immediately cancelled.	Bug	SUBSCRIPTIONS
V5-4536	Issue with next payment amount when changing a service	Next payment amount when changing a service is wrong, in cases where the service’s billing cycle changes as well. The calculation does not take into account that the billing estimation returns information from 2 subscriptions; the source one with an X billing frequency and the target one which has another frequency Y	Bug	SUBSCRIPTIONS
V5-4355	Don't allow deletion of a price if used as a subscription service's price terms	Prevent price deletion if that price is associated with a non-churned subscription service. Now deletion is allowed, so the service will no longer be billed (shown as 0 price) so in order to avoid mistakes, price deletion must be prevented	Bug	SUBSCRIPTIONS
V5-4639	Privacy Policy link in sign up page	When no Privacy Policy link is specified in the service owner’s White Label settings, then do not show the corresponding link on the sign up page. Remove the hardcoded link from the UI.	Bug	USER EXPERIENCE AND TECHNICAL
V5-4618	UI Render Issue	When selecting as a default value which has been renamed, the new name (renamed value) is not rendered correctly on edit mode.	Bug	USER EXPERIENCE AND TECHNICAL
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	USER EXPERIENCE AND TECHNICAL
V5-4541	Enhanced Import Data process and sample files	1) Products Include custom fields Composition: remove “classification” - deprecated Validity period: was designed but not included in the sample file) - provide an example of how validity from/to must be specified in the import file Update sample file so as to include 1 flat service, 1 bundle service, 1 traceable item/flat and one traceable bundle product all related to subscription businesses (News channels, Home2Play, OTT BOX, OTT++ Box) consider adding the billing period when adding a termed service 2) Contacts Sales Model - new Import Files samples: make sure that all fields are included, even if they are optional. examples of missing columns are validity settings for products category of a contact	Task	Utilities
V5-4502	Enhancements in Integrations set up	Enhanced set up process for various Integrations to third-party systems. Enhancements include improved UI/UX as well as integration using oAuth set up.	Improvement	Utilities
V5-4501	Image Enhancements	New UI & UX flow/design for uploading creatives	Improvement	Utilities
V5-4486	Enhanced Landing Pages & Mobile Pass Cards	Two template landing pages, one for each type. In the case of Purchase Gift pass, the landing page is still created on business sign up but the pass plan remains empty on the landing page. Keep the landing page as Inactive and it can only be activated once the pass plan has been set One template page for mobile pass cards Make sure that all mandatory fields are clearly marked in the UI (with asterisk) of both landing pages and mobile pass cards. Ability to use default template content on user request attributes (e.g. terms & conditions) on applications, reward schemes and landing pages	Improvement	Utilities
V5-4485	Enhanced Orders Automations	New Featured Automation for Order Provisioning and enhance order fulfillment to also support business organisation	Improvement	Utilities
V5-4444	CRM.COM Application Licensing	Ability to limit access and functionality across CRM.COM application UI and APIs	Improvement	Utilities
V5-4413	Email Automation not triggered when condition includes the "is not" filter	Email Automation not triggered when condition includes the "is not" filter and the filter refers to a custom field of the contact.	Bug	Utilities
V5-4365	Ability to automatically generate test data right after a business has signed-up	Ability to automatically generate test data right after a business has signed-up	Improvement	Utilities
V5-3477	Ability for plugins to create logs and events	Use release event and log functions	Improvement	Utilities
V5-3225	Events & Logs usability enhancements	Events & Logs Ability to search for errorneous calls (all error codes included in one “failed” status instead of selecting each status code one by one) Include 'submitted by user' in summary screen Search by 'date' and 'time' Ensure filter values do not result in erroneous behaviour (e.g. if “/“ is included then screen is no longer usable)	Improvement	Utilities
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	Utilities
V5-4629	Issue with upfront order cancellation	Place an order and pay for it using the wallet Open Balance An invoice and a payment is created Cancel the order A credit note and a refund is created but the money is not returned to the Open Balance	Bug	ORDERS
V5-4628	Issue with Time Travel	Steps: Masquerade to a business Enable test mode Enter Time travel mode .. Exit time travel Exit test mode Try to masquerade back to main organisation - an exception is thrown	Bug	Utilities
V5-4620	Award amount on purchase is wrong (if the award transactions are more than 10)	Award amount on purchase is wrong (if the award transactions are more than 10)	Bug	REWARDS CORE
V5-4617	Webhook copy body & response	Webhook to add copy to body & response	Task	Utilities
V5-4615	Automation Webhook enhancements	Max retry time 60 seconds Topic timeout time 10 minutes	Task	Utilities
V5-4611	Onboarding flows	Onboarding flows	Task	USER EXPERIENCE AND TECHNICAL
V5-4602	Duplicate primary addresses	Duplicate primary addresses - a contact with 2 primary addresses was located, need to investigate how this happened.	Bug	CONTACTS
V5-4598	Wallet Journal Entries API changes	Filters to be added: is_open : boolean value is_commerce : boolean value posted_on : epoch value is_wallet_fee : boolean value	Task	WALLET
V5-4595	Add Nagra-Conax as predefined plugin	Add Nagra-Conax as predefined plugin	Task	Utilities
V5-4592	Cannot Activate inactive offer	Cannot Activate inactive offer	Bug	REWARDS OFFERS
V5-4589	Billing issue with expense prices	When a product has not been billed from the start of a price period, the price information is not fetched, resulting in the service remaining unbilled.	Bug	SUBSCRIPTIONS
V5-4588	Service Request priorities issue	When editing SR priorities click cancel/save - an exception it thrown. (Settings > Contacts & CRM > Service requests > Priorities)	Bug	SERVICE REQUESTS
V5-4587	Manage service allowance issue	When editing the allowance of a service for the first time, the values are not correct.	Bug	SUBSCRIPTIONS
V5-4578	MongoDB Data retention	Ability to specify the retention period of data in MongoDB and also the ability to change that period from 90 days to no limit and back.	Task	SUBSCRIPTIONS
V5-4575	Onboarding Flow issues & Enhancements	Remove hard-coded tips from UI etc.	Task	USER EXPERIENCE AND TECHNICAL
V5-4574	Slow segments issue	When a DID NOT group is used in a segment, the initial query to get all contacts from MongoDB is very slow	Bug	USER EXPERIENCE AND TECHNICAL
V5-4568	Segments should not be saved with no conditions	Conditions on a segment group should be mandatory Segments must not be saved when there is a group with no conditions Segments must not be refreshed when they have a group with no conditions	Bug	CONTACTS
V5-4554	Financial Events issue with currency	Financial Events: List Journals API returns currency x, but screen shows the base currency of the business	Bug	ACCOUNTS, WALLET
V5-4551	Add custom form on Service Requests and Orders detail page	Add custom form on Service Requests and Orders detail page	Task	SERVICE REQUESTS
V5-4549	Issue with receiving awards when it's close to the time of registration.	Issue with receiving awards when it's close to the time of registration.	Bug	REWARDS OFFERS
V5-4548	Minor UX enhancement in invoice body communication tag	Modify the totals section of invoice.body communication tag related to taxes breakdown If no tax was applied, show "Total tax amount" and 0.00 taxed amount If at least one tax was applied, then show one line for each type of tax, but do not include the “Total tax amount” at all In cases where a single tax is charged, then users/consumers see the total tax equals to X amount, then a second line for the specific tax with the same amount and this is confusing.	Task	COMMUNICATIONS
V5-4545	Service Request charges discount issue	Service Request when adding charges discount creates issue on unit price Also added error 429 in Logs	Bug	SERVICE REQUESTS
V5-4542	Do not validate spend request amount with OTP amount in cases where the spend request amount is zero	Do not validate spend request amount with OTP amount in cases where the spend request amount is zero	Bug	CUSTOMER EVENTS
V5-4532	TAP codes should be trimmed before saving	TAP codes should be trimmed before saving	Bug	BUSINESS NETWORK
V5-4527	Reset rate limit when validation is thrown on purchase	Reset rate limit when validation is thrown on purchase	Bug	CUSTOMER EVENTS
V5-4520	Self-service V2 Web APIs for release app	Add 'up sell' and 'cross sell' products back in Get Products SS API (documentation updated) List Wallet Commerce Balances API (GET /wallets/id/commerce_balances) needs to sort by expiration date and amount (again there may be an issue with paging) Implement List Journals API in SS as well	Task	APPs AND PORTALS
V5-4515	Events are not sent on importing data.	Events are not sent on importing data.	Task	Utilities
V5-4512	Order Quotation issues	1) Place order for two services; a monthly and an annual one. Installation fee to be applied on each service initiation, price is 50 euros and there’s a 50% discount a) On checkout Installation fee is shown twice - OK, but first price is 25 (correct) second price is 100 2) Next billing information is wrong - refers to 6th of july as the start date, and the order is placed on the 11th 3) New validation required so as to NOT allow the removal of an order item IF it’s a termed service. Users should perform a service cancellation instead since the service is already on a subscription 4) Edit an order with a termed service and a physical good a) On checkout, the termed service and its applied charges (fees) are displayed twice (even if they are not returned in the order estimates - billing estimation is correct) b) On checkout the physical good was not displayed at all in list of items or in estimation - order estimation amount was 0.	Bug	ORDERS
V5-4472	Issue creating a Manual Journal (debit) when the balance is not valid today	See if we can remove this restriction only when it's a manual journal action	Bug	ACCOUNTS
V5-4395	Wallet issues	Cannot set up Wallet auto top up rules - modal opens but never loads, screen freezes. In addition the GET topup_settings API returns a response but all values are empty.	Bug	WALLET