5.6.4.0

Release CRM 5.6.4.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-4711	Issue with Payout transactions to JCC	Payout fails to be sent to a customer due to communication errors between CRM.COM and JCC (e.g. a Connection Resets from JCC ). CRM.COM should implement a Retry process when it identifies an issue with communication and the payout is not sent.	Task	ACCOUNTS
V5-4709	Wrong message shown when exporting reports and insights results	When running a report or an insight, a message appears saying 'A link will be sent to the contact's email to download the exported statement'. This message must be shown only when sending a Statement to a contact.	Bug	ANALYTICS
V5-4692	Ability to create an Insight for Credit Notes	Ability to create an Insight for Credit Notes with the option to include 'Submitted by User' criteria.	Improvement	ANALYTICS
V5-4682	Orders Summary report issues	Country of agreement: Filter does not return any results, this should be the contac's country of agreement When added as a column, some records do not have a country of agreement (although the contact does have a country of agreement) Contact category is missing. It should be added as a filter and as an optional column to to include in the report. Use two labels; Contact Category and Order Category to distinguish between the two.	Bug	ANALYTICS
V5-4653	Ability to create an Insight for Refunds	Set up insight for Refund event Export file (UGD) to include basic info on Refunds as well as the payment that was refunded	New Feature	ANALYTICS
V5-4074	Report Scheduling Enhancements	Ability to support report re-scheduling in terms of updating existing scheduled reports filters/attributes/groups/format settings/recipients/etc.	Improvement	ANALYTICS
V5-4695	Self-service GET /applications API not returning partner logos in response	Self-service V1 & V2 GET /applications APIs are no longer returning partner logos in the response. V1 API - Partner logos should be returned in partner_creatives object. V2 API - Partner logos should be returned in creatives object with usage_type = PARTNER_LOGO	Bug	APPs AND PORTALS
V5-4667	Unhandled error when deleting a draft communication plan	Unhandled error is thrown when deleting a draft communication plan	Bug	COMMUNICATIONS
V5-3334	Enhanced Communications tracking	Enhanced List Communications with available filters like the date on which it was sent Ensure that there's enough info in Mongo for reporting on Communications Check that 'life_cycle_state' has been changed to 'state' for V2 APIs Ability to keep track of the initiating entity/process of a Communication sent to a contact such as the Communication Plan or the Automation	Improvement	COMMUNICATIONS
V5-4694	CIMs, Authentication and Landing Pages	Authentication issues Registering using email (and OTP) sends OTP correctly Contact does not validate OTP The system creates the contact (correct) and sets the email as Verified (wrong) i) Email should not be set as Verified unless OTP is validated Landing pages Should not require phone or email as CIM in order to be saved and register contacts with such contact authentication identity means	Bug	CONTACTS, SECURITY & USERS
V5-4368	Ability to set up the contact authentication to be applied to all applications	Contact authentication should be one set of settings that are applied to all or a sub-set of Applications. Simplify set up so as to represent the business's authentication policies, instead of setting it up one by one per configured Application. Remove Contact authentication settings from Applications configuration, and move to Settings > Contacts & CRM > Contact Authentication & Identities.	Improvement	CONTACTS
V5-4025	Engaged/Never Engaged/Dormant/Resting	Check how these values are calculated for a Contact. Engaged : A financial transaction was performed in the last 60 days Never enganged : No financial transaction was ever performed Dormant : A financial transaction was performed in the last 60-120 days Resting : A financial transaction was performed more than 121 days ago	Task	CONTACTS
V5-4650	Ability for a POS to request a payment	Ability for a POS to request a payment. Flow: POS creates a purchase estimate with status 'pending' for a contact (shows that the contact must approve the charge) Contact must be informed about the basket items, each item’s charges and the total charge (NOT Release) Consumer approves the purchase estimations through mobile app (optionally in the back-end a webhook is triggered) POS pulls the purchase estimates 'state' and if 'approved' submits purchase and if not approved gets an error	New Feature	CUSTOMER EVENTS
V5-4226	Enhanced Device Management	Enhanced Devices management within Inventory (Warehouse) Enhanced filters to facilitate searching using owner (business or a contact), spacial location, custom fields Display more information per device (e.g. custom fields, spatial location) - in an expand section Ability to update multiple devices in one go, options include: Spatial location Block Custom fields	Improvement	INVENTORY
V5-4661	Mobile Pass Card configuration - remove unnecessary Google Links and improve UI	Mobile Pass Card > Google > Links Remove the following link types: Calendar Location The 'Property' field is mandatory for all link types except for OTP. Move the 'Property' placeholder below the 'Link Type' placeholder. Rename 'Property' to 'Value'. Remove the 'Position' option when adding a link, new links should be added to the bottom of the list, and the user can then drag-and-drop to the correct position.	Task	MOBILE PASS CARDS
V5-3096	Enhanced Orders Web API	List Orders API include filters: submitted_on, started_on, cancelled_on, completed_on (the basic key dates)	Improvement	ORDERS
V5-4399	Product catalogue issues	Try to create a composite product and its variants a) On selecting the first characteristic (there are 2) the characteristic is added as one of the available variant products and cannot be removed b) The second characteristic is added and the combinations are created correctly c) Added the same SKU for 2 products - validation was thrown but only AFTER the modal closed, so the user cannot make any corrections. User has to create the variants again.	Bug	PRODUCT CATALOGUE
V5-4197	Ability to copy Reward Offers, Promotions, Pass Plans	Ability to copy Reward Offers, Promotions and Pass Plans through the back-end.	Improvement	PRODUCT CATALOGUE, REWARDS OFFERS
V5-4660	Issue when signing up to a Reward Scheme using codes	The same code was used to sign up multiple contacts to the same Reward Scheme.	Bug	REWARDS CORE
V5-4453	Refactor Self-Submit/Reclaim Purchase Configurability	Refactor the configurability of self-submit/reclaim purchase as currently users do not know whether their system is in which mode and cannot amend such mode if they accidentally set it during experimenting/testing. Purchased Products Matching Resolution & Purchase Matching Resolution settings have been moved to Settings > Contacts & CRM > Customer Events section.	Improvement	REWARDS CORE
V5-4624	Rewards Self-Service APIs	Ability to support self-service GET /reward_offer API and fix offer filtering based on (target) organisations. Currently, when a front-end user selects to view a reward offer, all locations of the owner organisation are displayed. If the offer is valid only for specific locations then only those should be displayed both on the map and list of locations.	Improvement	REWARDS OFFERS
V5-4674	Unhandled error when assigning a service request to the logged in user	User selected the 'Assign to me' action on the Service Request screen Error 500 was thrown (user was deleted from the team) - investigate Another user who was never in the team, performed the same action, a validation is thrown which is correct but the error window immediately closes so the user cannot see the reason for reassignment failure.	Bug	SERVICE REQUESTS
V5-4705	Enhanced service recommendation Web API	Auto-renewal (boolean and the termed period's duration) missing from Service Recommendation Web API. Also add descriptions on the Web API. Include 'search_value' in filters of the Web API > search based on the product's SKU and name, description (same search value as in List products Web API).	Task	SUBSCRIPTIONS
V5-4698	BIlling issues	Reported billing issues	Bug	SUBSCRIPTIONS
V5-4678	Unhandled error when trying to execute a scheduled action now	An action to add a service was scheduled for the next day > edit the scheduled date and change it to be executed now, error 500 is thrown. Expected behaviour is to try to execute the action immediately.	Bug	SUBSCRIPTIONS
V5-4647	Enhanced UI/UX when changing a service, managing subscription actions	Provide the ability to view additional information of both the current service and the new service. Current service: price per billing cycle (in/out of contract), contract period state and contract period dates, trial period state and dates New services that the service can be changed to: currently only the price is presented so show detailed info as when ordering a new service e.g. trial, contract, auto-renewal, billing modal etc. Similar changes when amending a bundle. Display the price of a service, when in contract and when it goes out of contract in Subscriptions sections of Contact screen In Subscription action screen, add any missing information When changing a bundle that includes a big number of components, it's un-manageable to view the changes Sort the changes, e.g. first the added, then the removed Show the bundle change in one list and then the component changes in another list Show rejection reason! it's crucial for back-end users to view the error for rejecting an action especially due to async calls with service delivery process (mostly rejection due to insufficiant funds).	Improvement	SUBSCRIPTIONS
V5-4646	Ability to send payment intents during the billing run process to settle outstanding amounts	Ability to send payment intents during the billing run process to settle outstanding amounts. This feature ensures that any outstanding subscriber amounts will still be settled during the billing run process, even if their credit limit is not exceeded.	Improvement	SUBSCRIPTIONS
V5-4636	Payment attempt made for a cancelled subscription	Subscription cancelled on the same date of its ordering. However, after a number of days, a payment attempt was made by the service delivery process. In addition, if 'View Bill' is performed for this subscription (already cancelled) then an amount is shown (just the total amount, not itemised charges)	Bug	SUBSCRIPTIONS
V5-4404	Ability to set up Usage Allowance settings per contact	Ability to set up Usage Allowance Limits per contact, that override the business's default rules when it comes to these settings	Improvement	SUBSCRIPTIONS
V5-3819	Integration Authorisation (oAuth) Modal UI Enhancements	Enhance the user experience of plugins that support oAuth flows	Story	USER EXPERIENCE AND TECHNICAL
V5-1559	Explicit Records Usability Enhancement	Display the owner of explicit records: Order Catalogue and Communication Plans from their summary pages	Task	USER EXPERIENCE AND TECHNICAL
V5-4679	Issue when searching for Events	Unhandled error 500 thrown then trying to search for an event.	Bug	Utilities
V5-4676	Issue when enabling Square POS integration	Enabling the integration through Integrations landing page throws error, whereas creating a new Integration using the option button works OK.	Bug	Utilities
V5-4669	Change endpoint of Add File Web API (Firebase integration)	Change the endpoint of Add File API under Integrations (used for Firebase), changed from integrations/id/add_file to integrations/id/file	Task	Utilities
V5-4663	Financial Events filters issue	Events filter in Financial Events issue: Anonymise Contact and Payment Cancellation should be removed The 'select' option appears in the list of events - looks like the list is listed alphabetically so this option is in the middle of the list. It should appear first at all times.	Bug	Utilities
V5-4567	Enhanced Landing pages through wizard flow	Implement a wizard for configuration of Landing Pages so as to walk the user through the whole setup flow. The wizard has the following steps: Information Text Colours Fields Images	Improvement	Utilities
V5-2286	Custom Fields Ordering and View Style	Custom fields ordering and view style should be consistent	Task	Utilities
V5-4712	Integration Paramaters issue	Null integration parameters are not shown after saving an integration. If you leave the screen and return to the integration, the null parameters are shown.	Bug	Utilities
V5-4693	Promotion Self Service list api to retrieve only the available promotions	Promotion SS API was retrieving expired promotions	Bug	USER EXPERIENCE AND TECHNICAL
V5-4691	Application Carousel Images	Support slideshow (management tool) on application carousel images	Task	APPs AND PORTALS
V5-4677	Issue with Masqueraded user	When a user masquerades to an organisation that he is already a user of, the user is assigned an 'Admin' user role, and not his actual user role for that specific organisation. When the user is refreshed, he is assigned the correct user role for that organisation.	Bug	SECURITY & USERS
V5-4675	Issue when viewing Provisioning Provider Logs	Issue when viewing Provisioning Provider Logs. Unhandled error thrown related to API key. Issue exists when the person who initiated the action is a consumer through a front-end device.	Bug	Utilities
V5-4666	CRMI reported issues with Release App V2	Paying the full amount of an order using account funds issue Minimum order validation check blocks you from placing the order Shopping cart screen shows amount due = 0 but when placing the order amount due > 0. Shopping cart screen amounts don't add up - possibly an API mapping issue	Task	APPs AND PORTALS
V5-4664	Application Image Issue	When uploading an image to Application's (portal) landing page, the aspect ratio/dimensions are broken	Bug	APPs AND PORTALS
V5-4613	Contact Identity Issue	Username verification process should be only applied when contact has registered with username and password, not only email.	Bug	CONTACTS
V5-4604	Duplicate wallet passes	When a contact downloads the same pass multiple times multiple records are created in the db. Check if a pass exists and update it instead of creating a new one	Task	MOBILE PASS CARDS
V5-4601	Community & Purchase Enhancements	Performing a purchase estimates or a purchase event for a contact that is a member to a community(ies), spend amount from such community(ies) should be taken into account only when community_id is specified - otherwise spend will only be calculated based on the contact's wallet	Improvement