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V5-5015 | Release App & Portal V2 - Registration & sign-in from the front-end, select communication settings | Ability to select another language Ability to register and subsequently sign-in using: Select country of agreement (residence) Provide a referral code upon registration possibly triggering a reward event for the referral contact. Accept/reject email/sms/notifications communications Read & accept configured T&Cs and privacy policy Ability to create new or link an existing CRM.COM| Wallet. Forgot password option to reset password
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V5-5016 | Release App & Portal V2 - Sidebar menu options to view and manage contact settings | Profile image Notifications Personal information
Participating Schemes Upon contact registration, a contact is automatically signed-up to any existing auto sign-up reward schemes. A Contact can view all reward schemes that they currently participate in A Contact can join a new reward scheme of type: Self sign-up Closed loop sign-up
Ability to sign-out (leave) a self sign-up or closed loop reward scheme
Commerce Preferences
Marketing Preferences Select to accept/reject emails/sms for marketing purposes sent by the business Set push notification settings for the app Select the app language from a set of configured languages
Security Change password Unregister Ability for a contact to unregister from the business. Subsequently, if the contact wishes to re-register, then they must follow the ‘existing participant’ flow to identify themselves and add credentials to their account.
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V5-5017 | Release App & Portal V2 - Home screen to view important information at a glance and perform main actions | Business wallet balance Reward Tier (if configured) Main subscription service Shortcuts (subject to configuration) Communities (see Contact Communitites) Redeem a Pass Top Up Service Requests Contact Code Locations Reclaim a Purchase Request Money (see Contact Communitites) Send Money (see Contact Communitites) Refer a Friend OTP to Spend Contacts can request an OTP to verify their identity at the POS. Contacts can request an OTP to verify their identity and specify the desired amount they wish to spend for their next purchase at the POS.
Featured Offers and Promotions
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V5-5018 | Release App & Portal V2 - Create contact communities and assign permissions, view joined communities | A contact can invite other registered (person) contacts to their own community and assign them permissions. A contact can manage their community members. A contact can view communities which they are a member of. A contact can request money from their community owner. A contact can send money to a member of their own community.
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V5-5019 | Release App & Portal V2 - Contacts can view their applicable Reward Offers & Promotions with participating locations | View all Reward Offers View all Promotions Select a promotion View short description View long description
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V5-5020 | Release App & Portal V2 - Contacts can view and order products offered by the business | Select to order using one of the following supply methods: Pick Up Delivery Direct sale
If multiple order catalogues are valid at time of ordering, contact can choose which catalogue to order from. View the product catalogue Products are grouped into main categories, or main and sub-categories. Small image of the product Short description of the product (2 lines) Product price in the currency of the contact's country of agreement. Products not available for ordering appear greyed out. Search for a product across all categories
Select a product See the product image View its description Select/deselect component options for physical goods Select a price plan for subscription services Select quantity of product to order Add optional product order notes Add product to cart
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V5-5021 | Release App & Portal - Manage contact Subscriptions and/or Services | Permitted subscription and service actions: 1 ) Supported subscription actions a) Change billing day b) Change payment method 2 ) Supported changes to scheduled actions a) Cancel b) Update 3 ) Supported service actions a) Activate b) Deactivate c) Pause d) Resume e) Change f) Cancel g) Regret | Story |
V5-5022 | Release App & Portal V2 - Contacts can view their Wallet transactions and spending restrictions | View CRM.COM Wallet Open balance and Business Open & Commerce balances. View Commerce Wallet money breakdown with spending conditions and expiry date. View summarised wallet transactions for a selected time period Total top ups Total spent amount (commerce wallet funds) Total amount sent (to community members) Total amount received (from community owners)
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V5-4955 | Release App & Portal - Retrieve correct image size for the carousel on Home screen | Use the best-sized images for the carousel to ensure optimal visual presentation, providing a better user experience and faster load times. | Improvement |
V5-4908 | APP V2 Post beta bugs | Bugs discovered from internal CRM.COM testing | Bug |
V5-4868 | Release app V2 UX/UI issues | UX & UI issues reported during Release app V2 testing. | Bug |
V5-4561 | Release app & portal - improvements to map on Offers screen | When a contact navigates to Offers > ‘see more’ (the map is displayed) # Show all the locations on the map (don’t zoom in to contact’s location) - this is how production apps are working now (e.g. Costa Coffee) # Enlarge the map area as in the image below to allow easier navigation | Task |