5.7.0.0

Release CRM 5.7.0.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-5161	Issue when accessing a Transfer transaction through Activity Feed	Unhandled error when accessing a Transfer through the Activity Feed (null is returned/not found)	Bug	ACCOUNTS
V5-5157	Ability to easily set up Reward Offers in multiple currencies using a dedicated Copy action	Ability to easily set up Reward Offers in multiple currencies using a dedicated Copy action. Through this action, more information is copied to the new offer compared to standard copy, like copying images and description.	Improvement	ACCOUNTS
V5-4566	New JCC Payment Gateway Integration	New JCC Payment Gateway Integration	Improvement	ACCOUNTS
V5-3288	Enhanced Contact Payment Methods for billable entities	Provide the ability for contacts to choose one of their online payment methods to settle their billable/chargeable entities such as Subscriptions, Orders, and Service Requests. If a contact opts-in to this action, then the selected payment method will be used whenever necessary to collect the required funds.	Improvement	ACCOUNTS
V5-5256	Include Address information in Orders Summary report	Include full address information in Orders Summary report. The new column is optional and has athe same format as the UI	Improvement	ANALYTICS
V5-5223	Ability to perform Award Insights based on Reward Offer types	Ability to perform Award Insights based on Reward Offer types and goals	Improvement	ANALYTICS
V5-5126	Include billed period in Invoices/Credit Notes Insights UGD exports	Include billed period in Invoice and Credit Note Insight UGD exports	Improvement	ANALYTICS
V5-4924	Enhance Business Insights for multi-currency environments	Enhance Business Insights for multi-currency environments	Improvement	ANALYTICS
V5-5076	Enhanced Merchants/Service Providers management and reporting based on their Groups	Enhanced Merchants/Service Providers management and reporting based on their Groups. Each Merchant/Service Provider belongs to an Organisation Group that needs to be included in: Merchants/Service Providers summary screen as a filter. Also include other organisation details that could be added such as Organisation Tags, Industry. Settlement Analysis report as a filter	Improvement	BUSINESS NETWORK
V5-4896	Operational Message on B2B Invitations	Send operational communication (to all b2b merchant 'owner' users) when a b2b invitation is sent	Improvement	BUSINESS NETWORK
V5-5191	Ability to include devices sold/returned through a financial transaction in communications	Two new communication tag has been created that can be included in communications sent to contacts, to list the devices sold or returned through a financial transaction, i.e. an Invoice or a Credit Note respectively. #invoice.devices #credit_note.devices	Improvement	COMMUNICATIONS
V5-5097	Enhanced communication tags for financial transactions	Include all total amounts of Invoices and Credit Notes as communication tags e.g. Tax amount. Amounts should include the currency as does the existing Total amount tag. New Invoice tags #invoice.net_amount #invoice.discount_amount #invoice.tax_amount New Credit Note tags #credit_note.total_net_amount #credit_note.total_discount_amount #credit_note.total_tax_amount	Improvement	COMMUNICATIONS
V5-5300	Segments not retrieving the correct results	Segments not retrieving the correct results when the filter includes a product name containing double quotes.	Bug	CONTACTS
V5-5297	Contact can't leave a community	Leaving a community is not working when the action is performed from the back-end system.	Bug	CONTACTS
V5-5187	Sales model of Contacts should be searchable	When creating a new contact, the Sales Model selection should: Be searchable Return the results sorted by name	Bug	CONTACTS
V5-5121	Switch Roles feature improvements to provide full READ access to a user when they switch role	Enhance generic mechanism, so once a user switches role, they will have full READ access, but if they are admins, then PUT/POST are restricted. Other actions such as Top Up are greyed out.	Improvement	CONTACTS
V5-5163	Device information issue after renting to a contact	A device is rented to a contact, but its information is not updated correctly: Owner information is null - after renting, the device is still owned by the business Verify that this piece of information is updated on Managing Devices, Replace or Return Device. Additionally, show the contact/organisation that rented a device (added in List Devices Web API)	Bug	INVENTORY
V5-5162	Issue when updating Device custom fields	When updating the custom field values from the Inventory screens, the values are not actually updated, despite UI showing that the update was successful.	Bug	INVENTORY
V5-2871	Device flows issues	A device was ordered as a rental, but the actual device will be delivered later on (stocked out during order processing) When the device is added to the subscription it's displayed as Purchased instead of Rented (rental fee was added to the subscription on placing the order) Replacing a device The list of possible devices that could be added to the subscription also includes other contact's devices A device can be replaced by another device that is provisioned by the same provider (check if this is supported) Enable a service to a device. Ensure that only devices of the same provider are available Return a device If the device was purchased, then remove it from the subscription, but it should remain on the contact If the device was a rental, then return it to the warehouse An order was completed without stocking out the device(s). When ordering non-traceable physical goods, there's a validation on stocking out stockable items before completing the order. The same flow must be applied for device products as well	Bug	INVENTORY
V5-5180	Orders automatically cancelled	Orders automatically cancelled due to posting invoice issue.	Bug	ORDERS
V5-5078	Include Products as filters in Orders Automations	Include Products as filters in Orders Automations to provide the ability to perform automated processes such as sending email communications to users when an Order is placed that includes a specific product.	Improvement	ORDERS
V5-5186	Retrieve the pass expiry date when a pass is redeemed	Retrieve pass expiry date when a pass is redeemed. POST /passes/redeem APIs should include the expiry_date of the redeemed pass in the response.	Improvement	PASSES
V5-5176	Ability to set up Pass Plans and generate Passes in multiple currencies	Ability to set up Pass Plans and generate Passes in multiple currencies	Improvement	PRODUCT CATALOGUE
V5-5175	Ability to set up Promotions in multiple currencies	Ability to set up Promotions in multiple currencies	Improvement	PRODUCT CATALOGUE
V5-5099	Product Reccomendation Web API	Implement a new self-service Web API responsible for providing product recommendations to contacts via applications. The Web API recommends products for a specific contact that: If purchased, the contact will benefit from either a Reward Offer or a Promotion Promote top selling products Recommend products that the contact can spend their commerce money on	New Feature	PRODUCT CATALOGUE
V5-5254	Issue when setting up Commerce Pools	Create a new Commerce Pool while setting up a reward offer and add a single product type in the Product conditions. Upon saving the offer, a validation message appears 'Please specify type toproductcondition'. Fix the validation message as it is not clear Investigate why the validation is thrown - cannot be replicated on production The Commerce Pool is created OK as seen on the detail data screen and a product type is added. But when adding it to a Reward Offer, the pool's details are not correctly displayed on the offers page.	Bug	REWARDS CORE
V5-4985	Ability for consumers to make donations to an organisation	Donations is the business process where a contact selects from a defined list organisations and donates an amount, either per transaction (purchase event) or at a set interval.	New Feature	REWARDS CORE
V5-5225	Enhanced UI of products included in various Reward Offer conditions	Enhanced UI of products included in various Reward Offer conditions; include their SKU and name	Improvement	REWARDS OFFERS
V5-5140	Ability to set up Reward Offers for a multi-currency environment	Ability to set up Reward Offers for a multi-currency environment	New Feature	REWARDS OFFERS
V5-5301	Service Request unresolved label & reason should be visible on data screen	A Service request is closed, marked as 'unresolved' and a reason is selected but this information is missing from the back-end UI	Bug	SERVICE REQUESTS
V5-5259	Issue when applying Event-based charges when more than one rules are configured	Two event-based charges configured on Subscription initiation event, but upon ordering, only one of them is applied. Each event-based charge is related to a different service and both services are ordered. Expected result is to apply both charges.	Bug	SUBSCRIPTIONS
V5-5243	List contact subscriptions self-service Web API	New self-service Web API to return the list of subscriptions for a contact	Improvement	SUBSCRIPTIONS
V5-5228	Subscription action cannot be performed due to oustanding amount	A bundled service is 'Not Effective' but user cannot remove its component due to validation error related to outstanding amount. The outstanding amount should only be considered when trying to re-activate a service.	Bug	SUBSCRIPTIONS
V5-5074	Enhanced Anniversary billing behaviour when subscriber opts-in to a billing day	Enhanced Anniversary billing behaviour when subscriber opts in to a specific billing day. Once subscriber opts in to a specific day, then Calendar billing rules are not applied for the subscription and therefore, billing day is not reset on various events. Applicable only for Anniversary models.	Improvement	SUBSCRIPTIONS
V5-5192	Ability to inform users about an exported file's size	Clearly communicate the file size to a front-end user during the export process, when the file exceeds the maximum size of 100K records.	Improvement	Utilities
V5-5179	Enhanced Award Contact Automation	Enhance Award Contact Automation with additional filters that allow filtering of events based on the applied Reward Offer 'Goal' or 'Type'.	Improvement	Utilities
V5-5178	Issue in Webhooks filter by status	On Webhooks summary screen, when you select to list only failed webhook actions you also get successful ones. The issue seems to be only when you select 'Next' to see the next page.	Bug	Utilities
V5-5127	Enhanced Automations to notify Organisation users	Provide the ability to set up an Automation for a 'New Order' with a filter for the fulfilling organisation for the purpose of notifying a specific user (of the organisation).	Improvement	Utilities
V5-2660	Reward Offers Approvals	Provide the ability to enable approval requests when Reward Offers are activated. This also includes Reward Offers created by Merchants and B2B Merchants.	Improvement	Utilities
V5-5295	Wallet Auto-topup rule not triggered as expected after Wallet Sharing transaction	After a Wallet Sharing transaction was performed, the owner's wallet was not topped up automatically (auto-topup feature wasn't triggered). Auto-top up should be triggered whenever money is taken from the wallet and the remaining balance is less than the threshold amount stated .	Bug	WALLET
V5-5261	Enhanced process of applying Wallet Limits	The process of applying Wallet Limit rules should not be triggered on the following events: Awards Spends Managing Passes (redeem and using passes) In general, rules will be applied when Debiting/Crediting wallets through journal entries (manual), Top ups, Transfers and Payouts.	Bug	WALLET
V5-5292	New self-service API to get contact's wallet code	New self-service API to get contact's wallet code	Improvement	WALLET
V5-5288	Full phone number should not be stored with leading zeros	When saving a phone number for a contact we also keep the full phone number (dial code + phone number) for searching purposes. The full phone number should not include the leading zeros of the phone number similar to the process of sending a communication. eg. country code ZAF (dial code +27) phone number 08745632190 The full phone number should be 278745632190 and not 2708745632190	Bug
V5-5284	Issue when creating a purchase with a SKU that includes extra untrimmed spaces	Issue when creating a purchase with a SKU that includes extra untrimmed spaces	Bug
V5-5278	Automatic wallet Top Up Improvements	Enhancement: Auto Top Up should take into account only open balances below the threshold amount. Additionally: UI issue where the wrong id is sent to the back-end Validation on back-end to check that the id is valid Check the behaviour of auto Top Up when not sending payment method id (which is mandatory)	Improvement
V5-5269	Update price as part of bundle issue	A product has a single price in Euros, add new prices in USD and GBP, also prices as bundles are included. Removing the USD and GBP prices sends the same id for main price and bundle price, as a result, the main price is removed and the old price remains expired.	Bug
V5-5251	Fix Period values for self service metrics	Incorrect metric values for self-service actions. For the fixed period values, a wrong aggregation is used that calculates the values grouped by month and year (the aggregation used for the yearly graph). A new aggregation should be used that does not group the data. Just counts the number of events between the given fixed time periods.	Bug
V5-5246	Profile completion offer is not triggered on first update of the contact info (triggered in second update)	Profile completion offer is not triggered on first update of the contact info (triggered in second update)	Bug
V5-5241	Create Purchase Event issue	Quantity is integer,expected as float Net amount cursor issue 1.09->1.9	Bug
V5-5240	Award Tab Products labelling issue	Fix the UI of an existing offer to show the selected products as when you first add them	Bug
V5-5238	Incomplete address on merchant/venue summary screen	On the Merchant and Venue summary screens, the Address only shows the City and Country even though the complete address is provided for the merchant/venue.	Bug
V5-5222	Reward Events v1 API amended to also return the account	Reward Events v1 API amended to also return the account	Bug
V5-5215	Enhancements for Settlement Analysis	Add information related to the products that are on the purchase and are the reason for the award and settlement transactions (on event) Insights changed to breakdown awards based on award lines New report 'Settlement Product Analysis' created B2B Peer report changed to show purchase info	Improvement
V5-5214	Update segment issue	When updating a segment's info, a condition error occurs due to conditions being updated before the update of the segment. Fix is to add validation for conditions to insure that they exist and then call update of segment and then update of segment's conditions	Bug
V5-5196	Test Integration parameter issue	When performing test integration action the parameters from the modal are appended in the list of integration parameters	Bug
V5-5189	User Service Owner SMTP Integrations when performing operational processes	The Service Owner's SMTP integration is used by default when a business user performs various system-related/operational processes like running reports, inviting users, exporting passes, exporting insights. If the business wants to send communications to its contacts, then they should set up their own SMTP integration (e.g. for running communication plans, sending statements, communicate via automations).	Bug
V5-5182	Content translations screen issues	Improve UI and text area pleacholder	Bug
V5-5174	Issue with disabling Embedded browser links in Application settings	Settings > Applications > Features > Marketing - if there are configured embedded browser links and you disable the toggle, all the links are deleted. Instead, we should just grey them out, so if a user wants to enable them again, then they don't have to reconfigure them from scratch.	Bug
V5-5167	Something went wrong' page to change	Something went wrong' page to be replaced with another	Bug
V5-5159	Expire Reward Offer Process	Performance enhancement: When the availability and/or scheduled date of an offer has passed, then this process will make the offer 'inactive'	New Feature
V5-5149	Removing entity related to scheduled process issue	When deleting an entity related to a scheduled process, then the scheduled process should be deleted too.	Bug
V5-5089	Segment information is not deleted when deleting a contact	When a contact is deleted, the related entity is not being deleted from segments	Bug
V5-5025	Service Request summary screen performance issues	Performance issues due to service request queues being called multiple times	Improvement
V5-4973	Implement Cardlink Payment Gateway	Implemented: Integration API for Gift Pass Payment Form Cardlink Plugin API for Gift Pass Payment Form Pending: Integration API for Adding Card Cardlink Plugin API for Adding Card Integration API for Payment with Token Cardlink Plugin API for Payment with Token Roadmapped: Implement all other Cardlink plugin APIs to handle server-to-server payments, refunds, cancellations, etc	New Feature
V5-4210	Investigate Integration Reset for SMTP	Investigate Integration Reset for SMTP	Bug