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.

  1. New Invoice tags

    1. #invoice.net_amount

    2. #invoice.discount_amount

    3. #invoice.tax_amount

  2. New Credit Note tags

    1. #credit_note.total_net_amount

    2. #credit_note.total_discount_amount

    3. #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

  1. A device was ordered as a rental, but the actual device will be delivered later on (stocked out during order processing)

    1. 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)

  2. Replacing a device

    1. The list of possible devices that could be added to the subscription also includes other contact's devices

  3. A device can be replaced by another device that is provisioned by the same provider (check if this is supported)

  4. Enable a service to a device. Ensure that only devices of the same provider are available

  5. Return a device

    1. If the device was purchased, then remove it from the subscription, but it should remain on the contact

    2. If the device was a rental, then return it to the warehouse

  6. 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