5.7.1.1

CRM.COM release 5.7.1.1 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-5460

Enhanced Account Journals Self-service Web API

Include the financial transaction’s “sub_total” information. Sub_total per transaction line and on the transaction level. Sub_total is the transaction total before discounts are applied.

Improvement

ACCOUNTS 

V5-3164

Enhanced Financial transactions

  1. Invoices

    1. Introduce “sub-total”, which is the total invoice/credit note amount before the applied promotion(s)

    2. introduce Issued for Subscription, Order, Service Request

    3. List of “credits” in an Invoice. The list includes all of the credit transactions to which the Invoices were allocated to (Payments and/or Credit Notes)

  2. Credit Notes

    1. Issued for > Order, Subscription

Improvement

ACCOUNTS 

V5-5466

New Reports: Passes Summary & Passes Analysis

New Release Reports allow businesses to monitor their Passes performance and redemption across the Business Network.

Ability to monitor at which organisation (e.g. merchant) a Pass was redeemed, allowing the business to monitor passes redeemed in their network.

New Feature

ANALYTICS

V5-5483

Issue when sending SMS notifications using the new integration

Issue when sending SMS notifications using the new integration. SMPP integration does not handle ALPHA UCS2 encoding

Bug

COMMUNICATIONS

V5-5462

Enhancements in inviting community members 

Inviting community member enhancements so as to provide the ability for the invitee to accept or reject the invitation.

Improvement

CONTACTS

V5-5405

Enhanced Communities management and traceability of community member's transactions

  • Ability for the owner to label (name) a contact community

  • Ability for the business to select a subset of commerce pools to be available to consumers in front-end apps when setting up their communities.

  • Enhanced visibility on the front-end allowing the owner of the community to view transaction details such as location, time, funded purchased product, amount, plus the relationship between the sender and the recipient.

  • Enhancements in Contact statements so a community owner can view their community’s transactions, grouped per relationship 

Improvement

CONTACTS

V5-5500

Issue on completing Orders using CRM.COM Wallet as the payment method

When completing Orders and the contact has zero credit limit, the invoice cannot be issued because the specified payment method is not utilised. For example, funds not collected from the CRM.COM Wallet which was specified as the order’s payment method.

Bug

ORDERS

V5-5478

Issue with ordering, viewing and editing new Custom Fields in Custom Preferences sections

  • New Custom fields were created after an entity (Order was created). Only one custom field is available for editing in the Order’s Custom Preferences and in addition, it is displayed as the last one in the list of custom fields, despite the fact that it was set to be displayed on top.

  • When adding two custom fields of type Radio buttons, then in the custom preferences section, the user cannot edit one of them since the first radio button group is updated instead

Bug

ORDERS

V5-5484

Promotion Pass code HTML issue

HTML page to which a consumer navigates when they receive the promotion’s pass code cannot be rendered correctly on small screens (e.g. mobile phones)

Bug

PASSES

V5-5504

Ad-hoc discounts not included in an Invoice's information

Only discounts applied because of a Promotion are logged per invoice line, and in an invoice’s applied discounts

Bug

PRODUCT CATALOGUE

V5-5482

Import Products issue

On running Import Products in order to update existing products, mandatory field validation is thrown despite the fact that all columns are mapped to CRM.COM data.

Bug

PRODUCT CATALOGUE

V5-5340

Ability to specify a decimal value with more than 2 decimals for fixed discount amount in Promotions

Ability to specify a decimal value with more than 2 decimals for fixed discount amount in Promotions

Improvement

PRODUCT CATALOGUE

V5-5465

Maintain subscriptions based on services' billing model

Ability to maintain subscriptions in order to group contact services based on their billing model; pre-bill and post-bill

Improvement

SUBSCRIPTIONS

V5-5508

Issue when self-service contact signs in on portal while signed-in on the app

When a consumer signs in to the portal, then they are signed out from the app.

Bug

USER EXPERIENCE AND TECHNICAL

V5-5490

Enabled countries of agreement not available when setting up Tax Regions

Enabled countries of agreement are not available when setting up Tax Regions and only if enabled countries have just changed

Bug

USER EXPERIENCE AND TECHNICAL

V5-5511

SMPP provider enhancement

Provide the ability to specify the phone number’s format when sending messages to the provider i.e. whether the full country code will be sent or the “+” will be used instead.

Improvement

Utilities

V5-5506

Paging issues

  1. Provisioning provider Logs: Search for Logs within a date range (same date). The first page is OK and loads page 1, size 10, has more-true. Click on next and the summary says no logs found. The web API says page 30, size 0.

  2. Subscription actions screen (accessible through View actions per subscription) > First page is OK but when you click on ‘Next’ there’s an unhandled error. Web API for second page was returned OK.

Bug

Utilities

V5-5485

Issue with Landing pages images

On Register contact landing pages, when a couple of fields are just displayed, the attached image of the page is not displayed correctly (it’s landscape, but the actual image which was uploaded using the recommended dimensions was a square one)

Bug

Utilities

V5-5448

Account Manual Journal Entries to support custom fields

Account Manual Journal entries to support custom fields

Improvement

Utilities

V5-5404

Credit Notes to support custom fields

Credit Notes to support custom fields

Improvement

Utilities

V5-5403

Include Custom Fields as filters in Automations

Include Custom Fields as filters in Automations

Improvement

Utilities

V5-5517

Issue when viewing Offers

Issue when viewing Offers

Bug

REWARD OFFERS

V5-5516

User masquerading issue

Issue when a Business user returns to the Business after masquerading to a Merchant

Bug

Business Network

V5-5515

Issue with Thank You Gift offer runs at the time of segment refresh

Solution: the segment contacts will now be fetched from Redis for Thank you gift and Lottery.

Bug

REWARD OFFERS

V5-5492

Organisations search to be enhanced with sorting by name 

Organisations search to be enhanced with sorting by name in:

  • Accessibility settings of various entities (e.g. Products, Order Catalogues)

  • Segments, Reports and Insights

  • Searching for organisations when setting entities (e.g. Reward Offers, Promotions)

  • and more

Improvement

USER EXPERIENCE AND TECHNICAL

V5-5489

Product categories image not saved

When uploading an image, media groups API fails and the image is not saved

Bug

PRODUCT CATALOGUE