5.7.2.0
- Spyroulla Ioakim
CRM.COM release 5.7.2.0 includes the following features, enhancements & bug fixes:
Issue key | Summary | Description | Issue Type | Components |
V5-5578 | Wrong overdue amount on invoice template | Wrong overdue amount on invoice template | Bug | ACCOUNTS |
V5-5535 | Taxes must not be applied when invoicing/crediting a product with no price | Taxes must not be applied when invoicing/crediting a product with no price. This means that the financial transaction must not include an applied tax i.e. the process must skip applying taxes. Issue is caused because the transaction still includes an applied tax code (e.g. a VAT) and this is wrong even if the applied tax amount is 0. Same applies when performing invoice estimation (invoice estimation, order estimation) | Bug | ACCOUNTS |
V5-5467 | Improved visibility of applied Promotions in Financial Transactions | Provide the ability to view the applied discounts of an Invoice/Credit Note within the UI by a back-end user and also communicate this information to contacts (via communication tags) | Improvement | ACCOUNTS |
V5-5547 | Include Address in List Activities Web API | Provide the ability to utilise List Activities Web API to filter activities based on the address as well as retrieve each listed activity’s address | Improvement | ACTIVITIES |
V5-5564 | Include Stage as a new filter in Leads summary report | Include Stage as a new filter in Leads summary report (same behaviour as in Stage in Orders Summary report) | Improvement | ANALYTICS |
V5-5521 | Include Address information in Reports | Include a contact address in Contacts Summary and Subscription Summary Reports. | Improvement | ANALYTICS |
V5-5466 | New Reports: Passes Summary & Passes Analysis | New Release Reports that provide a business the ability to monitor their Passes performance and redemption across the Business Network. Ability to monitor at which organisation (e.g. merchant) a Pass was redeemed so as to allow the business to monitor passes redeemed in their network. | New Feature | ANALYTICS |
V5-5537 | Improved Automations when adding new Community members | Improved Automations when adding new Community members that provide the ability to the key user to set up automations for:
| Improvement | CONTACTS |
V5-5507 | Devices History Issues | 1 ) When a rental device is returned back to the warehouse, the history says that it was returned from <business name> to <business name>. The device was rented therefore, the owner was still the business, but it was actually returned from a subscription back to the business. It should present the same info as when the device is given as a rental. | Bug | INVENTORY |
V5-3632 | Include Subscription as the initiated entity of a warehouse transaction | When adding or removing devices to/from a Subscription, then this Subscription should be stated as the warehouse transaction’s initiating entity. Applicable only when adding/removing rental devices to Subscriptions. | Improvement | INVENTORY |
V5-5551 | Price Terms of a termed serrvice not selected when editing an Order | When editing the Order and adding a new termed service to be included, its price (and price terms) are not selected. Therefore order cannot be edited due to missing price terms | Bug | ORDERS |
V5-5536 | Unhandled error thrown when ordering a termed service with no price | Unhandled error thrown when ordering a termed service with no price (no billing service) | Bug | ORDERS |
V5-5475 | Ability to triger an Automation on Updating an Order | Ability to trigger an Automation on Updating an Order | Improvement | ORDERS |
V5-5502 | Remove operational communication sent on issuing an electronic Gift Pass | When an electronic Gift pass is created, an operational message is sent to the recipient. This communication should be deprecated so businesses will have to set up an Automation if they want to communicate the gift pass code to the recipient. | Improvement | PASSES |
V5-5464 | Ability for users in a Team to modify an assignable entity's notes | When an assignable entity is assigned to a user but also to a team, then members of the team do not have access to modify the entity. With this enhancement, members of the team will be able to modify the entity’s notes (and only the notes) and only as long as these users have the appropriate user permissions (roles) | Improvement | SECURITY AND USERS |
V5-5553 | Subscriptions Devices management issues | 1 ) Draft service cannot be activated using the Activate action because the draft state is not accepted. At first subscription activation was tested. | Bug | SUBSCRIPTIONS |
V5-5548 | CRM.COM Wallet not used to pay off subscription billing | CRM.COM Wallet not used to pay off subscription billing: | Bug | SUBSCRIPTIONS |
V5-5473 | Improved Subscriptions Web APIs | 1 ) Include account information in List Subscriptions and List Contact Subscriptions Web APIs (account identifier, name, number and currency) | Improvement | SUBSCRIPTIONS |
V5-5280 | Enhancements for Subscriptions in Grace Periods | Ability to filter, view and report on subscriptions in grace period. | Improvement | SUBSCRIPTIONS |
V5-5518 | Custom fields for Wallet manual journal entries | Manual journal entries for the Wallet can now support custom fields. | Improvement | Utilities |
V5-5503 | Enhanced Register Contact Landing Page so as to also link to portal | Provide the ability to a consumer to login to the portal if they are already registered contacts to the business | Improvement | Utilities |
V5-5448 | Manual Journal Entries to support custom fields | Credit Notes and Manual Journal entries to support custom fields | Improvement | Utilities |
V5-5581 | Purchase API not throwing error when wrong OTP sent | Purchase API not throwing error when wrong OTP sent | Bug | CUSTOMER EVENTS |
V5-5571 | Ability to segment contacts based on tags | Add contact tags in Mongo and add it on segment conditions | New Feature | CONTACTS |
V5-5569 | Service recommendation returns less prices than valid ones | When a service has 2 prices with the same billing model, conditions with different contract periods, it returns only one of them instead of both prices. | Bug | SUBSCRIPTIONS |
V5-5560 | Create contact/account issues with country supported currencies | Create contact/account issues with country supported currencies | Bug | CONTACTS |
V5-5549 | Reset subscription provisioning | When reset is called for a subscription, if a device is initialised, the related services should be sent as well. | Bug | SUBSCRIPTIONS |
V5-5523 | ApiKey IP Whitelist | Implement UI changes to support IP whitelist for API Keys | New Feature | USER EXPERIENCE & TECHNICAL |
V5-5520 | MRR carry over issue | MRR process did not run correctly on November, as a result, the carry over MRR was wrong. | Bug | SUBSCRIPTIONS |
V5-5432 | Integration logs filters issue | Integration logs filters should be adjusted according to the integrartion type. | Bug | USER EXPERIENCE & TECHNICAL |
V5-5407 | List integration logs enhancements | The list integration logs API should return the state as it is returned from the integration, not change it for the list API response (e.g. for payment gateways the state returned from the API is different from the result returned from the gateway). Also, the “state” filter is described as accepting values COMPLETED, REJECTED, but for all types except communications it is implemented for SUCCESS, FAILED and PENDING values. The UI should also be adjusted to show the correct badge for each of the possible returned states. | Improvement | USER EXPERIENCE & TECHNICAL |
V5-5371 | Communication Plan content image issue | INAPP Communication plan
| Bug | COMMUNICATIONS |