5.7.2.1

CRM.COM release 5.7.2.1 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-5588

Include terminated accounts in Contact Summary report 

Include a contact’s primary account in Contacts Summary report even if it’s terminated (assuming that the contact does not have any other accounts)

Improvement

ACCOUNTS 

V5-5629

Activity scheduled date issue in UTC

An activity’s scheduled date is saved as the previous date and not the one specified by the user.

Bug

ACTIVITIES

V5-5626

Unhandled error when completing an activity

Activity assigned to a specific team & user cannot be marked as Completed due to error 500. The Activity’s related Service Request is assigned to another team/user. A user of a team must be allowed to complete an Activity regardless of the owner of the related entity.

Bug

ACTIVITIES

V5-5610

Ability to list Activities based on their scheduled date

Ability to list Activities based on their scheduled date

Improvement

ACTIVITIES

V5-5606

Prevent deletion of an activity type when it's set on at least one activity 

An activity Type must not be allowed to be deleted if there’s at least one Activity (in any state) that uses it. Currently, deletion is not allowed if the activity is still pending.

Bug

ACTIVITIES

V5-5510

Ability to configure recommended Top-up amounts for a front-end system

Provide the ability for a business to set up its own recommended amounts that contacts can select to Top-up their CRM.COM Wallet via the front-end. Multi-currency environments are taken into consideration, and these amounts are always shown in the contact’s CRM.COM Business Pocket currency.

Improvement

APP & PORTAL NG V2

V5-5611

Enhancements in entities that include Address information

When retrieving detailed information for Activities, Service Requests and Orders (GET single or listing), the Web APIs must also include the related address’s identifier.

Improvement

CONTACTS

V5-5043

Ability to invite a non-registered contact to join a Community

Ability to invite a non-registered contact to join a Community.

Improvement

CONTACTS

V5-5524

Issue when selling physical goods to Organisations

Traceable physical good is sold to a merchant/service provider through an Order. The device was dispatched and its status was 'Dispatched', 'owned by' the business. But after completing the Order, the device is still shown as 'Dispatched' and 'owned by' the business. Its location must also be reset to 'null' on dispatch. 

Bug

INVENTORY

V5-5612

Include custom fields search in List Orders

List Orders Web API to provide the ability to include or exclude custom fields in the response and in addition, provide the ability to search using custom fields

Improvement

ORDERS

V5-2117

Redeem pass issues

Issues with redeeming a pass via the backend, and UI improvements.

Bug

PASSES

V5-5597

Implement operational message to be sent to user who initiated a Products AI Tool

Operational message sent to the user who initiated a Products AI tool to either categorise or provide descriptions to the business’s products. The communication is required since this process might take some time to complete.

Improvement

PRODUCT CATALOGUE

V5-5472

Products Import minor issues and improvements

  • Invalid Validity period dates format when reviewing the imported file

  • Unhandled error message when invalid owner identifier is included in the import file

  • .xls sample file does not include lookup values

  • .xls sample file’s content to be updated (remove any products related to Hospitality business)

  • Send an operational message to the user that initiated it once the import is completed.

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 the fixed discount amount in Promotions

Improvement

PRODUCT CATALOGUE

V5-5628

Ad-hoc return issue not debiting the CMR.COM Wallet

The CRM.COM Wallet was not debited after an ad-hoc return as expected. The contact was awarded by a product-based offer, but the ad-hoc return only debits amount-based offers

Bug

REWARDS CORE

V5-5616

Ability to filter users based on their User Roles in Automations

Ability to filter users based on their User Roles in Automations so as to send targeted communications based on their role.

Improvement

SECURITY AND USERS

V5-5615

Managing Users through UI issues

  1. View pending invites: More than 10 user invitations are pending but UI shows that “10 people have not accepted”. Change the description into “10+ people have not accepted….“

  2. Searching of users

    1. search_value states that searching is allowed based on the user’s full name but this is not supported (API does not seem to support it)

    2. Fix so as to search with full name (name and surname) OR change the description of search value instead

Bug

SECURITY AND USERS

V5-5634

Service Recommendation Web API not returning product description

Service Recommendation Web API does not return product information such as description. The description of the product and its components (in the case of a bundle) must be included in the response of both back-office and self-service Web APIs.

Bug

SUBSCRIPTIONS

V5-5594

Usage records accepted and billed for not effective services issue

Usage Records might be accepted by CRM.COM (due to async mode), but when validated and in order to be billed, their related termed service must be Effective (one-time service must be non-expired).

Bug

SUBSCRIPTIONS

V5-5586

Bulk update devices UI/UX Issues

  1. Set Characteristics on a product type.

a) In should not be mandatory to specify characteristic value(s)
b) Validation message refers to “variant“ value, it should say “characteristic values”. 

Bug

USER EXPERIENCE AND TECHNICAL

V5-2763

Enhanced Usage Allowance information

Ability to load a usage service’s measurement unit when setting up Usage allowance. 

Improvement

Utilities

V5-5574

Auto Update Segments

Implement segment functionality that allows the segment to update when a contact is created or updated, and if the contact meets the conditions of that segment, include it in the segment contacts.

  1. The segment should not refresh fully only the newly created contact should be checked and added if it meets the criteria

  2. Only specific segments should have this functionality e.g. only segments that are included in Offers, Promotions or Product prices

New Feature

CONTACTS

V5-5455

Application settings UI improvements to differentiate between V1 and V2 for app and portal

Visually separate the app settings applicable for V1 and V2 contact app & portal.

Improvement

APP & PORTAL NG V2

V5-5441

Implement Google Login for Contacts

Implement Google as a login/register provider for contacts.

Google offers OIDC.

New Feature

CONTACTS