5.7.2.4

CRM.COM release 5.7.2.4 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-5854	Include Account state in Debtors report	State of the account to be added in Debtors Report Add as a filter Add an optional column to be included in the report	Improvement	ACCOUNTS
V5-5838	Accounts to support Custom Fields	Ability to set up and maintain Custom Fields for Accounts	Improvement	ACCOUNTS
V5-5811	UI Issue when manually issuing an Invoice/Credit Note	The UI/UX flow of issuing an Invoice/Credit Note manually should be enhanced as the amounts are reset to 0 after applying a discount Select a product, set the total amount, the right-to-left calculations are ok. But when a discount is specified, then all amounts are reset to 0.	Bug	ACCOUNTS
V5-5837	Enhanced reports to filter results based on Custom Fields	Enhanced reports to filter results based on Custom Fields. Reports to be enhanced are Filter by Contacts Summary based on Contacts custom fields Filter Debtors report based on Accounts custom fields	Improvement	ANALYTICS
V5-5652	Enhancements in Industries and sub-industries for businesses and contact companies	Ability for a business to maintain a list of Industries and their sub-industries that can be used to group together merchants, venues and contact companies based on their basic business operations. Service Owners also maintain a list of industries that can be utilised by businesses signing up	Improvement	BUSINESS NETWORK
V5-5836	Issue when saving contact authentication changes	Settings > Contact > Contact authentication & identities Change the setting and save, it takes a very long time to refresh the screen.	Bug	CONTACTS
V5-5818	Managing communities usability enhancements	Usability enhancements when managing communities: Include paging options (number of records and total count) in Members screen Ability to search for contacts based on their community(ies) Ability to navigate from the community members screen to the contact screen	Improvement	CONTACTS
V5-5816	Device not logged in Contacts search table	A contact’s device is not logged in Contacts search table in cases where the device’s ownership changes from a retailer to a contact	Bug	CONTACTS
V5-5416	Activity Feed usability improvements	Activity Feed usability enhancements that allow back-end users to search, view and identify a contact’s activities over time in a more efficient way	Improvement	CONTACTS
V5-5821	Ability to view a purchase's rewards breakdown in self-service Web APIs	Ability to view a purchase's rewards breakdown in self-service Web APIs.	Improvement	CUSTOMER EVENTS
V5-5857	Validate an Order's payment method(s) based on fulfilment policy	On placing an Order, a validation must ensure that the specified payment method(s) included in the request are applicable based on the applied fulfilment policy If use wallet funds is enabled and there’s a CRM.COM Wallet payment but the CRM.COM Wallet is not specified in the policy, then allow the order to be placed If there’s a payment method that is not allowed in the policy, then an order cannot be placed.	Bug	ORDERS
V5-5788	Ability to set up a Promotion for a specific contact	Ability to set up a Promotion for a specific contact	Improvement	PRODUCT CATALOGUE
V5-4824	Ability to view the history of a product's price changes	Ability to view the history of a product's price changes	Improvement	PRODUCT CATALOGUE
V5-5706	Ability to set up Reward Offers using Product Categories	Ability to set up Reward Offers using Product Categories as target conditions and awards.	Improvement	REWARD OFFERS
V5-5849	Ability to cancel all UDRs which were submitted using a single Add Usage Records Web API	Add Usage Records Web API can be used in order to log usage for several products. Similarly a new Web API will provide the ability to cancel all Usage Records created by that single Add Usage Record.	Improvement	SUBSCRIPTIONS
V5-5847	Include Organisation where usage was consumed in List Usage Records Web API	Include Organisation where usage was consumed in List Usage Records Web API	Improvement	SUBSCRIPTIONS
V5-5800	Ability to set up usage allowance based on Product Categories	Ability to set up usage allowance based on Product Categories. This feature includes setting up usage allowance per price, per subscription service and per community member. Usage consumption is allowed when a product has the specified category or any other category below the specified one.	Improvement	SUBSCRIPTIONS
V5-5796	Ability to keep track of up-to-date usage in a dedicated MongoDB collection	Ability to keep track of up-to-date usage information in a dedicated MongoDB collection	Improvement	SUBSCRIPTIONS
V5-5787	Ability to bill a post-bill subscriber on an ad hoc basis	Ability to bill a post-bill subscriber on an ad hoc basis. This billing action results in billing any unbilled usage for the post-bill services and the termed service as of that date	Improvement	SUBSCRIPTIONS
V5-5786	Ability to exclude subscriptions from deactivation based on Account classification	Ability to exclude subscriptions from deactivation based on Account classification	Improvement	SUBSCRIPTIONS
V5-5781	Subscription Web API enhancements	Include the subscription’s 'state' in Get Contact Services and Get Organisation Services Web APIs (BO and SS)	Improvement	SUBSCRIPTIONS
V5-5774	Ability to view the remaining usage allowance of a community member	Ability to view the remaining usage allowance of a community member	Improvement	SUBSCRIPTIONS
V5-5662	Ability to configure different Embedded Links based on user's language	Ability to configure multiple embedded links in Application settings, depending on the enabled languages. As a result, an app user is navigated to a link that is related to the designated language of that user.	Improvement	USER EXPERIENCE AND TECHNICAL
V5-5860	Filter products based on merchant when creating a purchase from the back-end	Filter products based on merchant when creating a purchase from the back-end	Bug	CUSTOMER EVENTS
V5-5859	Performance issue with Organisation Purchases Statement	Performance issue with Organisation Purchases Statement	Bug	USER EXPERIENCE AND TECHNICAL
V5-5858	Issue creating organisation on back-end	Issue creating organisation on back-end	Bug	BUSINESS NETWORK
V5-5833	Order Milestones Ordering issue	Milestones in order preview are not sorted based on stage	Bug	ORDERS
V5-5810	Post bill cut-off date is not correctly applied on billing	Post bill cut-off date is not correctly applied on billing	Bug	SUBSCRIPTIONS
V5-5806	Contact Subscription devices issue when more than 100	Optimise view of subscription devices and sub devices	Bug	SUBSCRIPTIONS
V5-5799	Import Products - Issue with updated category	When importing products to update them, no checks are being performed to establish if the product categories are updated. Check the incoming list of categories against the existing one and if they are not exactly the same, then we should mark the product to be updated	Bug	PRODUCT CATALOGUE
V5-5600	Support Revolut Payout link		New Feature