5.7.3.0

CRM.COM release 5.7.3.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-6015	Include Sales Model in Insights	Include Sales Model in Insights as a filter and as a breakdown option. In addition, include this information in UGD exports.	Improvement	ANALYTICS
V5-5917	Back-end Application settings usability improvements	Improved back-end application settings, instructions, tips, improved labels	Improvement	APP & PORTAL NG V2
V5-5964	Credit the Charges created for a Marketplace Order	Ability to automatically credit previously created charges of a Marketplace business within the B2B Merchant Business when the order is cancelled.	Improvement	BUSINESS NETWORK
V5-6009	Communication Plan names missing on summary screen	The communication plan names are missing on the summary screen, and also on the data screen when you edit a newly created communication plan.	Bug	COMMUNICATIONS
V5-6018	Unhandled error thrown when creating a sub-industry	Unhandled error thrown when creating a sub-industry. Issue replicated when the new sub-industry has the same name as another sub-industry.	Bug	CONTACTS
V5-6013	Ability to unblock the amount of money included in a purchase that requires approval	Ability to unblock the amount of money included in a purchase that requires approval through a new dedicated Web API	Improvement	CUSTOMER EVENTS
V5-5570	Stock Balance calculations issues	Investigate and fix issues on calculating stock balance counter	Bug	INVENTORY
V5-5568	Issue with dispatched devices	Device is dispatched to a contact as part of fulfilling an order BUT it is not yet invoiced. So the device is not in the warehouse but it is still owned by the business. This device is still available for selection when adding to a subscription but it should not be.	Bug	INVENTORY
V5-6030	Mobile pass activation issue	Edit the default mobile pass configuration for a new business. Set all remaining settings. When you try to activate the pass you get an error about the description missing. Enter the description and try to save again. Error message persists.	Bug	MOBILE PASS CARDS
V5-5968	Ability to copy an Order Catalogue	Ability to copy an Order Catalogue	Improvement	ORDERS
V5-5705	Ability to charge a B2B Marketplace business for every order placed within their platform.	Ability to charge a B2B Marketplace business for every order placed within their platform. The B2B Marketplace is responsible for settling these charges with the B2B Merchant.	Improvement	ORDERS
V5-6032	Pass Plan editing issue with Commerce Pool	Create a gift or top-up pass plan, select to credit the open balance when the pass is redeemed, ‘Save’ the pass plan. Don’t activate it. Edit the pass plan, don’t change anything, when you ‘Save’ an error message ‘Commerce Pool not found’ appears.	Bug	PASSES
V5-5969	Ability to set up a mandatory product in a bundle's Component Set	Provide the ability to specify a mandatory product to be included in a flexible bundle as part of a component set. The flexible bundle’s composition includes a component set and with this improvement one of these components/products is mandatory to be selected when ordering the bundle.	Improvement	PRODUCT CATALOGUE
V5-5742	Share B2B Merchant products	Ability to copy a B2B Merchant’s products within the business’s product catalogue once the B2B Merchant decides to share their product with their B2B Peer. Key user of B2B merchant products are shared selectively. when shared the sku, name, description, images are copied and the product's metadata (category, type, brand, family) are reclassified based on marketplace configuration (b2b peer) case 1: select X products and share in Y B2B Peers order catalogues - remain unchanged b2b merchant shares their product, some info is copied and reclassifies metadata b2b only shares products from the option in their business roadmap flexible bundle sharing handle with components and variants usability features when the merchant shares, system prompts to select type, brand etc already available in the marketplace.	Improvement	PRODUCT CATALOGUE
V5-5683	Products owned by B2B Merchants cannot be filtered in the back-end	Products exist in a business and they are owned by a B2B Merchant (B2B Merchant appears as the owner of the product in products summary screen). Filter “Owner” cannot be used to retrieve products owned by a B2B Merchant (returns 0 results)	Bug	PRODUCT CATALOGUE
V5-4260	Issue when importing devices and running Device Reports	Devices successfully imported using import utility and a custom field was also set. Run the Devices report The newly imported services are not shown in the report (state=New) - 4 records are returned in the preview only Verify whether the custom field was indeed set per device	Bug	PRODUCT CATALOGUE
V5-5848	Improved Donation Offers UI	Enhanced UI for donation offers using clear, meaningful terms and providing extra explanations.	Improvement	REWARD OFFERS
V5-6022	Manage service bundle issues	Manage service bundle issues: Service bundle is already pre-billed and user adds more component services. The new components are billed ahead for one more period. Any component services added in the bundle must always be aligned billing-wise with the bundle service (i.e. immediate alignment and no prorating). Service bundle scheduled to be added on a future date (on a churned subscription). Get contact services Web API does not return the included components therefore only the bundle service is displayed. The scheduled service to be added is correct and preview bill does take into account the included components.	Bug	SUBSCRIPTIONS
V5-6010	Rounding issue when calculating the applied taxes in billing run invoices	Rounding issue when calculating the applied taxes in billing run invoices	Bug	SUBSCRIPTIONS
V5-5981	Enhanced "Next billing cycle" to consider pending payment intents	The “Next billing cycle” of a subscription should additionally consider any pending payment intents issued (but not yet processed) for the subscription. Business rules to be applied based on this enhanced date like scheduling cancellations and changes.	Improvement	SUBSCRIPTIONS
V5-5979	Enhanced usability and traceability of pending payment intents	Enhanced usability and traceability of pending payment intents	Improvement	SUBSCRIPTIONS
V5-5927	Wrong amount of money requested from the PGw during billing run	Subscriber has a running balance of -80 and the service’s fee is 659. During billing run, the payment intent’s amount was 659 instead of 659-80 (i.e. enforce account funds to be used on automatic payments).	Bug	SUBSCRIPTIONS
V5-5985	Issue with base Country after business sign up	When signing up for the business account, a default country is selected. However, changing the base country during the onboarding process does not work as expected. The user needs to first enable another country and then switch to it before being able to change the initially set base country.	Improvement	USER EXPERIENCE AND TECHNICAL
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
V5-6031	Unexpected error 400 messages	‘Unexpected error 400’ appears in the following cases: Create a new contact app and provide a background image. Add a language in system settings.	Bug	UTILITIES
V5-6028	Managing Approval Requests issues for Service Requests	When changing the SR stage and there’s a pending approval request, the validation message is correctly thrown but it refers to reward offers Known issue of sending approval request’s results twice, therefore contact receives a message that the approval’s rejection failed.	Bug	SERVICE REQUESTS
V5-6025	Enhancements in Automations for Approval Requests so as to customise the communication content	Automations for Approval Requests include an operational communication (hardcoded) which cannot be overridden. Provide the ability to either sent the default operational communication to the user/contact OR customise the content based on a business’s needs.	Bug	COMMUNICATIONS
V5-6019	Included products to be added as filters in Orders automations	Included products to be added as filters in Orders automations. Currently this filter is available only for the “New Order” event. It should also be added to other order-related automations as well.	Improvement	UTILITIES
V5-5519	Display custom fields on Financial Events drill down	Financial Events screen - display the set custom fields of the following financial events when drilling down: Payments Refunds Top-ups Credit Notes Manual Journal Entries (Account and Wallet)	Improvement	UTILITIES
V5-6034	Bill account issue	When billing an account, the subscriptions should be sorted and billed separately	Bug	SUBSCRIPTIONS
V5-6024	Erroneous behaviour when scheduling a service action and executing/amending it before the scheduled date	If there are cancellation/change rules and you schedule a service action, there is no validation when trying to execute/amend the action before the scheduled date.	Bug	SUBSCRIPTIONS
V5-6023	Error retrieving provisioning information when device is deleted	If a device is deleted and the device is related to a subscription which in not synched to provider, it throws error when trying to synch the subscription	Bug	SUBSCRIPTIONS
V5-6020	Create Invoice for order amounts issue	When trying to create a manual invoice for an order before completion, the amounts are not correct. The invoice line items do not have the correct unit price, total amount.	Bug	ORDERS
V5-6017	Segment does not retrieve contacts related to subscription events	Segment does not retrieve contacts related to subscription events	Bug	CONTACTS
V5-6008	Credit Terms issue	When creating an account through the back-end contact UI, the Due Immediately is set by default instead of the empty option. (UI change)	Bug	CONTACTS
V5-6007	Bundle product order item id on order webhook	The bundle product order item id is missing from order webhooks.	Bug	ORDERS
V5-6001	Donation self-service API Issue	Response not returning all opted-out offers	Bug	REWARD OFFERS
V5-6000	Implement 16-Digit Code for Identification and Spending	Identification The identification process remains unchanged, utilising either a static or auto-generated 16-digit wallet code. Identification and Spending In addition to the current OTP system, the contact-token SS API will be modified to generate also a 16-digit code. This code will be converted into a QR code within the app, which can be scanned by the POS and used as an OTP request parameter in the create-purchase API.	New Feature	CONTACTS, APP & PORTAL NG V2
V5-5995	Add Predefined Filters in View Usage Records screen	Pre-defined filters added in screens where Usage Records are retrieved and displayed	Improvement	USER EXPERIENCE AND TECHNICAL
V5-5993	Content custom fields search filters only load users and not organisations	When adding a search filter which is a custom field of type ‘content’, can be of type ‘users’ or ‘organisations’. It seems there is no check for which of the two it is (users or organisations) and only loads users. Enhanced to check and apply applicable.	Bug	UTILITIES
V5-5990	Issue with auto-creating product family names which include spaces	Issue with auto-creating product family names which include spaces	Bug	PRODUCT CATALOGUE
V5-5962	Epoch date conversion issue	When converting a date to epoch, the epoch value for dates after 2039 returns faulty values	Bug	USER EXPERIENCE AND TECHNICAL
V5-5946	Copy Organisation Issues	Copy Organisation Issues	Bug	BUSINESS NETWORK
V5-5902	Remove default price on creating a price	When creating a price for a termed service and adding a currency other than the default currency, after removing the default currency, an error is thrown when changing the pricing model to Tiered.	Bug	SUBSCRIPTIONS
V5-5580	Ordering Flow Setting	Enhanced Orders settings for B2B Marketplace. Provide the ability to determine whether a single or multiple merchants can fulfill an Order.	Improvement	ORDERS
V5-5579	Updates To List Products and List Order Catalogues	Enhance List Products and List Order Catalogues to accept multiple organisations in the fulfilled_by parameter. Utilise this information in B2B Marketplace solutions so as to retrieve products/order catalogues from multiple merchants (internal and/or B2B merchants).	Improvement	ORDERS
V5-4051	Cash/CRM.COM Wallet order is not completed if the account credit limit will be reached	Cash/CRM.COM Wallet order is not completed if the account credit limit will be reached	Bug	ORDERS
V5-6052	Ability to list Orders based on their ordered items (products)	Ability to list Orders based on their ordered items (products)	Improvement	ORDERS
V5-3984	Suspended account can't be reactivated	When an account is suspended, the user is unable to reactivate it.	Bug	ACCOUNTS
V5-6049	Do not return commerce pools on app when commerce transfer configuration is off	Do not return commerce pools on app when commerce transfer configuration is off		APP & PORTAL NG V2
V5-6040	Wrong validation when posting a usage record for a disallowed product	Wrong validation when posting a usage record for a disallowed product. The message refers to insufficient allowance for the product instead of informing the user that the contact is not allowed to consume the specified product.	Bug	SUBSCRIPTIONS
V5-6044	Issue when managing usage product allowance for member due to missing group id	When creating a product allowance, the group id should be populated	Bug	SUBSCRIPTIONS