5.7.3.2

CRM.COM release 5.7.3.2 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-6202

Notes not stored in Journal entries

The notes are not saved when creating a manual journal entry with notes.

Bug

ACCOUNTS 

V5-6134

Ability to filter financial transactions based on their total amounts

A financial transaction’s amount to be included as a filter.

Improvement

ACCOUNTS 

V5-6234

Missing Contact information in MongoDB

Missing Contact information in MongoDB resulting in Contact summary report showing empty report cells

Bug

ANALYTICS

V5-6224

Ability to keep Logs & Events in MongoDB

Ability to keep Logs & Events in MongoDB. Logs & Events will be forwarded to external MongoDB only if the feature is enabled in the corresponding Analytics Integration.

Improvement

ANALYTICS

V5-6193

Application Settings enhancements: Communities, Default dial code and language

  1. Make the Communities option available for selection (enable/disable).

  2. The Default Language is in the Contact features section of the app settings. If none is specified, the default is UK English (the current hardcoded default).

  3. The default country dial code is set up in Contact Identities. 

Improvement

APP & PORTAL NG V2

V5-5950

Contact Communities usability enhancements

  1. Include the “View Contact” action in the Joined Communities screen (same behaviour as in the Community screen)

Improvement

CONTACTS

V5-6128

Enhance BO List Purchases API to filter by user

Enhance BO List Purchases API to accept ‘user’ as a query parameter. The API response will include only purchases submitted by the specific user.  

Improvement

CUSTOMER EVENTS

V5-6214

Product not shared to B2B Marketplace

Product shared by B2B Merchant to its B2B Peer does not appear in B2B Marketplace.
Fix: validate if the organization has b2b terms before deletion

Bug

PRODUCT CATALOGUE

V5-6116

Ability to restrict 100% discount on spend (100% spend with commerce money)

Ability to restrict 100% discount on spend (100% spend with commerce money)

Improvement

REWARDS CORE

V5-6183

Issue when setting up and applying a Reward Offer with product categories in its conditions

Issue when setting up and applying a Reward Offer with product categories in its conditions

  1. Add a product condition for a product category and save the offer. When viewing the offer, the category’s name is set to “null.” However, if you click on the condition, the modal does show the category's name.

  2. The sale selection of categories shows different names when accessed via different browsers.

Bug

REWARDS OFFERS

V5-6149

Ability to donate any amount on an ad-hoc basis

Ability to donate an amount on an ad-hoc basis without the contact having to opt-in to the donation beforehand. In addition, it provides the ability for contacts to decide the donated amount.

Improvement

REWARDS OFFERS

V5-6147

Ability to re-assign Service Request to other team members

Ability to re-assign Service Request to other team members

Improvement

SERVICE REQUESTS

V5-6228

Preview bill shows pre-billing for two upcoming periods instead of one in a new subscription

The preview bill shows pre-billing for two upcoming periods instead of one in a new subscription. Contact used to have subscriptions that were churned, and the same service was added again.

Bug

SUBSCRIPTIONS

V5-6176

Ability to set the posted date for post-bill services in the past

Provide the ability to set the posted date of a recurring billing invoice in the past and based on the period that a post-bill service was consumed and is being billed for.

Improvement

SUBSCRIPTIONS

V5-6162

Applying a grace period & provisioning issue

When a service is in grace and reactivated, it is not billed ahead due to credit limit restrictions. The service is then provisioned, and as a start/end date, CRM.COM should send dates related to the service’s activated period. For example, the event identifies the service as in grace and sends the reactivation date as the start date and the grace period end date.

Bug

SUBSCRIPTIONS

V5-6138

Usage allowance limits exceeded for community member

Usage allowance limits exceeded for community member. The usage allowance billing cycle is currently evaluated based on the subscription’s billing day. It should be based on the actual billing cycle each contact is normally billed (latest billed period from/to dates)

Bug

SUBSCRIPTIONS

V5-5830

Ability to inform user about a subscription action's result after its execution

When users make changes to subscription services, the page is refreshed, but no information is shown about the actual result. In addition, not all of the states are refreshed on the screen, so users have to refresh the screen again manually.

Improvement

SUBSCRIPTIONS

V5-5791

Ability to end the grace period of a subscription

Ability to end the grace period of a subscription prior its intended end date.

Improvement

SUBSCRIPTIONS

V5-4652

Ability to import Subscriptions, Services and their Devices

Ability to import Subscriptions, Services and their Devices. New dedicated Web API to be used for migration purposes and to migrate Subscriptions, their services and devices that contacts are already subscribed to and were billed and paying for in a third party system.

Improvement

SUBSCRIPTIONS

V5-6101

Enable NZ Dollars as an allowed currency in Cloud operator's Payment Gateway

Enable NZ Dollars as an allowed currency in Cloud operator's Payment Gateway

Improvement

WALLET

V5-5681

Commerce pools enhancements

Ability to classify a spend during a purchase as a “Sales Reduction” or a “Payment Method” depending on whether spending consumed funds from the Commerce Pocket (previously redeemed) or not. This allows a business to identify whether this discounted purchased amount should be excluded from tax or not for statutory purposes. 

Improvement

WALLET

V5-5644

CRM.COM Wallet Branding

Enhanced information for the CRM.COM Wallet and its 3 pockets; Cash Pocket, Business Pocket and Commerce Pocket.

Improvement

WALLET

V5-6192

Product categories issue when categories size is too large

Fix for performance to be optimized

Bug

PRODUCT CATALOGUE

V5-6141

Editor issues

  1. If you edit source content and don't close it there is an issue when saving.

  2. Select text and apply H1 style in editor, in source it’s changed to H2.

Bug

COMMUNICATIONS

V5-6112

Performance enhancement on product categories evaluation on offers

Performance enhancement on product categories evaluation on offers

Bug

PRODUCT CATALOGUE

V5-6072

Enhance auto top up flow for Purchase

When the auto top-up setting is enabled → In case of a purchase with no restriction, try to auto top up the rest of the amount. If it fails, do not throw an exception.

New Feature

WALLET