5.7.3.4

5.7.3.4

CRM.COM release 5.7.3.4 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-6379

Ability to retrieve Debtors and Bad Debtors ageing analysis through a Web API

New Web API provides the ability to retrieve a list of aged balance per contact and the aged balance split into 5 buckets with also the ability to differentiate how the ageing analysis will be performed i.e. based on Debtors (calculate ageing analysis based on the posted date) or Bad Debtors (calculate ageing analysis based on invoices' due date).

Improvement

ACCOUNTS

V5-6161

Payment method's brand not stored when adding a payment method

Payment method's brand not stored when adding a payment method through a custom payment gateway plugin. Plugin does include this info along with first6, last4, but brand is not stored.

Bug

ACCOUNTS

V5-6359

Unhandled error when accessing the Merchants screen

Unhandled error when accessing the Merchants screen. Error 404 thrown. All “organisation” screens to be checked for the same issue (e.g. venues, b2b merchants)

Bug

BUSINESS NETWORK

V5-6288

Ability for business key users to access and keep track of their Account and SaaS subscription in CRM.COM 

Provide the ability for Business key users to access, keep track and analyse their Account and SaaS transactions within CRM.COM including their SaaS recurring and usages fees, wallet transactions, fees, payments and payouts.

Improvement

BUSINESS NETWORK

V5-6339

Payment method details not retrieved by List Payment Methods

List payment methods BO API does not return a card’s details (brand) although stored in the DB. 

Bug

CONTACTS

V5-3237

Automation improvements with Tags and Owner filters

Improve Automations to handle:

  • Tags as automation filters for all entities supporting Tags (Leads, Activities, Service Requests, Contacts, Reward Offers, Products)

  • Owner and Owner team filters for all assignable entities (Leads, Service Requests, Activities).

Improvement

LEADS

V5-6324

Order estimates does not return all invalid products on re-ordering

When a contact re-orders a previous order, then order estimates does not consider some invalid products. The invalid product in this case is a modifier product. The product is updated with a validity date in the past and/or as a not available for order product in an organisation.

Bug

ORDERS

V5-6378

Services deactivated based on day and not based on day/hour

Services deactivated based on day and not based on day/hour as configured in Service Delivery settings.

Bug

SUBSCRIPTIONS

V5-6370

Preview & Bill upcoming cycles issue when there are pending intents

Preview & Bill upcoming cycles issue when there are pending intents. The process does not consider that there is already a pending payment intent, i.e. the process does not consider the pending intent’s “to date” as the next billing cycle of a subscription.

Bug

SUBSCRIPTIONS

V5-6353

Wrong posted date for inactive, post-bill subscribers

Wrong posted date for inactive, post-bill subscribers. The invoice’s posted date is wrongly set based on the service’s deactivation date and not based on the intended billed period.

Bug

SUBSCRIPTIONS

V5-6270

Ability to view both product name and their SKU when viewing and managing usage allowance

Ability to view both product name and their SKUs when viewing and managing usage allowance:

  • When setting up a price’s allowance

  • When viewing/managing usage allowance per subscription service (the community owner’s allowance)

  • When viewing/managing the allowance of a member

  • When viewing remaining allowance for both the community owner and a member.

Improvement

SUBSCRIPTIONS

V5-6119

Post-bill subscriber billed on re-activation for the unbilled usage

Post-bill subscriber billed on re-activation for the unbilled usage

Bug

SUBSCRIPTIONS

V5-6221

Enhance Apps publishing flow

Enhance Apps publishing flow:

  • Business user sets up the app and clicks on “Request App for review” (rename existing button)

  • Support team receives the email, prepares the app (mobile app or portal) and replies back to the customer.

  • Business user reviews and clicks “Request to Publish” button.

Bug

USER EXPERIENCE AND TECHNICAL

V5-5985

Issue with base Country right after business sign up

A default country is assigned during business sign-up when the owner is prompted to specify the primary country of operations. However, changing the base country does not function as intended because the user must first activate an alternative country before switching it with the initially designated base country.

Improvement

USER EXPERIENCE AND TECHNICAL

V5-6346

Some reports return more than 10 results in preview

Issue found and fixed in 3 reports.

Bug

ANALYTICS

V5-6345

Do not scale the portion of return calculated on ad hoc return

Do not scale the portion of return calculated on ad hoc return

Bug

CONTACTS

V5-6341

Termed date not updated properly for post bill service after billing

Termed date not updated properly for post bill service after billing

Bug

SUBSCRIPTIONS