5.7.3.5
CRM.COM release 5.7.3.5 includes the following features, enhancements & bug fixes:
Issue key | Summary | Description | Issue Type | Components |
V5-6480 | Issue when applying taxes upon invoicing when a product does not have a price | Taxes are not applied when invoicing a product that does not have a price configured. | Bug | ACCOUNTS |
V5-6454 | Include Backoffice code in Topup transactions | Ability to include a Backoffice code in Topup transactions that represents the transaction’s code/number in a third-party system or payment gateway, which can be used for reconciliation purposes. | Improvement | ACCOUNTS |
V5-6441 | Ability to retrieve contacts in ageing analysis that do not have a debt | Ability to retrieve contacts in ageing analysis that do not have a debt | Improvement | ACCOUNTS |
V5-6436 | Unhandled error is thrown when creating a payment intent | Unhandled error is thrown when creating a payment intent. | Bug | ACCOUNTS |
V5-6435 | Refunds and invalid payment method types | When posting a refund, the supported payment method types must be Cash, Account Debit, Electronic Transfer, or Card. | Bug | ACCOUNTS |
V5-6429 | Cannot update Promotion due to duplicate name validation | Cannot update Promotion due to duplicate name validation. But there are no other promotions with the same name. | Bug | ACCOUNTS |
V5-5588 | Include terminated accounts in the Contact Summary report | Include a contact’s primary account in the Contacts Summary report even if it’s terminated (considering that the contact does not have any other accounts) | Improvement | ACCOUNTS |
V5-6437 | Unhandled error is thrown when updating Activity custom fields | Unhandled error is thrown when updating Activity custom fields (error 500). | Bug | ACTIVITIES |
V5-6290 | Ability for business owners to manage their CRM.COM Wallet and WaaS information | Ability for business owners to manage their CRM.COM Wallet and WaaS information, including:
| Improvement | BUSINESS NETWORK |
V5-6430 | New Communication tags that include a barcode or a QR code | Ability to include a contact’s code and the CRM.COM Wallet code in the form of a barcode or a QR code in communications via communication tags. New communication tags created:
| Improvement | COMMUNICATIONS |
V5-6395 | Email communications not sent | Email communications triggered by Service Request automations are not being sent. | Bug | COMMUNICATIONS |
V5-6427 | Issue when specifying a Trinidad & Tobago phone number | Issue when specifying a phone number of Trinidad & Tobago. The country’s dial code is also expected to be included in the phone’s number. | Bug | CONTACTS |
V5-6352 | Community invitation email issue | When a contact is invited to a community and receives the email invitation, they can click the ‘Accept’ and ‘Reject’ links multiple times in the email. This allows them to join and leave the community as they wish. The contact should only be able to select one of the two options once. | Bug | CONTACTS |
V5-6408 | Service Requests missing expected close date |
| Bug | SERVICE REQUESTS |
V5-6481 | Issue when applying Product Dependencies upon changing a service | Product Dependencies validations are thrown when changing a service. The initial service is enabled on a device, and the new service was expected to automatically be enabled on that device so as to meet the dependency rules. | Bug | SUBSCRIPTIONS |
V5-6459 | Ability to view the latest activation and latest deactivation dates of a service | Ability to view a subscription service's latest activation and deactivation date (and time). | Improvement | SUBSCRIPTIONS |
V5-6399 | Ability to list usage records in front-end systems | Ability to list usage records in front-end systems through a new self-service Web API. | Improvement | SUBSCRIPTIONS |
V5-6316 | Enhanced Subscriptions Analytics | Enhanced Subscriptions Analytics including Dashboards, Reports and Insights. | Improvement | SUBSCRIPTIONS |
V5-6315 | Enhancements in setting up and managing Service products | Enhancements in setting up and managing any Service product, including Termed, One-time, Usage and Expense services or any composition, from setting up the product and its price(s) to ordering, managing and billing the services on a subscription. | Improvement | SUBSCRIPTIONS |
V5-6301 | Enhanced Subscription & Billing Model Configuration | Introducing the ability to set up a business's Subscription and Billing model more efficiently. This UI/UX improvement simplifies the setup process, allowing for greater flexibility and support for complex billing structures tailored to business needs. Improvements include these areas:
| Improvement | SUBSCRIPTIONS |
V5-6385 | UI/UX Issues | General UI/UX fixes | Bug | USER EXPERIENCE AND TECHNICAL |
V5-6450 | New App setting to allow redeeming a pass during contact registration on the front-end | App settings have a new option to provide a contact who is registering via the front-end to redeem a pass by specifying a pass code (and PIN) they previously obtained. | Improvement | UTILITIES |
V5-6425 | Automation issue regarding Activity scheduling | Create an activity with the trigger event ‘New Order’, select to schedule an Activity, and assign the activity to a team. When saving, an error is thrown that a user must be specified. The correct behaviour is that either a team OR a user should be specified. | Bug | UTILITIES |
V5-6470 | B2B Spend fails when contact spends in NZ Dollars | Contact of business A tries to spend money from their Business pocket in a B2B Merchant business, but the transaction fails due to the currency. Both businesses have NX dollars as their base currency, which is also the contact's wallet currency. | Bug | WALLET |
V5-6445 | Ability for contacts to manually activate Commerce Pool funds for spending | Changes implemented to allow contacts using front-end apps to activate Commerce Pool funds manually from their Commerce Pocket so that these funds can be used for their next purchase. The funds remain active for a duration of 60 minutes. | New Feature | WALLET |
V5-6443 | Ability to Top-up and credit Commerce Pocket | Changes implemented to provide contacts the ability to top up their CRM.COM Wallet and credit their Commerce Pocket by specifying a Commerce Pool in the Topup transaction. | New Feature | WALLET |
V5-6414 | Ability to top up the wallet with a one-time payment | Applied changes to allow contacts from the front-end to top up their wallet with a one-time payment using their bank card but without storing it on file. | Improvement | WALLET |
V5-6485 | Bulk update for products | Ability to update the Product family & Product brand of multiple products within the Products summary screen in one go. Same behaviour as B2B accessibility:
| Improvement | PRODUCT CATALOGUE |
V5-6343 | Retrieve affected devices related to service performance | Retrieve affected devices related to service performance | Bug | SUBSCRIPTIONS |
V5-6326 | A B2B Merchant with Pending or Accepted invitation should not be eligible for a second invitation | A B2B merchant with a pending invitation or an already accepted invitation must not be eligible for a second invitation. | Bug | BUSINESS NETWORK |
V5-6298 | Problem when scheduling reports from masqueraded B2B merchant side | The report was sent successfully, but the file is missing when you click on the link. | Bug | ANALYTICS |