5.7.3.11

5.7.3.11

CRM.COM release 5.7.3.11 includes, among other updates, the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-4926

Ability to integrate with an online Taxation service

Ability to integrate with an online Taxation service; Avalara

New Feature

ACCOUNTS

V5-6970

Prevent ‘Stock in’ warehouse transactions with duplicate products

Each 'stock in' transaction includes a set of products to be stocked in. Each product should be specified once with a quantity (and serial numbers for traceable goods). Currently, the same product can be added twice in the UI causing issues:

  • Exclude products which are already included in the warehouse transaction from the UI (when listing products to add)

  • Manage the validation currently thrown 

Bug

INVENTORY

V5-6919

Deferred Pick ups for Device Orders

Enable the business to sell traceable physical goods through orders that can be invoiced and paid upfront, with the serial number selected and linked to the order at the time of fulfilment.

Improvement

INVENTORY

V5-7059

Order total cost does not match the amount due on placing the order

Order total cost does not match the amount due on placing the order. Contact has 0 credit limit, no payment method, no account credit and no wallet funds - so the order was automatically cancelled. 

Bug

ORDERS

V5-7058

Wrong amount requested for automatic top-up resulting in Order cancellation

The order and its invoice were cancelled at the time of placement because the requested automatic top-up amount was less than the order’s cost. As a result, the credit limit was exceeded, leading to the order’s cancellation.

Bug

ORDERS

V5-7018

Ability to add image in Order Catalogue Categories

Ability to add image in an Order Catalogue’s Categories/Sub-categories to be utilised in front-end systems.

Improvement

ORDERS

V5-6766

Unhandled error when updating an order through Update Order API

Error 500 thrown when trying to update order stage and order custom fields in one call using Update Order API.

Bug

ORDERS

V5-7016

Product in/out of contract pricing not applied

Product in/out of contract pricing not applied during order estimates.

Bug

PRODUCT CATALOGUE

V5-6995

Dispatch item fails for traceable item that was marked as a modifier in a composite

Dispatch item fails for traceable item that was marked as a modifier in a composite. On ‘stock out’ of the traceable modifier, the validation says that  there’s no order item for that product.

Also correct the validation message. It include the product’s identifier, but should be the products name/SKU.

Bug

PRODUCT CATALOGUE

V5-6882

Issue when evaluating Promotion basket items

Promotion is set up to give an X% discount on the order fee when the order includes a termed service. For example, order termed service Y and get 5% off on the delivery fee (fee charged as part of the order). The discount is not applied, possibly due to order splitting and service delivery estimation in order estimates.

Same issue exists when contact gets a discount on traceable physical goods if they order a specific service e.g. subscribe to service Y and get the required routers with 100% discount (free).

Bug

PRODUCT CATALOGUE

V5-6559

Usability enhancement when setting up Product accessibility options

Usability enhancement when setting up Product accessibility options

  • Re-define what is product accessibility and B2b accessibility and their options

  • Enhance UI with more clear definitions, tips, options

Improvement

PRODUCT CATALOGUE

V5-7011

Ability for a backend user to change a contact's Reward Tier

Ability for a backend user to manually change a contact's Reward Tier.

Improvement

REWARDS CORE

V5-7034

Enhanced award conditions for Products Discount reward offer

For awards based on ‘Amount/Purchased Quantity,’ add a ‘Targeted Products’ option that uses the products from the ‘Target Conditions’ tab, so users don’t have to reselect them individually.

Improvement

REWARDS OFFERS

V5-7031

Monetary Discount reward offer enhanced to exclude products

The Monetary Discount reward offer includes a new option under the ‘Transactions’ tab, whereby users can specify products to be excluded from the reward offer. 

Improvement

REWARDS OFFERS

V5-6979

Scheduled deactivation cannot be submitted due to grace period

Subscription is in grace that ends on 1 AUG. On 29 JUL, a deactivation is submitted to be scheduled on 1 AUG but action cannot be submitted due to grace (validation says that deactivation cannot be performed while subscription is in grace).

Bug

SUBSCRIPTIONS

V5-6956

Product Dependencies issues

  1. Incorrect calculation of missing quantity of dependent products for order. Should be missing qty = required qty - (what the contact already has owned/rented + what’s included in this order).

  2. Improved UI to show quantity of missing products 

Bug

SUBSCRIPTIONS

V5-6850

Customer billed twice for the same billing cycle

Customer billed twice (2 different invoices) for the same services and billing cycle. So two payments were also posted.

Bug

SUBSCRIPTIONS

V5-6844

Issue when applying event-based charges during trial

Event-based charges to be applied on initiating a service. The service is added as a trial on a subscription BUT it's upgraded/downgraded to another service during the trial period. This results in removing the fee.

Process to be enhanced so as to check whether to keep the fee or not for the new service i.e. if the service is removed due to a change AND the new service to be added is also applicable for the same fee, then keep the fee (provided it's related to the initiation event).

Bug

SUBSCRIPTIONS

V5-2540

Promotion Passes for Subscriptions that unlock a Promotion

Ability for the business to issue Promotion Passes that unlock a Promotion when contact redeems the pass in order to apply a termed discount to subscribers.

Improvement

SUBSCRIPTIONS

V5-7040

Ability to filter contacts by category in Automations

Offer the ability to filter by Contact Category when creating an Automation using trigger events:

  • Register Contact

  • Update Contact

  • Expand Contact Community

Improvement

UTILITIES

V5-7028

Issue with missing custom fields and automations communications

When creating an automation using the trigger event ‘New Service Request’ and selecting the action to send a communication to the contact:

  • Only one of the Service Request custom fields appears in the communication tags list.

  • If you manually type the name of a Service Request custom field, it appears as expected.

  • Contact custom fields do not appear in the tag list and cannot be retrieved by typing their names.

    • If you manually type the custom field name in the communication body, it’s not replaced with the value in the final message.

Behaviour differs for ‘Update Service Request’, i.e. contact custom field communication tags are not listed but can be retrieved when you start typing the names. 

Review and verify the behaviour of all Service Request automation trigger events to ensure consistency in how custom field communication tags are listed and retrieved for both contact and user communications.

Bug

UTILITIES

V5-7003

Enhance Financial Transactions with link to related entity 

Enhance Financial Transactions to include a link of the related entity that the Financial Transaction was created for.

Bug

USER EXPERIENCE AND TECHNICAL

V5-7045

Saudi Arabian currency code changed

Change the currency code from SAR to ﷼.

 

 

V5-6936

Issue when searching phone numbers with leading 0s

Issue when searching phone numbers with leading 0s