5.7.3.12

CRM.COM release 5.7.3.12 includes, among other updates, the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-7141	Ability to support Tax Exemption when using an online Taxation service	Allow the business to designate which contacts are tax exempt and use this information when applying taxes during invoicing.	Improvement	ACCOUNTS
V5-7108	Enforce account funds to be used on invoicing even if credit limit is to be exceeded	Enforce the use of account funds for invoicing, even when this results in exceeding the credit limit. Similar issue: Order to be paid using the CRM.COM Wallet gets cancelled due to insufficient funds BUT at the same time, the account has a credit limit which will not get exceeded when the order’s invoice is issued.	Improvement	ACCOUNTS
V5-7066	Include Notes in Transfers and Top-up transactions	Ability to include Notes in Transfers and Top-up transactions.	Improvement	ACCOUNTS
V5-7119	Issue when running the Devices report with custom fields	When running the Devices report with custom fields, the user is not receiving a link to download the report.	Bug	ANALYTICS
V5-7086	Community members cannot edit Service Request notes	A community member is unable to edit Service Request notes in the portal after switching profiles, despite having access to Service Request Management.	Bug	CONTACTS
V5-7075	Issue on wallet spend when transaction includes an unknown product	The POS submits the purchase that includes several unknown products. Instead of creating the new product, the process throws a validation on the product family name’s uniqueness (2 purchased products included the same product family name).	Bug	CUSTOMER EVENTS
V5-7165	List Devices based on serial number issue	List Devices API using serial_number does not return any results, whereas it works as expected when called using search_value.	Bug	INVENTORY
V5-7158	Return dispatched items fails	Returning an order’s dispatched items fails. The device was dispatched to the contact and its current state is 'Sold'.The order is not yet completed and the queue is NOT to be invoiced upfront. Device history shows that ownership was transferred to the contact when it was stocked out.	Bug	ORDERS
V5-7070	Issue when using passes that unlock a promotion	Issue when using passes that unlock a promotion. Promo pass is specified on placing the order, but the subscription is not created. Unhandled error is thrown when redeeming a pass through the UI.	Bug	PASSES
V5-7129	Promotion's segment condition not evaluated correctly	Promotion's segment conditions are not being evaluated correctly. As a result a contact (who is already included in the segment) does not get the promotion’s discount.	Bug	PRODUCT CATALOGUE
V5-7077	Award expiring at the end of the month issue	Commerce Pool conditions set for award to expire ‘at the end of the month from when it was applied’. Therefore, award’s expiration date should be on the last day of the month inclusive (in other words award expires on the first day of the next month).	Bug	REWARDS CORE
V5-7116	Assignee not available on a closed Service Request	The assignee field (user or team) is not available on a closed Service Request. Expected behaviour was for a backend user to be allowed to edit the assignee even after the SR is completed.	Bug	SERVICE REQUESTS
V5-7167	Product Dependencies issues on order estimates	A service is configured with dependencies that require two specific, traceable products. An order is placed for the service and correctly includes both required products. Observed behaviour in order estimation: Service to be added dependencies check: Reports that the dependency is not met, and both items are still required. Service delivery estimation: Indicates that the action (activation) cannot be performed. Billing estimation: Returns a price of 0. Problem: Although the service itself cannot yet be activated until the devices are added and enabled, the order being placed is correct — it includes both the service and the required products. In this scenario, the system should: Recognise that product dependencies are met. Return the correct billing estimation (instead of 0).	Bug	SUBSCRIPTIONS
V5-7147	Enhanced Event-based charges for Subscriptions	Ability to apply an event-based charge on pausing a service. Ability to apply an event-based charge when a cancellation is performed x period before or after a period.	Improvement	SUBSCRIPTIONS
V5-7134	Unexpected billing behaviour on trial end and asynchronous payment intents	Service’s trial ends, and its billing date is a few days later. On the trial end date, a payment intent is not sent. The intent was eventually sent on the service’s billing date instead and remains pending. After 10 days, the subscription is marked as Inactive, but the service remains Effective.	Bug	SUBSCRIPTIONS
V5-7131	Issue when changing a service's SKU and contact has another service with the same SKU	According to release behaviour, when changing a service’s SKU (service A to service B) and at the same time the contact is already subscribed to that service (and same billing cycle), then the existing service’s quantity is increased by one (and the two services' billing is adjusted accordingly). Changing a service’s SKU must be prevented in cases where the initial and the new service exist on the subscription but on the date of the change, their states are different. This causes wrong billing, and the user doesn’t know which service’s state is the correct one.	Bug	SUBSCRIPTIONS
V5-7126	Ability to notify contacts when their ordered service is in Draft or Effective state	Ability to notify contacts when their ordered service is in Draft or Effective state. Enhance Add Service automation with a new filter that allows selection of the service’s state (Draft, Effective options) after being added to the subscription.	Improvement	SUBSCRIPTIONS
V5-7121	Termed service, billable but with no price configured was successfully added to a subscription	A termed service that is billable but has no price configured was successfully added to a subscription through an order. The service is then cancelled and added again to the contact using the Add Service action. In both cases, the addition of a billable service with no prices should have been blocked. A termed service has a single price configured for a specific sales model, and is also marked as the default price. When the service is added for a contact with a different sales model, no price is applied. The expected behaviour is that the default price should be applied when no matching sales model price exists.	Bug	SUBSCRIPTIONS
V5-7103	Event-base charge invoiced twice	Event-based charge invoiced twice	Bug	SUBSCRIPTIONS
V5-7027	SaaS provisioning plugin & usage in multi-currency businesses	The plugin retrieves usage data from all businesses. Currently, each usage record includes a total amount, but this figure may span transactions in multiple currencies within the same business, and no currency conversion is applied. Proposed solution: The plugin should aggregate spend amounts in the business’s base currency rather than using raw spend amounts, which may differ per customer due to varying currencies.	Bug	SUBSCRIPTIONS
V5-6968	Wrong subscription state after removing all services	The service was cancelled, therefore the subscription has no services, but the subscription’s state is still Active instead of Cancelled.	Bug	SUBSCRIPTIONS
V5-3496	Enhanced Subscription Actions UX	Ability to keep detailed information on how a service changed through its Actions: its new quantity its new price components added/removed rejection reason cancelled on and cancelled by scheduled date even if the scheduled action was eventually cancelled Enhancements in: Service information show when the service’s trial ends, paused period ends, if there’s a grace period and when it ends, if there are scheduled actions Enhanced filters/content views in Subscriptions summary screen Enhanced pricing info on changing a service Show detailed price terms as in Add service action screen	Improvement	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
V5-7166	Mongo issue with Contacts Summary report	Mongo issue with Contacts Summary report.	Bug	ANALYTICS
V5-7162	Order Management issues	Issues when changing and saving an order.	Bug	ORDERS
V5-7148	Expired price applied on service addition	Expired price applied on service addition	Bug	SUBSCRIPTIONS
V5-7145	Consuming wallet funds for subscription service issue	Wallet funds from redeemed pass not being consumed when purchasing a service.	Bug	SUBSCRIPTIONS
V5-7144	Refund throws an exception for invoices related to a one-time payment method	Issue when cancelling an order paid using a one-time payment method	Bug	ORDERS
V5-7143	Issue when removing the main Product image	Removing the main product image causes all the other product carousel images to be deleted also.	Bug	PRODUCT CATALOGUE
V5-7136	Support Static Contact Segments with CSV Import	Currently, CRM.COM supports dynamic segments, which are created based on conditions and can be set to refresh periodically. A new segment type - 'Static Segment' is being introduced. Requirements: Users can create a new segment of type Static. Instead of defining conditions, users will upload a CSV file containing contact IDs/codes. Contacts from the CSV will be added to the segment. No 'refresh' or condition-based logic will be applied to static segments. When editing a static segment, users can upload a new CSV file and choose between: Add mode - Add the new contacts to the existing segment members. Replace mode - Replace the existing contacts with the new uploaded list.	New Feature	UTILITIES
V5-7084	Ability to set up Automations and communicate with contacts when a manual journal entry is posted	Ability to set up Automations and communicate with contacts when a manual journal entry is posted.	Improvement	UTILITIES
V5-7036	Show churned date on Subscriptions summary screen	Show the churned date for churned subscriptions on the Subscriptions summary screen. Also offer filtering options for churned services.	Improvement	SUBSCRIPTIONS
V5-6866	Search for Orders using a Date custom field	Provide the ability to search for an Order using a date custom field and the 'between' operator (currently unsupported).	Task	ORDERS