5.7.4.0

Issue key

Summary

Description

Issue Type

Components

V5-7231

Ability to print Topups

Ability to print Topups through each transaction’s detail screen (as for Payments).

Improvement

ACCOUNTS 

V5-7230

Transfers not included in the Activity Feed of the recipient

Transfers not included in the Activity Feed of the recipient. Transfers should be available in Activity Feed and statement for both the sender and the receiver.

Bug

ACCOUNTS 

V5-7220

Issue with calculating the net amount for tax-exclusive products

Neither the invoice Total Net nor the invoice line Total Net reflects the correct amount.

Bug

ACCOUNTS 

V5-7206

Ability to use custom fields for Transfers

Users should be able to define and set custom fields for Transfers transactions.

Improvement

ACCOUNTS 

V5-7252

Ability to create insights on Events performed by an Organisation

Ability to create insights for Events performed by an Organisation (merchant), such as Financial transactions and Subscriptions.

Improvement

ANALYTICS

V5-7174

Ability to include the entity for which an Invoice was issued in Insights exports

Include the initiating entity for which an invoice was issued in Insights exports.

• In Invoices/Credit Notes insights, add the following columns:

  • Initiating Entity (e.g., Order, Service Request, Subscription)

  • Initiating Entity Number (e.g., Order Number, Service Request Number, or Subscription Code)

• Also add 'Initiating Entity' as a filter option for Insights event filters.

Improvement

ANALYTICS

V5-7152

Ability to add notes for Purchase events

Ability to add and view notes for Purchase events

Improvement

CUSTOMER EVENTS

V5-6918

Allow businesses to offer devices to their contacts through Device Plans 

A Device Plan defines the financial model applied to the device, allowing contacts to either purchase the device (pay in full or via pay-to-own instalments) or rent it from the business.

Improvement

INVENTORY

V5-7257

Approval requests issue when contact rejects  

Approval request status issue:
When an approval request is rejected, the system incorrectly notifies the contact that the rejection failed, even though the request is successfully rejected. Verify whether the same incorrect message occurs when an approval request is approved.

Approval request timeout issue:
Investigate and address potential timeout errors occurring during approval request processing.

Bug

ORDERS

V5-3286

Ability preview of subscription changes before submission

Introduce an optional pre-confirmation step that provides a summary of the upcoming subscription changes, including:

• What is changing for the subscription (services, their quantities or prices)

• When the change will be performed

• Product dependencies e.g. service requires a device

• How this change affects the subscriber’s billing and financials

Improvement

SUBSCRIPTIONS

V5-7246

Issue when editing In-app Communication with images

Validation error thrown when editing and saving an In-app Communication Automation that includes an image. 

Bug

USER EXPERIENCE AND TECHNICAL

V5-7270

Issue with Paused service that has a scheduled action 

A paused service with a scheduled action results in an erroneous state.

Bug

SUBSCRIPTIONS

V5-7259

Order automation and cloning issue

FLOW:

• A 'New Order' automation is configured to trigger a webhook when a new order is placed.

• New order is placed but webhook is not triggered.

  • The order contains the same item (modifier) twice in 2 different characteristic values.

• Order is cancelled.

• Cancelled order is cloned.

  • The order preview shows product prices as 0.

  • When the order is placed, product prices are calculated and shown correctly.

  • Webhook is not fired when the order is cloned.

• If the two items (modifiers) are ordered separately (i.e. two orders), the webhook is fired correctly. 

Bug

ORDERS

V5-7245

Lottery offer enhanced to cater for single and cumulative purchase evaluation

Lottery offer - ability to specify if purchases based on the transaction amount are evaluated based on the single purchase or cumulative (consecutive) purchases. 

Improvement

REWARD OFFERS

V5-7243

Validate lottery offers scheduled date 

Validation to ensure that the lottery date is within the reward offer availability date range.

Bug

REWARD OFFERS

V5-7084

Ability to set up Automations and communicate with contacts when a manual journal entry is issued

Ability to set up Automations and communicate with contacts when a manual journal entry is issued.

Improvement

COMMUNICATIONS

V5-7042

New Report: Unspent Commerce Money 

A new report to show the unspent Commerce funds in contact's Commerce Pockets, grouped by Commerce Pool.

Available at both Business and Merchant levels.

Improvement

ANALYTICS

V5-6986

CRM.COM Wallet Gateway to support transactions in Euro

The CRM.COM  Wallet currently supports multiple wallet currencies (EUR, GBP, USD). However, the Wallet Gateway must now be restricted to handle transactions only in Euro (EUR).

This enhancement ensures that all gateway-related transactions - such as top-ups, payouts, and wallet gateway activations - are performed exclusively in Euro. Other currencies will continue to be supported for wallet operations, but not through the CRM.COM payment gateway.

This change aligns with compliance and settlement requirements where all gateway transactions must be processed in a single standard currency (EUR).

Improvement

WALLET

V5-7192

CRM.COM Wallet as a universal payment method

Ability for the CRM.COM Wallet to be a universal payment method, i.e. the primary payment method of a contact that is used to pay off by default any invoices of the contact for their orders, subscriptions and service requests.

Improvement

WALLET