5.7.4.2

CRM.COM release 5.7.4.2 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-7453	Issue when an Approval Request was created for a Service Request	An SR was progressed to the stage where an approval request should be created. The approval was created, but no email communication was sent to the contact.	Bug	BN - Utilities
V5-7425	‘Created by’ information not populated in MongoDB Collections	The ‘Created by’ information is not being populated in the MongoDB collections that store the latest entity data (Orders, Service Requests, and Devices). The ‘Created by’ field must include the user ID, name (if available), and email address, consistent with the structure used for the 'Submitted by' user.	Bug	IM - ANALYTICS
V5-1066	Reporting and visibility on expired awards or to be expired awards	Ability to report on expired awards or awards that will expire up to a specific date. Expired Commerce Pocket Funds report - View Commerce Pocket funds that have expired as of a specified date through today. Commerce Pocket Funds Liability report - View Commerce Pocket funds that are scheduled to expire on or before a specified date.	New Feature	IM - ANALYTICS
V5-7472	Unhandled error on segment deletion/update	Unhandled error on segment deletion/update	Bug	IM - CONTACTS
V5-7316	Ability to schedule transfers for community members	Ability to set up scheduled transfers from a community owner’s CRM.COM Wallet to a community member’s wallet on a regular basis, optionally specifying a Commerce pool.	New Feature	IM - CONTACTS
V5-7309	Ability to schedule automatic exporting of Segments	Ability to schedule a Segment export upon refresh and send the results to selected users via email.	New Feature	IM - CONTACTS
V5-7377	Enhanced product availability at merchants	Provide merchants with the ability to specify which products are available or unavailable for sale, for both delivery and pickup, at the merchant and venue levels. Provide the ability to automatically mark a product as available for sale again after a purchase event for that product is submitted. Note: The process that restores unavailable products to available status runs daily, therefore, products will become available again the following day.	Improvement	IM - CUSTOMER EVENTS
V5-7412	Issue when placing orders for services through the front-end	A contact selects a service (plan) and a physical good (SIM) through the front end. The order estimation is correct; however, the following issues occur upon order creation: The order is created with two physical goods (two ordered items) instead of one. The ordered termed service is missing it’s price terms, as a result, the termed service appears on the order with a price of 0.	Bug	SC - ORDERS
V5-7172	Improvements in Pricing Utility	Provide the business with the ability to efficiently manage its pricing strategy by performing bulk updates and adjustments across all product prices. Users can increase or decrease prices in bulk, copy existing pricing, set prices in multiple currencies, and compare prices side-by-side for easier and more effective pricing management.	Improvement	SC - PRODUCT CATALOGUE
V5-7399	Ability to renew a service and specify the renewal period's start/end period	Ability to renew a service and specify the renewal period's start/end period (Update Service Web API improvement).	Improvement	SC - SUBSCRIPTIONS
V5-6850	Customer billed twice for the same billing cycle	Customer billed twice (2 different invoices) for the same services and billing cycle. As a result, two payments were posted.	Bug	SC - SUBSCRIPTIONS
V5-5048	Ability to subscribe to services via the front-end using Pricing Tables	In the back end, an Order Catalogue is configured to use Pricing Tables and includes a set of products (services) with their corresponding prices. These are presented on the front end to enable a simpler, faster subscription service ordering flow.	New Feature	SC - SUBSCRIPTIONS
V5-3496	Enhanced Subscription Actions UX	Improvements include, but are not limited to: Provide more detailed information on how a service changed as a result of the performed actions Improve UI labels and option names for service-related actions Enhance the Subscription Summary screen by: a) Improving filtering options b) Improving drill-down UI for individual subscriptions	Improvement	SC - SUBSCRIPTIONS
V5-7405	Pass redemption issue where Pass is redeemed even though CIM restriction is violated	Pass redemption fails because the contact name is not unique. However, despite the failure, the pass is redeemed for both contacts with the same name, resulting in both wallets being credited.	Bug	WP - PASSES
V5-7079	Enhanced flows when referring a friend	The referral reward offer has been enhanced to support awarding both the person who refers a friend and the person who uses the referral code.	Improvement	WP - REWARDS OFFERS
V5-7384	Ability to block CRM.COM Wallet funds when placing an order	Provide the ability to block CRMCOM Wallet funds when placing a non-invoiced upfront order. The blocked funds will be used to settle the order’s invoice once the order reaches the Completed status. Note: The order queue must be configured to block wallet funds via a new configuration setting.	New Feature	WP - WALLET
V5-7485	Returned rental device does not release reservation	An order is created to purchase a rented device. The device is successfully added to the subscription; however, after the device is removed, the reservation information remains associated with the device instead of being cleared.	Bug	SC - SUBSCRIPTIONS
V5-7471	Issue when selecting components on change service	When attempting to change a service and selecting a flexible bundle, the selected bundle components are not included in the API request, resulting in incomplete service update data.	Bug	SC - SUBSCRIPTIONS
V5-7435	Reward Offer entries not deleted with the contact	When deleting a contact, the reward offer entries are not deleted.	Bug	IM - CONTACTS
V5-7408	Event-based charges limitations	When creating a new event-based charge via Commerce > Order Management > Fulfilment - One of the existing event-based charges is deleted and replaced by the new one. Can’t create more than 10 event-based charges max. using the ‘New Rule’ option from the Event-Based charges summary page.	Bug
V5-7361	Ability to maintain a static or a dynamically-generated Wallet code	Provide businesses with the ability to determine whether their contacts’ CRMCOM Wallet codes are static - using the same code for check-in and spending - or dynamic, being regenerated at regular intervals.	Improvement	IM - CUSTOMER EVENTS
V5-7355	Improve information shown for Transfers between community related to Purchases/Orders	Current Issue: When a Transfer transaction is created automatically as part of a Purchase or Order (i.e. not a manual transfer), the information displayed in: Contact Activity Feed Financial Events Wallet transactions in the App is not clear enough to understand why the transfer occurred or which transaction triggered it. Improvement: Users can immediately identify that a Transfer is system-generated and linked to a specific Purchase or Order. From the Activity Feed and Financial Events, users can navigate directly to the originating transaction. In the App, wallet transactions related to transfers are self-explanatory and clearly linked back to the original Purchase or Order.	Improvement	WP- WALLET
V5-7304	Ability to re-evaluate Promotions on invoicing a subscriber	Ability to re-evaluate and apply Promotions when invoicing a subscriber, but only if Promotions are available for the contact being billed or for a segment that includes the contact.	Improvement	SC - SUBSCRIPTIONS
V5-7284	CRM.COM Wallet - Configuration for Wallet Blocking Time	Ability for a business to specify an amount of time during which the CRM.COM Wallet’s funds are blocked until a purchase is completed.	Improvement	WP- WALLET
V5-7259	Order automation and cloning issue	FLOW: 'New Order' automation is configured to trigger a webhook when a new order is placed New order is placed but webhook is not triggered Order contains the same item modifier twice (e.g. in 2 different colours 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. 2 orders), the webhook is fired correctly	Bug	SC - ORDERS
V5-7248	Enhanced definition of a business's Active Contacts	A Contact is considered 'Active' if they have an Active or Suspended account, or if they have engaged in at least one financial, wallet, or CRM-related transaction within the last 12 months. Transactions include debit or credit financial/wallet transactions, communications, leads, service requests, purchases, orders, or any subscription-related actions.	Improvement	IM - CONTACTS