5.7.4.4

CRM.COM release 5.7.4.4 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-7600	Enhanced UI/UX for business sign-up and conversion to paying customer of CRM.COM	Enhanced UI/UX for business sign-up and conversion to paying customer of CRM.COM.	Improvement	BUSINESS NETWORK
V5-7589	Ability to mark products as unavailable for sale using order catalogue categories	Improve the UX for marking products as unavailable for sale by allowing users to select the order catalogue, navigate through main and sub-categories, view the product list, and easily mark products as unavailable for sale.	Improvement	BUSINESS NETWORK
V5-7563	Enhancements in migration Web APIs	Enhance 'Import Subscriptions' Web API so as to provide the ability to import subscription services with applied promotions (variable discounts, running discounts) New ‘Import Order' Web API to provide the ability to import Orders which are still in a 'In Progress’ state	Improvement	Utilities
V5-7590	Ability to identify contacts based on the scheme they signed up to	Ability to identify contacts based on the scheme they signed up to. Improvements include: Improved Contact Summary report to filter by reward scheme Ability to Segment contacts based on reward scheme	Improvement	ANALYTICS
V5-7687	Enhanced Contact Wallet Transactions Report: Community Spending	Provide the ability for a business to monitor spending among communities (community members making a purchase and spending funds from their community owner’s wallet)	Improvement	CONTACTS
V5-7367	Identify contacts with non-churned subscriptions on the contacts summary page	Display the 'Subscription' badge on the contacts summary page when the contact has at least one 'Active' or 'Inactive' subscription. Do not display the badge if all of the contact’s subscriptions are 'Cancelled'.	Bug	CONTACTS
V5-7613	Ability to send communications for purchase-related events	Automation trigger events ‘New Purchase’, ‘Cancel Purchase’, and ‘Ad Hoc Return Purchase’ have been enhanced with additional filtering options and the ability to send communications to both contacts and users.	Improvement	CUSTOMER EVENTS
V5-7622	New Single Order Item APIs for Picking App (Add, Update, Remove, Substitute)	Enable order item picking workflows through two new backoffice APIs and backend UI enhancements. Perform Order Items Actions API Remove Order Item API Pickers can mark items as picked, substitute unavailable items with alternatives, and manage order items individually - without modifying the entire order.	Improvement	ORDERS
V5-7468	Issue when deleting characteristics	An issue occurs when deleting characteristics used by other entities (e.g. product device characteristics). A characteristic was deleted, but an unhandled error is thrown when attempting to remove it from a product’s device characteristics.	Bug	PRODUCT CATALOGUE
V5-7696	CRM.COM Wallet funds not used to pay off subscription	CRM.COM Wallet funds were not used to settle a subscription whose payment method is the wallet. The subscription was in a grace period to prevent deactivation, while a Top-up added sufficient funds to the Commerce Pocket to settle the invoice.	Bug	SUBSCRIPTIONS
V5-7682	Pricing issue: no price & no applicable/available price for products	A product should not be available for ordering (i.e. excluded from product listings) if no price is defined, OR if there is no applicable price for the contact placing the order. This rule must be enforced both during the ordering flow and when adding or changing a service for a contact. Additionally, this behaviour should be validated within service recommendations.	Bug	SUBSCRIPTIONS
V5-7681	Required devices not shown in the ordering flow of flexible bundles	An issue occurs with required devices when ordering a service for a specific device type. When ordering a flexible bundle (where a termed service component is extended by a one-time service), the required device types (i.e. traceable products) are not displayed.	Bug	SUBSCRIPTIONS
V5-7664	Billing day is not reset when a new service is added to a churned subscription	Billing day is not reset when a new service is added to a churned subscription	Bug	SUBSCRIPTIONS
V5-7421	Ability to support quantity-based and multi-line-based services	Provide businesses with the ability to configure subscription services as either quantity-based or multi-line-based. Quantity-based: A single service SKU is added to the subscription, with an adjustable quantity to reflect multiple units of the same service. Multi-line-based: Each subscribed service is added as a separate line item, creating a unique, independently managed instance within the subscription.	New Feature	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
V5-7596	Issue when applying promotions with variable discounts	The promotion is configured to apply a 100% discount on the second month. However, due to immediate alignment, the service is billed from its activation date up to a billing day that occurs less than a month later. In this case, the ‘second month’ is interpreted as activation date + 2 calendar months, meaning the promotional 'month' is not aligned with the second billing period. A service was added and received the second month free promotion. After the service was cancelled and added again, the new service instance did not receive the promotion. The promotion was applied during the first month. Two service lines were added without any promotion (as it was not configured at the time). After the promotion was later configured, a third line was added. In the preview bill, all three lines incorrectly show the second month as free, even though only the newly added line should be eligible.	Bug	ACCOUNTS
V5-7698	Passes enhancements related to custom fields	Provide the ability to search for Passes on the Passes summary page using custom fields. When viewing the details of a Pass, the value of the custom fields are not displayed (i.e. custom field is of type Organisation, should show the organisation name). In Passes Summary report, the organisation identifier is displayed instead of the organisation name for Organisation custom fields.	Improvement	PASSES
V5-7705	Referral offer not awarded to contact due to missing purchase	Referral offer not awarded to contact due to missing purchase.	Bug	REWARDS CORE
V5-7702	CRMCOM Wallet not created upon contact registration	CRMCOM Wallet not created upon contact registration	Bug	WALLET
V5-7697	Wallet funds not converted to member's wallet currency on community spend	A community member is unable to spend using their community wallet due to currency differences between the member’s wallet and the community wallet. The community owner shares their wallet with a member and assigns a spending limit in the owner’s wallet currency. When the member attempts to spend from the community wallet, the spend transaction should be allowed by converting the amount from the owner’s wallet currency to the member’s wallet currency. The same conversion logic should also apply to termed transfers, if not already supported.	Improvement	WALLET
V5-7692	BOC A2A	Implement Payment Gateways Plugin for Bank Of Cyprus A2A	New Feature	Utilities
V5-7686	Order device issue on invoicing and dispatching	When ordering traceable physical goods with multiple lines per product, if devices are provided on order creation, they are linked to all lines for that product. During dispatch, it must be verified whether the correct line is updated when multiple lines exist for the same product.	Bug	ORDERS
V5-7684	Service billed for 2 periods	A subscription includes a service with zero price that has been rated up to a given period, alongside another service that failed billing due to an error related to credit limits and thresholds. When the ‘bill in advance’ process is executed for one period, the system incorrectly synchronises billing across both services, extending billing beyond the intended period. The same issue occurs when ‘bill in advance’ is executed for a specific future date.	Bug	SUBSCRIPTIONS
V5-7678	Double payment intent created	A trial service was added and later cancelled. A subsequent order for the same service was placed, and payment was requested, however, the action remained in a scheduled state and the pending intent period was incorrect. Service delivery incorrectly requested payment for the next billing cycle based on the configured billing day of the month.	Bug	SUBSCRIPTIONS
V5-7677	Ad Hoc Return issue	The Ad hoc Return (with products) process should first cancel the initial purchase before creating the new purchase without the returned product.	Bug	CUSTOMER EVENTS
V5-7676	Double invoice is created for orders with PONR invoice	An Order has 2 lines for the same product. When the order is invoiced, only one of the lines is marked as invoiced.	Bug	SUBSCRIPTIONS
V5-7673	Billing address missing from invoice	The billing address is missing from the invoice (UI issue). In the contact’s financial tab, when editing the billing address, the currently selected address should be displayed.	Bug	SUBSCRIPTIONS
V5-7671	Reward tier evaluation must not downgrade you to your initial tier	If a contact is assigned a tier at the start of an evaluation period, that tier should act as the minimum possible tier for the entire period. In the event of a purchase cancellation that would normally reduce their points below the assigned tier threshold, the contact must not be downgraded below their initially assigned tier. For example, if a contact is assigned the Gold tier at the start of a period and later cancels a purchase, resulting in points dropping below the Gold threshold, the contact must still retain the Gold tier, as it represents the minimum tier for that evaluation period.	Bug	REWARD OFFERS
V5-7665	Venue name missing from Organisations Purchase Statement Report	The venue name is missing from the Organisations Purchase Statement Report.	Bug	ANALYTICS
V5-7663	Product Analytics API to return the most restrictive price	The LIST Product/Analytics API must return the most restrictive applicable price per product, based on fulfilment and pricing hierarchy. The API should determine the final price using the following logic: Evaluate the fulfilled_by context first. If a merchant-specific price exists, it should take precedence. If no merchant-specific price is available, fall back to the business-level price. The API must always return the most restrictive price, applying pricing rules so that more specific overrides (e.g. merchant overrides business when applicable) are applied.	Bug	USER EXPERIENCE AND TECHNICAL
V5-7661	Wallet sharing Commerce Pools issue	When listing Commerce Pools for wallet sharing, exclude Commerce Pools promoted by other businesses.	Bug	WALLET
V5-7646	SMS.TO CPaaS Integration - SMS, Viber	Integrate SMS.TO as a new CPaaS provider in CRM.COM to enable SMS and Viber message delivery, OTP transactions, and delivery status tracking with channel fallback support.	Improvement	COMMUNICATIONS
V5-7643	OpenAI Integration Setup & AI Feature Access Control	Introduce a new integration that allows businesses to connect their OpenAI account. This integration acts as the gateway to a set of advanced AI-powered features. When a business configures the OpenAI integration, the following features become available: AI Visualisation (natural-language query) AI Personalisation Rewards (AI-driven reward targeting) AI Product Categorisation (automatic product tagging and classification) Separately, two AI features should be accessible to all users regardless of whether the OpenAI integration is active: Chatbot AI Communication Templates. These rely on platform-managed AI and do not require the business to provide their own OpenAI credentials. Acceptance criteria include ensuring that the three integration-dependent features are hidden or disabled when the integration is not configured, that enabling the integration unlocks them without requiring a restart or redeployment, and that the chatbot and AI communication templates remain functional at all times, independent of integration status.	Improvement	Utilities
V5-7623	Shopify App Improvements	Shopify App Improvements	Improvement	Utilities
V5-7617	Reverse referral offer awards	Improved CRM.COM behaviour to revoke awards when a referred contact cancels their purchase, affecting both the referrer and the referred contact according to the referral offer setup.	Improvement	REWARD OFFERS
V5-7580	Communication Templates Using AI	Provide business users with the ability to create and enhance communication templates directly in the editor using AI, without requiring technical assistance. The feature supports: Rich HTML email templates In-app communication templates Viber communication templates	Improvement	COMMUNICATIONS
V5-7579	AI Visualisation	Enable users to query customer and event data using natural language and view the results as charts or key metrics, with the option to create contact segments without requiring technical assistance.	Improvement	Utilities
V5-7536	Contact authentication setting - email verification issue	On the Contact Authentication & Identities page, when Email & Password is enabled, updating the setting from 'Does not require email verification' to 'Require email verification' and clicking Save appears to work correctly when the modal is reopened immediately. However, after refreshing the page and reopening the modal, the setting reverts to 'Does not require email verification', indicating that the change was not persisted.	Bug	CONTACTS
V5-7499	Communication Tracking	Implement tracking for communications sent: If the communication was delivered. If the communication was delivered as a Push / InApp / email / sms. If the communication was opened.	New Feature	COMMUNICATIONS
V5-7473	Can't add a product price for a device plan	When trying to add a sale price for a traceable physical product, the device plan drop-down does not show any available order queues, even though at least one device plan order queue is active.	Bug	PRODUCT CATALOGUE
V5-7379	Ability to allow placing of orders outside operating hours	Ability to allow placing of orders outside operating hours and contact to select a delivery slot for the order to be delivered to them.	New Feature	ORDERS