5.7.4.5
CRM.COM release 5.7.4.5 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 paid customers of CRM.COM | Enhanced UI/UX for business sign-up and conversion to paid customers of CRM.COM | Improvement | BUSINESS NETWORK |
V5-7492 | Create a settlement transaction when a wallet is topped up at a merchant | When a contact tops up their wallet at a Merchant, a settlement transaction must be created to debit the Merchant for the amount collected. | Improvement | BUSINESS NETWORK |
V5-7802 | Unhandled error when exporting a statement in PDF | Error 406 thrown when requesting to export a statement in PDF format. | Bug | CONTACTS |
V5-7758 | Issue when segmenting contacts based on an Organisation custom field | A contact custom field of type Organisation is defined. When creating a segment, the available filter values show user names instead of organisations | Bug | CONTACTS |
V5-7752 | Configurable Identity Document Uniqueness Enforcement | Allow businesses to configure whether the following identifiers must be unique across contacts: national ID and passport number (for person contacts), and tax reference and VAT registration number (for company contacts). By default, uniqueness is enforced for new businesses, while existing businesses can relax this requirement where KYC is managed externally. | Improvement | CONTACTS |
V5-7878 | Duplicate top-ups for termed service orders | Duplicate top-ups are created when placing orders for termed services that will be processed at the PoNR. | Bug | ORDERS |
V5-7818 | Wrong payment information set on order | The account had no funds at the time and the order was paid by card. Nevertheless, the payment information on the order indicates “Pay using Account Credit.” | Bug | ORDERS |
V5-7814 | Unhandled error when setting an ad hoc discount in order checkout | Unhandled error is thrown when applying an ad hoc discount in order checkout. Error occurs when setting the discount percentage and when switching to discount amount. | Bug | ORDERS |
V5-7759 | Use pass code when ordering to unlock a reward offer | Allow contacts to enter a promotion pass code when placing orders to unlock reward offers that credit their wallets. | Improvement | ORDERS |
V5-7432 | Cash payment created for an order with 100% discount | A cash payment was created for an order with a 100% discount. The amount due is incorrect on the order | Bug | ORDERS |
V5-7336 | Issue when editing the quantity of stockable, traceable items after placing the order | Issue when editing the quantity of stockable, traceable items after an order is placed: the originally ordered quantity is reserved in the warehouse as a deferred pick. If the ordered quantity is later reduced, the reserved quantity is not updated and remains the same. | Bug | ORDERS |
V5-7844 | Issue when adding a service to a subscription due to invalid price | Adding a service with a zero-priced charge to a subscription fails when performed via the API flow. However, the same service and pricing configuration can be added successfully through the back-end when done manually. | Bug | SUBSCRIPTIONS |
V5-7803 | Flexible service bundle's price is not calculated correctly | A flex subscription service's recurring fee in the UI should include the bundle's price along with the total of each service component's prices. Currently, the bundle's price is being ignored. | Bug | SUBSCRIPTIONS |
V5-7770 | One-time service not added on subscription when order is placed | Order placed for a one-time service. An invoice was issued, a one-time subscription was created, but the service was not added to it. | Bug | SUBSCRIPTIONS |
V5-7766 | Issue when viewing the enabled devices of a service | The Web API that retrieves devices for a service returns incorrect results when a 'state' filter is applied. | Bug | SUBSCRIPTIONS |
V5-7751 | Cannot pause a line-based service due to scheduled change service action | Unable to pause a line-based service due to a supposed scheduled change action, even though no such action exists for any subscription service. | Bug | SUBSCRIPTIONS |
V5-7747 | Import Subscription Web API issue | Device not shown per line | 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 |
V5-7652 | Ability to convert a trial service into a paid service before the trial end date | Provide the ability to immediately convert a trial service into a paid one before the expected trial end date. Billing is initiated at the point of conversion and the billing period resets accordingly. If billing fails, the service remains in trial. | New Feature | SUBSCRIPTIONS |
V5-7919 | Issue when setting the currency of the default account of a contact | There is an issue setting the currency for a contact's default account. The currency of the account created by default (either through self-service registration or back-office with create_default set to true) is determined by the currency of the contact's country of agreement. If there is no specified currency for the country of agreement, the currency defaults to that of the business's base country. This also applies to the currency associated with the contact's wallet (business or commerce pocket).
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V5-7789 | Orders get cancelled due to invoicing rejection - wallet funds not used | Orders are being cancelled following invoice rejection because available wallet funds are not being applied towards the invoice balance. | Bug | ACCOUNTS |
V5-7735 | Wrong opening balance in contact statement | Wrong opening balance in the contact statement compared to the previous month’s closing balance | Bug | ACCOUNTS |
V5-5792 | Pass plan description available as a communication tag | Enable inclusion of a pass plan’s description in communications sent to contacts, outlining the pass’s capabilities (e.g. a brief summary of commerce pool conditions for spending the pass amount). Introduce a new communication tag, #pass.pass_plan_description, available for use in messages sent to contacts when they receive a pass. | Improvement | PASSES |
V5-7785 | Enhanced monitoring or Refer-a-friend actions | Improved monitoring of referrals sent by contacts via apps. | Improvement | REWARDS CORE |
V5-7726 | Personalised Offer Campaigns | Introduce a Personalised Offer Campaigns capability in the AI Personalisation & Rewards service that runs and creates Reward Offers per contact over a contact segment (or the full organisation) in the background, so marketing/loyalty teams can roll out personalised offers at scale instead of key users creating offers and assigning segments. | New Feature | REWARDS CORE |
V5-7718 | Rounding issue when converting community wallet spends | When a community member spends funds from a community wallet in a currency other than their own wallet currency (e.g. EUR & GBP), the transaction requires currency conversion. However, the final amount spent is incorrect due to rounding applied during the conversion process. | Bug | WALLET |
V5-7918 | Issue with communication links | An automation sends a communication to contacts with a link to download a Mobile Pass Card. However, when the contact clicks on the link, an error page appears. This issue occurs because the Contact ID tag in the URL is not being replaced with the contact's actual ID, which prevents correct routing. Note that this problem does not affect all contacts. | Bug | MOBILE PASS CARDS |
V5-7882 | Top-up does not extend expiring services | Top-up does not extend expiring services | Bug | SUBSCRIPTIONS |
V5-7875 | Uploaded files lose extension download as .txt | After a recent platform update, any file uploaded and then downloaded through the system arrives as a This affects all features that generate and email a downloadable file (lottery entries, account statements, segment exports, reports, etc.), not just Rewards. | Bug | USER EXPERIENCE AND TECHNICAL |
V5-7874 | Show the correct organisation on Reward Events | Currently, when a purchase is created at a venue, the Reward Events page displays the parent business as the organisation. This will be changed so that the venue where the purchase actually occurred is displayed instead. | Bug | CUSTOMER EVENTS |
V5-7866 | Handle rejection for one-time card payments | Rejected card payments should be handled through the normal failure flow. | Bug | WALLET |
V5-7847 | Community Wallet Payments Failing Due to Rounding and Balance Calculation | Issue where community wallet payments could fail with “Not enough funds” even when a sufficient balance exists. This was caused by cross-currency rounding differences and dynamic changes in available shared wallet balances. Minor rounding discrepancies should no longer block valid transactions. | Bug | WALLET |
V5-7772 | Change AI Assistant font colour | When the user's browser is in dark mode, and the AI Assistant is launched, the font colour is white, making it impossible to read what the user types. | Bug | ANALYTICS |
V5-7771 | Monthly usage allowance exceeded for member contact | UDR was created for the same contact simultaneously, causing an issue in calculating the remaining usage allowance. | Bug | SUBSCRIPTIONS |
V5-7768 | Rate limit for redeemed passes per contact | A maximum of 10 redeem pass requests can be submitted per contact within an hour. | Improvement | PASSES |
V5-7763 | New community owner communication tag | New communication tag #contact.community_owner, which represents the name of the community owner in communications. | Improvement | COMMUNICATIONS |
V5-7750 | Configuration and display of a single subscription service on the Consumer App | Introduce support for displaying a single premium subscription offering within the consumer app. Contacts will be able to view and subscribe to this service directly from the Home screen. This feature can be configured in App Settings under Features > Subscriptions. | New Feature | SUBSCRIPTIONS |
V5-7748 | New grouped product-by-catalogue self-service endpoint | Introduce a new self-service endpoint GET /self-service/v2/products/analytics/by_catalogue that returns all products of an order catalogue, grouped per catalogue category, in a single call. Replaces the current N-round-trip pattern (one call per sub-category) for storefront landing pages. | New Feature | PRODUCT CATALOGUE |
V5-7722 | SIM swap device status issue | Issues arising when a contact swaps a SIM (device). | Bug | SUBSCRIPTIONS |
V5-7704 | App configuration enhanced to support Button and Link Colours | App configuration now includes three new appearance settings:
| Improvement | APP & PORTAL |
V5-7700 | Ability to upload images for commerce pools | Commerce pools can support 1:1 (square) images. | New Feature | WALLET |
V5-7645 | Targeted Catalogue Communication & Performance Tracking via AI Visualisation (Product Tags Introduction) | Enable organisations to tag their products, send curated order catalogues through communication plans, and track catalogue performance using AI Visualisation. This feature introduces product tags as a new concept in the system. Organisations will be able to assign custom tags to their products (e.g. "summer-collection", "premium", "new-arrival"), which will be persisted both in the database and in MongoDB. These tags serve as the foundation for two key capabilities. First, organisations can assemble a product catalogue filtered by tags and distribute it to their audience through a communication plan. Second, product tags become queryable dimensions within AI Visualisation. Users can ask natural-language questions like "how did products tagged summer-collection perform last month" or "compare revenue of premium vs standard tagged products this quarter", and receive charts and KPIs in response. | Improvement | PRODUCT CATALOGUE |
V5-7582 | Segments performance visibility | Ability to show whether messages and offers actually work by measuring customer actions, revenue, and behaviour changes for each segment. | Improvement | CONTACTS |
V5-7581 | Omnichannel messaging | Ability to send messages to contacts through multiple communication channels and receive delivery and engagement feedback. | Improvement | COMMUNICATIONS |
V5-7675 | Enhanced Import Data Utility - Segment Contacts | Aside from the contact code and contact ID, provide the ability to identify contacts to include in the segment using their phone or email. | Improvement | USER EXPERIENCE AND TECHNICAL |