5.8.0.0

5.8.0.0

Release CRM.COM 5.8.0.0 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-7879

Issue when calculating discount amounts during ordering

Promotion to give a 100% discount to expense service is applied.

Discount amount including tax seems to be calculated by considering the product’s price is tax exclusive

  • Expense costs 35R

  • 100% discount applied

  • disoucnt inc. tax is 40.25 (i.e. 35 plus 15% VAT)

  • eventually the order’s total and discount are returned 40.25.

Bug

ACCOUNTS

V5-7876

Unhandled error in Contact statement

The contact statement throws an unhandled error (500) when retrieving the statement and its details.

Bug

ACCOUNTS

V5-7327

Capture creator information for Financial Transactions

Capture the user or process that created each financial transaction (payment, invoice, credit note, payout and refund), and add a communication tag so this information can be included in printed and emailed outputs.

Improvement

ACCOUNTS

V5-7944

Ability to add notes on cancelling a Purchase Event and on Ad-hoc Returns

Ability to add notes when cancelling a Purchase Event and when performing Ad-hoc Returns.

Improvement

ANALYTICS

V5-7794

New Payment Gateway Integration: Digital Pound

New payment gateway integration enabling the Bank of England Digital Pound (a central bank digital currency). Operators enable it per organisation; contacts under an enabled organisation are automatically issued a Digital Pound account, and can check their balance through self-service.

New Feature

BUSINESS NETWORK

V5-7870

Log External Communications

Ability to log communications sent outside CRM.COM, so a business can track every communication sent to a contact, regardless of the sending platform. Logged communications act as a single source of truth for analytics and let contacts view their full communication history in the self-service front-end.

Improvement

COMMUNICATIONS

V5-8012

Issue when changing a termed transfer's settings

When a termed transfer is changed from a specific day of the month to a specific day of the week, both options are incorrectly retained instead of replacing the original one.

Bug

CONTACTS

V5-8009

Issue when resending a community invitation

Resending a community invitation fails with a validation error. Scenario: contact A (already a member of contact Y's community, with a service assigned to them by Y) is invited to contact X's community. When X resends the invitation, a validation error incorrectly states that the existing relation cannot be removed because A has a service assigned.

Bug

CONTACTS

V5-7991

Cannot search for a contact using the device's serial number

A contact can’t be found when searching by their device's serial number.

Bug

CONTACTS

V5-7953

When removing a community member, termed transfers are not removed

1) When a community member is removed, their termed transfers (and other member relations, benefits, etc.) are not removed; these should be removed both when the owner removes the member and when the member leaves.

2) Clearing the auto top-up settings via self-service is not applied.

Bug

CONTACTS

V5-7894

Unhandled error when exporting contact statement

The contact statement export action throws an unhandled error. Applies to both the back-office and self-service Web APIs; the print and email statement actions should also be verified.

Bug

CONTACTS

V5-7860

Searching contacts based on their device's serial number issue

Searching for contacts by their device's serial number returns no results when the device was created during order progression.

Bug

CONTACTS

V5-7784

Ability to re-activate a contact's terminated account

  • When a back-end user manually terminates a contact’s account, they must choose the reason from one of two (hardcoded) options - due to:

    • Inactivity

    • Fraud

  • If the contact’s account has been terminated due to inactivity, it can be reactivated either by a user (back-end) or the contact (app/portal).

  • If the contact’s account has been terminated due to fraud

    • Neither the user nor the contact can re-activate the account.

Improvement

CONTACTS

V5-5075

Ability to segment and view Contacts analytics based on their payment methods

  • Ability to segment contacts based on their payment method types.

  • Ability to filter the Contacts Summary report using the primary payment method of a specific type.

Improvement

CONTACTS

V5-7845

Smart Availability and contact substitution preferences

Ability for a self-service contact to set their own substitution preferences when ordering, used by Smart Availability.

Improvement

ORDERS

V5-6754

Ability to support multiple barcodes per product

Ability for a business to maintain a single SKU per product while also using one or more barcodes as alternative identifiers, so a purchase submitted under any of those barcodes still resolves to the correct product.

Improvement

PRODUCT CATALOGUE

V5-7959

Issue when viewing the User Roles of a Merchant

A business user masquerading as a merchant receives an unhandled error when viewing the merchant's automatically created Owner user role.

Bug

SECURITY AND USERS

V5-7884

Enhanced OIDC settings for users

Enhanced OIDC authentication settings for users.

Improvement

SECURITY AND USERS

V5-8007

Web API issue when listing distinct SKUs per subscription

When listing distinct SKUs per subscription, the Web API must exclude non-churned services (cancelled, swapped, regretted)

Bug

SUBSCRIPTIONS

V5-8002

Enhanced Irdeto KMS Web Services Provider

Enhance Irdeto KMS Web Services Provisioning provider:

  • New device command 'Force Channel Rescan'

  • “Force Frequency Change” device command to be renamed to ‘Force Channel Change’

  • Force Channel Change enhanced with parameters defined by the user

Improvement

SUBSCRIPTIONS

V5-7987

Ability to analyse the invoicing details per subscription service

Ability to analyse invoicing details for each subscription service.

Improvement

SUBSCRIPTIONS

V5-7897

Device commands issues for Amdocs ConnectX

  1. SIM activation / eSIM download

    1. When triggered through the backend UI (service commands), the modal shows required parameter “subscription id”

    2. The required parameter is the subscription service’s id AND

    3. Is there a way to forward this information to the plugin rather than the user manually entering it?

Bug

SUBSCRIPTIONS

V5-7885

Ability to preview bill for upcoming billing period at the time of a termed service ordering

Ability to preview the bill for the upcoming billing period at the time of ordering a termed service.

Improvement

SUBSCRIPTIONS

V5-7861

Provisioning provider actions not available for services

Provisioning provider actions are not available for services. The List Services Web API was enhanced to also return the integrations of a termed service's recurring one-time services, but the SIM activation action is still not available in the backend UI.

Bug

SUBSCRIPTIONS

V5-7736

Ordering flexible bundles issues

  1. Order a flex bundle for a specific device type - UI issue

    1. Select the components, then select 2 out of the 3 device types > the service’s qty is not set to 2 (as when ordering flat termed services i.e. the qty of the selected device types determines the qty of the multiline services).

    2. On checkout, the 2 bundles are displayed correctly, BUT there’s a badge “requested 2”

    3. The selected components appear twice per bundle

  2. Order 2 flex bundles with different components

    1. At check-out, all components of both bundles are displayed

  3. Scheduled changes

    1. Select one of the 2 flex bundles and schedule an upgrade (upgrade one of the components)

      1. After the action is scheduled, the “to be added” component appears in the list of components of this bundle

  4. Check CRM.COM, bundle product missing from the related component line

Bug

SUBSCRIPTIONS

V5-7656

Provide the ability to view distributions for a termed service extended by one time services

A termed service is extended by a number of one-time services

  • It should be possible to view the device on which the termed service is enabled on. The termed service is not enabled on a device, but its one-time services are

    • e.g. 5GB Unlimited enabled on SIM 12345 or BYOP enabled on SIM 12345

  • It should be possible to view the termed service for which a device is enabled on > the device is enabled on one-time services that extend the termed one

    • SIM enabled on 5GB Unlimited/BYOP

Bug

SUBSCRIPTIONS

V5-7986

Issue when accessing the logs of an integration

When viewing or searching the logs of a custom Payment Gateway or Provisioning Provider integration, the user is unexpectedly logged out due to a session timeout.

Bug

USER EXPERIENCE AND TECHNICAL

V5-7792

Enhance Automations with additional Events/Adaptors

  1. New automations for the “Enable/Disable Service on a Device”

    1. maps to Change service distribution (event already in Mongo DB)

    2. Filters: service product, service product type, device product, device product type

    3. Adaptors:

      1. CRM.COM Webhooks

      2. CRM Communications > Contacts

  2. Expand Contact community

    1. Include CRM.COM Webhooks

  3. Remove Contact from community

    1. Include CRM.COM Webhooks/Communication to contacts

    2. filters: contact custom fields, category, sales model

  4. Update Contact community

    1. To be triggered whenever something changes on the member e.g. owner assigns usage allowance, stops sharing their wallet

    2. Adaptors: CRM.COM Webhooks

  5. Update Device (under inventory)

    1. filters: product, product type, custom fields

    2. adaptors: Webhooks

Improvement

Utilities

V5-7995

Ability to create wallet journal entries with commerce pool conditions and dates

Ability to create wallet journal entries with commerce pool conditions and dates

  • Specify validity period (that overrides the commerce pool’s validity period, when not set it inherits the validity period of the commerce pool, if specified)

  • Specify expiration info (overrides commerce pool’s expiration settings)

In both cases, the specified dates must conform to the commerce pool’s information

Improvement

WALLET

V5-8019

Application Settings - Configuration of disabling registration

Ability to configure the contact registration flow (including disabling registration) from Application Settings in the back-end.

Improvement

APP & PORTAL

V5-8011

Cancelled Order should be automatically assigned under cancelled stage

When an order fails to be placed and enters the CANCELLED state, it is not automatically moved to the CANCELLED order queue stage. It should be assigned to that stage automatically.

Bug

ORDERS

V5-8005

Enhance Communication Templates

Enhance Communication Templates to support the new type of plugins.

Improvement

COMMUNICATIONS

V5-7996

Cannot deactivate users

Business users cannot be deactivated.

Bug

SECURITY & USERS

V5-7980

App configuration enhancement - optional post-registration page for extra contact details

Add support for an optional page that appears after registration, where a newly registered contact can provide additional personal details (e.g. gender, date of birth, email, phone). Whether this page appears - and which fields it collects - is configurable, so each business can choose to enable it or not.

New Feature

APP & PORTAL

V5-7978

App configuration enhancement - configuration of navigation tab as either "Offers" or "Quick Commerce"

Currently, the second tab in the consumer portal's bottom/main navigation is hardcoded as "Offers". Some businesses would prefer this slot to surface “Quick Commerce” (Ordering) instead, depending on their business model.
This tab should be configurable, so the portal can be set up to show either Offers or Quick Commerce in that position.

New Feature

APP & PORTAL

V5-7963

Error with synchronisation of card token on contacts and wallet payment methods

Card token synchronisation fails between a contact's payment methods and their wallet payment methods.

Bug

WALLET

V5-7951

Wallet based subscription issue

A subscription funded by a CRM.COM wallet should be correctly identified and treated as wallet-based.

Bug

SUBSCRIPTIONS

V5-7931

Pass generic promotion issue

A promotion configured with no product offering and used by a pass type is not applied correctly.

Bug

PASSES

V5-7924

App configuration enhancement - update button and link colours

When the primary or secondary button colour is updated, automatically update the respective fields to reflect the new colour value.

Improvement

APP & PORTAL

V5-7918

Issue with communication links

An automation sends contacts a communication containing a link to download a Mobile Pass Card, but clicking the link shows an error page for some contacts. The cause is that the Contact ID placeholder in the URL is not replaced with the contact's actual ID, breaking routing.

Bug

COMMUNICATIONS

V5-7914

Extensible/customisable app

Support for an extensible / customisable consumer app.

Improvement

APP & PORTAL

V5-7904

When deleting an organisation - user organisations are not deleted from Master Cluster

When an organisation user is deleted, their organisations are not deleted from the Master Cluster.

Bug

USER EXPERIENCE AND TECHNICAL

V5-7838

Import utility improvements for products and contacts

Product Import Utility

  • Allow mapping of translated values during product import for:

    • Product name

    • Product description

  • Translation fields should map to the corresponding configured business languages

  • Only configured business languages should be permitted for translation imports

Contact Import Utility

  • Allow two new fields to be imported:

    • Date of birth (dd/mm/yyyy)

    • Gender

Improvement

UTILITIES

V5-7795

Ability to create communication plan and send sms based on templates (WhatsApp)

Ability to create a communication plan and send SMS based on templates, adding support for one-way WhatsApp communications.

New Feature

COMMUNICATIONS