5.3.0.0

Release CRM 5.3.0.0 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

Issue key

Summary

Description

Issue Type

Components

V5-1020

Reward Offer Resolution Issue

When a purchase is performed for a specific merchant, customers should be awarded only by the business and that merchant owned by offer

Bug

REWARDS CORE

V5-1019

Spend Rule Access Denied Issue

Creating a spend rule for a merchant as a masqueraded user the system throws access denied error

Bug

REWARDS OFFERS

V5-1013

Languages not retrieved in automations -> communications

Languages not retrieved in automations -> communications

Bug

PLATFORM

V5-1009

Communications plan content not displayed on Edit

When you select to view a Communication Plan you can see the message content but when you select 'Edit' the content disappears. 

Bug

COMMUNICATIONS

V5-1008

Award Expiration Not Applied

When an award is provided with an expiration date, the expiration date is not calculated correctly

Bug

REWARDS CORE

V5-1007

Switching businesses issue in sandbox

When you switch to another business, the new business name is displayed on the top left hand corner of the screen but the current records for any section you are currently in belongs to the previous business.

Bug

BUSINESS NETWORK

V5-1006

Transaction Processor Setup Issue

A transaction processor should be able to select the service owners that will route transactions to

Bug

 

V5-1004

Contact Registry Error Message

The message thrown when registering a contact under a business that use the service owner registry should be more informative

Bug

 

V5-1003

Sign Out Exception

When a user signs out from the system, an unexpected error is thrown

Bug

BUSINESS NETWORK

V5-1002

Breadcrumb issue when viewing a Contact's Communication

Navigating to 'Contacts' whilst viewing a communication throws error 404.

Bug

CONTACTS

V5-1001

Orders - Creating orders in backend enhancement

When creating an Order, in the Contact details page, if the user selects a supply method first and then the Contact, the To be fulfilled by list of venues is not retrieved. Perhaps we can have the supply method read-only and only enable it once user has selected a contact.

Bug

ORDERS

V5-997

Reward Offers Product Target conditions issue

Amending a product target condition of a reward offer does not change the search value

Bug

REWARDS OFFERS

V5-995

Merchant & Reward Scheme Issue

Merchants should be able to list reward offers when creating their reward offers

Bug

REWARDS OFFERS

V5-994

Product Category Code Unique Validation Issue

Product Category code unique validation should not be made when code is null

Bug

PRODUCT CATALOGUE

V5-991

User Summary Page

Business User Summary Page should only filter the Business Users (same for pending invitations)

Bug

 

V5-990

API Keys Filtering

Filtering based on API Key type should be similar to other pages

Bug

SECURITY AND USERS

V5-989

Segment condition using Registration Date issues

Issues when creating a segment using the Registration Date condition.

Bug

CONTACTS

V5-988

Forgot Password Text Issue

The forgot password confirmation page has an incorrect text syntax

Bug

BUSINESS NETWORK

V5-987

Forgot Password Action Link Colouring Issue

The URL action link "forgot password" should be blue, similar to create business

Bug

BUSINESS NETWORK

V5-983

Segments using Merchant accessibility issues

Segments created using restricted accessibility options are not accessible by the authorised merchants. 

Bug

CONTACTS

V5-981

Segments using First Name and Last Name criteria should not be case sensitive

Searching for ‘first name is maria’ should also return contacts whose first name is Maria.

Bug

CONTACTS

V5-980

Activity Feed Award Enhancement

Enhance the activity feed for awards in order to include the expiration date and the reward offer that provided such award

Task

CONTACTS

V5-979

Wrong Country of Agreement set on Contact

Registered a new contact with Country of Agreement GRC. In the backend the Country was set as CYP

Bug

 

V5-978

Segments not working using custom fields 

When you create a segment using custom fields no contacts are returned, 

Bug

CONTACTS

V5-972

Account not created upon Contact registration

When registering a Contact on sandbox (Costa Coffee club (UAT) environment) the contact account is not created.

Bug

CONTACTS

V5-971

Award activity not visible in Activity feed after awarding Refer a friend offer

Award activity not visible in Activity feed after awarding Refer a friend offer. A contact referred a friend. When friend signed up contact was awarded 1 euro but award is not visible in activity feed.

Bug

REWARDS OFFERS

V5-970

Order Usability Issue

During the order placement the total number of ordered items is not correct

Bug

 

V5-968

Transfer Financial Transaction Issue

performing a transfer transaction between a contact's wallet to another contact's wallet the system throws error

Bug

 

V5-966

JCC EOD file issue

JCC sends a EOD file with the day's purchases and ad-hoc returns.

consider the following setup: Rebecca Blu organization was created as Business under JCC Service Owner with tap1. At the same time Rebecca Blu organization was created as merchant under Business Checkin with the same tap1.

When the EOD file ran, for a specific ad-hoc return transaction for Rebecca Blu the system returned "Record not found".

The tap was changed for Rebecca Blu merchant but the issue persists

Bug

CUSTOMER EVENTS

V5-965

Issue when setting credentials upon creation of a new Business

During the creation of a new Business, when user receives email to click on link to create new sign-in credentials the following issue occurs:

  • when user clicks on the *Verify Email* link the "Secure your account!" page opens to set a password. When user clicks "Create Password" the message "invalid credentials" appears. If use continues clicking Create Password the message "Internal Server Error" appears. If user then refreshes the page he is sign-in normally. So it seems that despite the error message the password is set and email is verified.

  • Note that if the user *copies * (not click) the link from the verification email and pastes in a new tab this behavior is *not *replicated.

Bug

SECURITY AND USERS

V5-962

Offer Type: Monetary Discount not working as expected 

Offer Type: Monetary Discount not working as expected when setting targeting conditions / time conditions  as Birthday

Bug

REWARDS OFFERS

V5-961

Improve Memberships/Profile Completion  offer does not award

Improve Memberships/Profile Completion offer does not award customer when profile completion targeting condition is set to address.

Bug

REWARDS OFFERS

V5-953

Contact Spend Preferences

When spend preference = next merchant, then the applicable values are only the business and merchants (currently venues are supported as well)

Bug

CONTACTS;REWARDS CORE

V5-947

Business Network & Masquerade Issues

Processes per organisation are not fully applied on organisation users. also, masquerade has issues on applying such core behavior

Bug

BUSINESS NETWORK

V5-946

Horizontal Scroll Issue

On some summary pages, the horizontal scroll should be removed

Bug

USER EXPERIENCE AND TECHNICAL

V5-936

Activity Feed Wallet Related Records Issue

If the transaction is related to the wallet then the wallet should be shown. If the transaction is related to the account then don't show the wallet

Bug

CONTACTS

V5-931

Usability Issues on Expanding Activity Feed

The arrow icon should behave as a link and expand related information

Bug

 

V5-930

Activity Feed Expand Issue

Expanding a record in contact activity feed does not work

Bug

CONTACTS

V5-928

Contacts screen - Wallet Breakdown Breadcrumb bug

When navigating to Wallet Breakdown there is a bug in hte breadcrumbs

Bug

CONTACTS

V5-926

Contact Self-Service API Enhancement

Return the country of agreement attribute on the self-service contact api

Task

CONTACTS

V5-925

Activity Feed Filter Issue

Usability issues on activity feed filter

Bug

CONTACTS

V5-924

Reward Settings Text

We should remove CRM wording from the reward settings info text

Bug

REWARDS CORE

V5-923

Merchant & Reward Scheme Issue

Merchants are not allowed to create/update/view reward schemes (core behavior)

Bug

REWARDS CORE

V5-921

Reward Scheme Usability

On new reward schemes we should not show the scheme type badges

Bug

REWARDS CORE

V5-920

Reward Offers Feature Attribute Not Saved

Enabling a reward offer as featured, the system does not save the related value

Bug

REWARDS OFFERS

V5-918

Settings Instructions

A couple instructions on settings should be updated

Bug

 

V5-911

Reward Offer Error Message

Error messages should be more informative for the end user

Bug

REWARDS OFFERS

V5-899

Google place ID not stored when retrieving location of venue

It seems that the google places id of a merchant/venue is not set when attempting to retrieve google location.

Bug

BUSINESS NETWORK

V5-895

Ad hoc Return rounding issue

Ad hoc Return rounding issue

Bug

CUSTOMER EVENTS

V5-893

Issue with Segments - Condition IS

Error message displayed when condition is Phone IS ........

Bug

ANALYTICS

V5-892

Issue with Organisation tags screen

Issue with Organisation tags screen it only retrieves the first 20 records

Bug

BUSINESS NETWORK

V5-888

Customer Events Usability Enhancements

A couple usability enhancements to customer events in order to be consistent

Task

CONTACTS;CUSTOMER EVENTS

V5-887

Ability to award and spend at time of ordering

Customers will have the ability to use their wallet credit (open and commerce) plus a payment method for remaining amount (cash or card) during ordering, and at the same time (via automations) to be awarded and spent (automatic/instant) via back-end reduction

Improvement

REWARDS CORE

V5-882

Ad Hoc Return Issue

Performing an ad hoc return that should debit the wallet for an amount that is not sufficient (wallet does not have such amount), the system throws an error. The fix is to debit the wallet the amount that can be debited

Bug

CUSTOMER EVENTS

V5-878

Create template offers on sign-up of a new business

When a new business signs-up, automatically create a rewards scheme and 4 standard offers in 'inactive' state at the level of the service owner.

Improvement

REWARDS OFFERS

V5-874

Organisation Account and Wallet

Creating an account for an organisation should not automatically create a wallet

Task

DIGITAL MONEY

V5-872

White Label Settings Issue

The system throws an error when uploading an image for white label

Bug

PLATFORM

V5-870

EPOCH Times not stored in UTC

All dates in Server should be stored in UTC. Can we make sure the servers are set to UTC with no Daylight savings and we don't convert request / response dates into and from server.

All REQUEST dates should be in UTC.

Bug

PLATFORM

V5-869

Issue with purchase epoch time

Purchase event is submitted with epoch value in UTC. In the back-end and mobile app the time does not show the local time.

Bug

CUSTOMER EVENTS

V5-868

Enhancement to JCC implementation - pass merchant and outlet to JCC API 

In the implementation of JCC refund as part of JCC merchant services pass over to JCC API the both Merchant ID (tap) and Outlet ID (tap).

Task

PLATFORM

V5-864

Enhancement to /Application API - country of agreement

  • Ability to define in Application configuration, whether Ordering will be available for all or selected Countries, if multiple Countries of agreement have been configured.

  • Ability to retrieve in Application configuration the countries of agreement configured for the Business

Improvement

APPs AND PORTALS

V5-863

Enhancement to error response of self-service contacts/authenticate API when email is not verified

When email has not been verified and user tries to log in the following error appears: “Login failed. Username or password are not valid”. Please change the response of the error response in case email is not verified so that is can differentiate from Username or password are not valid error response.

error: "Unauthorized"

message: "COM.CRM.EXCEPTIONS.INVALIDLOGINEXCEPTION"

parameters: null

status: 401

Improvement

CONTACTS

V5-855

JCC backend refund issue

Participant is in credit but amount not refunded to his credit card via the JCC rewards gateway

Bug

REWARDS CORE

V5-853

Contact delivery addresses are not displayed for selection during ordering

When you select to order delivery the contact addresses are not displayed for the user to choose from 

Bug

ORDERS

V5-852

Reward Achievement /Thank you Gift offer does not award customer found in segment.

Reward Achievement /Thank you Gift offer does not award customer found in segment.

Bug

REWARDS OFFERS

V5-851

Improve Memberships/Profile Completion offer does not award customer

Improve Memberships/Profile Completion offer does not award customer when profile completion targeting condition is set to address or date of birth or phone.

Bug

REWARDS OFFERS

V5-847

Preferred Merchant new feature 

Ability to configure whether contact can select a preferred merchant for ordering and a preferred merchant for rewards and customer care.

Improvement

CONTACTS

V5-844

Issue with offer goal

Offer Goal: Increase Spend with target condition/products : when the product family is All Coffees and the quantity of purchased items for the last 365 days is more than 9 does not reward customer with offer award.

The targeting conditions are met but customer is not awarded the offer amount.

Bug

REWARDS OFFERS

V5-843

JCC Merchant - When importing outlets the system should also create the merchant ID as a TAP under the business

When importing outlets the system should also create the merchant ID as a TAP under the business

Task

PLATFORM

V5-842

Offer Type: Monetary Discount not working as expected when setting targeting conditions / time conditions  as Birthday. Offer is triggered always on purchase.

Offer Type: Monetary Discount not working as expected when setting targeting conditions / time conditions  as Birthday.

Offer is triggered always on purchase.

Bug

REWARDS OFFERS

V5-841

Ability to notify 'fulfilled by' merchant on order creation

Ability to notify ‘fulfilled by’ merchant on order creation through an Automation - either email or SMS.

New Feature

COMMUNICATIONS

V5-838

Contact date of birth selection issues

  1. Don't display year selection greater than the current year (i.e. don't display > 2021)

  2. Need to change the scrolling method when attempting to view previous years. At the moment you can only scroll down one year at a time by clicking on the down-arrow.

Bug

CONTACTS

V5-837

Segmentation condition issues

Segmentation Condition issues - either not returning any contacts or error messages appearing when saving segment.

Bug

ANALYTICS

V5-835

Cancelling a communication plan throws error 404

During creation of a communication plan error 404 is thrown if you select the 'Cancel' option.

Bug

COMMUNICATIONS

V5-832

Communication plan scheduler issue

Creating and saving a communication plan displays ‘invalid start date’ message. 

Bug

COMMUNICATIONS

V5-859

Cash as a payment method is optional

Ability to disable cash as a payment method / Investigate to do with no config

Add configurability on backend to specify allowed payment methods at level of business. Add section under finance configuration and call it Payment settings. For now specify only allowed payment methods

Amend core behaviour of list payment methods to return the specific cards or accounts of customer plus the option of cash if cash is enabled

Amend app and portal to display cash only if returned in list payment

Improvement

CONTACTS

V5-825

Reward Offer Performance

Ability to award customer based on performance offers (eg buy X products and get an award)

New Feature

REWARDS OFFERS

V5-821

Reports once Category Selected cannot remove 

Once you select for example Tier Category or Red or Gold, you can not remove that selection to get multiple tiers.

Bug

 

V5-819

Error 404 when attempting to Manage Lots on live

Error 404 when attempting to Manage Lots on live

Bug

DIGITAL MONEY

V5-814

Business Network Enhancements - Enhancement to Summary page

1. Order of on Venues / Merchants. Ascending order alphabetically.
2. After editing a venue name, it disappears from the list or orders it differently
3. Add the option to also search based on Venues / Merchants:
a. Venue / Merchants tap codes
b. Venue/ Merchants phone
c. Venue / Merchants email

Task

BUSINESS NETWORK

V5-812

Reward Offer Product Conditions Issue

Adding product conditions on reward offers is not possible as the action disappears when more than 5 products are added

Bug

REWARDS OFFERS

V5-810

Purchase Customer Event Organisation Enhancement

Ability to identify the organisation that the purchase was performed based on organisation attribute

Task

CUSTOMER EVENTS

V5-808

Ability to retrieve organisation tags from reward offers APIs

New organisation tag(s) attribute on list reward offers APIs

Improvement

REWARDS CORE

V5-806

Contact Icon Consistency

The icon of the contacts from settings should be the same of the contact sidebar

Bug

PLATFORM

V5-804

Contact bugs & enhancements

Contact bugs & enhancements

Bug

CONTACTS

V5-803

Enhancement to self-service API /estimates/orders to not validate minimum order amount

When the API returns an error message regarding "Minimum order amount not reached.” the *total_amount *is not returned therefore the cart total on the mobile app is not updated to correctly sum the product prices.

Improvement

ORDERS

V5-802

Product Data in Events

Ability to specify Product Data in Insight Analytics Filters and Breakdowns

Improvement

ANALYTICS

V5-796

HTML for Email Communications

Ability to embed html in email communications.

Applicable for Communication Plans and Automations.

Make sure we do not use the word notifications / use only communications.

We do not need rich text for in app.

Improvement

COMMUNICATIONS

V5-794

Filter organizational tags based on Industry and Industry Sector

Ability to retrieve Organizational tags based on Industry and Industry Sector.

Improvement

BUSINESS NETWORK

V5-792

Issue with default currency on creation of new Organisation

Default currency is set to $ even through region Country is Cyprus

Bug

ACCOUNTS 

V5-788

Replay Web Hooks

Ability to setup automatic retries and delay between such retries, while replay any failed webhook

Improvement

PLATFORM

V5-787

Error in self-service API /orders/{id} response

  1. On numerous occasions the response of the API is the following. Sometimes the API responds correctly, sometimes it doesn't (Please see comments below)

{
"status": 404,
"message": "Contact address with id of 85f6727e-f70d-4b99-ac19-c365768d4766 does not exist.",
"error": null,
"parameters": null
}

2. Additionally, we have had reports that the /contacts/{id}/orders is not returning orders for certain contacts.

Bug

ORDERS

V5-781

Generate Reports based on Contact Country of Agreement

Ability to generated reports based on the contact's country of agreement

Task

PLATFORM

V5-779

Spend Amount Issue

Issue on automatic spend, where spend amount is not calculated correctly and wallet commerce balance goes bellow zero

Bug

DIGITAL MONEY

V5-778

Improved UI for Orders

Enhancements to backend UI for Orders

Improvement

ORDERS

V5-777

Add popup text to JCC Merchant Services when user enables

Add the following instruction to the JCC Merchant Services integration screen :

“By enabling JCC Merchant Services your merchant account in [CRM.COM|http://CRM.COM] will be charged when customers spend their awards. Additionally, you can import your venues which are registered with JCC.”

Task

PLATFORM

V5-776

Automations and Order Enhancements

Ability to differentiate the order (create order) event based on delivery address (country)

Task

PLATFORM

V5-774

Reward Offer Target Conditions Enhancement

Ability to target country based locations for incoming purchase transactions

Improvement

REWARDS OFFERS

V5-773

Segmentation Country of Agreement Enhancement

Ability to segment contacts based on their country of agreement

Improvement

ANALYTICS

V5-772

Contact's Country of Agreement

Ability to support multiregional contact registry, where customers can register against a country

New Feature

CONTACTS

V5-770

Update /fingerprint API to include isLocal in Response

Modify the fingerprint API to include additional response data from the JCC API.

Task

PLATFORM

V5-769

User Roles and Masquerade Enhancement

Masquerading to an organisation, the masqueraded user should have the same permissions as the Admin role of that organisation

Task

SECURITY AND USERS

V5-768

Retrieve Fingerprint SelfService API Issue

Retrieving fingerprint usign a service owner token throws error

Bug

PLATFORM

V5-764

Create Batch Purchase Events

Create a batch of purchase Events that can later be monitored. 

Improvement

ACCOUNTS 

V5-763

Activity Feed Paging Issue

The activity feed paging is not displayed correctly (when paging is greater or equal than 10)

Bug

CONTACTS

V5-761

Orders address is not displayed in List view when an order is selected

When you select to view an order from List view the order address is not displayed.

Bug

ORDERS

V5-753

Custom Fields Issue

The system should be able to validate and remove values from an existing custom field value

Bug

PLATFORM

V5-742

Business Network Usability Enhancements

Enhancements on the business network UI

Task

BUSINESS NETWORK

V5-741

Controlled based Data Records

Introduce Controlled based Data Records (e.g. segments). Such records can be given access to use through a specific definition of “organisations allowed to use“ at segment level

Improvement

BUSINESS NETWORK

V5-738

Webhook Requests Summary Page Issue

Changing the records of results per page in the webhook request summary page does not work

Bug

 

V5-729

Search Contacts Enhancement

Ability to search contacts using a lightweight API when creating orders, service requests, etc

Task

CONTACTS

V5-727

Ability to search by Contact Email Address

Include Email address in the search_value of backoffice API /contacts

Improvement

CONTACTS

V5-726

Insights Issues

  1. When event is 'Purchase' and criteria for Venue is added, the drop-down list does not scroll so you can’t see all venues for selection. Same for Reward Offer. Please check all other selection criteria too.

  2. For ‘Supply Method’ (Order event) the selection options should include DINE_IN too.

Bug

ANALYTICS

V5-725

Core Organisation Processes

Introduce core definition of processes per organisation

New Feature

BUSINESS NETWORK

V5-723

Data Records and Ownership

Introduce core definitions and behavior or data records and ownership

New Feature

BUSINESS NETWORK

V5-721

Contact Rewards Details Issue

Accessing the reward details of a contact that has not signed up to a reward scheme, the back-office SPA does not allow to sign that contact to any available scheme. Also, cancelling the reward settings edit the user is redirected to the contact summary page instead of the contact data page

Bug

CONTACTS

V5-714

Organisation and User Images

Ability to upload images on users and organisations; Cloud Operator, Transaction Processor and Service Owner

Task

BUSINESS NETWORK;PLATFORM

V5-709

Product Categories horizontal scroll problem 

Can't scroll horizontally when viewing this page on a small screen and subsequently can't see all the information. 

Bug

USER EXPERIENCE AND TECHNICAL

V5-708

Orders issues

Issues related to ordering for Pick-Up and for delivery

Bug

ORDERS

V5-706

Refund API implementation

Implement the Refund functionality where a specific requested amount or the amount that the account is in credit is refunded to the designated payment method

Task

ACCOUNTS 

V5-697

Enhance Payment methods to have JCC as an option for refunds

Ability for cardholder to provide a card for card linked rewards that is hashed and can be refunded

Improvement

CONTACTS

V5-689

Integration for JCC Loyalty Services Gateway

Add new integration settings for JCC Loyalty Services API. The integration has different behaviour based on

  1. Service Owner

  2. Business

Main intention is to set the Service Owner access to Loyalty services API at a network wide level to allow it to access.

  1. Card Hash

  2. Outlet management

  3. Redemption using merchant, Outlet, Cardhash and Values.

[https://crmdevelopment.atlassian.net/wiki/spaces/C5/pages/278134950/JCC+-+Merchant+Services|https://crmdevelopment.atlassian.net/wiki/spaces/C5/pages/278134950/JCC+-+Merchant+Services|smart-link

Task

PLATFORM

V5-688

Communication sent for Forgot Password does not appear in contact's Activity feed

Communication sent for Forgot Password does not appear in contact's Activity feed.

Bug

COMMUNICATIONS;CONTACTS

V5-684

Automations per Organisation

Ability to support different automations per organisation

Task

PLATFORM

V5-671

Customer Event Classifications Enhancement

Provide the ability to automatically create a customer event classification as part of the post purchase (validations should be case insensitive)

Task

CUSTOMER EVENTS

V5-667

Ad Hoc Return Purchase

Ability to support ad hoc returns on purchases

Task

CUSTOMER EVENTS;REWARDS CORE

V5-664

Back-End Reduction & Refunds

Ability to refund customers for back-end spends

New Feature

REWARDS CORE

V5-662

Service Owner Applications

Enhance applications to support multi-tenant flows

Improvement

PLATFORM

V5-660

Ability to generate purchase events from a financial transaction and award them

Ability via automations to post a purchase event when an invoice is posted and post a credit note when a purchase customer event is voided

Story

REWARDS CORE

V5-627

POST New Order not firing Web Hook, or Appearing in Order Kanban or Order Metrics on Dashboards.

Posted an Order and expected behaviour of Web Hook via Automation and other screens did not seem to work.

Bug

ORDERS

V5-620

Product Pricing Usability Issue

Error messages related to other prices are not shown and user cannot proceed

Bug

PRODUCT CATALOGUE

V5-577

Extend custom fields functionality

Add the ability to call an API and get a response

Task

PLATFORM

V5-573

Ability to Setup Contact Registry on Service Owner

Contacts can be owned by a business or in a multi-tenant environment a contact registry can be supported on the service owner level. Such contacts are owned by the service provider, with KYC details to be defined and owned by each business that they register to

Story

BUSINESS NETWORK

V5-570

Contact Categories are not displayed in Segments

Contact Categories are not displayed in Segments

Bug

ANALYTICS

V5-567

Ability to edit and re-use an existing communication plan

Should be able to edit and re-use an existing communication plan.  

Bug

COMMUNICATIONS

V5-566

Ability to Setup Transaction Processor

Transaction Processor Organisation with the ability to monitor, view and submit purchase customer events to multiple service providers

Story

BUSINESS NETWORK

V5-564

Reward offers - icons and navigation issues

  1. On the reward offer types screen (create new offer) the icons change when you hover over the type (for some offer types only). 

  2. You should be able to go back to the offer goal screen using the breadcrumb from the ‘New offer’ screen and when you 'Cancel' a new offer set up. Currently you are returned to the reward offer summary screen.  

Bug

REWARDS OFFERS;USER EXPERIENCE AND TECHNICAL

V5-563

Organisation Group Enhancements

Organisation Groups should be enhanced to group organisations of type merchant, venue and service point based on similar business characteristics

Task

BUSINESS NETWORK

V5-561

Increase placeholder sizes on Credit Terms screen 

The following placeholders are too small to display contents on small screens: 

  • Default credit limit

  • Xth day

  • Nth day, Xth month

  • Default proximity range 

Bug

ACCOUNTS 

V5-550

Switch and Masquerade User Role Permissions

Enhancement on user roles to support different permissions for switch and masquerade between organisations

Story

BUSINESS NETWORK;SECURITY AND USERS

V5-543

Use organisation id and access token from redux 

Organisation id and access token should be read from redux instead of helper function (pass through all pages)

Task

 

V5-537

List (Self-Service) Reward Offers Enhancements

Retrieving the reward offers for a contact (self-service) should be based on each contact behavior

Task

REWARDS OFFERS

V5-531

Cannot search Contact with Full Name as specced

Currently, a user cannot search a contact by typing in the Full Name. 

Bug

CONTACTS

V5-524

The pagination bar should appear both at the top and bottom of all summary screens

At the moment the pagination bar appears only at the top of summary screens so if a user has scrolled down to the bottom of a screen and hasn't found what they were looking for they have to scroll back to the top of the screen to change to the next page. For this reason the pagination bar should also appear both at the top and the bottom of every summary screen.

Bug

USER EXPERIENCE AND TECHNICAL

V5-523

Orders Usability Enhancement

Merchants should be able to view orders (not contacts) that are fulfilled by/assigned to them or their venues

Task

ORDERS

V5-518

Insight Analytics UI

Insight Analytics UI

Task

ANALYTICS

V5-499

Configuration Page Consistency Issue

Creating configuration settings should be consistent as currently the new button is sometimes next to the search while in other cases its located in the end of the results

Bug

 

V5-469

Product Promotions old 

Promotions define discounts that can be automatically applied on product sales or during billing, given that a set of conditions are met. Promotions can be auto-applied if the conditions are met or presented to customers or agents as (selectable) offers during a purchase or placing an order. 

Story

PRODUCT CATALOGUE

V5-441

Contacts reward schemes UI issues

In Signed up Reward Schemes:

  1. When selecting to sign-up to a new reward scheme, the drop-down list should not display already selected reward schemes.

  2. If possible reduced the spacing between fields in order to eliminate the scroll bar. 

Bug

CONTACTS

V5-416

Orders UI

Orders UI

Task

ORDERS

V5-391

Get Applicable routing rules

https://speca.io/CRM/self-service#get-applicable-routing-rule

Task

 

V5-390

Reward Offer Usability Issues

1. Award target conditions and Award option based on SKU should be enhanced to be more meaningful. Instead of displaying SKU only, we can display name and SKU

2. Failing to provide spend conditions, the system does not allow the user to select one or create a new one. Instead the user should refresh the entire offer page and start all over again

Bug

REWARDS OFFERS

V5-380

User Roles Enhancements

Ability to define user roles across business network and their permissions per organisation

Task

BUSINESS NETWORK

V5-379

User Teams

A group of users that belong to the and optionally have access to all or some subsidiaries

Story

BUSINESS NETWORK

V5-378

Ability to switch between organisations

As a back-office user, I should have the ability to switch between the organisations that i have joined

Task

BUSINESS NETWORK

V5-333

Create Locations API - Self Service

Create Locations API in self service to allow the Mobile APP to locate nearby venues with opening times for either DELIVERY or PICK-UP

Task

BUSINESS NETWORK

V5-286

Global Wallet Fees

Wallet fees are executed either to charge the customer a fee per transaction, or a fee over a period of time (i.e. for maintenance purposes). The fee can either be a fixed amount or a percentage on the transaction. Multiple rules can be set up for global wallet fees.

  • Select the applicable transaction types if the fee is per transaction:

  • Credit - for transactions adding money to a wallet

  • Debit - for transactions deducting money from a wallet

  • Top-up - for transactions adding money to a wallet

  • Transfer - for transactions transferring money from/to accounts/wallets 

  • The fees can be applied to specific customer groups, options include:

  • Account classifications

  • Contact categories

  • KYC profiles  

Story

DIGITAL MONEY

V5-262

Contact Rewards Issue

The rewards details on a contact are not correct

Bug

CONTACTS

V5-255

Business/Merchant Dashboard Issue

Accessing a newly registered business dashboard the system throws unhandled error

Bug

BUSINESS NETWORK

V5-252

Custom Fields

Ability to configure custom fields and then use them on various entities via backend application and APIs

Story

PLATFORM

V5-168

Pass Product Conditions (for Gift & Top-up Passes)

A list of product SKUs or product families that the value of the pass can be consumed on. 

Story

DIGITAL MONEY

V5-167

Passes / Top-up Pass

A top-up pass is used to top-up an existing customer's wallet with an additional amount of money. 

Validity:
Choose from three options for setting the pass validity duration.
Never - The pass never expires
Period - The pass expiration date is calculated based on the date of redemption, e.g. a top-up pass value is valid for consumption for 1 year from the date of topping-up
Date - The pass expiration date is a specific date

Generic settings:

  • Value - The value of the pass, can either be a fixed value (e.g. €50), or a variable value (e.g. €10 - €200). For passes with variable values, the exact value will be specified at the time of purchase and must be within the given range.

  • Usage - A pass code can be used just once (single), or more than once (multiple) times up to the maximum specified times.

  • Enable OTP verification - If OTP verification is required to use the pass then a code can be sent to the customer's phone during redemption for verification purposes. 

Passes format:
Multiple unique pass codes are generated for Top-up passes. Select from alphanumeric or numeric format, the length, prefix and/or suffix of the pass codes. 

Story

DIGITAL MONEY

V5-166

Passes / Gift Pass

A gift pass provides an amount of money to the customer either to be redeemed for their own benefit, therefore crediting their own wallet (for registered customers), or for use as a gift card loaded with funds (for non-registered customers).

Validity
Choose from three options for setting the pass validity duration:
Never - The pass never expires.
Period - The pass expiration date is calculated based on the date of redemption, e.g. a gift pass is valid for consumption for 3 month from the date that the wallet is credited with the pass value.
Date - The pass expiration date is a specific date.

Generic settings:

  • Value - the value of the pass, can either be a fixed value (e.g. €50), or a variable value (e.g. €10 - €200). For passes with variable values, the exact value will be specified at the time of purchase and must be within the given range.

  • Usage - A pass code can be used just once (single), or more than once (multiple) times up to the maximum specified times.

  • Enable OTP verification - If OTP verification is required to use the pass, a code will be sent to the customer's phone during redemption for verification purposes. 

Passes format:
Multiple unique pass codes are generated for Gift passes. Select from alphanumeric or numeric format, the length, prefix and/or suffix of the pass codes. 

Story

DIGITAL MONEY

V5-165

Create and Maintain Pass Plans and Passes 

Create a pass plan of a specific classification, choose from PROMOTION, GIFT and TOP-UP.
Pass plans must exist in order to create and use passes. Pass plans include:

  • Number of passes - the maximum number of passes that can be generated.

  • Electronic or printed passes - for printed passes a webhook is triggered for the printing house (if enabled), for electronic passes the pass code is sent to the customer via event based communications (e.g. SMS, email etc.).

Once created, passes can have one of four life cycle states:
DRAFT: The pass has been generated but not yet ready to be redeemed, this is the initial status of printed passes. 
ACTIVATED: The pass is ready to be redeemed.
CANCELLED: The pass has been cancelled and cannot be used. Only DRAFT and ACTIVATED passes can be cancelled.
REDEEMED: The pass has been redeemed (either the promotion/reward offer was redeemed, or the value of the pass has been loaded into the customer's wallet).

Story

DIGITAL MONEY

V5-82

Accounts and Payment Methods for Organisations

Ability to define an account receivable and payment methods for organisations and process payment with PCI compliance via payment gateways such as Stripe, PayEasy, PayPal, JCC.

Story

ACCOUNTS 

V5-234

Implement Temporary Closed for Organisations

Implement Temporary Closed for Organisations

Task

PLATFORM

V5-203

Implement Price/Price Group 

Task

PRODUCT CATALOGUE

V5-177

Orders Back Office API

Orders Data Model

Order Items Data Model

Orders API

Task

BUSINESS NETWORK;ORDERS