5.3.0.0
Release CRM 5.3.0.0 includes the following features, enhancements & bug fixes:
Issue key | Summary | Description | Issue Type | Components |
|---|---|---|---|---|
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 | |
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 | |
Languages not retrieved in automations -> communications | Languages not retrieved in automations -> communications | Bug | PLATFORM | |
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 | |
Award Expiration Not Applied | When an award is provided with an expiration date, the expiration date is not calculated correctly | Bug | REWARDS CORE | |
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 | |
Transaction Processor Setup Issue | A transaction processor should be able to select the service owners that will route transactions to | Bug |
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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 |
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Sign Out Exception | When a user signs out from the system, an unexpected error is thrown | Bug | BUSINESS NETWORK | |
Breadcrumb issue when viewing a Contact's Communication | Navigating to 'Contacts' whilst viewing a communication throws error 404. | Bug | CONTACTS | |
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 | |
Reward Offers Product Target conditions issue | Amending a product target condition of a reward offer does not change the search value | Bug | REWARDS OFFERS | |
Merchant & Reward Scheme Issue | Merchants should be able to list reward offers when creating their reward offers | Bug | REWARDS OFFERS | |
Product Category Code Unique Validation Issue | Product Category code unique validation should not be made when code is null | Bug | PRODUCT CATALOGUE | |
User Summary Page | Business User Summary Page should only filter the Business Users (same for pending invitations) | Bug |
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API Keys Filtering | Filtering based on API Key type should be similar to other pages | Bug | SECURITY AND USERS | |
Segment condition using Registration Date issues | Issues when creating a segment using the Registration Date condition. | Bug | CONTACTS | |
Forgot Password Text Issue | The forgot password confirmation page has an incorrect text syntax | Bug | BUSINESS NETWORK | |
Forgot Password Action Link Colouring Issue | The URL action link "forgot password" should be blue, similar to create business | Bug | BUSINESS NETWORK | |
Segments using Merchant accessibility issues | Segments created using restricted accessibility options are not accessible by the authorised merchants. | Bug | CONTACTS | |
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 | |
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 | |
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 |
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Segments not working using custom fields | When you create a segment using custom fields no contacts are returned, | Bug | CONTACTS | |
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 | |
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 | |
Order Usability Issue | During the order placement the total number of ordered items is not correct | Bug |
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Transfer Financial Transaction Issue | performing a transfer transaction between a contact's wallet to another contact's wallet the system throws error | Bug |
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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 | |
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:
| Bug | SECURITY AND USERS | |
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 | |
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 | |
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 | |
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 | |
Horizontal Scroll Issue | On some summary pages, the horizontal scroll should be removed | Bug | USER EXPERIENCE AND TECHNICAL | |
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 | |
Usability Issues on Expanding Activity Feed | The arrow icon should behave as a link and expand related information | Bug |
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Activity Feed Expand Issue | Expanding a record in contact activity feed does not work | Bug | CONTACTS | |
Contacts screen - Wallet Breakdown Breadcrumb bug | When navigating to Wallet Breakdown there is a bug in hte breadcrumbs | Bug | CONTACTS | |
Contact Self-Service API Enhancement | Return the country of agreement attribute on the self-service contact api | Task | CONTACTS | |
Activity Feed Filter Issue | Usability issues on activity feed filter | Bug | CONTACTS | |
Reward Settings Text | We should remove CRM wording from the reward settings info text | Bug | REWARDS CORE | |
Merchant & Reward Scheme Issue | Merchants are not allowed to create/update/view reward schemes (core behavior) | Bug | REWARDS CORE | |
Reward Scheme Usability | On new reward schemes we should not show the scheme type badges | Bug | REWARDS CORE | |
Reward Offers Feature Attribute Not Saved | Enabling a reward offer as featured, the system does not save the related value | Bug | REWARDS OFFERS | |
Settings Instructions | A couple instructions on settings should be updated | Bug |
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Reward Offer Error Message | Error messages should be more informative for the end user | Bug | REWARDS OFFERS | |
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 | |
Ad hoc Return rounding issue | Ad hoc Return rounding issue | Bug | CUSTOMER EVENTS | |
Issue with Segments - Condition IS | Error message displayed when condition is Phone IS ........ | Bug | ANALYTICS | |
Issue with Organisation tags screen | Issue with Organisation tags screen it only retrieves the first 20 records | Bug | BUSINESS NETWORK | |
Customer Events Usability Enhancements | A couple usability enhancements to customer events in order to be consistent | Task | CONTACTS;CUSTOMER EVENTS | |
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 | |
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 | |
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 | |
Organisation Account and Wallet | Creating an account for an organisation should not automatically create a wallet | Task | DIGITAL MONEY | |
White Label Settings Issue | The system throws an error when uploading an image for white label | Bug | PLATFORM | |
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 | |
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 | |
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 | |
Enhancement to /Application API - country of agreement |