5.5.0.0

Release CRM 5.5.0.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-3149	Financial issues	Bugs when updating the notes of a 'posted' Invoice No options available for setting the billing address Wrong currency symbol displayed when topping-up an account	Bug	ACCOUNTS
V5-3145	Contact Account bugs	UI bugs related to managing Contact accounts: There are 2 'Terminate' options on option list Top-up wallet action - same wallet is displayed twice in drop-down election list	Bug	ACCOUNTS
V5-3093	Cannot schedule an activity for today	Error thrown when creating an activity for today. You should be able to create an activity for today or a future date, but not a past date.	Bug	ACTIVITIES
V5-3151	Issues with Reports	Contact Summary report a. There's a contact with a terminated account appearing in the report 2. Order details report a. Payment method column shows an enum value Crm_wallet - should be 'CRM Wallet'	Bug	ANALYTICS
V5-3019	Tax amount not included in Invoice granular data exports	Tax amount not included in Invoice granular data exports.	Bug	ANALYTICS
V5-3081	Self-service /organisations/{id}/network API - sort/order issue	The response should be sorted and ordered according to the set parameters ('sort' & 'order' respectively).	Bug	APPs AND PORTALS
V5-3080	Self-service /locations API to include full location address in response	In the API response, 'location' should include the full address and not just the first line of the address.	Bug	APPs AND PORTALS
V5-3044	Release app & portal - unhandled error for exceeded credit limit	The release portal is failing to handle an error for exceeding the credit limit.	Bug	APPs AND PORTALS
V5-3124	Automations filter and tag issues	Automations summary screen - when you navigate to this screen, it initially shows all automations even though the applied default filter is ‘Active Automations’. The #user.name tag is no being populated in the communication received.	Bug	COMMUNICATIONS, PLATFORM
V5-3021	Push notifications to default to base language if nothing is set on the contact	Push notifications to default to base language if the contact's preferred language is not set.	Bug	COMMUNICATIONS
V5-3147	Issue when loading contact devices in UI	Devices are not being loaded on contact screen. Web API call always has parameter 'include_subscriptions=True'. This should only be the case when displaying devices per subscription, not on the contact level	Bug	CONTACTS
V5-3083	Issue with predefined contact filters	'Created today', 'last week' and 'last month' filters do not work on the Contacts summary screen, the search returns all contacts. a. 'Created today filter' - expected result was to return the contacts create today, but instead it returns Contacts created in the last 24 hours	Bug	CONTACTS
V5-3082	Issue with contact code	Contact code not automatically set on the contact if the user firstly types in a code and then removes it before saving	Bug	CONTACTS
V5-2910	New V2 Web APIs: Contacts	New V2 back office API changes for Contacts.	Improvement	CONTACTS
V5-3065	Issue with electronic ID on Import Devices	Cannot map the 'Electronic ID' columns of an import file to a device field when importing devices	Bug	INVENTORY
V5-3128	Actions not available in Orders screens for merchants	Actions are missing from the Orders screens for merchants	Bug	ORDERS
V5-3122	Unhandled error is thrown when cancelling an order paid using CRM Wallet	Unhandled error is thrown when cancelling an order paid using CRM Wallet	Bug	ORDERS
V5-3101	Issue when editing an existing Order's items	On editing an existing order's items, the item pricing is wrong as it uses the order item pricing information, instead of the product catalogue information. This process should apply pricing in the same way as in placing a new Order.	Bug	ORDERS
V5-3098	Issue when setting up Order queues and 'invoice upfront' setting	Invoice upfront' setting isn't available when updating a queue Validation required to prevent issues: This setting can only be changed (from true to false and vice versa) only if there are no non-completed Orders in the queue (i.e. if there are orders of this queue, then all of them must be either 'Completed' or 'Cancelled')	Bug	ORDERS
V5-3056	Orders & milestones enhancements	Display Order milestones (whether invoiced or not) on Order screen Remove milestone # from milestone plan on ordering. Order stage change fails if a milestone exists on the new stage. Reason of failure is that there's nothing configured in Order's financial settings. Cancelling an Order should not require a cancellation reason if no cancellation reasons are set up. Just show the confirmation message whether to proceed with cancellation or not, (at the moment no confirmation message is displayed).	Improvement	ORDERS
V5-3054	Issue on placing order with increased quantities on components	When increasing the quantity, the estimated cost is correct but when the order is created, the component's quantity is still the previous one	Bug	ORDERS
V5-3148	Promotion Passes issues	Viewing promotion pass plans throws error 500 Cannot create a pass plan of type 'Promotion'	Bug	PASSES
V5-2967	New V2 APIs: Pass Plans & Passes	Pass Plans & Passes V2 API changes	Improvement	PASSES
V5-2869	Enhanced Manage Entitlements Web API to include additional product information	Enhanced Manage Entitlements Web API to include additional product information. This information includes both services and device product information on how they are set up within CRM.COM	Improvement	PLATFORM
V5-3142	Product set up issue	Issue when setting up a product's allowance Product types summary screen - Description columns is too long and need to scroll Composite products - Variants tab should not be displayed when checking a variation product	Bug	PRODUCT CATALOGUE
V5-2999	Issues with applied promotions	Applied promotions must be classified as Ad-hoc or Promotions. In the second case, there's also information of the applied promotion On ordering, a user might apply an ad-hoc discount. This applied promotion is not logged in the invoice's applied promotions	Bug	PRODUCT CATALOGUE
V5-3139	Payout on Redeem Enhancements	Ability to define a minimum (payout) amount that should be supported on automatic redeem payouts	Improvement	REWARDS CORE
V5-3052	Payout on Redeem	Ability to perform a payout on auto-redeem against the contact's preferred payment method, or to a specific payment gateway (provided that it supports payouts)	New Feature	REWARDS CORE
V5-3002	Rewards Free Product	Ability to award contacts a free product (sku, family, type, brand) and on redemption the amount of such purchased product (or the cheapest one) to be credited to contact's open balance	Improvement	REWARDS CORE, REWARDS OFFERS
V5-2956	Redeem Enhancement	Ability for a business to enable manual redeem. In this mode, redeem is not automatic but is performed only if a spend is requested.	Improvement	REWARDS CORE
V5-2842	Rewards Lottery Enhancements	Ability to draw a winner based on number of entries for specific contact events	Improvement	REWARDS CORE
V5-3109	Issue on changing a service's quantity ad issuing credit notes	Changing the quantity of a service should be allowed immediately, whilst adjusting the account owner's billing On crediting a service (due to cancellation for example), the Credit Note should be issued immediately, and not during the next billing run. Applicable for pre-billed services with a future rated up to date	Bug	SUBSCRIPTIONS
V5-2834	Enhanced usage consumption based on the usage being consumed	Enhanced usage consumption based on the usage being consumed Identify the contact through a phone number Identify the organisation as the side consuming the service Additionally keep track of usage duration (start and end time of actually using the service) Request fields used to identify the contact are grouped together under new 'consumer_identity' object Ability to record usage without a termed/one-time service and consume usage starting from the oldest and shortest one-time service, leaving termed service (if any) last. As a result, a single usage record is submitted in the request, but the backend might consume usage from multiple services and therefore create multiple usage records Ability to add usage records in bulk mode using a new back-office Web API Ability to view the total remaining usage among all services in authorisation estimates in BO and SS Web APIs	Improvement	SUBSCRIPTIONS
V5-2811	Event-based Recurring Charges	Event-based recurring charges is a set of policies triggered on various subscription events that identify if and which Expenses will be applied on a subscription and will be charged on a recurring basis, i.e per subscriber billing cycle. Recurring charges policies include two major events - the event that will add the recurring expense on the subscription, and the event that will remove it.	New Feature	SUBSCRIPTIONS
V5-2773	Enhanced Event-based Conditional Expenses	Enhanced Event-based Conditional Expenses Apply the expense based on the point in time at which the event occurred	Improvement	SUBSCRIPTIONS
V5-1838	Enhancements in Pause Services action	Enhancements in Pause Services action Ability to set up business rules on pause service actions Ability to exit the service from the paused period and send any required provisioning signals	Task	SUBSCRIPTIONS
V5-2520	New Generation Wallet	Create a single, multi-tenant Wallet for the Contact CRM Wallet is a multi-tenant wallet, having a CRM open balance and a Business Open/Commerce balance for each tenant/merchant at which the contact registers Maintain the contact's wallet by setting up auto/termed top-up rules, currencies etc. Wallet payment methods Using the wallet a. Top ups b. Pass redemption c. Use wallet funds d. Use wallet as a payment method (in Orders, Subscriptions) e. Award and Spends Analytics, Activity Feed	New Feature	WALLET
V5-3158	Roll Secret API Key Error Message	Create a secret api key and set the expiration date to a passed date, error “cannot update an expired key” is thrown when updating the key	Bug	SECURITY & USERS
V5-3157	Revoked User Error Message	Issues when creating then revoking a user then attempting to set a password using links in communication sent	Bug	SECURITY & USERS
V5-3144	UI Issues	New Segment set up with subconditions - changing conditions does not save them correctly Application images issues	Bug	USER EXPERIENCE & TECHNICAL
V5-3136	Release app issues	From the app - selected 'forgot password'. Email received to change the password, when link is clicked and password changed the system just hangs Cannot successfully add a card Refer-a-friend throws 'Error processing request' after entering email Contact device issue - not appearing on Contact screen	Bug	APPs AND PORTALS
V5-3135	Create Order API - price_term_id should be sent for every ordered item	Create Order API - price_term_id should be sent for every ordered item	Bug	USER EXPERIENCE & TECHNICAL
V5-3133	Contact Register V1 issue	Contact register V1 API returns 201 Created, instead of 200 OK	Bug	USER EXPERIENCE & TECHNICAL
V5-3108	Spend Core Behaviour Enhancements	Ability to handle front-end payment spends with consumer OTP spend requests. Improvements include changes to app configuration settings to permit or not, a consumer to specify the required spend amount Spend core behaviour is changing as follows: if self-service (OTP) spend amount is not specified & front-end payment spend amount is specified, then identify contact using OTP and spend based on front-end spend amount if self-service (OTP) spend amount is/isn't specified & front-end payment spend amount is not specified, then identify contact using OTP and spend based on OTP spend amount if self-service (OTP) spend amount is specified & front-end payment spend amount is specified, then identify contact using OTP and spend based on OTP spend amount	Improvement	APPs AND PORTALS
V5-3100	App configuration issue with images	When uploading app configuration images, if 'Cancel' is selected, then all previously uploaded images are removed.	Bug	USER EXPERIENCE & TECHNICAL
V5-3087	UI issues	Communication templates - change selected page to view still shows page 1 Integrations - when a new integration is saved the system hangs	Bug	USER EXPERIENCE & TECHNICAL
V5-3086	Event Based Conditional Charges issue	Save Button not working on some occasions	Bug	USER EXPERIENCE & TECHNICAL
V5-3085	Update Order Item	When updating an order item , update order api call does not include the external id of the ordered item in the response	Bug	ORDERS
V5-2904	New V2 Web APIs: Accounts and Financials	Accounts V2 Web APIs: Accounts Financials (Invoices, Credit Notes, Refunds, Payouts and Payments) Top-ups Transfers	Improvement	ACCOUNTS
V5-2851	Wallet Spend amount issue	Inconsistency between different calls of the order estimate on the wallet spend amount	Bug	WALLET
V5-2837	New Purchase screen and currency issue	Create a puchase from the backend system - when typing in the net amount, the cursor types the numbers backwards (i.e. typing 4.20 results in 02.40) Issue with the wrong currency being displayed in the totals section Issue with not being awarded on purchase	Bug	USER EXPERIENCE & TECHNICAL
V5-813	Alignment Issue on Insights	Problem with alignment of the bars. Bars should start at the same left aligned position, so if the labels have different lengths - right align the labels and start the bars from the same point.	Bug	USER EXPERIENCE & TECHNICAL

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5.5.0.0

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