5.5.1.0

Release CRM 5.5.1.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-3088	Improved Financial Web APIs	List Journals API Enhanced search options (search by number/code not just the reference number)	Improvement	ACCOUNTS
V5-3191	Include custom fields in any Report that returns a list/summary of entities	Include custom fields in Orders details and Service Requests Summary reports. Custom fields are included in the list of available columns to be added in the report	Improvement	ANALYTICS
V5-3116	Issue with number of visiting contacts in Reports	Total number of visiting contacts on reports issue This should be the distinct number of contacts performing events The total should sum up the number of distinct contacts per organisation in the report	Bug	ANALYTICS
V5-2591	Issue with amount comparison for the same period	Discrepancy between spent amount on Dashboard and spent amount on Insights	Bug	ANALYTICS
V5-2397	New Dashboards	Enhanced Dashboard a) Redesign of existing components (restructure, fix labels) b) Check for any additional metrics that could be added for rewards and subscriptions 2. Include new dashboard components for Orders 3. Enhanced Merchant & Venues dashboards to also include Orders	Improvement	ANALYTICS
V5-2717	Enhanced service change process	A service change can be classified as an upgrade or a downgrade. What classifies the service change is either: A product tier path Whether the change results in a price increase or decrease for the recurring subscription fee Whether the service's components (in the case of bundles) are enhanced or not	Improvement	APPs AND PORTALS SUBSCRIPTIONS
V5-3232	Error is thrown when using a communication template to send a communication	Attempting to use a communication template to send a communication to a Contact from the Contact screen throws error 500.	Bug	COMMUNICATIONS
V5-3146	New Communications template can't be selected for use in communication plan	Newly created communications templates are not available for selection when creating a communication plan	Bug	COMMUNICATIONS
V5-2596	Have the ability to setup communication templates for financial transactions	Provide the ability to configure communication templates for Payments, Refunds, Credit Notes and Payouts that can be used for printout and email actions	Improvement	COMMUNICATIONS
V5-3236	Top-up and Transfer account financial actions should render a Contact as 'Engaged'	If a Top-up or Transfer financial transaction involving the account is carried out by the contact, or on behalf of the contact, then the Contact's state should be changed to 'Engaged'	Bug	CONTACTS
V5-3219	Unhandled exception when statement cannot be emailed to contact	Contact statement link not sent' exception is not captured in the UI so an unhandled error is thrown. These cases were identified so far as a reason why the statement cannot be sent: Contact does not have an email address: validation check to be added so if an email address is missing, throw message 'Please specify email address for the contact' Statement entry with no info apart from the date and the amount ( to be investigated)	Bug	CONTACTS
V5-3218	Issue on managing contact phones and their validations	On editing a phone via the UI, the country code is not displayed resulting in incorrect validation of the international phone number	Bug	CONTACTS
V5-3099	Enhanced contact statement information	Enhanced contact statement information Include the financial transaction type in the Details section Payment method type for Payments, Refunds, Payouts Refunds to include the refunded payment	Improvement	CONTACTS
V5-3095	Ability to send a contact's statement through a Communication Plan	Communication plans can be configured to send contact statements Contacts receive one communication for each one of their active accounts By default, the current month's statement is sent A new dedicated communication tag is used to implement the above behaviour.	Improvement	CONTACTS
V5-2902	Contacts Enhancements	Ability to search for a contact using their account number (as a search value)	Improvement	CONTACTS
V5-2739	Adding an attachment of type msg, throws unhandled error	Leads - When you add an Attachment of type MSG (using drag & drop) you get an error	Bug	LEADS
V5-2437	Enhancements to Leads	Leads 'description' and 'notes' placeholders should be adjustable so that they are large enough to display the whole text on screen instead of 2-3 lines. Automations for Leads - trigger event 'Lead State Change' (new, in progress, won, lost) action should be 'communicate to system user' Leads report a) Filter options: lead state (New, In Progress, Won, Lost) queue, queue stage, owner, closing date range, tags b) Columns: lead name, state, contact, value, queue, queue stage, owner, expected closing date, tags, custom fields (selectable) 4. Contact screen - ability to view the contact's leads from the activity feed	Improvement	LEADS
V5-2263	V2 APIs - Leads to use queues and stages	Align Leads with Orders so that they use queues instead of pipelines Currently Leads use: Pipelines Stages Status (open, won, lost) Change to: Queues Stages State (New, In Progress, Won, Lost)	Improvement	LEADS
V5-3132	Issues on managing orders for Organisation	View financials: GET invoices Web API includes 'contact_id' as a parameter. It should be removed or it could be replaced by the account_id. In any case, the search is performed using order_id so it should work for both contacts and organisations Same applies for search credit notes Email to contact > action to be renamed to Send Email Create activity throws error 500 > if there's something missing because there's no contact, then remove the action for Orders of merchants/organisations	Bug	ORDERS
V5-2438	Order Attachments	Ability to add attachments on an order	Improvement	ORDERS
V5-3168	Enhancements to API logs	Enhance logging mechanism to cover APIs that are not business bound, such as register and login	Improvement	PLATFORM
V5-3167	Manage Entitlements Integration Web API enhancements	Manage Entitlements Integration Web API enhancements Include last_authorised (date) per service add editor as parameter type on plugin settings	Improvement	PLATFORM
V5-3090	Ability to set up Custom Fields of type 'Numbering Scheme'	Introducing a new type of custom field called 'Numbering scheme' Custom field is set up by specifying a) prefix b) number of digits c) suffix d) whether a check-digit will be added or not (apply Luhn algorithm by default) This new type will be available for all entities that have custom fields	New Feature	PLATFORM
V5-3078	Issue with service request automations & Service Request Provisioning	Service Request automation configured to assign the SR to a user not triggered Service Requests assignments when raising the request by a front end 'Assigned to user' is set to 'null null' when raising the SR, despite the fact that app settings include the correct set up	Bug	PLATFORM
V5-2819	Ability for Merchants/Service Providers to access their Activities	Ability for Merchants/Service Providers to create and access their Activities in the backend	New Feature	PLATFORM
V5-2772	Irdeto KMS Enhancements	Enhancements added to Irdeto KMS Web Services provider plugin: New IRD Commands Reset Parental PIN Code Query Secure Client Reset Secure Client Factory Reset Download User Data PVR solution	Improvement	PLATFORM
V5-2735	Applications Creatives Enhancements	Ability to support additional creative type for applications to cover in-app carousel images. The new type 'Carousel' should allow multiple images upload. Creatives under organisations should be limited only to the supported ones as per design	Task	PLATFORM
V5-2428	Implement Re-authorise Sector Irdeto KMS IRD command	Implement Re-authorise Sector Irdeto (SOAUTH) KMS IRD command	Improvement	PLATFORM
V5-3217	Issue with GET products/id SS Web API	GET products/id Web API issue when the product has multi-currency prices Self-service process should take into account the contact's Country of agreement and return only the prices that are applicable for that country	Bug	PRODUCT CATALOGUE
V5-3202	Issue when setting up prices in AED currency	When trying to set up a product price in AED, value 25 is entered. Via the UI through , it stores the price as 0.25 due to the currency's symbol	Bug	PRODUCT CATALOGUE
V5-3141	Price models with ranges issue	Price models with price ranges should be changed so as to allow a tier range with the same quantity e.g.1-1 and 2-2 i.e. price for the 1st item is X and price for the second is Y Remove validation that enforces a range to have a different from/to value, allowing from/to tier to be the same Keep validation where a tier's 'from' is the previous tier's 'to' value	Bug	PRODUCT CATALOGUE
V5-3138	Product deletion	A product must not be allowed to be deleted if: It was invoiced at least one It is included in at least one non-completed order, Active subscription, Service Request Included in bundles as a component Included in order catalogues	Bug	PRODUCT CATALOGUE
V5-3115	Search products based on categories and their sub-categories	Provide the ability to search for a product using either a category or a sub-category.	Improvement	PRODUCT CATALOGUE
V5-3066	Enhancements in setting up and and applying a Dependency rule	Multiple Dependency rules can be configured per Product/Product Type instead of a single one. When multiple rules are configured, then all of them must be met. Within a rule, operator All/Any determine how the specified dependencies will be evaluated (all required product exists or at least one of the specified)	Improvement	PRODUCT CATALOGUE
V5-3183	Amend DoS behaviour	Amend DoS behaviour as follows: Do not allow a duplicate purchase event to be submitted within an hour, if the events have the same: Contact Amount Ref number	Improvement	REWARDS CORE
V5-2857	Reward Offer Usability Enhancements	Usability enhancements on reward offers	Task	REWARDS OFFERS, USER EXPERIENCE AND TECHNICAL
V5-3023	Service Request cannot be updated using api_key	Error is returned when using back office API with API Key to update a service request queue status	Bug	SERVICE REQUESTS
V5-3253	Ability to manage devices for a Company	Ability to create a subscription (through an Order) for a contact of type 'Company' and be able to view and modify the DEVICES. Flow should be the same as for contact of type 'Person'	Improvement	SUBSCRIPTIONS
V5-3224	Include service locations in Invoice communications	On sending a communication for an Invoice that bills termed services, provide the ability to also display the services' locations	Improvement	SUBSCRIPTIONS
V5-3201	Subscription promotions not applied when setting Direct sale supply method	Subscription promotions are not being applied when using the 'Direct sale' supply method	Bug	SUBSCRIPTIONS
V5-3194	Issue when crediting a service multiple times within a day	When a service is purchased and deactivated on the same date, if you activate and deactivate the service after first deactivation multiple times, you are credited each time	Bug	SUBSCRIPTIONS
V5-3156	Issue in View upcoming bills	Next billing date not calculated correctly when billing subscribers X days before their billing cycle. So the first period of the upcoming bills charges the contact twice the price	Bug	SUBSCRIPTIONS
V5-3084	Automation to automatically activate a service when settled	Ability to set up an Automation upon posting a Payment that results in activating the affected services If through this payment a subscription Invoice is paid and the account's balance is settled, then the invoice's billed services will be activated	Improvement	SUBSCRIPTIONS
V5-2896	Product dependencies issues related to distributions	Product dependencies issues related to distributions. When a service product has a dependency on a traceable physical good product (i.e. a device), then the dependency rule is successful if that service is enabled on at least one device. Currently the validation is just based on the fact that a service and a device exist on a subscription. With the enhancement it is ensured that the service is indeed enabled on a device, therefore it can be activated.	Bug	SUBSCRIPTIONS
V5-2778	Communication Tags and Subscriptions Segmentation & Automations Enhancements	Ability to segment contacts based on subscription services conditions and trigger automations based on new subscription events	Improvement	SUBSCRIPTIONS
V5-3230	Processing Stripe webhooks	Processing stripe webhooks Process: Receive recurring payment webhook cancel recurring payment - stripe API store payment_method if missing reset next payment_date	Task	SUBSCRIPTIONS
V5-3187	Ability to maintain and apply default Currencies per Country of agreement	When setting up a multi-country (multi-regional environment) it should be possible to set up the allowed and the base Currency for each supported Country of Agreement. On contact registration, the contact's account will be in the same Currency as the Country at which the contact registers to.	Improvement	PLATFORM
V5-3179	New Dashboard: Business Performance	New Dashboard 'Business Performance' to also be available when logging-in as a merchant	Task	PLATFORM
V5-3165	Promotion offerings not appearing on 'edit'	When promotion offerings are applied they don't appear when editing	Bug	ORDERS
V5-3160	UI enhancements	UI enhancements to: Dashboards Filters SaaS Import data tool Custom fields Custom forms	Task	PLATFORM
V5-3003	Ability to include custom fields in communication templates	Ability to include custom fields in communication templates. The feature includes contact custom fields (the contact of each event) as well as the custom fields of the entity as such (e.g. Orders)	Improvement	COMMUNICATIONS
V5-2762	Dashboard Improvements	Implement the new CRM Dashboard	Task	PLATFORM
V5-2610	Automation returns blank fields	Issue #1. When inviting an existing business user (invite business user trigger), using an already existing email, the tag #user.name returns BLANK Issue #2. When a business user creates a new tenant (through self sign-up) with an email that already exists in CRM, the user receives two emails. A 'Welcome Aboard' (Invite Existing User trigger) email which can't be configured & a 'Welcome to <organistion name>' (Register Organisation trigger) email which uses the same custom automations setup on Service Owner for new users, but returns BLANK fields for #user.name and #user.accept_invitation	Bug	PLATFORM
V5-2252	Error retrieving Industries at the Venue level	Error retrieving Industries at the Venue level	Bug	BUSINESS NETWORK
V5-2232	#user.name communication tag is not populated	#user.name communication tag is not populated	Bug	COMMUNICATIONS
V5-1975	Subscription Webhooks in Automations	Provide the ability to trigger webhooks for all subscription-related events. Currently webhooks are triggered only on activation/deactivation	Task	PLATFORM

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5.5.1.0

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