5.5.2.0

Release CRM 5.5.2.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-2937	Ability to set up an Automation for failed payments	Ability to set up an Automation for failed payments to handle both these cases: Manual payments kept in 'Pending' state up until their related intend is successful. If not, then the payment is rejected Automated payments are created only as long as their intent is successful	Improvement	ACCOUNTS
V5-2674	Ability to create manual debit and credit journals	New financial action Manual Journal (available via the Contact screen) whose purpose is to create a manual debit or credit journal entries for a contact's wallet or account. Balance is adjusted immediately.	Story	ACCOUNTS
V5-3273	Add submited date on Order details report	Add submited date on Order details report. Include it as search criteria and also provide the ability to select as an optional column	Task	ANALYTICS
V5-2403	New Report: Accounting Analysis	Accounting Analysis report shows total amount amongst all transactions performed by all contacts Period (e.g. September 2021, October 2021) Total Invoiced Total Credited Total Paid Total Refunded Total Payouts Discount Tax Revenue Ageing Balance In all cases, includes total amounts (in business' base currency, any other amounts are converted) and total number of transactions	New Feature	ANALYTICS
V5-2595	Ability to setup communication templates for Service Requests	Provide the ability to configure communication templates for Service Requests that can be used for printout and email actions	Improvement	COMMUNICATIONS
V5-3313	Sorting of financial events in contact statement	Financial entries in a contact's statement must be sorted based on their posting date & time to	Bug	CONTACTS
V5-3050	Devices Usability Enhancements	Ability to register a device for a contact and update a contact's device characteristics from the back-end	Improvement	CONTACTS INVENTORY
V5-3213	Customer Events Reclaim Enhancements	Ability to reclaim a purchase customer event using a human readable code	Improvement	CUSTOMER EVENTS REWARDS CORE
V5-3169	Product Ownership Enhancements	Ability to support duplicate products (SKU based) across the business network, but maintaining uniqueness on the organisation level (different product with same SKU per business/merchant) - configurable on the business level. The customer events engine should identify a product and it's owner, based on the related 'fulfilled by' organisation and if such a product does not exist (neither on merchant organisation, nor on business level), then it should be created automatically with the 'fulfilled' by organisation as the owner.	Improvement	CUSTOMER EVENTS PRODUCT CATALOGUE
V5-3325	Products-related UI enhancements	Products Summary screen a. First columns should be the SKU and the name of the product (as is) b. The next column should be the description of the product c. Remove the 'product details' column 2. Orders summary screen a. Provide the ability to open the Order for viewing using right click (as in Service Requests) b. Add Category (of the Order) in card and modal window that opens on clicking on the order 3. View Locations in Subscriptions a. Also display the location's name (Address name) 4. Product Name & SKU (similar to point 4) - Always display these two fields when listing products in various entities a. Show SKU and Name of the product in SR charges b. Quotation sections in Order flow, edit ordered item flows c. Ordered items in Orders quick view through Orders summary screen (accessible on clicking on the order) d. Ordered items in Orders detail screen e. Note: Whenever the name is too long, then show the first 20 characters and then ellipsis (3 dots), same as in product name in Products detail screen	Task	ORDERS
V5-2636	Order flows issues	Managing PoNR in Queues set up Amending order items Managing Devices delivery to customers Managing an Order's financials Remove 'estimated pick up time' when order has Direct sale supply method	Bug	ORDERS
V5-3316	User Roles issue	User has a user role that allows managing communications but the same role does not give him access to automations. On accessing Automations, error 403 is thrown	Bug	PLATFORM
V5-3284	Ability to trigger a Provisioning Provider's integration Web APIs on renewing a service	Ability to trigger a Provisioning Provider's integration Web APIs on renewing a service	Improvement	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 2. PVR solution	Improvement	PLATFORM
V5-2622	Content translation	Ability to set up translations for applications, reward schemes, reward offers, promotions, products content, and retrieve them from self-service APIs (front-end apps) based on contact's preferred language	New Feature	PLATFORM
V5-2428	Implement Re-authorise Sector Irdeto KMS IRD command	Implement Re-authorise Sector Irdeto (SOAUTH) KMS IRD command	Improvement	PLATFORM
V5-754	Support Web based Portals	Allow a cloud name to be set when creating an application configuration of type 'Web'. A web based application shares all the same configuration properties of the native application, with the exception of the identification using a DNS approach.	Improvement	PLATFORM
V5-3199	Rename Variant Attributes	Rename 'Variant Attributes' to 'Product Characteristics' The following configurations are affected: Settings > Commerce > Products > Product Characteristics Product Characteristics set up screen Product types configuration screen When creating a Composite product's variants	Bug	PRODUCT CATALOGUE
V5-2859	Product Sync	Have the ability to define the TAP for the product sync API as a request with core behaviour to create such product with merchant as owner. External systems (POS) synchronize products from multiple merchant POS systems over to CRM Through a dedicated API attribute (TAP code) products are created or updated in CRM Create each new product (including organisation owner) or update existing ones (do not change the owner)	Improvement	PRODUCT CATALOGUE
V5-3072	Reward Offer Award Improvement	Usability enhancement to provide a (percentage) award only for the matched target products that were purchased	Improvement	REWARDS OFFERS
V5-2963	New V2 APIs: Service Requests & queue changes	V2 API changes for Service Requests Service Requests improved to use queues and stages in alignment with Orders and Leads. Currently service requests use: Queue Status (queue status) Change to: Queue Stage (queue stage) State (ticket stage New, In Progress, Closed)	Improvement	SERVICE REQUESTS
V5-3326	Issue when setting the subscription's funding source	The subscription's funding source should be set according to the process that creates it. By default a subscription is funded by the Account If a subscription is created because of an Order, then set the funding source as the Wallet if the order is to be paid by the CRM Wallet If the subscription is created upon topping-up the wallet (payment-driven flows) then again set the Wallet as the funding source In any other case, the funding source is the Account	Bug	SUBSCRIPTIONS
V5-3198	Force automatic refresh of the Contact screen right after a subscription action	Contacts screen does not get refreshed once the Service Delivery/Billing process finalises its processing steps (which are performed asynchronously). As a result, right after an action is taken, the UI shows the changes as requested by the action (e.g. service IS Effective), whereas, activation may have failed due to failed billing. Required behaviour is to refresh at least the Subscriptions section right after an action is finalised/marked as executed, billed etc. Also consider if we can refresh the screen and additionally throw a 'toast' to inform the user and check out the result.	Bug	SUBSCRIPTIONS
V5-3110	Ability to bill upcoming billing cycles in advance	Ability to bill upcoming billing cycles in advance Key user bills a subscription for one or more upcoming billing cycles Contact is charged based on the subscription's information and scheduled changes (if any) as of that date If more changes occur during that billed in advance period, then the contact's billing will be adjusted accordingly. Contact's credit limit and payment terms are applied at the time of billing in advance	New Feature	SUBSCRIPTIONS
V5-3109	Issue on changing a service's quantity and issuing credit notes	Changing the quantity of a service should be allowed to be performed immediately, adjusting the account owner's billing On crediting a service (due to cancellation for example), the Credit Notes should be issued at that point and not during the next billing run. Applicable for pre-billed services with a future rated up-to date	Bug	SUBSCRIPTIONS
V5-3084	Automation to automatically activate a service when settled	Ability to settle an Automation on 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 Key user sets up an Automation on posting a payment, credit note, top-up wallet. The Automation's action is to attempt service activation Account funded services are eligible for automatic re-activation when a credit transaction is allocated against an Invoice in which they were billed. Either all or none of the services of a subscription can be re-activated. Wallet funded services are eligible for automatic re-activation if there's enough money in the wallet, allotted to this service(s)	Improvement	SUBSCRIPTIONS
V5-3279	Change Sub billing Day Year issue	No billing day options to change for Annual subscription	Bug	SUBSCRIPTIONS
V5-3275	Service Request affected services UI issue	When opening the affected services modal, the services are not loaded, you have to preselect to show services	Bug	SERVICE REQUESTS
V5-3272	Custom fields UI issues	When using an 'Amount' custom field with 5 decimal places, you can't edit past the 2nd decimal Error 500 is thrown when trying to change the order of custom fields by dragging and dropping	Bug	PLATFORM
V5-3271	Activate Service' automation webhook is not being triggered	Activate Service' automation webhook is not being triggered	Bug	AUTOMATIONS
V5-3262	Create Communications API issue	Validate the communications fields synchronously and throw mandatory field errors before returning the response	Bug	USER EXPERIENCE AND TECHNICAL
V5-3235	Orders/Service Requests/Leads to show correct navigation flow	Orders/Service Requests/Leads to show correct navigation flow	Task	USER EXPERIENCE AND TECHNICAL
V5-3231	Retrieve usage from Freeradius	Create new cron job plugin that will run every 1 hour and Retrieve usage from Freeradius and create UDRs.	Task	SUBSCRIPTIONS, PLATFORM
V5-3184	Communication Plan scheduler Issues	Re-submit job if a Communication Plan scheduler settings have changed Delete scheduler job if a communication plan was scheduled and updated back to 'draft' When a communication plan is running, also check if the status is POSTED	Bug	COMMUNICATIONS
V5-3179	New Dashboard: Business Performance	A new Dashboard Business Performance to be available. Also accessible when logged-in as merchant	Task	USER EXPERIENCE AND TECHNICAL
V5-3166	Verify Email flow & fix html return	Change the html that is returned from the verify email flow to be consistent with other APIs, and also reflect the errors better	Bug	USER EXPERIENCE AND TECHNICAL
V5-2908	Delete contact issues	Delete contact issues	Bug	CONTACTS
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
V5-2648	Summary page filtering enhancements	Add Predefined Filters on the summary screen for: Contacts Leads Orders Pass Plans and Passes Products Inventory > Warehouse Transactions Promotions Subscriptions Subscription actions Reward Events Financial Events Events Logs Service Requests	Improvement	USER EXPERIENCE AND TECHNICAL

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5.5.2.0

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