5.5.2.2

Release CRM 5.5.2.2 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-3273

Add 'submitted date' to the Order details report

Add the 'submitted date' to the Order details report. Also include it as search criteria and optional column selection 

Task

ANALYTICS

V5-3186

Enhanced BI and Mongo events

  1. Add subscription events to the Mongo Events collection: These events can be used to keep track of new services, changes, cancellations etc. per period (e.g. per month). This information will not be used to perform analytics on the up-to-date info of a subscriber, but analytics will be performed on the events that were performed during a period.

  2. Service Request/Leads/Orders: keep track of stage and state changes, possibility to also keep track of changing the owner

Improvement

ANALYTICS

V5-3382

Contact Statement has the wrong period in body of email 

A statement was requested for 'This Year', however, in the email received by the contact, the content reads:

Your requested contact statement (account A00010023) for the period 01/01/2022 - 31/1/2022 is ready for download.

Bug

CONTACTS

V5-2435

Include Spend cancellation entry in Contact Activity Feed

When cancelling a purchase transaction that had a spend, a purchase cancellation is logged. Include an entry for cancellation of spend under both the 'Activity Feed' and 'Financial Events'.

Improvement

CONTACTS

V5-480

Clone an Order

Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.

Story

ORDERS

V5-3323

Ability to keep last filter in all summary screens

The last filter used by a system user  is saved and reapplied when the user revisits the same summary screen 

Improvement

PLATFORM

V5-3370

Enhanced User Information

 Extra information to be kept for back-end users:

  1. Record the date the user was set to inactive

  2. Record the date the user last logged in

Improvement

SECURITY AND USERS

V5-3392

Sidebar issue with collapsing menu items on small menu

Issue with small sidebar menu when collapsing menu option

Bug

USER EXPERIENCE AND TECHNICAL

V5-3374

Users Role selection should behave the same for 'Invite User' and 'Edit User' actions

Edit User screen should also have the autocomplete for user role

Bug

SECURITY AND USERS

V5-3369

Issue when creating an automation with two communication actions 

When you change the marketing info setting (enable/disable) of the second marketing communication, the first ones is changed instead

Bug

PLATFORM

V5-3358

Number fields don't accept negative input

When creating a Top-up, with a negative amount, a positive top-up is created instead 

Bug

ACCOUNTS