5.5.3.0

Release CRM 5.5.3.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-3511	SR for terminated account	Terminated account should not be displayed in the Account drop-down list to avoid creating a SR with a terminated account.	Bug	ACCOUNTS
V5-3479	Payment not posted when the posted date is in the past	Payment posting fails when the posting date is set in the past. System should allow posting a payment with a past date BUT ONLY IF the date falls within an open accounting period. Validation process should also consider that there might be more than one accounting periods open (if, for example the process closes more than 1 accounting period in the past)	Bug	ACCOUNTS
V5-3453	Wallet funds not included in billing estimates invoicing information	Contact has a wallet with available funds, but in order estimates, the billing estimation response for wallet funds are returned as 0. In the orders invoicing estimation though the funds are returned correctly.	Bug	ACCOUNTS
V5-3513	Creating an Activity for a Lead throws error 404	Creating an activity for a Lead throws error 404	Bug	ACTIVITIES
V5-3525	Contact Summary report not received by email	Report in neither PDF nor CSV format is received by email.	Bug	ANALYTICS
V5-3524	Empty data columns for Account and Wallet in preview mode	Columns related to Wallet and Account are not showing data in preview mode.	Bug	ANALYTICS
V5-3478	Leads issues	Leads Summary Report - Tags filter no working Add a tag on an existing Lead (just one), tag can't be removed once added	Bug	ANALYTICS
V5-3435	Order Reports Enhancements	Order Summary report a. Include Stage as a filter in Order summary report 2. Order Details report a. Add Queue and Stage as columns and also as filters 3. Order states: 'In progress' state is displayed twice in the list 4.Fix the typos on reports description	Improvement	ANALYTICS
V5-3424	Accounting Analysis Report issues	Period filter When user selects to add a specific period, the from/to filters must only include the name of the month and the year, e.g. from May 2022 until September 2022. The logic remains the same i.e include all FTs from 1/5/2022 to 30/92022 Columns Currency symbol is missing Align the amounts to the right Align the period name to the left Revenue is wrong, should be: (total amount invoiced in Invoices - total Invoice VAT amount) - (total amount credited in Credits Notes - total Credit Note VAT amount) Check 'total discounts' Exports Email is received but link is wrong	Bug	ANALYTICS
V5-2402	New Report: Stock	New Stock Report in Inventory group of reports: SKU Name Stock balance Reserved Returns Rented	New Feature	ANALYTICS
V5-3263	Apps & Portals - Applications configuration colour setting improvements	1) Six new colours are being introduced for the app colour mapping configuration, however, for backward compatibility purposes, we are also temporarily keeping the existing 3 old colours (in Legacy Settings tab) until all apps have been updated and rebuilt to comply with the new colour settings. The new colour configuration settings: a. Landing page Background colour - overridden by the landing page creative if defined Button colour Text colour b. Screens Card colour Button colour Wallet card colour - replaced by the tier colour or tier image for businesses with configured reward tiering 2) A new special property (advanced colour mapping) is being introduced to allow CRMI the flexibility of adding a JSON script for advanced colour mapping purposes. This will be managed by CRMI and will not be visible on the back-end UI. 3) Improved labels to clearly define which elements of the app will be affected by the colour settings	Improvement	APPs AND PORTALS
V5-3508	Partner Logos issues	Can't remove partner logos from a Business (must be signed-in at Service Owner level) The same partner logos appear to be set multiple time for the same Business	Bug	BUSINESS NETWORK
V5-3501	Wrong amounts on Service Request Templates	Total net amount of a service request's charges is wrong in the entity's template. The SR charges amounts are correct, the issue is on the SR template (total net)	Bug	COMMUNICATIONS
V5-3517	Segmentation Pagination Issues	Paging issues throwing error 404 on Segmentation summary screen a. Change the number of entries to view on a page to 20 or 50 b. Selecting to view another page	Bug	CONTACTS
V5-3506	Issue with Industry on Company Contact	The industry selected while creating a company is not displayed in the Contact page nor in the Company Profile pop up.	Bug	CONTACTS
V5-3474	Issue on refreshing a new dynamic Segment	Upon creating a new Segment which is marked as to be refreshed every hour, the segment is not executed, i.e. right after its creation it shows 0 contacts. Contacts are added to the segment in the next refresh and not on its creation. However, on creating a new Segment which is not dynamic, the segment is created upon saving it . Keep the same behaviour in both cases, i.e. create the segment and add the contacts on the segment's creation despite its refresh settings	Bug	CONTACTS
V5-3455	Ability to segment subscribers based on their services' quantities	Ability to segment subscribers based on their services' quantities - Include each service's quantity in contact profiles and modify it on quantity change	Improvement	CONTACTS
V5-2938	Enhanced Stock Management process	Enhancements to stock management process Items are stocked out from the business warehouse during Orders/Service Requests processing via a warehouse transaction At this stage however, the items are still owned by the business since they are not invoiced yet Ownership changes upon invoicing the items	Improvement	INVENTORY
V5-2157	Inventory Enhancements	Usability enhancements on inventory management and new states introduced for devices that will affect the core behaviour of stock management	Improvement	INVENTORY
V5-3514	Issue with deleting a stage from a Leads queue	Deleting a Lead stage from a queue returns error about stage colours.	Bug	LEADS
V5-3308	Leads issues	When a lead is Lost, it's mandatory to specify a Lost Reason. This is applicable only when there are lost reasons configured in Settings. If no reasons are set up, then user should be allowed to change the stage to 'Lost' without a reason	Bug	LEADS
V5-3483	Issue on listing devices to be dispatched through an Order	When dispatching devices to a contact for an Order, only the first 10 devices are returned, so the user may not be able to select the required one. Change the selection on the UI so on scrolling down then next 10 devices are returned and so on.	Bug	ORDERS
V5-3403	Subscriptions section in Contacts screen not refreshed	Perform Change action for a service and change its quantity. After performing the action, the screen seems to be refreshed but the quantity remains unchanged The refresh feature should also inform the user about the action's outcome, not just refresh the screen. If for example a user requests to change a service and the action is rejected (due to insufficient funds), then an error message must be thrown	Bug	PLATFORM
V5-3278	Events History	Enhance events to handle an audit trail concept, where important business changes (e.g. SR stage change) will be tracked and displayed within the supported entities data pages (orders, leads, service requests, activities)	New Feature	PLATFORM
V5-3176	Support oAuth2 for CRM.COM plug ins	Support oAuth2 for CRM.COM plug ins	Improvement	PLATFORM
V5-2992	New V2 Web APIs: Inventory	Update inventory module based on v2 APIs and UI	Improvement	PLATFORM
V5-2694	Plug in registration improvements and Square POS	Ability to select CRM.COM plug-ins from a list Enable the Square POS plug-in via sign-up to Square process	Improvement	PLATFORM
V5-2543	Test/Live Mode Enhancements	Ability to support a test mode (mock sandbox environment) for provisioning providers, implement time travel - a simulation feature which imitates the key behaviour and characteristics of rewards, billing & subscription configurations, rules and UI enhancements for test data across SPA	Improvement	PLATFORM
V5-3500	Product characteristics (variants) missing from the product screen	Products variants are missing from the product screen configuration, however, ordering is not affected	Bug	PRODUCT CATALOGUE
V5-3428	Ability to keep a label per product price	Ability to keep a label per product price to improve usability in cases where a business has multiple prices with various conditions. A price's label is also available through the Ordering flow (when placing a new order, viewing or amending an existing one)	Improvement	PRODUCT CATALOGUE
V5-2718	Enhanced Product Catalogue usability	Various enhancements required when setting up the product catalogue: Products Present additional information of the product type so the user easily understands its classification and composition when setting up a new product, or when viewing an existing product Prices Provide the ability to set up the same price in multiple currencies Viewing prices: apply sorting, provide search capabilities and also present additional information	Improvement	PRODUCT CATALOGUE
V5-3007	Issue with Reward Tier evaluation	Right after a contact signs-up, the contact's reward tier ad value units information is incorrect in cases where the tier is evaluated on a monthly cycle. If this month has passed, then contact is informed that in order to achieve/maintain the tier, the goal date is set/presented in the past. It should be one period ahead	Bug	REWARDS CORE
V5-3516	API Update Error	Updating a secret API throws error	Bug	SECURITY AND USERS
V5-2953	API Key Delete Issue	User should be able to delete an expired API key	Bug	SECURITY AND USERS
V5-3515	Service Request Issues	Remove unnecessary scrolling on charges modal	Bug	SERVICE REQUESTS
V5-3507	Issue on re-activating a subscriber in grace period	Subscription services cannot be re-activated due to insufficient funds and exceeded credit limit. This should not be the case if the subscription is in grace period. In such cases, the services can be reactivated since the contact will not be billed.	Bug	SUBSCRIPTIONS
V5-3480	Change service action rejected but billing was successful	Change service (Downgrade) in advance scheduled for 1st of Oct. Subscription appears on the UI with no services (no subscription or billing info). On the 1st of October, the changed service was successfully billed, but the change/downgrade action was rejected.	Bug	SUBSCRIPTIONS
V5-3451	Subscription issues	1) Wrong scheduled date on actions a. Action submitted on 26/9 23:00 but its scheduled date in scheduled actions shows 1 Oct 03:00 2) Change service a. Decreasing the quantity of a service classifies the action as an Upgrade 3) Allow changing a service whilst it's in 'Not Effective' state a. If the service's price is changed (to another billing cycle) then the service is added as 'Effective' on the new subscription.	Bug	SUBSCRIPTIONS
V5-3427	Billing engine to issue a single financial transaction according to the total billed amount	Billing engine to issue a single financial transaction according to the total billed amount	Improvement	SUBSCRIPTIONS
V5-3335	Product Dependencies to be applied across all contact services, not per subscription	Product Dependencies to be applied across all contact services, not per subscription	Improvement	SUBSCRIPTIONS
V5-3287	Ability to hide Churned subscriptions in Contacts screen	Ability to filter the subscriptions based on their state By default Active and Inactive are shown. Add a toggle to additionally show the Churned ones	Improvement	SUBSCRIPTIONS
V5-3161	Enhanced listing of subscription actions to present additional information	Enhanced listing of subscription actions to present additional information user and timestamp changed services, quantity, pricing etc in case of a Rejected action, show rejection reason in drill down	Improvement	SUBSCRIPTIONS
V5-369	Apply Grace Period	Ability to provide a grace period to subscribers to pay off their outstanding billing debts Grace period applied per subscription Subscription rules control when and for how long grace periods can be applied Services are excluded from deactivation whilst in grace period Grace period cannot be scheduled	Story	SUBSCRIPTIONS
V5-3473	Applying Wallet Fee issue	Wallet fees rules not evaluated correctly. Wallet fees are applied to all contacts, even though the rule should be applied only on a specific contact category.	Bug	WALLET
V5-3270	Wallet Fees Issue	When updating wallet fees, the system throws an error that contact categories should be set but such attribute is already set (to all)	Bug	WALLET
V5-3499	Stock out items action - changed method of device selection	Changed the device selection placeholder to a search box instead of a drop-down list	Improvement	INVENTORY
V5-3492	Issues with Contact Statement	1) Contact Statement for account opening and closing balance considering created date instead of posted date 2) The end period of the statement is logistically wrong. If the (period) end date of the statement is after today's date, then the statement end date should be today's date	Bug	CONTACTS
V5-3481	User role list issue	Not all user roles are retrieved when trying to switch organisation mode	Bug	SECURITY AND USERS
V5-3448	Transaction Processing Issue	Posting a purchase through transaction processor with a merchant/venue tap (where venue tap is not found), results in the purchase not being processed against the merchant	Bug	CUSTOMER EVENTS
V5-3445	Lottery Entries : Arithmetic Exception	When calculating lottery entries - there is an issue when the calculation does not result in a whole number	Bug	REWARDS OFFERS
V5-3441	Error when uploading files on SRs	Error when uploading files on SRs	Bug	SERVICE REQUESTS
V5-3418	Reward Offers - Product Based / Quantity Based Issues	Usability issues regarding product/quantity based reward offers	Bug	REWARDS OFFERS
V5-3363	Financial/Reward Events Summary screens - ability to navigate to the related entity (if it exists)	Financial/Reward Events Summary screens - ability to navigate to the related entity (if it exists) by clicking on the transaction number	Improvement	USER EXPERIENCE & TECHNICAL
V5-2648	Summary page filtering enhancements	Added Predefined Filters on the following summary screens: 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 & TECHNICAL