5.5.3.1

Release CRM 5.5.3.1 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-3490

Settlement Enhancements

Settlement changes to credit (a merchant), if it funded a contact's payout (via JCC Merchant Services)

Improvement

ACCOUNTS 

V5-3434

Financial Events Usability enhancements

  • Ability to click on a transaction number from the Financial Events summary screen and be transferred to the relevant  transaction with the ability to modify certain details (e.g. modify a posted invoice's address info or notes - same as the actions allowed when selecting a transaction from Contact screen > Activity Feed)

  • Enhanced filters. Some filters are confusing  (Entity, Event, Type) so it's not clear which one to select unless you select them first and see their available values

Improvement

ACCOUNTS 

V5-3504

Ability to log scheduled subscription actions in Mongo Events collection

Ability to log scheduled subscription actions in Mongo Events collection. Therefore, when an action is scheduled it's logged as a scheduled subscription event  and once executed, then a subsequent event will be added in Mongo having the exact same information but with the difference that in the latter case, the event is not scheduled

Improvement

ANALYTICS

V5-3484

Issue on communication tags replacements for Service Requests

Service Request tags on automated communications are not being replaced on the email upon creating new Service Request.

Bug

COMMUNICATIONS

V5-3535

Issue on managing devices

  1. Issue on changing the device's states, the status is not set using the default status of that state e.g. Rented state

  2. List devices /Get device API - reinstate the warehouse object

Bug

INVENTORY

V5-3520

Orders payment using wallet funds issue

Issue when paying for order using wallet funds from the back-end system.
The system allows you to specify wallet funds which are greater than the order amount resulting in a negative order amount. The system should by default, display either the order amount or the available wallets funds to spend - whichever of the two is the smallest amount.

Bug

ORDERS

V5-3494

Ability to set up Order Milestones with a specific amount

Ability to set up Order Milestones with a specific amount instead of a percentage of the order's total cost

Improvement

ORDERS

V5-3489

Enhanced Complete Order process based on its delivered items

An Order can be completed if the business fulfills the contact's request by either delivering the ordered items, or if nothing was eventually delivered in terms of ordered items - there's at least one activity planned.

Improvement

ORDERS

V5-3439

Advanced strong password

Ability to support enhanced criteria for strong user passwords and expiration notification

New Feature

PLATFORM

V5-3371

Enhanced Download User Data Irdeto Command

Enhanced Download User Data device command of Irdeto provisioning provider so as to:

  • Accept a predefined set of command tags

  • Replace them using CRM information

  • Construct a message that will be sent over to the device

Improvement

PLATFORM

V5-2543

Test/Live Mode Enhancements for Time Travel

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, and rules and UI enhancements for test data across SPA

Improvement

PLATFORM

V5-3550

Subscriptions summary screen issues & enhancements

  1. Subscriptions state not working properly, search for 'inactive' subscriptions only - all subscriptions are retrieved

  2. Number of services

   a. Should show how many are in Active, Inactive, Draft state. Now it shows all as Active

3. Add new filters

   a. Active since …
   c. Next renewal on …

Task

SUBSCRIPTIONS

V5-3540

Ability to schedule a service's activation through the UI

Backend users to be able to schedule a service's activation (first activation or re-activation) through the UI as well. Currently a service can only be activated immediately from the UI, so enhanced to provide scheduling options too.

Improvement

SUBSCRIPTIONS

V5-3534

Issues with merging billing transaction into one per event

  1. Quantity to be negative for credited periods/products

  2. Unit price should always be a positive value. Any other amount must be multiplied by the line's quantity

  3. Invoice does not include full credit information

  4. Credit Note does not include a period for all lines

  5. Service billed for the wrong period

Bug

SUBSCRIPTIONS

V5-3437

Ability to schedule the addition of a service to a contact

Provide the ability for a back-end user to schedule the addition of a service to a contact

Improvement

SUBSCRIPTIONS

V5-3544

‘Bill upcoming cycles’ option pre-bills the whole contact, not the selected subscription

‘Bill upcoming cycles’ option pre-bills the whole contact, and not the selected subscription. The issue is that the ‘Preview bill’ presents the whole billing information based on the contact. However, the process still bills the selected subscription which is the correct behaviour. 

Bug

SUBSCRIPTIONS

V5-3342

Cloud Operator/Service owner token expiration issue

When your logged in as a service owner or a cloud operator the system throws you out every few hours

Bug

USER EXPERIENCE & TECHNICAL

V5-3150

Lockout Issue

User lockout should be applied when a user fails to log in for 5 consecutive times within 15 minutes (if a success log in occurs then the  counter of 5 should be restarted)

Bug

SECURITY & USERS

V5-2862

Improvement on Contact Anonymise

Contact Anonymisation is the process of encrypting or removing personally identifiable data from data sets so that the contact  can no longer be identified directly or indirectly.

Contact's information to be anonymised:

  • Contact: full name, first name, middle name, last name, email, phone, address name, address line 1, address line 2, city, postal code, state/province, country, demographics, country of agreement, credentials.

  • Account:  Account Holder's Name

  • Card: Card Holder's Name

  • Contact's payment method:  Account/Card Holder's Name

Improvement

CONTACTS

V5-3558

Service Request owner not changed

Navigate to a Service Request and change the owner - SR owner is not changed and user is returned to the SR summary screen/Kanban board. 

Bug

SERVICE REQUESTS

 

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