5.5.3.3
Release CRM 5.5.3.3 includes the following features, enhancements & bug fixes:
Issue key | Summary | Description | Issue Type | Components |
V5-3698 | Debtors report & Ageing analysis | Debtors report and ageing analysis must include all contacts with a balance and unpaid invoices, regardless of the invoices' due date i.e. do not take into account whether the invoices have an overdue amount, just include them as long as they are not paid | Bug | ACCOUNTS |
V5-3651 | Include Ageing information in statements | Ageing info is missing from contact statement communication tags (info is only available when viewing the statement from the UI) | Task | ACCOUNTS |
V5-3584 | Payment Method (SEPA) Enhancements | Enhance Account Debit payment methods (and overarching APIs) to support SEPA sequence type (first, recurring, final, one-off) | Improvement | ACCOUNTS |
V5-3471 | Ability to modify and communicate a financial transaction's notes | Provide the ability to users to modify a financial transaction's notes even after it's Posted. Additionally, a financial transaction's notes should also be supported as Communication Tags | Improvement | ACCOUNTS |
V5-3406 | Accounts & Financials V2 Web APIs issues | Accounts & Financials V2 Web APIs issues | Task | ACCOUNTS |
V5-3404 | Issue on automatically reactivating services | On crediting an account, and if there's no specific debit intention (i.e. credit issued against a specific invoice), then get the service(s) eligible to be reactivated, based on which subscription invoices are eventually paid according to FIFO allocations | Task | ACCOUNTS |
V5-3742 | Leads Activity option without contact | On the Leads screen the 'Create Activity' option is not visible if there is no contact associated to the Lead. This should be changed so that the option is available, and when selected a message should appear informing the user to associate the lead to a contact first. | Bug | ACTIVITIES, LEADS |
V5-1450 | Business Network Assignable Records | Ability to support 'assigned to' attribute on records, such as leads, service requests and activities. As core behaviour, single users or a team can be assigned on such entities | Improvement | ACTIVITIES, LEADS, BUSINESS NETWORK, ORDERS, SERVICE REQUESTS |
V5-3695 | Organisations Purchases Statement report duplicates | Organisations Purchases Statement report is producing duplicates | Bug | ANALYTICS |
V5-3660 | Order Summary Report issue with currency | Order Summary report shows incorrect currency. It should be the currency in which the contact was charged for the Order | Bug | ANALYTICS |
V5-3227 | Analytics & Segmentation issues |
a) Filter is set to retrieve contacts registered on 29/7, but it also includes contacts registered on 30/7 | Bug | ANALYTICS |
V5-3752 | Inactive Organisations should not be returned in merchants api | Back-Office Get Merchants API should not include merchants or venues that have a status of 'inactive' | Bug | BUSINESS NETWORK |
V5-3561 | Ability to get an organisation statement and financial analysis |
| New Feature | BUSINESS NETWORK |
V5-3639 | Order communication tags not working | Order queue' and 'status' tags are not being replaced in communication templates: | Bug | COMMUNICATIONS |
V5-3741 | Cannot register a contact at service owner level using self-service | Contact cannot be registered at service owner level using self-service (front-end applications). | Bug | CONTACTS |
V5-2100 | Validate OTP in test mode issue | Validation OTP in 'Test mode' fails if you register with a contact you have already registered with in 'Live mode' | Bug | CONTACTS |
V5-3433 | Stock Management and Traceability Enhancements | Provide the ability to view 1) Additional stock balance information during the ordering process a) In stock/out of stock, stock balance, number of items reserved per stockable item in products list 2) Access products detail screen in a new tab where detailed stock balance information is displayed 3) Stock Information section on screen to also provide the ability to view in which Orders/Service Requests the items are reserved | Improvement | INVENTORY |
V5-2659 | Ability to keep track of stock balance for non-traceable physical goods | Ability to keep track of stock balance for non-traceable physical goods | Improvement | INVENTORY |
V5-3709 | Order issues |
| Bug | ORDERS |
V5-3650 | UI issue in Order milestones | Order milestone was set as a specific % (10%) but when viewing an order's milestones it shows 10 euros. Web API should return that the milestone setting as a % | Bug | ORDERS |
V5-3469 | Enhancements in Cancelling an Order | The Orders Kanban screen shows the Orders of a queue, grouped by their stage. However, when an order is cancelled, the backend keeps the same stage and changes just the state of the Order. Therefore there's inconsistencies in the results e.g. 10 orders shown in stage X, but actually 3 of them are still valid since the other 7 were cancelled | Improvement | ORDERS |
V5-3759 | SS List wallet (journal) transactions API not retrieving financial event details for 'pass redemption' | The self service API 'wallets/{id}/transactions' (List Wallet (Journal) Transactions) does not retrieve the financial events information for pass redemption events. | Bug | PASSES |
V5-3627 | Issue when viewing and saving a pass from a pass plan | Select to view a pass of a pass plan - system hangs when 'Save' selected. | Bug | PASSES |
V5-3734 | SR automation to provision SR to system user not working | Service Request automation configured to assign a SR to a new system user upon achieving a specific stage in the queue is not working. Should also work for provisioning to a team. | Bug | PLATFORM |
V5-3723 | Integration settings restriction in terms of number of characters | Cannot change the connection string parameter of Mongo DB integration to one of more than 256 characters | Bug | PLATFORM |
V5-3699 | Issue in eSoft integration - webhook | Accounting information of a financial transaction is exported to eSoft using the system date, instead it should be based on the financial transaction's posted date (Post Period and Post Year) | Bug | PLATFORM |
V5-3679 | Industry & Industry Sectors Usability Enhancement | Move industries and industry sectors under platform settings | Task | PLATFORM |
V5-3641 | Remove default 'Contact Tags' filter when navigating to Tags configuration | When navigating to the Tags summary screen, the 'Contact Tags' is always selected by default and should be removed. The correct default filter should be 'All Tags' | Bug | PLATFORM |
V5-3738 | Issue when listing prices based on their labels | When searching for a product's prices based on the price's label, the system retrieves all labels. | Bug | PRODUCT CATALOGUE |
V5-3711 | Invoice estimation issue | When the pricing process is triggered through invoice estimation (on adding SR charges, issuing a manual invoice), advanced contact pricing not applied and the wrong price is returned | Bug | PRODUCT CATALOGUE |
V5-3691 | Accumulated usage allowance settings not mandatory | Accumulated usage allowance settings must not be mandatory when setting up a price's usage allowance.
| Bug | PRODUCT CATALOGUE |
V5-3634 | Cannot set up tiered pricing and differential prices |
| Bug | PRODUCT CATALOGUE |
V5-3568 | Ability to apply promotions based on already subscribed services | Provide the ability to set up a promotion that gives a discount to a basket service based on services that the contact has already subscribed to. The contact can benefit from this promotion for the newly ordered service as long as they are still subscribed to the specified service(s) | Improvement | PRODUCT CATALOGUE |
V5-3330 | Pricing support for B2B models | Support for B2B models including:
| New Feature | PRODUCT CATALOGUE |
V53730 | Adding a new price requires a price for the base currency as well | When setting up a price, it shouldn’t be mandatory to specify the price in base currency too. Add a price for a contact whose account is in a currency other than the base currency of the business, i.e. the new price added refers to a specific contact. | Bug | PRODUCT CATALOGUE |
V5-3737 | Spend request should not be accepted if consumer asks for more funds than the available wallet funds | Spend request should not be accepted if consumer asks for more funds than the available wallet funds Web API (self-service POST /contacts/{id}/tokens) to return an error code if the requested amount is more than the available amount. | Improvement | REWARDS CORE, WALLET |
V5-3716 | Instant Redeem Issue | Instantly redeemed awards are not included in a contact's payout | Bug | REWARDS CORE |
V5-57 | New Offer Goal - Reward Achievement / Subscription Maturity | New offer 'Subscription Maturity' - awards customers for uninterrupted subscriptions (based on subscription activation date). | Story | REWARDS OFFERS |
V5-3721 | Payment method type not available for users with no access to Set Financial Settings | A system user with no access to 'Set up Financial Settings' cannot create a payment due to the fact that the payment method type is not loaded on creating the payment | Bug | SECURITY AND USERS |
V5-3694 | Error when updating telephone number of a user on merchant level | Error when updating telephone number of a user on merchant level. 'User not found' error is thrown | Bug | SECURITY AND USERS |
V5-3646 | Merchant Authentication Issue | Authenticating a merchant within an organisation with a state of 'inactive' should not be allowed | Bug | SECURITY AND USERS |
V5-2546 | User Permissions Usability | Ability to use specific permissions on other entities is not supported | Bug | SECURITY AND USERS |
V5-3757 | Newly created Service Requests don't appear on Kanban board view | New service requests appear on List view but not on Kanban view | Bug | SERVICE REQUESTS |
V5-3732 | Issue when calculating SR charges amounts | Add a product to be charged as part of a service request.
To fix:
| Bug | SERVICE REQUESTS |
V5-3673 | Ability to search Service Requests based on their Address | Ability to search Service Requests based on the Address at which the service request will be performed. | Improvement | SERVICE REQUESTS |
V5-3255 | Service Requests new and improved features | 1) Ability to create a SR from the Contact screen 2) Ability to define one or more root Categories per SR queue a) Select root category, or child of root category on SR 3) Ability to add a comment at each stage of the queue for a SR (once achieved) 4) SR automations: a) New trigger event 'SR owner changed' 5) Increase the comment size when completing the SR a) Enlarge the modal so that it fits more than 4 lines of content without having to scroll up/down | New Feature | SERVICE REQUESTS |
V5-3714 | Issue when placing Orders for one-time services |
| Bug | SUBSCRIPTIONS |
V5-3642 | Issue when pausing a service | Select to 'Pause' a service and set the pause end date to be a future date (i.e. not number of days). Error message says 'specify number of days, this field is set to null in the Web API, so it seems that is not calculating the number of days correctly | Bug | SUBSCRIPTIONS |
V5-3640 | Get usage allowance Web API returns no results when service is expired | Get services/id/allowance' Web API does not return any results when the (one-time) service is expired. It should return 0 | Bug | SUBSCRIPTIONS |
V5-3495 | Ability to set up billable and non-creditable states per service | Ability to set up additional billable and/or non-creditable states for specific services | Improvement | SUBSCRIPTIONS |
V5-2729 | Enhanced Trial Management | Trial Management rules define whether a contact gets a Trial service once (amongst all subscription services), on subscribing to the first service that includes a Trial period in its price terms, or a trial period for each service to which they subscribe to. | Improvement | SUBSCRIPTIONS |
V5-3743 | Subscription based Automations Usability Issue | On automations summary page, all automations for subscriptions are missing an icon and the subscription label | Bug | USER EXPERIENCE AND TECHNICAL |
V5-3703 | Automations Usability Issue | Adding an automation filter as 'OR' does not work, the system handles it as an 'AND' | Bug | USER EXPERIENCE AND TECHNICAL |
V5-3702 | Order UI Enhancements | Remove inner scrolling when placing an order | Task | USER EXPERIENCE AND TECHNICAL |
V5-3153 | Ability to award contacts on their wallet creation and not on registration | Ability to award contacts on their wallet creation and not on registration | Task | WALLET |
V5-3717 | System not calculating the correct Product Price for a contact with SR charges | When calculating the product price for SR charges, the system should take into consideration if there is a specific product price for that contact | Bug | SERVICE REQUESTS |
V5-3715 | Users without permission MANAGE USERS to be able to edit their info | Users without permissions to MANAGE USERS should still be able to edit their own info | Task | SECURITY & USERS |
V5-3664 | Add order id on one time services | Add order id on one time services | Task | SECURITY & USERS |
V5-3652 | User Password Policy | Enhancements on password policy: strong password and expiration | Improvement | SECURITY & USERS |
V5-3615 | CIM registration issues |
| Bug | PLATFORM |
V5-3527 | Stock Balance Enhancements | Ability to support products (non-traceable but stockable or traceable) with zero or no balance, and metrics for reserved, dispatched, rented, ownership, available for sale/rent, on stock balance summary page and report | Improvement | PRODUCT CATALOGUE |
V5-3314 | Contact identification medium validation issue | Register a contact with duplicate CIM. The contact is created, and validation is performed only upon update. Validation on create considering test mode but validation on update ignores test mode | Bug | CONTACTS |
V5-3206 | Active Contacts Metric | Implement Active Contacts metric for Contacts Dashboard | Task | CONTACTS |
V5-3105 | Change Payment Terms bug | Payment Term options not showing correctly. Response of the API has changed | Bug | CONTACTS |