5.5.3.4

Release CRM 5.5.3.4 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-3826	Creating a new Pending Payment triggers 'New Payment' Automation	During the billing run, a payment intent is created for SEPA contacts. This however triggers the 'New payment' automation to interface the payment to a 3rd party system. Due to the fact that the payment does not have a number or a posted date, it is rejected by the 3rd party system	Bug	ACCOUNTS
V5-3805	Wrong information shown in Activity Feed	1 ) Payment was created for a contact with amount 1000 and saved as Draft 2 ) Then the payment was edited, amount changed to 600 and posted 3 ) The Activity Feed shows 2 entries, however both of them are shown as Draft payments and with the same amount (1000) 4 ) Expected entries should had been a) Payment Draft with amount 1000 b) Payment Posted with amount 600 5 ) Check both Contacts AND Organisations Activity Feed entries (issue was reported for a merchant's activity feed but also replicated for Contacts)	Bug	ACCOUNTS
V5-3781	Default account classification not displayed in Account Classifications settings	When loading the configured account Classifications in Finance settings, the default classification is not shown in the UI. However, the Web API does return the default classification	Bug	ACCOUNTS
V5-3731	Issue on performing actions per Invoice	Verify existing process and fix: An Invoice can be fully credited using POST invoices/id/actions action name should be CREDIT on crediting an Invoice, a Credit note is issued with the exact same information as the Invoice The invoice must not be refunded (currently if the invoice is paid, then a refund is also issued, this functionality should be removed - will be covered by REFUND action)	Task	ACCOUNTS
V5-3804	When a contact registers to a business via self-service (SO contact registry) the wallet is not created	Contact registers from the front-end (self-service) to a business where contact registry is enabled at the service owner level, the contacts wallet is not created at the business level.	Bug	APPs AND PORTALS, WALLET
V5-3764	Business Network Improvements	Ability to optionally define an 'admin' user when (manually) creating a service owner, business or merchant/service provider via the back-end	Improvement	BUSINESS NETWORK
V5-3809	Include a contact's primary address in communications	Implement #contact.primary_address communication tag to be used when setting up communication templates for an entity (e.g. Orders) and in Automations	Improvement	COMMUNICATIONS
V5-3790	Service Requests - UI and communication tags bugs	#service_request.address communication tag is not retrieved in email communication sent by automation on 'SR owner change' Custom activity communication tag #activity_custom_field.notes not retrieved on create activity, change owner of activity, complete activity automations #service_request.closure_reason is not retrieved on automation for Close Service Request Enlarge Service Request description area while in read mode without the need to scroll down in order to read the full content. 'Modify Service Requests categories' modal has wrong placeholder text 'search product categories' instead of 'Search categories'	Bug	COMMUNICATIONS, SERVICE REQUESTS
V5-2370	Communications improvements for Service Requests	Ability to include Contact and SR tags (e.g. SR number, Contact name and urgency level) in the subject of an email communication for templates and automations New regression communication tag for SR - ability to have the regression reason in the communication sent upon regressing a SR to a previous status	Improvement	COMMUNICATIONS, SERVICE REQUESTS
V5-3704	Subscription Deactivation (Usability) Issue	Attempting to deactivate a subscription after manually deactivating its service, the user enters in a loop of activation/deactivation of such subscription and modal cannot be closed	Bug	CONTACTS, SUBSCRIPTIONS
V5-3636	Issue on updating addresses	Update the primary address of a contact throws 'only one primary address' exception	Bug	CONTACTS
V5-3811	Ordering flow issue for upfront Orders including traceable physical goods	Upfront Order is placed that includes a traceable physical good. Order also included specific device provided to the contact. User tries to progress the Order to completion On placing the Order the item was invoiced which is OK On invoicing the item, the product is also stocked out from the Warehouse - OK However on managing the Order, the order item is shown as Invoiced but not as dispatched. This prevents the Order from being completed since all items need to be dispatched before that.	Bug	ORDERS
V5-3786	Issue on updating a non-base currency price	1 ) A new price was set up for a product in USD on business with EUR as the base currency. Price value in EUR was not set. On updating the existing price through, EUR is displayed again and user has to remove it. On editing an existing price, show the prices in the currencies configured only (base currency OR not) 2 ) Add a currency on a price and click on tick first Validation message to be rephrased - translation Try to select a currency > selection not shown 3 ) On adding a new price, Sales model drop down issues 'Select' option missing (in order to reset it at a later stage) On adding a new price, the value is not selected	Bug	PRODUCT CATALOGUE
V5-3780	Pricing Self Service Web APIs to return full pricing info of quantity-based prices	Self-service Web APIs to return all prices (and all tier ranges) of prices having Tiered/Volume and Stairstep pricing models	Improvement	PRODUCT CATALOGUE
V5-3705	Pricing Utility UI	Pricing Utility UI	Task	PRODUCT CATALOGUE
V5-3821	Create Service Request from the Contact screen doesn't retrieve addresses for selection	When creating a service request from the contact screen, clicking on the address selection box doesn't retrieve contact's addresses to select from. It should work as for creating a service request via CRM > Service Requests	Bug	SERVICE REQUESTS
V5-3782	Issue when applying subscription promotions	Promotion is configured so as to give a discount Forever. However, the discount is applied only on the first invoice When trying to bill upcoming cycles, there's not enough funds but the validation message says 'Not enough funds to complete the transfer'	Bug	SUBSCRIPTIONS
V5-3687	Improvements in resetting a Subscription's Billing Day	Business rules included in Subscription Settings define when the Billing day is reset on a Subscription	Improvement	SUBSCRIPTIONS
V5-3798	Insight name not updated	Edit an Insight and change its name or its description and save the changes. Going back to the summary screen, the change is not visible	Bug	USER EXPERIENCE AND TECHNICAL
V5-3777	Automatically set queue stages colours	When setting up a queue's stages, the stage's colour should be automatically set (randomly) instead of being manually set by the user (currently when adding a new stage the colour defaults to grey). Applicable for all entities that have stages (Leads, Service Requests and Orders)	Improvement	USER EXPERIENCE AND TECHNICAL
V5-3722	Ability to update Payment information through automations	Payment automations to be enhanced so as to support: Update the payment's custom fields on posting a payment Additional filters (payment method based, e.g. Card, Account Debit) on when this update should be performed	Improvement	Utilities
V5-3710	Assignable Entities Enhancements	Enhancements on assignable entities to support accessibility coverage across users of the same team	Improvement	Utilities
V5-2680	Automations Enhancement	Ability to support synchronous automation events, where external (webhook) validations/customization may apply prior creating/updating contacts or contact phones	Improvement	Utilities
V5-3831	Billing settings update issue	When removing invoice type or credit note type selected the change is not saved in backend After reloading the old values still appear	Bug	ACCOUNTS
V5-3812	Set order item information on subscription service	Set order item information on subscription service	Task	SUBSCRIPTIONS
V5-3807	Self-service Top up issue	Error when calling self-service API https://sandbox.crm.com/self-service/v2/topups.	Bug	ACCOUNTS
V5-3800	Purchase customer events pass issue	Purchase customer events pass issue	Bug	CUSTOMER EVENTS
V5-3760	Lazy initialization issue for financial transactions	Lazy initialization issue for financial transactions	Bug	ACCOUNTS
V5-3747	Issue when inviting new Users	When inviting a new user (not existing user) to a new organisation, the user is created with a state of 'active'. The user should have a state of 'inactive' so that it doesn't appear on the Users screen, but only on the Pending Invites screen, until the user creates a password.	Bug	SECURITY & USERS
V5-3740	Create a new method that retrieves caller details	Create a new method in tenancy utility that retrieves details about a user, or an API Key depending on the external id that was passed to it. Use the new method wherever needed.	Task	Utilities