5.5.3.4

Owned by Spyroulla Ioakim
Last updated: Dec 22, 2022
5 min read

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

  1. #service_request.address communication tag is not retrieved in email communication sent by automation on 'SR owner change'

  2. Custom activity communication tag #activity_custom_field.notes not retrieved on create activity, change owner of activity, complete activity automations

  3. #service_request.closure_reason is not retrieved on automation for Close Service Request

  4. Enlarge Service Request description area while in read mode without the need to scroll down in order to read the full content.

  5. '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

  1. 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 

  2. 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

  1. Promotion is configured so as to give a discount Forever. However, the discount is applied only on the first invoice

  2. 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