5.5.4.1

Release CRM.COM 5.5.4.1 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-4033	Enhanced List financial transactions Web APIs	Web APIs that list financial transactions (invoices, credit notes etc) should have three optional filters: account_id contact_id organisation_id All three should be optional, i.e. Web APIs can be called with none of them specified , therefore all financial transactions will be retrieved. Currently contact or organisation must be specified	Task	ACCOUNTS
V5-4028	Contact payment methods cannot be updated in the UI	Contact payment methods cannot be updated in the UI Switch between the primary payment methods of the contact Edit the payment method's details in case of Account Debits only	Bug	ACCOUNTS
V5-3981	Automation Enhancements	Ability to apply validations from automations when creating/updating a merchant/service provider	Improvement	BUSINESS NETWORK
V5-733	Restrict number of times a contact receives a communication plan message	Have the option to not send the same email to customers that have already received this communication plan the last X days	New Feature	COMMUNICATIONS
V5-4022	Community & Log Events	Log events should keep contact details of the contact who performed an action in a community	Bug	CONTACTS
V5-4017	Ability to also specify the account's classification when creating a new contact	Ability to also specify the account's classification when creating a new contact for usability purposes.	Improvement	CONTACTS
V5-3912	Purchase Quantity Enhancements	Ability to support decimal based quantities on purchase events	Improvement	CUSTOMER EVENTS
V5-3874	Misleading validation when stocking-in inventory items	When stocking-in traceable items without specifying a serial number, the validation message says 'Please specify Product <xxxx> for devices'. Message should say 'Please specify serial number(s) for the stocked in items'.	Bug	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
V5-3529	Lead state is not changed when lead is regressed from 'In Progress' to 'New'	When a lead stage is changed, it's state should also be changed to reflect the new state (e.g. In Progress > New)	Bug	LEADS
V5-4061	Mobile pass issue - Apple Wallet	On successful mobile pass registration from the landing page, selected 'Add to Apple Wallet' does nothing. No contact or mobile pass was created.	Task	MOBILE PASS CARDS
V5-4065	Include contact category in Order Automations as a filter	Include contact category in Order Automations as a filter (all order automation events)	Task	ORDERS
V5-4055	Wallet funds amount not displayed in Orders summary screen	Wallet funds amount not displayed in Orders summary screen	Bug	ORDERS
V5-4052	Enhanced order quotation communication tag	Simplified order quotation communication tag Present each quoted item's quantity, net amount and sub-total (remove discount and taxed amount per item) Show the quotation's totals with details such as Sub-total, Taxed, Discount as well as the quotation's Grand total.	Improvement	ORDERS
V5-3914	Issue when editing Order notes through the Edit Order flow	Editing the notes of an order through the 'Edit' order flow does not eventually update the item's notes. Editing the notes however, through the Order Items section works OK. The difference between the two is that in the Edit order flow, an estimation_id is used whereas in the second case the PUT / orders API is triggered.	Bug	ORDERS
V5-3895	Enhanced Orders Automations	Include Order, Contact and Organisation custom fields in Orders Automations Include Order queue, stage, state and supply method in various events' filters Ability to set up Order automations and notify users as well (bug)	Improvement	ORDERS
V5-3828	Managing Order Queues issues	Issues when updating an Order queue Order queue initially has milestone settings for 3 stages Edit the queue and change it so as to invoice the orders upfront Validation message prevents update since there are milestones Remove the milestone % from all queue stages, set the queue as upfront and save again Same validation is thrown Validation also refers to 'creating the order queue'	Bug	ORDERS
V5-4012	Increase Product Description length	Increase Product Description length	Task	PRODUCT CATALOGUE
V5-3801	Order Catalogues Accessibility Issue	Merchants should not be able to view and access order catalogues of other merchants	Bug	PRODUCT CATALOGUE
V5-3057	Product description not being saved when adding a new variant product	When adding a variant product to a main product, the description provided is not being saved.	Bug	PRODUCT CATALOGUE
V5-4050	Purchases not awarded	Purchases not awarded due to products missing in the backend	Bug	REWARDS CORE
V5-3909	GET /reward_offers self-service API - Ability to sort offers by organisation & location	An additional 'sort' (request parameter) enum value will be created for the GET /reward_offers self-service API in order to retrieve the offers sorted by organisation in the response. Ability to list (featured) reward offers based on the location of the contact - using lat/lon	Improvement	REWARDS OFFERS, APPS & PORTAL
V5-3783	Service Requests - UI improvements & communication tags	When creating a SR from the contacts screen, there is no breadcrumb to go back to the contact afterwards. Behaviour should be like 'Record Payment' option on contacts screen Ability to select multiple SR categories as a filter on SR summary screen, and not filter one by one (should be similar to multiple product categories selection on products summary screen) Need a communication tag to show stage comments of an SR when changing SR stage through automations such as 'SR stage change' or 'SR owner change' or 'Regress SR' SR communication tag #service_request.owner - displays nothing in the communication body if SR owner is a team and not a user, should display team name Service requests & teams a) 'Create Service Request' automation > 'provisioning' action - Allow assigning a SR to a team, and not just a system user (handled by ticket V5-3879) b) Automation action is 'Communicate to user' > if the SR is assigned to a team and 'recipient' is set to 'The user who owns the entity' - then send the communication to all members of the team Communication tag #service_request.status > change to #service_request.stage	Improvement	SERVICE REQUESTS
V5-4043	UI issues when performing device actions by subscription action	Once a subscription action related to a device (add device/return device is performed) the subscription's list of devices includes each device multiple times. The Get devices Web API however returns the correct information (i.e. each subscription device only once)	Bug	SUBSCRIPTIONS
V5-4042	Include Future Subscriptions & Services in Mongo DB	Future Subscriptions and services to be included in Contact Profiles and Subscriptions Mongo collections. Once their related scheduled actions are performed, then the future start dates must be reset so as to show the subscriptions as Active etc	Improvement	SUBSCRIPTIONS
V5-4031	Ability to filter tier products prices based on contact that orders the service	Ability to filter tier products prices based on contact that orders the service	Improvement	SUBSCRIPTIONS
V5-4027	Ability to add multiple services within the UI	Ability to add multiple services within the UI Add multiple services, each one having its own price terms (of the same billing cycle), quantity, locations, components (in case of flex bundles) However, a single set of scheduling options is applied for all of the services Supported for both adding a service to the contact and to a subscription.	Improvement	SUBSCRIPTIONS
V5-4004	Cannot perform products search using multiple categories	Use Category filter in products summary screen and search for products of 2 different categories. Search does not return any results. Users have to search using one category at a time List products Web APIs supports retrieving multiple categories	Bug	USER EXPERIENCE AND TECHNICAL
V5-4072	Issue with Custom fields in Automation of FT	Issue with Custom fields in Automation of FT	Bug	PLATFORM
V5-4071	Reward Offer restrictions not updating issue	Reward Offer restrictions not updating issue	Bug	REWARDS CORE
V5-4058	No Events are added to Activity Feed after changing the stage of a Lead	No Events are added to Activity Feed after changing the stage of a Lead	Bug	LEADS
V5-4080	Leads Kanban board - owner name extends outside of card	When viewing Leads in Kanban view - if the name of the lead owner (user/team) is very long, it extends outside the card into the next column.	Bug	LEADS
V5-4057	Order - add category issue	Add category drop down list only shows 10 categories.	Bug	ORDERS
V5-4021	Return device from retailer issue	When a device is returned from retailer, the information is not reset.	Bug	INVENTORY
V5-4008	SMTP integration performance enhancements	SMTP integration performance enhancements	Task	PLATFORM
V5-3986	User Summary Page Visibility Issue	Some user attributes disappear from user summary page and need to be refreshed	Bug	SECURITY & USERS
V5-3979	API Logs API Key issue	Keep the 'submitted by user id' behaviour consistent	Bug	PLATFORM
V5-3844	UI Issue on saving owner on SR	UI Issue on saving owner on SR	Bug	SERVICE REQUESTS
V5-3528	Issues in Contact Summary reports received	Change alignment of column headers so as to make the report more clear and easy to read	Bug	ANALYTICS
V5-4062	Wallet expirations not displayed in financial events screen	Wallet expiration not displayed in financial events screen	Bug	WALLET

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5.5.4.1

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