5.5.4.2

Release CRM.COM 5.5.4.2 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-2400	Monthly Recurring Revenue	Ability to calculate MRR (Monthly Recurring Revenue) for subscribers and their services Metrics Dashboard elements Reports	New Feature	ANALYTICS
V5-4126	Verify contacts in a front-end using their Statutory ID	Provide the ability to verify a contact through OTP using their Statutory ID.	Improvement	CONTACTS
V5-4095	Changes in contact payment methods not saved	Updating an Account Debit payment method through the UI does not store the changes. Remove the method's 'reference number' and save. PUT Web API is correct but when the payment method is loaded again, the reference number is still there.	Bug	CONTACTS
V5-4086	Issue with refresh time setting on Segments being changed	A refresh time is set on a segment e.g. 00:30, when the segment is saved and revisited, the segment time is changed to 12:30 (noon).	Bug	CONTACTS
V5-3713	Issue when creating segments for contacts who are using an application	No contacts are included in segments with filter 'contact has an application X'	Bug	CONTACTS
V5-4064	Stock in' transactions issue	Wrong validation thrown when creating a 'stock in' transaction for devices with a serial number that already exists. Validation message says 'please specify serial number for product', it should say 'serial number already exists' and also include the duplicate serial number in the message.	Bug	INVENTORY
V5-2723	Warehouse transactions issues	Stock in' transactions Create a new 'stock in' transaction with a unit cost - after posting, the cost is lost, no totals etc. Supplier should be mandatory only for 'stock in' transactions that add new stock to the warehouse. When stocking in due to returns, the supplier is not needed	Bug	INVENTORY
V5-4079	Enhanced Order Placing process	Ability to place orders in the back-end based on Order Catalogues Ability to place an Order through the Contacts screen Ability to clone an Order within the Orders screen Include net amount of an ordered item and communicate it to the contact	Improvement	ORDERS
V5-4059	Ability to maintain Ad Hoc Order milestones	Ability to maintain Ad Hoc Order milestones	Improvement	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
V5-3637	Enhanced management of order milestones	List of stages when setting up an order's milestones must: Include only stages which according to the order queue can have a milestone % or amount Exclude the current and previous stages of the order (i.e. if the order progressed to a stage then milestone can be set/updated but only for upcoming stages)	Improvement	ORDERS
V5-3663	Approvals Issues	Resolve various automation & approval issues	Bug	SECURITY AND USERS
V5-3361	Service Requests in a 'closed' state should not be editable	Currently, a system user can perform all sorts of actions for a 'closed' Service Request, this should not be permitted. Only Send Email, Print and Delete actions should be allowed for a 'closed' Service Request.	Bug	SERVICE REQUESTS
V5-4135	Issue when enabling a service to a device	Device is bundled with a termed service, so when adding the device to the subscription, the termed service is added as well. Later on, if this device is related to another service (of a different subscription), then adding the device to new subscription must not add the bundled service to that subscription as well. Validation could be based on the fact that a service cannot be authorised to the same device instance more than once.	Bug	SUBSCRIPTIONS
V5-4089	Time travel issues	Internal server error is thrown when applying a Grace period to a subscription while in time travel Once in Time Travel, 'Switch to business' becomes available for a cloud operator user. Exit time travel and the same option appears	Bug	SUBSCRIPTIONS
V5-4009	Recurring expenses not applied according to the device conditions	Service enabled on a device which in turn is provisioned to more than one distributors. This results in wrong evaluation of recurring charges rules	Bug	SUBSCRIPTIONS
V5-4007	Enhanced Subscription ordering flows for flexible bundles	Amend service action/menu option for services flex bundles. Change service action will be used instead When changing a service which is a flex bundle then For each available component to be added (components exists either as individual product in the composition OR as part of a type etc) a. show its min quantity (if any) other wise default to 1 b. show the product's description (first 100 chars) When ordering a service bundle (Orders flow) UI should be similar to changing the service Also note that a flex bundle can also be added directly to an existing subscription or to a contact	Task	SUBSCRIPTIONS
V5-4136	Subscription Analytics	Enhanced Subscriptions Dashboard Include “No Billing” subscriptions in Subscriptions Analysis Rename “Active Services” chart into “Service Activations“ to show all service activations per month New chart for “Active services” to present how many services were in Effective state at the end of each month	Improvement	SUBSCRIPTIONS
V5-4129	Include more info on summary screens for Service Requests, Leads and Orders	Include Queue name, Stage name name in badges in the summary screens of Leads, Service Requests and Orders. Currently in leads we show stage and state, in SRs there's nothing and in Orders only the state is shown. Leads summary: show whether the Lead was Won or Lost instead of showing the stage rename filters by removing 'Lead' from their names e.g. 'Lead Queue' filter rename into just 'Queue' Service Requests summary add 'Is Resolved' as a filter and as a response in the results (filter already included in V2 design lab) Important: the field name (filter, response) should be 'is_resolved' , not 'resolved'. All fields in V2 Web APIs for service requests were renamed - GET, PUT (actions), LIST Show Resolved badge in green and Unresolved in red. If a service request was closed, then don't show the Priority badge in the summary screen All filters across screens (leads, service requests, orders) Rename 'Life Cycle State' to 'State' Make sure that filter names are Stage, State, Queue (not Status, not Order Queue etc.) Keep the same ordering across all 3 summary screens i.e. Queue (in grey), Stage (according to the queue) and state	Task	USER EXPERIENCE AND TECHNICAL
V5-4032	Enhanced User Interface with a Home page and landing pages per area	Introducing a Home page and landing pages per each one of the 6 main areas Getting started and Dashboard pages to be deprecated 6 main areas - 6 Landing pages: Under each area's meu option include a new landing page called 'Overview'. Each area's landing page includes the area's Dashboard New Home page that includes Access to Getting Started flow/checklist The Business Performance Dashboard	New Feature	USER EXPERIENCE AND TECHNICAL
V5-3505	Side bar menu options issues	Expand the side bar menu and select a sub-menu option, the sub-menu options are collapsed and it's not possible to select another of the same sub-menu. Partner logos cropping and scroll bar appearing	Bug	USER EXPERIENCE AND TECHNICAL
V5-2983	New V2 Web APIs: Business Network	Update business network module to v2 APIs and UI	Improvement	Utilities
V5-2698	Enable Google Geocoding for Organisations and Contacts	Enhancements in searching for an address using Google Places integration. The enhanced solution provides the ability to search and get up to 5 addresses from Google places and retrieve more accurate info on the address to be found as well as move the selected Google Places address info to the new address of the contact	Improvement	Utilities
V5-4141	Application Issues	Application usage is not recorded for contacts FCM token is not updated in existing devices Some contacts have duplicate devices due to double calls of the api in the initial creation	Bug	APPs AND PORTALS
V5-4114	Transaction Processor API Enhancements	Ability to support Get & Cancel Purchase Customer Events and (new) Get Wallet balances APIs on transaction processor level	Improvement	CUSTOMER EVENTS
V5-4113	Convert currency to default	Amounts converted are not in the default currency.	Task	USER EXPERIENCE AND TECHNICAL
V5-4102	Journal Entry organisation Id Set Issue	Organisation id is being wrongly assigned in journal entry	Bug	ACCOUNTS, WALLET
V5-4101	Mandate Update Issue for Payment Method	Mandate Update Issue for Payment Method	Bug	SUBSCRIPTIONS
V5-4014	Order flows UI Issues	1 ) View Financials issue a. Financial transactions' amounts must be shown in the account's currency, not the default (create an Order for an account owner that is charged in $, where $ in NOT the base currency of the business) 2 ) Create a new Invoice for this order through View Financials action a. Invoice is created successfully BUT user is navigated back to Contacts/Invoices/Invoice xyz i.e. the same link as when posting an invoice for a contact). User must at least be navigated back to the order's financials	Task	ORDERS
V5-4010	Paging issues	Paging options not available in Integrations > Provisioning Providers > Logs	Task	USER EXPERIENCE AND TECHNICAL
V5-3872	Update subscription payment method on delete payment method	When deleting a payment method, the payment method should be removed from related subscription.	Bug	SUBSCRIPTIONS
V5-3861	Add device on subscription without validating price terms id	Add device to a subscription price terms id is not required Device added to the subscription might be purchased by the contact through the ordering flow given to a contact as a rental (price terms might be required if a fee will be applied) contact brought his/her own device so the device was not sold to the contact, was not removed from the warehouse	Bug	SUBSCRIPTIONS
V5-3735	No validation exists when deleting a segment related to price	Check a price's advanced conditions, in general: applies for a specific contact and contact is deleted new sales model : this one is covered already currencies: business disables that currency from its allowed ones countries	Bug	CONTACTS