5.5.4.3

Release CRM.COM 5.5.4.3 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-4153

Billing address issue on account

When setting the billing address for an account, the screen needs to be refreshed in order to see the address. 

Bug

ACCOUNTS 

V5-4063

Stock balance issues due to not considering stock adjustments

Stock balance counters are not calculated correctly due to stock adjustment transactions not being considered

Bug

INVENTORY

V5-4099

Sorting of Lead Notes

A Lead's Notes should be displayed sorted based on their creation date, having the most recent one displayed first

Task

LEADS

V5-4107

Enhancement in Passes expiration dates during export

Exported Passes file includes the expiration dates in epoch. Include one more column with the expiration date in a readable format

Improvement

PASSES

V5-4194

Product definition bugs

  1. Define a product type and add characteristics (e.g. Size) - when you edit the product type no characteristics are displayed

  2. When adding a modifier to a product using a component set, no products are available for selection in the drop-down list displayed for the 'default modifier' option 

Bug

PRODUCT CATALOGUE

V5-4152

Time Travel issues when managing subscriptions grace periods

Grace period cannot be applied to a subscription while in Time travel mode - error 500 is thrown

Bug

SUBSCRIPTIONS

V5-4131

Enhanced Service Delivery and Billing estimations

Provide the ability through the estimates Web APIs of service delivery/billing run to preview billing that includes existing service's upcoming billing, plus the billing of changes requested

Improvement

SUBSCRIPTIONS

V5-4129

Include more info on summary screens for Service Requests, Leads and Orders

1 ) 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.

2 ) Leads summary:

  • show whether the Lead was Won or Lost instead of showing the stage

  • rename filters by removing 'Lead' prefix from their names e.g. 'Lead Queue' filter rename into just 'Queue'

3 ) 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 fields name (filter, response) must 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

4 ) All filters across screens (leads, service requests, orders)

  • Rename 'Life Cycle State' to 'State' 

  • Make sure that filter names as Stage, Stage, Queue (not Status, not Order Queue etc)

5 ) 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

V5-4165

Contact Wallet Transactions report issue

Investigate whether the merchant/venue is available when cancelling the purchase event. The requirement is to also show the merchant/venue for purchase cancellation events in the report.

Task

WALLET

V5-4201

Self-service /organisations/id/network API change to retrieve locations sorted by nearest first

1 ) Self service /organisations/id/network API - include new value ‘DISTANCE’ for ‘sort’ query parameter. When this is set along with ‘lat’, ‘lon’ and ‘distance’ query parameters then the locations retrieved should be sorted based on closest first to lat/lon co-ordinates.

2 ) Only ‘active’ locations should be retrieved.

Apply to V1 & V2 APIs.

 

 

V5-4193

Product Accessibility UI Issue

The label for the product accessibility placeholder (on Product screen) is incorrect, it should read 'This product can be used'

Bug

PRODUCT CATALOGUE

V5-4192

Customer Events Engine to include performed by Organisation Id

Customer Events Engine to include performed by Organisation Id

Bug

CUSTOMER EVENTS

V5-4184

Purchase API Enhancements

Ability to rollback to the organisation (identifier) against a purchase, in the event where a merchant/venue combination is not found (mandatory requirement is to provide all organisation identification means)

Improvement

USER EXPERIENCE AND TECHNICAL

V5-4175

Communications not sent issue

Communications not sent issue

Bug

COMMUNICATIONS

V5-4163

Purchase Customer Event Enhancement

Amend purchase customer event (back-office) v2 based on new pass mapping

Task

CUSTOMER EVENTS

V5-4162

Organisation Activity Feed is not showing any records

Organisation Activity Feed is not showing any records

Bug

ACTIVITIES

V5-3993

Default Configuration set up on Business sign-up

Enhanced default configuration when signing up a new business.

  • One product type for each combination of composition/classification

  • Default Service Request Queue

  • Default Lead Queue

  • Default Sales models - Wholesale and Retail

Improvement

BUSINESS NETWORK