5.5.4.5

Issue key

Summary

Description

Issue Type

Components

V5-4119

Ability to set up a tax rate's validity period

Ability to set up the date from which a tax rate will be applied through the UI. Currently the date is automatically set based on system date. The date can be set in the future or in the past. 

Improvement

ACCOUNTS 

V5-4270

Business logo appears rotated 45 degrees on an exported reports for a specific business 

The Business logo appears to be rotated 45 degrees clockwise when a report is exported in PDF format. 

Bug

ANALYTICS

V5-4196

Enhanced Registration of an Organisation

The process of registering an organisation has been changed to accept additional information for the Business signing-up, such as the currency in which the Business will be billed by the Service Owner.

Improvement

BUSINESS NETWORK

V5-4257

Disabled integrations should not be selectable for communication plans 

Disabled communication integrations are being displayed for selection when selecting the channel for communication plans. 

Bug

COMMUNICATIONS

V5-4268

Issue when updating segment conditions

Segment conditions not refreshed when changing between contacts HAVE/DID. When editing a segment that includes HAVE conditions into using DID conditions, then the HAVE conditions are still kept therefore segment results are wrong

Bug

CONTACTS

V5-4253

Include 'in days' filter in segments

Currently 'next days' segment condition is supported for subscriptions segments. The 'in days' condition should also be supported for evaluating contact services information (as in Birthday) e.g. 'in 3 days', so a communication is sent only 3 days before trial ends, 3 days before the next billing date etc.

Task

CONTACTS

V5-4250

When placing orders, List Order Catalogues is not considering the order 'state'

Order catalogues selection in Orders in the backend does not filter out the 'Inactive' catalogues.

Task

ORDERS

V5-4206

Ability to set up custom fields for Products

Ability to set up custom fields for Products

Improvement

PRODUCT CATALOGUE

V5-3285

Enhanced Product Catalogue

Product Catalogue enhancements

• Introduce a product Default Price

• Price for a service while 'in contract' and when 'not in contract'

• Ability to differentiate the price of a product for different periods (period pricing). The feature creates a new version of the price that will be applied during a time period. Subscribers in contract are never affected by the price change. By default a service 'in contract' will always be billed based on the price agreed on ordering. On exiting the contract period, the service will start being billed based on the 'not in contract price' that is valid during that period (if a price exists)

Improvement

PRODUCT CATALOGUE

V5-4254

Reward Offer Issues

Reward offer settings are being reset to default values when the user edits/saves the offer without any changes, and when an award is provided based on free product with expiration other than 'never expires' the award is still set as 'never expires'

Bug

REWARDS OFFERS

V5-4251

User Management Issue

Deactivating a merchant user that also exists as a user for another merchant, deactivates both and then cannot delete such a user

Bug

SECURITY AND USERS

V5-4256

Service request queue creation issues 

1) When creating a SR queue the behaviour should be the same as when creating an Order or Leads queue, there should be no need to click on the 'tick' icon to confirm your data entry.

2) 'Add a Stage' should be a link at the bottom of the screen.

3) When SR queue is saved only 2 stages are saved - 'New' and 'Closed'

Bug

SERVICE REQUESTS

V5-4223

Automatic assignment of a Service Request through automation

Automation is configured to assign a new Service Request to a team. Upon creating the service request though, it is assigned to the user who created it instead (and despite the fact that no assignment settings were specified on the new SR)

Bug

SERVICE REQUESTS

V5-2863

Service Requests - Adding an additional linked service request throws unhandled error 

Select a service request which already has links to other service requests, adding another linked service request throws error 500.

Bug

SERVICE REQUESTS

V5-2190

UI issue when closing a Service Request with charges 

The SR summary screen doesn't load after attempting to close a SR with charges, but insufficient funds in account.

Bug

SERVICE REQUESTS

V5-4247

Ability to communicate a subscriber's upcoming bill

Introduce a new communication tag that returns a contact's upcoming bill. The tag will be used in communication plans templates. Communication plan runs on a daily basis and notifies contacts whose upcoming bill is due in an X number of days.

Improvement

SUBSCRIPTIONS

V5-4233

Issue when re-setting the billing day while in trial

While service in trial, another service is added with no trial. Billing day of the subscription should be reset to the date on which the new service is added.

Task

SUBSCRIPTIONS

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. If this device is later on 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

V5-4271

Custom preferences UI issue

Custom preferences UI issue when trying to edit on the custom fields on the entity screen (e.g. on contact screen) - the 'Edit' option is not fully visible.

Bug

USER EXPERIENCE AND TECHNICAL

V5-4245

Rephrase all labels/instructions so as to use UK English instead of US English

Rephrase all labels/instructions so as to use UK English instead of US English

Task

USER EXPERIENCE AND TECHNICAL

V5-4243

Issue when searching for Organisation Tags

Issue with 'search_value' in list tags web API when managing an Organisation.  Search value is included in the API's filters but not considered i.e. List returns all tags.

Verify that List API works for all tags (i.e. for other entities as well)

Bug

Utilities

V5-4195

Default Mobile Pass Card, Landing Pages and CIMs created on business sign up

Default Mobile Pass Card, Landing Pages and CIMs (email and phone) created on business sign up 

Improvement

Utilities

V5-4177

List Tags Web API to support 'search_value' parameter

1. List Tags Web API to support 'search_value' parameter. Supported values should be the name and description of the tag.

2. Include the Entity of the Tag in the summary screen of tags as well

Task

Utilities

V5-3551

Ability to search using an entity's Tags

All entities supporting Tags, should have the tags as a filter in their List V2 Web APIs. It should be optional (through the filters) to include the tags or not in the Web API's response

Tags summary screen: The default filter should be 'All Tags'. Currently it's 'Contact tags' which is wrong, users have to remove it every time they visit the page 

Task

Utilities

V5-4278

Applications API not returning order catalogues in response

Applications API not returning order catalogues in response

Bug

V5-4259

Communication issue with SMTP without credentials 

Communication issue with SMTP without credentials 

Bug

V5-4258

When changing a service, you can set the quantity and the enabled provisioning devices on the same action

When changing a service, you can set the quantity and the enabled provisioning devices on the same action

Bug

V5-4249

Performance issue with Organisation Rewards Analysis Report

Performance issue with Organisation Rewards Analysis Report

Bug

V5-4241

Subscription Analytics issues

1) Dashboards

a) Remove date filters from MRR dashboard
b) Service activations: keeping 2 activations for trial start and re-activation during the month is confusing
c)Include more colours in stack bar charts (e.g. services added and services activated both appear in blue).

2) Reports

a) MRR
i) By default 'This year' filter is set but preview shows 1 month only
ii) Show amount of 0.00 whenever nothing was calculated (MRR metric is null)

Bug

V5-4240

Sign up Organisation (registration award issue)

Sign up Organisation ( registration award issue)

Bug

V5-4239

Applications, Landing Pages and Wallet Passes issue on copying Business

After copying a business the Applications, Landing Pages and Wallet Passes do not work. Assign new external ids on copying each of these entities and set other identifying fields to null. The pass plan id on Landing Page should also be set to null. 

Bug

V5-4238

Product Prices on List Products are not sorted

On the response of List Products, the product prices should be sorted on ascending order based on price

Bug

V5-4229

Promotion screen issue

When there's a termed service in the basket, the options are not shown on 'edit' if there are no conditions.

Bug

V5-4225

Integrations can not handle null values

• When updating a plugin integration (unifi) with a parameter that has a value of 'null', the plugin ignores the update

• When an integration parameter has a 'null' value, multiple operations do not handle it and an exception is thrown

Bug

V5-4218

List SR Files - fix paging logic

Check also on leads and activities files

Bug

V5-4191

Expense related to post bill device as rental, is being billed as pre-bill on adding the device

Device with post bill rental price, bills the expense as pre-bill when added, instead of on the next billing.

Bug

V5-4173

Customer Event Breakdown Issues

Customer event rewards breakdown does not cut-off decimals

Bug

V5-4158

Duplicate user organisations investigation

Investigate and try to replicate the creation of duplicate user organisations

Bug

V5-4140

Issue with user lockout period

The lockout period of a user could not be cancelled 

Bug

V5-4132

Organisation relationships not updated when removing an organisation group

Organisation relationships not updated when removing an organisation group

Bug

V5-3813

Order estimated amounts issue related to taxed amount

Edit the ordered items

1. Total cost is X

2. Give an ad-hoc discount of 238 euros (by default it includes tax amount)

3. In order estimates, the discount including tax shows 237.99 instead of the specified 238

Task

V5-3234

 New Automation filter for Leads & Service Requests

Automation filter for Leads & Service Request to be enhanced on backend with new attributes LEAD OWNER TEAM & SERVICE REQUEST OWNER TEAM to cover owner team filter too.

Task