5.6.0.0

Release CRM 5.6.0.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-4340	Ability to post server-to-server payments via JCC Payment Gateway	Ability to post server-to-server payments via JCC Payment Gateway, for businesses/owners of JCC merchant accounts that have already enabled the 3DS flow at their front-end	Improvement	ACCOUNTS
V5-4279	Filtering of countries when setting up a Tax Rate	When setting up a Tax Rate, only the business's enabled Countries of agreement (plus base country) must be available for selection. Currently all countries are displayed.	Task	ACCOUNTS
V5-4315	Include Awarded amount in Purchases Insights	Purchases Insights to display 'awarded amount' in exported UGD file. Enhanced UGD export using product / merchant / venue breakdowns	Improvement	ANALYTICS
V5-4281	Language code added to Register Contact self-service API	When a contact changes the language setting during the registration process from the front-end (app/portal), the new language is not set for the contact, so the language is English by default. When the contact is sent communications they are in English, instead of their preferred language.	Task	COMMUNICATIONS
V5-4369	Issue with bilingual communication for OTP verification during registration	During the contact registration flow via front end system - the OTP verification message is being sent in English, for a contact whose preferred language was set to Greek. Note that the welcome email is sent in the correct language	Bug	COMMUNICATIONS
V5-4180	Ability to set up Usage Charge Limits per Contact	Ability to set up Usage Allowance Limits per contact, that override the business's default business rules when it comes to these settings	New Feature	CONTACTS
V5-4179	Communities CRM.COM Wallet & Usage Consumption Enhancements	Ability to set up Communities where members have access to consuming usage and use CRM.COM wallet	New Feature	CONTACTS
V5-4347	Submitted by' (user) not displayed when Viewing an order's events	Submitted by' (user) not displayed when Viewing an order's events	Task	ORDERS
V5-4286	Self-service /estimates/order_fulfillment enhanced to include country_code	New attribute 'country_code' added to self-service /estimates/order_fulfillment_ API, default value should always be contact's country of agreement. The APIs response should filter locations based on the country_code set.	Improvement	ORDERS
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 at a period of time. 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 upon ordering. On exiting the contract period, the service will start being billed based on the new price that is valid during that time (if a new price was applied)	Improvement	PRODUCT CATALOGUE
V5-4289	Delegate Offers	Ability for a B2B Merchant to setup a delegate (proxy) offer Targets the contacts of the business Can create product specific offers for the products owned by this Merchant Can create a reward offer as 'funding owner proxy', meaning that the Merchant owns and funds the offer but the purchase events take place at the business and it's merchant network	Improvement	REWARDS CORE, REWARDS OFFERS
V5-4265	Ability to sign up to reward schemes using codes	Ability to sign up to reward schemes using codes	New Feature	REWARDS CORE
V5-4222	Ability to award contacts on transferring wallet funds	Community owners awarded on accepting to transfer their CRM.COM Wallet funds to one of their community's members. Ability to set up an Automation for the new event of accepting CRM.COM Wallet transfer and create an Achievement customer event Award the community owner based on an Achievement Reward offer	Improvement	REWARDS CORE, REWARDS OFFERS
V5-1516	Reward Event Filters Enhancements	Ability to filter between posted and cancelled reward events	Improvement	REWARDS CORE
V5-4346	Expense and its promotion not applied on initiating a service (on first activation)	Event-based expense is configured upon initiating a service (there's also a promotion on the expense). Order estimates shows the correct billing info. Subscription is created on placing the order, but due to insufficient funds the service is not activated (Draft). After topping up the account and activating, the first bill does not include the expense. Service initiation should include adding a service as effective on a subscription OR activating an existing service for the first time ('Draft' to 'Effective')	Bug	SUBSCRIPTIONS
V5-4304	Event-based charges issue on initiating a trial service	Event-based charge configured so as to be applied on the next billing period is being triggered on initiating a trial service. As a result, billing tries to bill the subscriber and because billing fails (0 credit limit) the trial service remains as 'draft'.	Bug	SUBSCRIPTIONS
V5-4303	SaaS Subscriptions issues	Business owner wants to cancel the subscription modal window includes a 'Delete' button - replace with an 'OK' button PUT services/id API is called correctly and replies back with a proposed scheduled date (i.e. cancellation cannot be performed immediately) user is not informed, once the action is submitted the modal closes with no further messages Business owner Use 'scheduled_actions' of GET contacts/id/services to show a badge in My Subscription box with label 'Pending Changes' - in red	Bug	SUBSCRIPTIONS
V5-4233	Issue when resetting the billing day while 'in trial'	While service is 'in trial', another service is added with no trial period. Billing day of the subscription should be reset to the date on which the new service is added.	Task	SUBSCRIPTIONS
V5-3854	Ability to extend a service's trial period	Ability to extend a service's trial period	New Feature	SUBSCRIPTIONS
V5-4389	Custom Forms - display explicit component location in Edit mode	When editing a custom form, it's unclear whether the selected component location is 'zone' or 'data page', currently only the entity name is displayed.	Bug	USER EXPERIENCE AND TECHNICAL
V5-1578	Financial Transaction and Customer Event Data Page Enhancements	Update existing financial transaction and customer events data page with a new look and feel	Task	USER EXPERIENCE AND TECHNICAL
V5-4350	Enhanced SMPP integration	Message Class' integration attribute to also support a 'null' option. Selection to also include the 'Select' option (similar to SMTP integration's attributes)	Task	Utilities
V5-4339	Activity Feed search result counter issue	Search results in Contact screen Activity Feed (the counter) is not correct, e.g. 14 records for a contact, but when navigating to second page it shows 20 out of 26	Bug	Utilities
V5-4316	Ability to create custom forms for merchants/venues	Currently, custom forms can only be created for Contacts at the level of the business. System functionality will be extended to allow creation of custom forms for Merchants/Service Providers and Venues/Service Points. Option to create Merchant/Service Provider and Venue/Service Point using a custom form from respective summary screens. Ability to view Merchant/Service Provider and Venue/Service Point using a custom form from the data page of the respective organisation.	Improvement	Utilities
V5-4301	Wrong automation event on Service Owner level	Automation at the service owner level includes an events that refers to 'Request Password Reset' with a description that says 'Contact requested a password reset'.	Bug	Utilities
V5-2521	B2B Spend	Ability for businesses to enable the CRM.COM Wallet (gateway), therefore, providing the possibility for their contacts to spend their wallet money at other businesses, which have also enabled such a gateway	New Feature	WALLET
V5-4374	B2B invitations summary page filters and views	B2B invitations summary page add filters and content views default view should be 'All Invitations'	Task	USER EXPERIENCE AND TECHNICAL
V5-4362	Invoice events created even though the invoice is not created	Manually created invoices with 'account debit' as default payment method sends events even though the invoice is not created	Bug	ACCOUNTS
V5-4361	Issue on Reward Offers & Commerce Pools filter	Commerce Pools - is Promoted not sending filter correct Reward Offers - is Featured not sending filter correct	Bug	USER EXPERIENCE AND TECHNICAL
V5-4342	Switch Organisation Issue	Switching between organisations does not work	Bug	BUSINESS NETWORK
V5-4338	Import Enhancements	Ability to process the imported file even when records already exists (duplicate records to be logged)	Improvement	INVENTORY
V5-4332	Create Service requests from ProductFruits onboarding tool	Create a webhook on tenancy, which will listen for a request, find the billing related contact and create a SR for the business with a description	Task	USER EXPERIENCE AND TECHNICAL
V5-4326	Merchant User authentication issue	An exception is thrown when a merchant logs out while in 'test mode', and then tries to login using a live public API key	Bug	BUSINESS NETWORK
V5-4325	Issue with Automation filter	Contact category 'Is Not' filter in Automations is not working	Bug	USER EXPERIENCE AND TECHNICAL
V5-4314	Country code is missing from phone and throws exception on retrieving contact tags for communication	Country code is missing from phone, and throws exception on retrieving contact tags for communication	Bug	COMMUNICATIONS
V5-4311	SR flow performance investigation	filters summary lazy load (categories ) default queue to redux (when create the entity)	Task	SERVICE REQUESTS
V5-4308	Error handling provisioning responses when there is no status	Error handling provisioning responses when there is no status	Bug	SUBSCRIPTIONS
V5-4307	UI Performance issue investigation	Performance issues on UI on Firefox. Issues when accessing multiple overview pages	Task	USER EXPERIENCE AND TECHNICAL
V5-4295	Ability to set up and use Event-based Charges for Orders	Ability to set up and use Event-based Charges for Orders. In addition, introduce the ability to charge an extra expense on a delivery Order based on the distance	New Feature	ORDERS
V5-4294	Service Owner Platform Settings	Under platform settings of a service owner, remove 'bulk data operations' and 'tags' (not contact & organisation)	Bug	BUSINESS NETWORK
V5-4287	Product Ordering & Commerce Spend Restrictions	Ability to support (per product) the max wallet commerce amount that can be spent during ordering	Improvement	ORDERS
V5-4237	Refund data page issue with refund method when Payout is Card	Refund data page issue on refund method when Payout is Card	Bug	USER EXPERIENCE AND TECHNICAL
V5-4151	Masquerade Improvements	Resolve security issue when masquerading to not allow users to masquerade back to any organisation that might not have permissions to do so (only applicable from APIs)	Improvement	SECURITY AND USERS
V5-4116	B2B Connect	Ability for a business (the peer) to be a B2B merchant of another business (the scheme owner). The two businesses have a mutual agreement, whereby they will apply promotions, and rewards to contacts registered on the scheme owner business. The agreement as such, defines the common identification method that will be used between the two businesses, to identify the contact on the (scheme owner) business, who purchased from the (peer) business.	New Feature	REWARDS CORE
V5-4082	My Approvals Issue	Deleting an automation for approvals results to (500) error message when trying to access my approvals	Bug
V5-4046	Promote & Join	Promote & Join' model provides the ability for businesses registered with CRM.COM to collaborate by promoting commerce pools, while others can join and award their contacts' purchases with such commerce money. Any awards provided against such pools, can be spent on the promoted business	New Feature	WALLET
V5-4045	CRM.COM Wallet Enhancements	Introduce CRM.COM Wallet (integration) across business organisations with financial and rewards support	New Feature	WALLET
V5-2916	Move Rewards from Account to Contacts	Move Rewards from Account to Contacts	Improvement	CONTACTS, ACCOUNTS
V5-2548	Wallet Allocations on Spend Issue	Wallet Allocations on Spend Issue	Bug