Features
- Spyroulla Ioakim
- 1 ACCOUNTS
- 2 ACTIVITIES
- 3 ANALYTICS
- 4 APPS & PORTALS
- 5 BUSINESS NETWORK
- 6 COMMUNICATIONS
- 7 CONTACTS
- 8 CUSTOMER EVENTS
- 9 DIGITAL MONEY
- 10 INVENTORY
- 11 LANDING PAGES & MOBILE PASS CARDS
- 12 LEADS
- 13 ORDERS
- 14 PASSES
- 15 PLATFORM
- 16 PRODUCT CATALOGUE
- 17 REWARDS CORE
- 18 REWARD OFFERS
- 19 SECURITY AND USERS
- 20 SEVICE REQUESTS
- 21 SUBSCRIPTIONS
- 22 USER EXPERIENCE AND TECHNICAL
- 23 UTILITIES
- 24 WALLET
This is a list of our current and planned features. We are constantly improving and enhancing our software, so check this list regularly to keep up-to-date with new features and enhancements.
ACCOUNTS | ||||
Issue key | Summary | Description | Issue Type | Fix versions |
V5-1432 | Ability to top-up wallet with fresh money |
| Improvement | 5.4.1.0 |
V5-1390 | Financial events back office feature | Ability to view all Financial events for all Contacts on a summary screen using filtering criteria. | New Feature | 5.4.2.0 |
V5-1389 | New API for financial events | Create a new Financial API List Journals to retrieve all account and wallet journals for all contacts. API is used in such processes as Contact statement and Financial events summary feeds | New Feature | 5.4.2.0 |
V5-1275 | Implement payment retries | Implement payment retries | Improvement | 5.4.3.0 |
V5-1080 | Front End Payment Payment Flow to support 3D Secure checks and Pre-order payment | The order processing flow needs to be amended to accommodate the potential for a 3D Secure redirect from a hosting bank, or in general front end payment capture. A number of front end and back end flows will need to be modified. | Improvement | 5.4.0.0 |
V5-1053 | Purchase Events & Refund Enhancements | Ability to credit merchant (organisation) account when a refund is posted due to spend via JCC Merchant services | Improvement | 5.3.2.0 |
V5-764 | Create Batch Purchase Events | Create a batch of purchase Events that can later be monitored. | Improvement | 5.3.0.0 |
V5-328 | Ageing Feature | Ability to calculate ageing of an account or group of accounts. During the accounting closing period, the overdue amount per account is calculated in time periods (0-30 days overdue, 30-60 days overdue, 60+ days overdue). | Story | Candidate Features |
V5-327 | Account Groups | An Account Group represents a group of accounts that have a single parent and multiple member accounts, whereby the parent account funds/sponsors (i.e. is billed and pays for) one or more services of its members. Account Members Funding Scope
Member funded products (product id/type/family) | Story | Candidate Features |
V5-326 | Account Devices | Account devices are the physical goods owned by the contact. Devices can be purchased through the company or brought by the contact as a ‘use your own device’. Devices can be returned back to the company or can be transferred to another account owner. | Story | Candidate Features |
V5-324 | Multi Currency | CRM.COM supports multiple currencies, whilst a default base currency is defined for the business. A different account is setup for every currency. Exchange rates can be set against the base currency in order to facilitate conversion when financial transactions are posted between accounts of different currencies. | Story |
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V5-323 | Credit Management | Define the default Credit Limit and Credit Period rules that are applied on all accounts and optionally create additional rules that can be applied on conditions. A proximity range can also be specified which allows the users to manually adjust the credit for specific accounts. Default Credit Limit - The maximum amount of credit that can be provided for an account, or in other words the maximum balance that an account can ever reach. Credit Period - The time granted to the account owner to settle an invoice. | Story | 5.1.0.0 |
V5-322 | Tax Management | Tax Rates Tax Code
Supply Method
| Story | 5.1.0.0 |
V5-321 | Create and Maintain Financial Transactions | Financial transaction type classifications define the nature of a transaction, including its notation in the double-entry accounting system (debit or credit). Financial transaction type classifications are predefined in the system and cannot be overridden. Map your own business financial transactions against the supported classifications:
| Story | 5.1.0.0 |
V5-320 | Accounts Classifications | Setup business classifications to define the nature of account owners. Account classifications can be used during rule creation to form the conditions for subscriptions, rewards and digital money rules. | Story | 5.2.2.0 |
V5-319 | Period Closing | The accounting period settings define the allowed open periods (between 1 and 6 months). The accounts closing period is always performed on the 5th day of each period. At the end of each accounting period, all transactions posted within that period are collected and their aggregated amount is calculated to provide each account's opening balance for the next accounting period. The opening balance per accounting period is essential since each account's running balance depends on it. | Story | 5.2.2.0 |
V5-318 | Accounts Credit Allocations | Allocations are used to allocate the amount of a credit transaction against a debit transaction, in order to settle an amount due. Allocations are applied automatically by the system based on the allocation principle of the system which can either 'FIFO' or 'FIFO and Against Item'. FIFO (First In First Out)- The oldest credit transaction is allocated against the oldest debit transaction. Against Item & FIFO - Allocations are always performed against item when the credit transaction is referring to one or more specific debit transactions (of an invoice). If there are other transactions which are already allocated against an debit transaction, using the FIFO principle, then they are de-allocated and allocated again based on the same principle. | Story | 5.2.2.0 |
V5-317 | Create and Manage Accounts | Create, update and view a contact's accounts with related wallets and financial transactions. A contact can have multiple accounts in multiple currencies. An account can be either active, suspended (contact cannot purchase additional services) or terminated. If the contact has multiple accounts then one is designated as primary, where it defaults for payments and purchases. Each account maintains a balance and an overdue amount (amount that has exceeded its due date for payment). It can be optionally classified so that it is treated differently in subscriptions, reward and digital money rules and has one of the contact addresses designated as the account billing address. Journal entries are performed against an account and only journals can debit or credit the account. They are used to calculate the balance of the account, close accounting periods and perform allocations. A debit or credit journal entry is created whenever a Financial Transaction, Top-up or Transfer is executed against an account. | Story | 5.1.0.0 |
V5-82 | Accounts and Payment Methods for Organisations | Ability to define an account receivable and payment methods for organisations and process payment with PCI compliance via payment gateways such as Stripe, PayEasy, PayPal, JCC. | Story | 5.3.0.0 |
V5-1728 | Drill down for Financial Events | Ability to view a drill down of a transaction from the Financial Events summary screen | Improvement | 5.4.4.1 |
V5-1656 | Wallet Transactions History Overview | Ability to retrieve wallet transactions with details on each transaction that show how and why they were generated on a single self-service Web API | Improvement | 5.4.5.0 |
V5-2451 | Ability to update or remove a payment method | Update or remove a contact's payment method | Improvement | 5.4.6.0 |
V5-2440 | Have the ability to define credit period per customer | Ability to set up and use Payment Terms
| New Feature | 5.4.6.1 |
V5-2092 | Ability to select statement period & export the Contact's account statement |
2. Ability to export the statement
| Improvement | 5.4.6.2 |
V5-1652 | Ability to keep the opening and closing balance per account/per accounting period | Ability to keep the opening and closing balance per account and per accounting period. Opening and closing balance per period should also be supported for Wallet Balances. | Improvement | 5.4.6.3 |
V5-2939 | Invoice traceability |
| Improvement | 5.4.6.4 |
V5-2918 | Ability for a Business to set up their payment methods | Ability for a business to add a card as a payment method for paying their purchased SaaS services | Improvement | 5.4.6.4 |
V5-2937 | Ability to set up an Automation for failed payments | Ability to set up an Automation for failed payments to handle both these cases:
| Improvement | 5.5.2.0 |
V5-2674 | Ability to create manual debit and credit journals | New financial action Manual Journal (available via the Contact screen) whose purpose is to create a manual debit or credit journal entries for a contact's wallet or account. Balance is adjusted immediately. | Story | 5.5.2.0 |
V5-3594 | Ability to retrieve enough funds to pay off an account's balance | Ability to set up a behaviour for payments-on-file during the billing run. By default, the billing run tries to retrieve enough money in order to pay off the invoice to be generated. This behaviour can be overridden by enhanced Financial Rules according to which, on each billing run, the process requests the bill amount plus the overdue amount of the account that is being billed. | Improvement | 5.5.3.2 |
V5-3612 | Introduce new payment method type: Electronic Transfer | Introduce a new payment method type called 'Electronic Transfer' that will be used to post offline payments such as Bank Transfers and POS payments | Improvement | 5.5.3.2 |
V5-328 | Ageing Feature | Ability to perform an analysis of aged debt of contacts The Ageing analysis is the process that identifies unsettled Invoices and classifies them as Aged Invoices. An Invoice's age denotes how long the invoice has been due for (i.e. how long it is aged since its posted date). | Story | 5.5.3.2 |
V5-3584 | Payment Method (SEPA) Enhancements | Enhance Account Debit payment methods (and overarching APIs) to support SEPA sequence type (first, recurring, final, one-off) | Improvement | 5.5.3.3 |
V5-3471 | Ability to modify and communicate a financial transaction's notes | Provide the ability to users to modify a financial transaction's notes even after it's Posted. Additionally, a financial transaction's notes should also be supported as Communication Tags | Improvement | 5.5.3.3 |
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 | 5.5.4.5 |
ACTIVITIES | ||||
Issue Key | Summary | Description | Issue Type | Release |
V5-1483 | Create and Manage Activities | Ability to create and manage Activities relevant to the type of activity that the request represents. The activity is progressed through statuses and linked to various entities. | New Feature | 5.4.3.0 |
V5-2534 | Ability to add custom fields on Activities | Ability to add custom fields on Activities | Improvement | 5.4.5.9 |
V5-2046 | Activities created from Orders | Ability to create an activity from an order | Improvement | 5.4.5.0 |
V5-2819 | Ability for Merchants/Service Providers to access their Activities | Ability for Merchants/Service Providers to create and access their Activities in the backend | New Feature | 5.5.1.0 |
ANALYTICS | ||||
Issue Key | Summary | Description | Issue Type | Release |
V5-1066 | Reporting and visibility on expired awards or to be expired awards | Have the ability to report on already expired awards or to be expired in X period. | New Feature | Candidate Features |
V5-941 | Analyse data with ready made reports | Ready made reports that can be emailed to designated users | Story | 5.1.0.0 |
V5-919 | Enhance Segment refresh frequency configuration | Set how often a segment should be refreshed allowing for daily, weekly, monthly settings. | Improvement | 5.3.1.0 |
V5-822 | Merchants / Venue Report | Report to show Merchant / Venue performance. Merchant / Venues Rewards Analysis - View a list of merchants and venues awards with an analysis of their performance for a period of time. | Improvement |
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V5-802 | Product Data in Events | Ability to specify Product Data in Insight Analytics Filters and Breakdowns | Improvement | 5.3.0.0 |
V5-773 | Segmentation Country of Agreement Enhancement | Ability to segment contacts based on their country of agreement | Improvement | 5.3.0.0 |
V5-458 | Insight Analytics | Ability to construct queries on the CRM.COM embedded BI Ability to visualise data in pie chards, bar charts | Story | 5.2.2.0 |
V5-430 | Contacts Rewards and Orders Analysis Reports | Contacts Rewards and Orders Analysis report provides an analysis on the contacts reward and ordering behaviour. | Story | 5.2.3.0 |
V5-200 | Contacts summary report | Contacts summary report, ability to report on all contacts including their financial data | New Feature |
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V5-2514 | Settlement Report for Merchants / Service Providers | Report that provides analysis of settlement and fees applied for a period of time | New Feature | 5.4.5.7 |
V5-2302 | New Contacts Wallet Transactions Report | New report available showing contact wallet transactions by Merchant/Venue. | Improvement | 5.4.5.3 |
V5-2219 | Enhanced Financial Events Analytics |
| Improvement | 5.4.5.3 |
V5-2140 | Reports and Analytic Exports to be sent with Service Owner SMTP integration if Business SMTP integration not configured | Reports and Analytic Exports to be sent with Service Owner SMTP integration if Business SMTP integration not configured | Improvement | 5.4.4.1 |
V5-2102 | Rewards Analytics Enhancements | Ability to retrieve analytics for achievement customer events and filter based on purchase classification | Improvement | 5.4.5.2 |
V5-2044 | New Report: Contact Financial Analysis | Analysis of financials by contact for a period of time | New Feature | 5.4.5.2 |
V5-2043 | Enhanced Customer Events reports | Reposition reports on Rewards. | Improvement | 5.4.5.2 |
V5-2012 | Report Scheduling Enhancements | Ability to schedule reports to run on a pre-defined frequency and to be sent to multiple recipients (as long as they have an authorised email) | Improvement | 5.4.5.8 |
V5-1893 | Enhanced Dashboard to include Rewards and Subscription dashboard components | Enhanced Dashboard to cover basic dashboard components for both Rewards and Subscription dashboard components | Improvement | 5.4.4.1 |
V5-1715 | Subscriptions Report | List of subscriptions along with their services and devices (if any) | New Feature | 5.4.3.1 |
V5-1669 | Ability to export Insights results | Ability to export insights results in an CSV format (tabular) via a communication sent to the user that requested such export | Improvement | 5.4.4.0 |
V5-1646 | Report: Reward Offers Performance | New Report: Reward Offers Performance | New Feature | 5.4.4.0 |
V5-2398 | Insights: Invoices | New Insights for Invoices to support reporting such as:
Insights export to include all amounts (total, net, tax, discount) | New Feature | 5.4.6.0 |
V5-2402 | Report: Stock | Stock Report in Inventory group of reports:
| New Feature | 5.4.6.0 |
V5-2558 | Insights: Payments | Ability to run insight for payments based on
| New Feature | 5.4.6.1 |
V5-2940 | Include custom fields in Contacts Financial Analysis report | Include Contacts custom fields in Contacts Financial Analysis report | Improvement | 5.4.6.4 |
V5-3191 | Include custom fields in any Report that returns a list/summary of entities | Include custom fields in Orders details and Service Requests Summary reports. Custom fields are included in the list of available columns to be added in the report | Improvement | 5.5.1.0 |
V5-2403 | New Report: Accounting Analysis | Accounting Analysis report shows total amount amongst all transactions performed by all contacts
In all cases, includes total amounts (in business' base currency, any other amounts are converted) and total number of transactions | New Feature | 5.5.2.0 |
V5-2402 | New Report: Stock | New Stock Report in Inventory group of reports:
| New Feature | 5.5.3.0 |
V5-2557 | New Report: Debtors | View a list of contacts with an outstanding debt to the business. The report includes the total outstanding amount per account owner as well as for how long the debt is due, separated into 5 ageing buckets of 30 days each. Ageing analysis is performed using the transactions' posted date | New Feature | 5.5.3.2 |
V5-3899 | Ability to run Debtors report with an 'as of' date in the past | Ability to run Debtors report with an 'as of' date in the past. This date should be the first day of a month. | Improvement | 5.5.3.6 |
APPS & PORTALS | ||||
Issue Key | Summary | Description | Issue Type | Release |
BACK-END CONFIGURATION | ||||
V5-1386 | Consumer ordering model | Applications configuration - the consumer ordering model is set based on the Business model and configuration. Core behaviour - If a Merchant of a Business owns at least one product, then the ordering model is set to MARKETPLACE, otherwise it’s set to SINGLE BUSINESS | Improvement | 5.4.0.0 |
V5-1242 | Ability to set Contact as Demo Contact for application review | Ability to activate a demo contact for app review purposes | New Feature | 5.3.5.0 |
V5-1203 | Ability to set Product Availability from the UI | Business or Merchant user should have the ability to set per merchant/venue which products are not available for delivery/pickup/direct sale. If a product normally being sold by a merchant/venue is not available for sale for some reason (e.g. out of stock) then it must be identified as such. Consumers will be able to see the product in the product catalogue, but won’t be able to select it for ordering. | Improvement | 5.3.5.0 |
V5-864 | Enhancement to Applications configuration to include country of agreement |
| Improvement | 5.3.0.0 |
V5-833 | Integrations for Businesses for the multi-business app |
| Improvement | 5.3.2.0 |
V5-2512 | Ability to configure Applications to support multiple Homepage UI layouts. | Choose from four different homepage layouts for contact app configuration | New Feature | 5.4.5.8 |
V5-2177 | Application enhancement to support Direct Sale | Release consumer app/portal to support direct sales for subscription services. | Improvement | 5.4.4.2 |
V5-2176 | Release consumer app/portal enhancements - Redeem Pass, view Wallet Journals, Wallet top-up | Release app/portal enhanced to allow:
| Improvement | 5.4.5.0 |
V5-2162 | Application Enhancements to handle additional branding on Apps | Ability to upload additional images of specific usage types to be mapped and used in front-end applications (e.g. delivery image, pick-up image, wallet image etc.) | Improvement | 5.4.4.2 |
V5-2014 | Ability to filter applications based on platform app identifier | Ability to filter applications on summary screen based on platform app identifier | Improvement | 5.4.4.0 |
V5-1999 | Ability to enable Service Requests and configure embedded browser URLs in Applications configuration. These are to be handled by front-end systems like mobile apps and portals | Back-end enhancements:
Release app enhancements:
| New Feature | 5.4.4.1 |
V5-1842 | Application Wallet Top-Up Enhancements | Ability to specify in Applications configuration whether Wallet top-up feature will be available (consumer app or consumer portal) | Improvement | 5.4.3.1 |
V5-1793 | Applications Enhancements for refer-a-friend communication | Ability to specify in Applications configuration whether Refer a Friend communication will be sent via Email or SMS | Improvement | 5.4.3.1 |
V5-2409 | New portal type to support a captive portal scenario | Ability to register within a captive portal flow; and then login and carry out self service processes | New Feature | 5.4.6.0 |
V5-2446 | Retrieve Partner creatives in applicable Business Applications | GET /applications API to retrieve Partner logos for mobile apps defined for the business (by the Service Owner). Partner logos are displayed when See More > About the App is selected. | Improvement | 5.4.5.4 |
V5-1976 | Enhance Order Estimates API to consider if account in credit and apply amount to order amount due. |
| Improvement | 5.4.6.2 |
V5-3108 | Spend Core Behaviour Enhancements | Ability to handle front-end payment spends with consumer OTP spend requests. Improvements include changes to app configuration settings to permit or not, and a consumer to specify the required spend amount Spend core behaviour is changing as follows:
| Improvement | 5.5.0.0 |
V5-2735 | Applications Creatives Enhancements | Ability to support a new creative type for applications to cater for in-app carousel images. The new type 'Carousel' should allow multiple images upload, and images will be displayed on home screen of app or portal. | Task | 5.5.1.0 |
V5-754 | Support Web based Portals | Allow a cloud name to be set when creating an application configuration of type 'Web'. A web based application shares all the same configuration properties of the native application, with the exception of the identification using a DNS approach. | Improvement | 5.5.2.0 |
V5-3263 | Apps & Portals - Applications configuration colour setting improvements | 1) Six new colours are being introduced for applications colour mapping configuration, however, for backward compatibility purposes, we are also temporarily keeping the existing 3 old colours (in Legacy Settings tab) until all apps have been updated and rebuilt to comply with the new colour settings. The new colour configuration settings: a. Landing page
b. Screens
2) A new special property (advanced colour mapping) is being introduced to allow CRMI the flexibility of adding a JSON script for advanced colour mapping purposes. This will be managed by CRMI and will not be visible on the back-end UI. 3) Improved labels to clearly define which elements of the app will be affected by the colour settings | Improvement | 5.5.3.0 |
V5-1597 | Enhance Applications settings to support merchant app configuration and ability to submit a spend request |
| Improvement | 5.4.2.1 |
V5-3345 | Apps & Portals - Ability to configure shortcuts |
| Improvement | Coming soon |
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| Application configuration
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RELEASE CONSUMER APP, RELEASE CONSUMER PORTAL | ||||
V5-2567 | Release App - Add credentials to existing contact amendments | When contact selects to register from from app/portal, they have the option to register as an existing loyalty member or a new member. | Improvement | Release App 5.1.2 |
V5-2544 | Release Portal enhancements - Refresh token | When user logs into the s netwPortal, closes the browser, and re-opens the portal he should be automatically logged in with access token/refresh token | Improvement | Release App 5.1.2 |
V5-2420 | Release App/Portal enhancements - Partner Creatives | Ability to display partner logos on mobile app/portal | New Feature | Release App 5.1.1 |
V5-2315 | Release App enhancements - Order Services | Ability to order a subscription service from a consumer app/portal and display contact subscriptions/services and billing information. | New Feature | Release App 5.1.1 |
V5-2210 | Release App/Portal - Ability to play lottie file in splash page | Lottie file for splash screen. Not configurable from the back-end, must be sent to CRMI to embed in app build. | Improvement | Release App 5.1.1 |
V5-2110 | Release app - Enhancement to Cart when order will be paid with account balance & amount due = zero | If order Amount Due is zero, either because consumer used wallet funds or because order will be paid with account balance, then when user places the order do not follow 3D secure payment, instead place order immediately. | Improvement | Release App 5.1.0 |
V5-2041 | Facebook SDK as custom feature | Custom feature for a customer, not implemented for release | Improvement | Release App 5.1.0 |
V5-2022 | Enhancement to payment method selection in Cart Release App | In Cart, if there are more than one payment methods (Cash and Card), if user has added a card then CARD option is preselected. If no Card added then Cash is preselected. | Improvement | Release App 5.1.0 |
V5-2006 | Release App/Portal - Ability to handle multiple Order Catalogues | If multiple ACTIVE order catalogues exist at the time of ordering, allow the user to select which order catalogue to choose from. User can choose products from any catalogue or from different catalogues, so user can go back and forth from product catalogue to order catalogue page. | Improvement | Release App 5.1.0 |
V5-1991 | Add a Card via Release Portal (same as with 3D secure payment flow) | When adding a card via the portal it should follow the same 3D secure payment flow as for the mobile app. | Improvement | Release App 5.1.0 |
V5-1843 | Release App - Top-up Wallet feature configurable | Show/Hide Top Up Wallet button in Shortcuts depending on Applications configuration. | Improvement | Release App 5.0.0 |
V5-1801 | Release App - Top-up Wallet enhancement for 3D secure payment | Top-up Wallet flow to support 3D secure checks. | Improvement | Release App 5.0.0 |
V5-1794 | Release App - Enhancement to Refer a friend | Show/hide Refer-a-Friend button in Shortcuts and sidebar menu option depending on Application configuration. | Improvement | Release App 5.0.0 |
V5-1789 | Release App - Amendment to minimum order amount and placing order | Don't allow order to be placed unless minimum order amount is met. | Improvement | Release App 5.0.0 |
V5-1775 | Release App - Apply secure storage for iOS and Android | Apply secure storage of sensitive information (e.g. personal information) for iOS and Android | Improvement | Release App 5.0.0 |
V5-1772 | Release App - Product images/mapping enhancement | Use height of media image that is close to requirement (size of image placeholder) and place centre of gravity in the middle. Select and use image that is best for aspect. | Improvement | Release App 5.0.0 |
V5-1762 | Release App - Enhancement to selecting/deselecting component options and removal of None option | Enhancement to selecting/deselecting component options and removal of None option | Improvement | Release App 5.0.0 |
V5-1733 | Release App - UI revamp (JCC/Service Owner implementation) | XD has been updated with new UI for Service Owner implementation (multi-tenant app) | Improvement | Release App 5.0.0 |
V5-1681 | Release App - Validate whether wallet funds amount should cover the full basket amount | Optional Application configuration allowing user to proceed with order only if the wallet funds amount covers the full Cart amount. | Improvement | Release App 5.0.0 |
V5-1663 | Release App - Enhance Order to show Pickup location Phone and Address | Show Address and Phone of Pickup location on Order screen | Improvement | Release App 5.0.0 |
V5-1566 | Release App - Enhancement to Profile. Ability for contact to select country for phone | Ability for contact to select country for phone number from a list | Improvement | Release App 5.0.0 |
V5-1558 | Release App - Amendment to payment method types for Delivery/Pick-Up | Retrieve and allow payment according to the payment methods configured by the specific organisation | Improvement | Release App 5.0.0 |
V5-1551 | Release App - Set default Variant | If Product has variants then when Product Detail page opens have the first product returned by API selected by default. | Improvement | Release App 5.0.0 |
V5-1550 | Release App - Ability to top-up wallet with registered card | Ability to top-up wallet with money from user’s registered card. | New Feature | Release App 5.0.0 |
V5-1431 | Release App - Ability to re-order from existing order | User can re-order the same products as a previous order by navigating to Orders screen or Order History screen. | Improvement | Release App 5.0.0 |
V5-1427 | Release App - Ability to support Email/OTP registration & authentication | Release App - Ability to support Email/OTP registration & authentication | Improvement | Release App 5.0.0 |
V5-1424 | Release App - Ability to handle Order Catalogues | Ability to order products using order catalogues, if not defined then use normal product catalogue for ordering. | Improvement | Release App 5.0.0 |
V5-1369 | Release App - Enhancement to setting contact name day | Allow contact to edit and select a name day. Name day can only be set once, after setting name day, field becomes locked. | Improvement | Release App 5.0.0 |
V5-1364 | Release App - Do not show Categories/Sub-Category if no products exist for that category | Do not show Categories/Sub-Category in Product Catalogue if no products exist under that category. | Improvement | Release App 5.0.0 |
V5-1363 | Release App - Ability to select Merchant for Ordering (Pickup & Delivery) enhancements | Based on business network ordering model - allow user to select merchant for ordering prior to selecting products. | Improvement | Release App 5.0.0 |
V5-1349 | Release App - Add check-box to agree terms & conditions during registration | User must agree to T&C by selecting check box in order to proceed with registration procedure. | Improvement | Release App 5.0.0 |
V5-1346 | Release App - Enhancement to product catalogue to show products as not available for ordering | Products not available for ordering appear greyed-out. | New Feature | Release App 5.0.0 |
V5-1333 | Release App - Ability to resend verification email | Add option to Resend verification email from the following screens:
| Improvement | Release App 5.0.0 |
V5-1257 | Release App - show organisation contact details on Order Checkout | Show organisation contact details on Order Checkout | Improvement | Release App 5.0.0 |
V5-1241 | Release App - Preferred language enhancement | Ability to set contact's preferred language from the app. | Improvement | Release App 5.0.0 |
V5-1216 | Release App - Handle exception that store cannot fulfill order | Display a meaningful message in cases when order cannot be fulfilled. | Improvement | Release App 5.0.0 |
V5-1176 | Release App - Show Upsell products in the Product details page and Cross sell products in Cart | Ability to display upsell/cross sell products during ordering. | New Feature | Release App 5.0.0 |
V5-1175 | Release App - Scan QR/Bar Code to get awarded | Ability to claim a purchase by scanning a QR Code or Bar Code and get awarded. | New Feature | Release App 5.0.0 |
V5-1161 | Release App - Capture address information as part of Profile | Move Address Book section under Profile > My Profile. To be visible always, not only when ordering is enabled. | Improvement | Release App 5.0.0 |
V5-1122 | Release APP - Promotions in Orders, Promotion Discount in Cart & Cart UI enhancements | Ability to display Promotions in Orders section and applied promotion discount in Cart. Enhance ordering flow to allow contact to select payment method at the Cart so that it can be considered if such Promotion condition is configured. Enhancements to Cart UI/UX | Improvement | Release App 5.0.0 |
V5-2196 | Contact Address enhancements on Release App/Portal | Implement short name for address allowing it to be easily recognised in a list | Improvement | Release App 5.1.1 |
V5-1306 | Release App - Display contacts referral code in mobile app | Display contacts referral code in mobile app on Refer a friend screen. | Improvement | Release App 5.0.0 |
V5-1444 | Release app - Ability to define amount to spend from wallet funds | Based on Application configuration - on the Cart screen allow user to insert the amount he wishes to use from the available wallet funds. | Improvement | Release App 5.0.0 |
V5-3195 | Ability for a registered contact to unregister from an organisation | New ‘Unregister’ option on release app/portal Settings screen. If a contact unregisters and wishes to re-register then they must follow the ‘existing participant’ flow to identify themselves and add credentials to their account. | New Feature | APP 1.0.0.0 |
V5-3849 | New 'Purchase Event Analysis' option & 'Wallet Analysis' improvement |
| New Feature | Coming soon |
V5-3797 | Consumers to provide a consent for receiving in-app notifications | During the registration process, provide the ability for a contact to explicitly give their consent to receive in-app notifications. This feature is available to both the native front-end systems (Android and iOS not the portal) and provides full compliance to GDPR regulations. | Improvement | Coming soon |
V5-3586 | Contact code can be represented by either a barcode or a QR code | Currently the contact code is represented by a bar code on apps & portals, allow either a bar code or a QR code based on configuration | Improvement | APP.1.1.1.0 |
V5-3567 | Ability to support contact communities | Ability for a contact to
Each actions performed from a contact member to a (parent) contact should comply to the contact permissions that are part of the authentication token and restrict the ability to perform actions on a parent (company) contact | Improvement | Coming soon |
V5-3658 | Apply colour mapping changes to merchant app & captive portal | Apply new colour mapping changes to merchant app & captive portal (as for release portal). | Improvement | APP.1.1.1.0 |
V5-3425 | Ability for a contact to reclaim a purchase using a human readable code | Currently, a contact can reclaim a purchase by scanning a QR code from a receipt (using the consumer app), this process is being enhanced to support reclaims based on a transaction code printed on a receipt too. | Improvement | APP.1.1.1.0 |
V5-3207 | Release app/portal - accommodate carousel images | ‘Carousel’ type images defined in app/portal configuration (Settings > Applications > Appearance > Creatives) will appear on the home page of the front-end device as auto rotating images. | Improvement | APP.1.1.1.0 |
V5-2749 | Release App & Portal - Subscriptions & Devices | Ability to order and view subscriptions New: Ability to view devices on which the service is enabled on/could be enabled on | New Feature | APP.1.0.0.0 |
V5-3185 | Ability to manage subscription services via a front end device | Ability to manage subscription services via the front end
| Improvement | APP.1.0.1.0 |
V5-3118 | App/portal - OTP Spend enhancements | Currently when a consumer generates an OTP using their app device to spend an amount from their wallet funds, they are able to specify the amount to be spent, or leave the amount blank to spend as much as possible. This has been enhanced, so according to back-end app configuration the user may or may not be permitted to specify the amount to be spent when generating an OTP. | Improvement | APP.1.0.0.0 |
V5-3016 | Ability to apply strong password policy | Applications should be able to handle strong password policy exceptions and inform contacts about strong password conditions violation during contact registration of password change Such change should be made across release applications (mobile, portals, captive portals) and any custom applications | Task | APP.1.0.0.0 |
V5-2883 | Release app - Ability to display progress of Lottery | UI enhancement on app & portal to support lottery offers. Ability to track the progress of lottery offers via the app by displaying the contact's accumulated number of entries for each lottery. | New Feature | APP.1.0.1.0 |
V5-2655 | Improvements to consumer multi-tenant app | Multi-tenant app - allow signing-up to a business by:
| Improvement | APP.1.0.0.0 |
V5-2572 | Enhanced re-ordering flow to manage un-available products | Enhancements to the re-ordering flow as follows: Order estimation enhanced so as to provide an estimation as to whether the ordered items can indeed be delivered. A product cannot be included in the order if:
Any products that cannot be induced in the new order are:
| Improvement | APP1.1.1.0 |
V5-2564 | Release App/Portal - Ability to upload images in Service Requests | Release app - Allow the user to take a photo or select a photo from their device and attach it to the service request before being submitted. Release portal - Allow the user to attach a file to the Service Request from their device | Improvement | Release App 5.1.2 |
V5-2047 | Embed Facebook SDK in Release Apps to capture events | Embed Facebook SDK in Release Apps to capture events | New Feature |
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V5-1078 | Applications configuration enhanced to include wallet funds setting | Order settings in Applications configuration now includes toggle to support payment using wallet funds | Task | 5.3.0.3 |
V5-493 | Enhancements in Applications | Ability to configure whether Ordering will support Delivery and/or Pick-up | Task | 5.2.0.0 |
V5-3739 | Release app/portal: Ability to support OTP spend request validations | Ability to support OTP spend request validations - issue a meaningful message when a contact requests an OTP to spend for an amount that is greater than the wallet balance | Improvement | APP1.1.1.0 |
V5-2785 | Release App & Portal - Account & Wallet Analysis |
| Improvement | APP1.1.1.0 |
| Consumer app colour settings enhancements | Appearance
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| Contact registration flow | Registration
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| Home Screen attributes | Home Screen
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| Offers Screen | Offers Screen
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| Contact cards | Cards
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| Contact reward schemes | Participating Schemes
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V5-3674 | Release app/portal: Ability to support contact identity management | Ability for contacts to
| Improvement | Coming soon |
V5-3870 | Apps & Portal - Version number for app and portal | Display the version number on the app and portal under See More > About the App/Portal option | Improvement | Coming soon |
V5-3869 | ||||