Features

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
Each member account has membership information that indicates whether it is fully or partially funded by its parent account as well as a set of services that the parent account will fund. Member accounts also benefit from special pricing agreements that a company makes with the parent.

Funding Scope
Funding scope defines if the parent account will fully or partially fund the services assigned to the member account. The following options are supported:

  • Fully Funded - If selected then the parent account will be fully funding the services assigned to the member account. This means that the member cannot consume any services other than the funded ones.

  • Partially Funded - If selected then the parent account will be partially funding the services assigned to the member account. This means that the member account can also consume additional services which are not included in the list of services funded by the parent account. In that case the member account will be billed for any additional services and will be responsible for paying those bills.

Member funded products (product id/type/family)
The service, service type or service family that will be funded by the parent account. Only Termed, Usage and Expense services are allowed to be specified. 

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

 

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 rates are applied when generating financial transactions. CRM.COM allows a business to choose between two tax models 'Tax inclusive' or 'Tax exclusive'.  A tax rate definition has three major characteristics; a percentage rate which is valid from a specific date, a set of products or product families for which the rate applies, and a set of location conditions.
Additional tax setup includes:

Tax Code
Select a business classification for the tax code. Available values are:

  • VAT

  • Tax Exempt - Tax exempt defines a status whereby no taxes are applied when invoicing an account owner (contact) or a product.

  • Sales Tax

  • Other 

Supply Method
A tax rate can also be based on how the product will be supplied to the contact. Options are:

  • ON_SITE - consumed on-site (dine-in) at a venue

  • PICK_UP - take away

  • DELIVERY - delivered to a contact at a location

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:

  • Invoice

  • Credit Note

  • Payment

  • Payment Cancellation

  • Refund

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

  • Maintain a default Payment Terms option to be applied by all accounts

  • Ability to change an account owner's Payment Terms

New Feature

5.4.6.1

V5-2092

Ability to select statement period & export the Contact's account statement 

  1. Ability to select account statement period

  • This Month

  • Last Month

  • This Year

  • Last Year

  • Specific Period

2. Ability to export the statement

  • CSV

  • PDF 

  • Email to Contact

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

  1. Ability to identify which process issued an Invoice (i.e. an Order or a Service Request)

  2. Ability to communicate this information to contacts through dedicated communication tags

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:

  • Manual payments kept in 'Pending' state up until their related intend is successful. If not, then the payment is rejected

  • Automated payments are created only as long as their intent is successful

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

 

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

 

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

  • Mask Pass code in Organisations Rewards Statement (CIM)

  • Implement Insights for Financial Events

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.
Reports should be enhanced so as to provide more general information of all events that triggered an award to the contact

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:

  • Net Sales without VAT

  • Top Clients Sales Monthly Quarterly Yearly

  • Top Products Sales Monthly Quarterly Yearly

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:

  • SKU

  • Name

  • Stock balance

  • Reserved

  • Returns

  • Rented

New Feature

5.4.6.0

V5-2558

Insights: Payments

Ability to run insight for payments based on

  • Payment method

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

  • Period (e.g. September 2021, October 2021)

  • Total Invoiced

  • Total Credited

  • Total Paid

  • Total Refunded

  • Total Payouts

  • Discount

  • Tax

  • Revenue

  • Ageing Balance

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:

  • SKU

  • Name

  • Stock balance

  • Reserved

  • Returns

  • Rented

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

  • Ability to define in Applications configuration, which Countries (of agreement) ordering will be available for

  • Ability to retrieve the countries of agreement set in Applications configuration using GET applications API

Improvement

5.3.0.0

V5-833

Integrations for Businesses for the multi-business app

  1. Enable Google Places and Firebase Integration at Service Owner level.

  2. Core behaviour: In cases where the Contact Registry is enabled on the Service Owner level, all Businesses under the Service Owner can utilise the SO integrations (to create communications) that have been enabled at the Service Owner level, so long as the Business has not enabled integrations at the Business level. If the Business has enabled their own integrations, then the Business' integrations will be used. 

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:

  • Redeeming a pass

  • Viewing wallet transactions

  • Topping-up wallet

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:

  • Ability to configure marketing content like links for embedded browser in applications

  • Enable service requests option for front-end applications

Release app enhancements:

  • Handling embedded browser links

  • Ability for a consumer to submit a service request

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.

  • Enhance Order estimates API to consider credit in contact’s account and use as much of the available balance as possible to cover the amount due of the current order

  • App enhancements

    • Release app needs to be updated to inform contact that account is in credit, and that he can use this amount to pay for his next order. App already handles if amount due = zero, not to run 3d secure flow, but instead place the order immediately.

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:

  • if self-service (OTP) spend amount is not specified & front-end payment spend amount is specified, then identify contact using OTP and spend based on front-end spend amount

  • if self-service (OTP) spend amount is/isn't specified & front-end payment spend amount is not specified, then identify contact using OTP and spend based on OTP spend amount

  • if self-service (OTP) spend amount is specified & front-end payment spend amount is specified, then identify contact using OTP and spend based on OTP spend amount

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

  • Background colour - overridden by the landing page creative if defined

  • Button colour

  • Text colour

b. Screens

  • Card colour

  • Button colour

  • Wallet card colour - replaced by the tier colour or tier image for businesses with configured reward tiering

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

  • Application setting to allow configuration of Merchant app

  • Option to enable spending when submitting a purchase via merchant app

Improvement

5.4.2.1

V5-3345

Apps & Portals - Ability to configure shortcuts 

  • Ability to configure back-end system Applications settings to allow:

    • Selecting the applicable shortcuts for app/portal

    • Selecting the order that shortcuts they will appear on the Home screen

    • Ability to add a label for shortcuts (not hard-coded names)

Improvement

Coming soon

 

 

Application configuration

  • Ability to select ‘light mode’ or ‘dark mode’ theme for front-end applications

  • Provide rich text content or URL links to be used by front-end apps:

    • About the App/Portal

    • Terms & Conditions

    • Privacy Policy

    • FAQs

    • Contact Us

  • Specify an explicit order catalogue to be used when ordering

  • Support payments using wallet funds

    • Allow contact to provide amount to use (yes/no)

    • Should wallet funds cover the full basket amount (yes/no)

  • Support reclaiming a purchase using a QR code or a human-readable code

  • Enable and support reward tiering

  • Enable preferred organisation rewards

  • Select contact registration/authentication method:

    • email/password

    • email/OTP

    • phone/OTP

  • Set option contact profile details

    • Date of birth

    • Name day

    • Gender

  • Set unique app id for App Store, Google Play Store

 

 

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:

  • after contact registers

  • after contact tries to sign with an unverified email address

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 

  1. A new sidebar menu option ‘Purchase Events Analysis’ should be created to show all the customer's purchase events in summary format (level 1). When a purchase is selected, the drill down will show the product name,  quantity purchased, and total amount of each product

  2. Wallet Analysis screen improvements - for Award and Spend wallet journal entries, show additional information when expanded (selected) :

    1. order amount

    2. order fulfilment location

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

  • switch to a contact's community and perform business events (e.g. service requests, orders)

  • invite other (person) contacts to the contact's community (and manage contact's community members)

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

  • Change the service

  • Cancel the service

  • Pause and Resume a service

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:

  • Selecting the business from the map

  • Selecting the business from an alphabetical list  

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:

  • its validity period has passed

  • it's temporarily unavailable at/by the organisation fulfilling the order

  • the order catalogue used during ordering is no longer valid (if order catalogue used)

Any products that cannot be induced in the new order are:

  • Listed within the order estimation along with reasoning of unavailability

  • Excluded from invoice estimation, i.e. excluded from providing the order’s estimated cost

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

 

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

  • New ‘Account Analysis’ option available from sidebar menu

    • View current account balance

    • View account transactions

    • Select an account transaction and view brief details

  • Enhanced ‘Wallet Journals’ option

    • Renamed to ‘Wallet Analysis’

    • View current wallet balance

    • View wallet transactions

    • Select a wallet transaction and view brief details (similar to existing)

Improvement

APP1.1.1.0

 

Consumer app colour settings enhancements

Appearance

  • Landing page configured based on back-end application configuration settings

    • Background colour - overridden by the landing page creative if defined

    • Button colour

    • Text colour

  • App/portal screens

    • Card colour

    • Button colour

    • Wallet card colour - replaced by the tier colour or tier image for businesses if reward tiering has been configured

 

 

 

Contact registration flow

Registration

  • Contact can specify refer-a-friend code which will trigger reward event for referred-by contact (based on reward settings)

  • Select preferred method of communication (email/sms)

 

 

 

Home Screen attributes

Home Screen

  • Contact’s wallet balance and reward tier are displayed (if reward tiering has been enabled)

    • Wallet selection displays:

      • Open & Commerce wallet balance with spend conditions

      • Current reward tier and units required to achieve the next tier

  • Shortcuts (based on configuration settings)

    • Bar code - contact code in barcode format

    • Profile - shortcut to profile screen to view/edit personal information

    • Locations - details of configured organisations and map with pinned locations

    • OTP to Spend - spend an available wallet amount by generating an OTP

    • Reclaim - reclaim a purchase

    • Top-up wallet - add funds to wallet using card-on-file (to be used for payments)

    • Refer a friend - introduce a friend by providing their email/phone and earn awards (based on reward settings)

    • Create a service request

    • Redeem a pass (top-up your wallet by redeeming a gift card)

  • Select ordering method - pick-up, delivery, direct sale (subscriptions)

  • Display featured reward offers

  • Display embedded browser links based on configuration

 

 

 

Offers Screen

Offers Screen

  • Featured reward offers listed at the top of the list

  • Filter reward offers based on industry/industry sector/tags/town or city of organisation

  • Select to view an offer, it’s details and applicable locations

 

 

 

Contact cards

Cards

  • Register cards for rewards, register cards for ordering (based on configuration settings)

 

 

 

Contact reward schemes

Participating Schemes

  • View joined schemes

  • Select to join more schemes (based on configuration)

 

 

V5-3674

Release app/portal: Ability to support contact identity management

Ability for contacts to

  • Change password - contact provides a new password and password confirmation, password is set if it complies to strong password regulations

  • Change username associated with password - contacts can change their username with a new one by providing the password for security purposes

  • Change username associated with OTP - contacts can change their username (email or phone) with a new one by providing an OTP for security purposes

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

Release App Embed Google firebase Crashlytics and Analytics

Embed Crashlytics and Analytics Firebase features as a standard service for Release app.

Improvement

Coming soon

V5-3867

Apps & Portal - Ability to define only main categories for product catalogue and product multi-pricing issue

  • App & portal can only display products defined at sub-category level, back-end users should be able to define just one level (main category) and assign products to this level only, without the need to create a sub-category

  • When a product has pricing defined in multiple currencies the system should display the prices in the currency of the contact's country of agreement.

Improvement

Coming soon

V5-3796

Enhance release consumer app to force update 

  • Force app user to update app, typically when major changes have been implemented

Improvement

Coming soon

V5-3546

Apps & Portal - enhance app settings to include the 'order queue'

The enhancement involves specifically stating the order queue to be used in the Applications settings for the relevant configuration. Any orders placed through the app or portal will be channelled through that queue.

Improvement

Coming soon

V5-3127

App - ability to mark all notifications as 'read'

Ability to mark all push notifications as ‘read’ via the app

Task

Coming soon

RELEASE MERCHANT APP

V5-2250

Release Merchant App - Ability to identify contact with pass code as a CIM and submit purchase

Submitting a purchase event via the merchant app using the pass code as identification of the contact 

Improvement

Release App 5.1.0

 

 

Merchant app colour settings based on configuration settings

 

 

V5-1625

Merchant App - Enhance app to support submitting spend requests and display awards/spends

Application configuration to allow spending using merchant app.

Improvement

Release App 5.0.0

V5-1994

Merchant app enhancements

  • The merchant app should return the actual 'spent' amount if a transaction with a 'spend' amount has been submitted.

  • Create a generic merchant app per Service Owner 

Improvement

 

V5-3868

Merchant App improvements 

Improvements to the merchant app to allow sign-in of Merchant level users and transaction screen 

Improvement

Coming soon

V5-3827

Merchant App needs to take organisation 'state' into consideration when submitting purchase events 

If a business or a merchant has a state of ‘Inactive’ (or ‘Suspended’?) they should not be allowed to submit purchase customer events via the merchant app (or any other integrator for that matter).

Task

Coming soon

BUSINESS NETWORK

Issue Key

Summary

Description

Issue Type

Release

V5-1475

Filter Organisation Tags by multiple Industries and Industry Sectors

 

Improvement

5.4.0.0

V5-1450

Business Network Assignable Records

Ability to support assigned to attribute on records, such as leads, service requests, as core behaviour

Improvement

5.4.1.0

V5-1383

Ability for Merchants to create fulfilment policies for themselves and their Venues

Ability for Merchants to create fulfilment policies for themselves and their Venues

Ability for Merchant to create automation regarding its own venue coverage

Improvement

Candidate Features

V5-1378

Ability to filter Locations by organisation name

 

Improvement

5.4.0.0

V5-1324

Ability to define a short name for Addresses

Ability to define a short name for Addresses

Improvement

5.4.0.0

V5-1300

Ability to access Pricing Policy during Business sign-up

Ability to setup Pricing Policy URL in White Label Settings and be accessible during Business Sign Ups

Improvement

5.4.0.0

V5-1202

Enhancement to Organisations Address UI- Show Google Place ID field

Show Google Places ID field on Business/Merchant/Venue Address section. Field is populated when address from google is selected and is editable.

Improvement

5.3.4.0

V5-1110

Addition of email confirmation on business registration

Ability to support email confirmation in the business registration page and validate it against the first entered email

Improvement

5.3.5.0

V5-959

Organisation Status Enhancement

Addition of status (active, inactive) on organisations and core behaviour (purchases, list merchants) should comply to that attribute

Improvement

Candidate Features

V5-794

Filter organisational tags based on Industry and Industry Sector

Ability to retrieve Organizational tags based on Industry and Industry Sector.

Improvement

5.3.0.0

V5-749

Create DNS when a new service owner is created

A DNS record should be created as part of the service owner creation

Improvement

5.3.2.0

V5-741

Controlled based Data Records

Introduce Controlled based Data Records (e.g. segments). Such records can be given access to use through a specific definition of organisations allowed to use at segment level

Improvement

5.3.0.0

V5-725

Core Organisation Processes

Introduce core definition of processes per organisation

New Feature

5.3.0.0

V5-724

Data Access

Introduce core definitions and behaviour of data access (and permissions)

New Feature

5.2.4.0

V5-723

Data Records and Ownership

Introduce core definitions and behaviour or data records and ownership

New Feature

5.3.0.0

V5-573

Ability to Setup Contact Registry on Service Owner

Contacts can be owned by a business or in a multi-tenant environment a contact registry can be supported on the service owner level. Such contacts are owned by the service provider, with KYC details to be defined and owned by each business that they register to

Story

5.3.0.0

V5-566

Ability to Setup Transaction Processor

Transaction Processor Organisation with the ability to monitor, view and submit purchase customer events to multiple service providers

Story

5.3.0.0

V5-562

Ability to Setup Service Provider and Service Points

Service Provider and Service Points

Based on selection at sign up for Subscriptions and not Rewards / Digital Money

Story

5.4.2.0

V5-550

Switch and Masquerade User Role Permissions

Enhancement on user roles to support different permissions for switch and masquerade between organisations

Story

5.3.0.0

V5-379

User Teams

A group of users that belong to the and optionally have access to all or some subsidiaries

Story

5.3.0.0

V5-331

Reward Offer Restrictions for Organisations

Ability to restrict which reward offer types and what spend method can be used by organisations (can be configured on service owner or business level)

Story

5.3.4.0

V5-248

Google Places Integration

Integration with Google Places. Specify the lat/lon of an organisation and contact.

Story

5.2.0.0

V5-2284

Settlement Improvements

Ability to define the payout and payment rules in the settlement process.
Initially define a min and max amount allowed
Frequency same as settlement
Use payment methods of merchants
Deprecate existing functionality

New Feature

5.4.5.2

V5-562

Ability to Setup Service Provider and Service Points

Service Provider and Service Points (for subscriptions)
Based on selection at sign up for Subscriptions and not Rewards / Digital Money

Story

5.4.4.0

V5-1450

Business Network Assignable Records

Ability to support assigned to attribute on records, such as leads, service requests and activities. As core behaviour single users or a team can be assigned on such entities

Improvement

5.4.6.0

V5-1904

Enhancements to the CRM.COM sign up process 

Enhanced business sign up process to CRM.COM when a business signs up for a SaaS plan. The business is also created as a Contact in the Service Owner's Billing Business in order to be billed for their subscription plans

New Feature

5.4.6.0

V5-1906

Ability of the business tenant to manage its CRM.COM subscription for SaaS

A business signed-up to CRM.COM is able to manage their subscription plan. The following three areas are addressed:

  1. Activation of a subscription.

  2. Manage plan and Add ons.

  3. Cancel Subscription. 

New Feature

5.4.6.0

V5-1931

Update to generic settings for SaaS

Update to service owner generic settings for SaaS.
Use Cases:

  • Set billing business.

  • Set default service to be assigned as product to contact when signing up. 

New Feature

5.4.6.0

V5-1152

Retrieve Organisations based on Country

Ability to retrieve organisations, filtered by country

Improvement

5.3.3.0

V5-1128

Enable Business Payment Method

Provide the ability for a business to define a JCC Merchant related payment method for charging

Improvement

5.4.0.0

V5-2736

Settlement Enhancements

Settle organisations where contacts perform spends, in cases where the amount was accumulated from other organisations
Enhancement

  • create a spend reward transaction on using wallet funds during an order

  • the spend transaction should be posted against the order’s fulfilled by organisation

Improvement

5.4.6.2

V5-959

Organisation State Enhancement

New 'state' (active, inactive) attribute added to organisations, and core behaviour (purchases, list merchants) should comply to that attribute

Improvement

5.5.3.2

V5-1450

Business Network Assignable Records

Ability to support 'assigned to' attribute on records, such as leads, service requests and activities. As core behaviour, single users or a team can be assigned on such entities

Improvement

5.5.3.3

V5-3561

Ability to get an organisation statement and financial analysis 

  1. Issue a monthly or annual statement for an Organisation (e.g. merchant), to have the same format as the Contact statement.

  2. Analysis to be the same as contact financial analysis in Reports

New Feature

5.5.3.3

V5-3764

Business Network Improvements for ‘admin’ user creation

Ability to optionally define an 'admin' user when (manually) creating a service owner, business or merchant/service provider via the back-end

Improvement

5.5.3.4

V5-3981

Automation Enhancements

Ability to apply validations from automations when creating/updating a merchant/service provider

Improvement

5.5.4.1

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

5.5.4.3

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

5.5.4.5

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

5.5.4.5

 

COMMUNICATIONS

Issue Key

Summary

Description

Issue Type

Release

V5-1245

Ability to create rich push notifications 

In-App push notifications enhanced to support images.

Improvement

5.4.0.0

V5-1232

Create default Automation upon Merchant registration 

Upon Merchant registration a default, inactive (to be enabled by the Merchant) Automation will be automatically created. The Automation trigger point will be Contact Registration whereby a push notification will be sent to the Contact welcoming them and informing them that they must enable and set their spending preferences.

Improvement

5.4.3.0

V5-1167

Shared Communication Integrations between Service Owner and Business

Service Owner communication integrations (and not Business) will be used only for contact registry auth communications and user creation and email verification resend during business registration

Improvement

5.3.5.0

V5-1147

Disabled Integrations and communications/automations

When an integration has been enabled and then disabled, do not display it as on option to select in Communications and Automations.

Improvement

5.3.4.0

V5-1115

New Communication tag #contact.email

New Communication tag contact.email representing a contact’s email address. 

Improvement

5.3.1.1

V5-1103

Ability for contact to unsubscribe from receiving communications (emails/sms)

Ability for contact to unsubscribe from receiving communications (emails/sms)

New Feature

5.4.0.0

V5-1068

Prevent deletion of a segment that is used by an offer

Prevent deletion of a segment that is used by an offer

Improvement

5.3.3.0

V5-1046

Communication plan enhancement

Ability for the system to not send the same communication plan to contacts of a segment that have already received it.

E.G. If a Communication Plan has been scheduled and posted to Contacts in a segment, if the same Communication Plan is rescheduled to be posted, those Contacts who have already received the communication should not receive it again. 

Improvement

Candidate Features

V5-841

Ability to notify 'fulfilled by' merchant on order creation

Ability to notify ‘fulfilled by’ merchant on order creation through an Automation - either email or SMS.

New Feature

5.3.0.0

V5-828

New contacts.phone_number tag in Communication Plans

New contacts.phone_number tag in Communication Plans

Improvement

5.2.4.0

V5-796

HTML for Email Communications

Ability to embed html in email communications.

Applicable for Communication Plans and Automations.

Make sure we do not use the word notifications / use only communications.

We do not need rich text for in app.

Improvement

5.3.0.0

V5-791

New contact.balances tag 

  1. Create Communication Tag #contact.balances to return all the contacts accounts and wallet balances.

  2. The following tags are not returning values.

  • #account.balance

  • #wallet.balance

  • #wallet.open_balance

  • #wallet.comerce_balance

Improvement

5.3.2.0

V5-734

Save Communication plan as draft without setting scheduler settings

Have the option to save a communication plan as ‘Draft’ without the need to set the scheduler settings.

Improvement

5.2.3.0

V5-733

Restrict number of times a contact receives a communication plan message

Have the option to not send the same email to contact's that have already received this communication plan the last X days

New Feature

Candidate Features

V5-661

Ability to ignore opt-in/opt-out settings for all communications

When configuring communication plans and communications with automations there should be an option to override the contact's opt-in/opt-out settings in order to force communications. 

Improvement

5.2.2.0

V5-22

Event-Based Communications

Ability to define a message with optional tags for personalisation that is sent when an event takes place, such as an award, a spend or a payment.

Story

5.2.0.0

V5-21

Integrations

Marketing

  • MailChimp

Analytics

  • Mixpanel

Communications

  • SMTP

  • SMPP

  • Twilio

Story

5.1.0.0

V5-20

Communication Templates

Templates are used to define a pre-formatted message (subject and content) that allows a business to quickly and easily create communication plans. The content of a communication template can be dynamically customisable for each recipient by including communication tags that will replaced by contact-specific information.

Story

5.1.0.0

V5-19

Tracking a Link (for email only)

Identifies when a link in an email has been visited.

Story

Candidate Features

V5-18

Communication Viewed (for email only)

Identifies when an email has been viewed. 

Story

Candidate Features

V5-17

Communication Tags

Communication Tags allow an organisation to create personalised communications for their contacts quickly and easily. 

Story

5.2.0.0

V5-16

Communication Plans

Communication Plans provide a means for the organisation to re-engage it's contacts (e.g. announce new reward offers). They can be scheduled to run once at a set date and time or repeatedly within a date range. The recipients are defined using segments. 

Story

5.1.0.0

V5-14

Create, Update, View Communications

Create, update and view a communication in multiple languages.

Available channels are Email, SMS, in-app, and device.

Story

5.1.0.0

V5-2321

Ability to create communication templates for Orders

Ability to create a communication template for Orders using existing tags.
Email/preview and print or save an Order as PDF    

New Feature

5.4.5.4

V5-2265

 Ability to use editor templates to email documents or print  

1 ) Create communication templates from Settings instead of via a communication plan or an automation communication.

2 ) Communication templates can be used to:

      a) Email a document (e.g. an Invoice) to a contact's email address
      b) Preview a document (e.g. an Invoice) then print, or save as PDF   
      c) Communicate to a contact or system user either using a communication plan or an automation

3 ) Ability to update and delete a communications template 

4 ) New communication tags.

New Feature

5.4.5.2

V5-2144

Ability to include Service Requests charges/Order Items table in communications 

A new communication tag #service_request.charges_table to allow for Service Request charges to be displayed as they appear on the Service Request screen.

Improvement

5.4.5.4

V5-2841

New rich text editor implemented

CKEditor to be integrated as CRM.COM's rich text editor, replacing existing editor

Task

5.4.6.3

V5-2596

Have the ability to setup communication templates for financial transactions

Provide the ability to configure communication templates for Payments, Refunds, Credit Notes and Payouts that can be used for printout and email actions

Improvement

5.5.1.0

V5-3003

Ability to include custom fields in communication templates

Ability to include custom fields in communication templates. The feature includes contact custom fields (the contact of each event) as well as the custom fields of the entity as such (e.g. Orders)

Improvement

5.5.1.0

V5-2595

Ability to setup communication templates for Service Requests

Provide the ability to configure communication templates for Service Requests that can be used for printout and email actions 

Improvement

 

V5-3621

Ability to define whether to communicate the contact statement per month or year

Ability to define whether to communicate the contact statement per month or year. In the first case, which remains as the default option, the contact receives the statement of the current month. Otherwise the contact receives the statement of the current year.
New communication tags:
#contact.monthly_statement
#contact.annual_statement
Note: If a contact has multiple accounts, then only the default (primary) account statement will be sent (via communication plans)

Improvement

5.5.3.2

V5-3809

Include a contact's primary address in communications

Implement #contact.primary_address communication tag to be used when setting up communication templates for an entity (e.g. Orders) and in Automations

Improvement

5.5.3.4

V5-2370

Communications improvements for Service Requests

  1. Ability to include Contact and SR tags (e.g. SR number, Contact name and urgency level) in the subject of an email communication for templates and automations 

  2. New regression communication tag for SR - ability to have the regression reason in the communication sent upon regressing a SR to a previous status 

Improvement

5.5.3.4

V5-733

Restrict number of times a contact receives a communication plan message

Have the option to not send the same email to contacts who have already received a specific communication plan during the last X days

New Feature

5.5.4.1

CONTACTS

Issue Key

Summary

Description

Issue Type

Release

V5-1456

Ability to segment contacts based on nameday/birthday in exactly x days

 

Improvement

5.4.1.0

V5-1412

Enhance security and validations of Self-Service Contact APIs

Enhance security and validations of Self-Service Contact APIs to not allow arbitrary values such as HTML tags and JavaScript code

Improvement

5.4.0.0

V5-1310

Contact Phone enhancements - trigger phone verification

Ability to set whether contact phone requires verification in order to trigger phone verification process (send otp) and also display if it has been verified

Improvement

5.4.0.0

V5-1306

Release App - Display contacts referral code in mobile app

Display contacts referral code in mobile app

Improvement

Pending Release (App)

V5-1236

Contact Registration Enhancements

Ability to sign-up/sign-in using email and OTP verification

Improvement

5.4.0.0

V5-1233

Contact Enhancements - New Webhooks for Create Contact & Update Contact 

Create two new webhook triggering points: 1) upon Create Contact & 2) Update Contact 

Improvement

5.4.0.0

V5-1160

View Contact's preferred store on Contact page

Have the ability to view contact's preferred store from the back-end on the contact page. Pending UI

Improvement

Candidate Features

V5-1159

Enhancement to segment conditions - contact verification status

Create new condition to allow user to create segment to retrieve contacts based on the verification status

Improvement

Candidate Features

V5-1123

Manage Multiple Phone Numbers on Contact

At the moment it is only possible to manage / Display a single Phone number on Contact. UI needs to be improved to allow multiple. Example add + New Phone action to allow another phone number to be added.

Improvement

Candidate Features

V5-1119

Preferred Communication Language - enhancements

Addition of Preferred Communication Language as a Contact Registry Attribute

Addition of Preferred Language on Contact page

Core behaviour: the system sends communication in the language of the Contact' preferred language. If not configured then use default.

Improvement

5.3.5.0

V5-1114

Contact enhancements - Backoffice operations & Activity Feed

Enhance backend system to provide summary screens for financial and reward transactions.

Enhance Contact Activity Feed module with UI / UX improvements

Improvement

5.4.2.0

V5-1085

Segment Enhancements

  1. In Segment-> View Contacts add the ability to click on a Contact and open Contact page

  2. In Segment-> View Contacts add the following columns:  Phone, Email

Improvement

5.4.1.0

V5-1062

Enhancement to Contacts - Add Google Place ID field

Show Google Places ID field on Contacts -> Address section. Field is populated when address from google is selected and is editable.

Improvement

5.3.4.0

V5-1016

Allow Upload of Avatar from Self Service.

Images to be used for avatar do not require the overhead of the complex flow required including media_groups and multiple scaling. The signature will allow a single file upload with any server to server communication if using cloudinary ignored.

The Mobile Client should use a image scaling component and upload a single file that can the update the contact table with a single URL.

Improvement

5.3.2.0

V5-949

Consumer - Ability to sign-up with Google

Ability to sign-up with Google

Improvement

 

V5-859

Cash as a payment method is optional

Ability to disable cash as a payment method / Investigate to do with no config

Add configurability on backend to specify allowed payment methods at level of business. Add section under finance configuration and call it Payment settings. For now specify only allowed payment methods

Amend core behaviour of list payment methods to return the specific cards or accounts of contact plus the option of cash if cash is enabled

Amend app and portal to display cash only if returned in list payment

Improvement

5.3.0.0

V5-847

Preferred Merchant new feature 

Ability to configure whether contact can select a preferred merchant for ordering and a preferred merchant for rewards and customer care.

Improvement

5.3.0.0

V5-772

Contact's Country of Agreement

Ability to support multiregional contact registry, where contacts can register against a country

New Feature

5.3.0.0

V5-727

Ability to search by Contact Email Address

Include Email address in search criteria for a Contact

Improvement

5.3.0.0

V5-716

Contact Enhancements

Ability to display (UI) whether contact email has been verified

Improvement

5.2.4.0

V5-697

Enhance Payment methods to have JCC as an option for refunds

Ability for cardholder to provide a card for card linked rewards that is hashed and can be refunded

Improvement

5.3.0.0

V5-694

Terminate account enhancement

Ability to merge accounts and the wallet balance

Improvement

5.2.3.0

V5-552

Import industries and industry sectors

Ability to import pre-defined industries and industry sectors.

Story

Candidate Features

V5-551

Ability to activate pre-defined name days 

Ability to load default name days of the system with option to add more.

New Feature

5.4.0.0

V5-375

Contacts Financial Actions

Financial actions available for Contacts.

Create new account - Create a new account for the current contact.
Charge the contact - Charge the contact by creating a new invoice. The Contact's account will be debited and the account balance will be increased. 
Credit the contact - Create a credit note against the contact's account therefore decreasing the
account balance (amount due to the company). Credit notes credit the account.  
Record payment - Register a payment for the account either against a CRM.COM invoice or for
an external reference (i.e. not a CRM.COM invoice). Payments credit the account. 
Refund the contact - Refunds are used to return money to contacts, e.g. when a contact returns goods purchased and they are refunded in cash, their account must be debited instead of credited. A refund debits contact accounts.
Top-up money - Top-up the contact’s account or wallet with a specific amount of money. Top-ups credit an account.
Transfer money - Transfer money between the contact’s accounts and wallets

Story

5.1.0.0

V5-325

Payment Methods and Refund Methods

A payment method represents the way a contact can credit their account or wallet.  Payment methods are defined at the level of the Contact and it is mandatory to define at least one payment method per contact.  A pre-defined list of payment methods is supported which includes:
ACCOUNT
CASH
BANK_TRANSFER
CARD
DIRECT_DEBIT
WALLET
PAYPAL

A contact can have multiple payment methods registered in CRM.COM. A ‘primary’ payment method can exist and an optional ‘backup’ payment method can also be specified. The primary payment method is used by default in online (automatic) payments and if the payment fails, then the backup method is used. Payment methods can be added, updated and removed at any time.

Primary payment method
This is the contact's preferred method of payment. This is applicable and mandatory if an online payment method is selected (i.e. Card, Wallet, Paypal, Direct Debit or Account) but not required for offline payment methods (i.e. Cash and Bank Transfer).

Opt-in for purchases and subscriptions
Contacts can specifically define which one of their payment methods will be used to automatically pay-off their purchases or subscription fees. 

Story

Candidate Features

V5-109

Contact Identification based on Loyalty Card Enhancement

Loyalty identifiers provide the ability to external systems (e.g. POS) to identify contact that participate on a business reward scheme in usually a face to face (over the counter) manner

Story

5.2.0.0

V5-81

Payment Methods for Contacts

Ability to define payment methods for contacts and process payment with PCI compliance via payment gateways such as Stripe, PayEasy, PayPal, JCC.

Story

5.2.2.0

V5-10

One Time Password (OTP)

Generate and send OTPs to contacts via SMS and email in order to authenticate a contact.

Story

5.1.0.0

V5-9

Customer Identification medium (CIM) 

A customer identification medium is a set of fingerprints (card numbers, mobile phone number, email, pass code) that enable applications (i.e. external systems) to submit transactions for contacts using the contact CIM as a contact identifier.  A customer identification medium should not be confused with an authentication service, as it's sole purpose is to provide an alternative means of identifying a customer from an already established (authorised) external system.

Story

5.1.0.0

V5-8

Categorisation

Categorise contacts into generic groups based on specific similar attributes that they share.

Story

5.1.0.0

V5-7

Managing and controlling data protection regulations including GDPR.

As part of data protection the following actions and processes are available: Contact Consent, Anonymizing Contacts and Deleting Contacts.

Story

5.1.0.0

V5-6

Marketing Authorisations

Contact authorisation settings are used to define how to manage contact in relation to internal or external activities of the company. More specifically, each contact has the ability to specify (opt in) whether he/she wants to receive emails or sms.

Story

5.1.0.0

V5-2

Create/Update/View Contact

Create, update and view contacts and their details.

Create and update a contact following the rules setup for mandatory data to be captured.

Story

5.1.0.0

V5-77

Pre-configured Segments 

A list of pre-defined segments ready for use. These include segments for Rewards, Subscriptions, Contact Accounts.

Story

Candidate Features

V5-76

Segmentation Integrations

Integration to Mixpanel - an analytics software that tracks user interactions with web and mobile apps.
Integration to Mailchimp - an email marketing platform allowing you to create and manage your mailing lists.

Story

5.1.0.0

V5-75

Export the Results of a Segment to Mailchimp

Export the results of a segment to Mailchimp marketing platform. 

Story

5.1.0.0

V5-74

Import Contacts for a Segment

The user can add contacts to a segment using the import process as opposed to defining conditions. The imported contacts are considered the result of the segment. 

Story

5.1.0.0

V5-73

Preview a Segment

Preview a segment to see the results, i.e. the list of contacts meeting the segments conditions.  

Story

5.1.0.0

V5-72

Refresh a Segment

A time interval can be set whereby each segment will be refreshed automatically therefore recreating the segment. However, it's also possible to refresh a segment manually.

Story

5.1.0.0

V5-71

Segment Groups

A segment's conditions can be separated into groups and can be combined or not using the AND/OR operators.  

Story

5.1.0.0

V5-70

Segment Conditions

A segment's conditions determine how and which contacts will be retrieved, multiple conditions can be specified by the user. 

Story

5.1.0.0

V5-69

Create, Update, View Segment

Create and maintain a segment and it's conditions.

Story

5.1.0.0

V5-2406

Ability for a back office user to request and validate one-time-password and sign up a contact to a business

Ability to request a one-time-password for a specific contact. The request sends an OTP to the contact’s email address or primary phone number that can be used to verify the contact.

New Feature

5.4.5.4

V5-2227

Add an existing person contact for People section

Ability to select an existing person contact for the People section for a company contact.

Improvement

5.4.5.2

V5-2205

Enhance segment to be able to segment based on Account classification

Account classification filter for segmentation.

Improvement

5.4.4.2

V5-1990

Enhancement to inputting and storing phones in front-end systems and back-end

Backend enhancements
In the event where the consumer inserts a leading zero in the phone number upon registration then store the phone number as inputted by the consumer. When sending communications/OTP etc. via smpp or twilio providers then trim the leading zero.

Release app enhancements
In the revamp app, display the country code of the selected country. When user selects another country update the country code accordingly.

Improvement

5.4.4.0

V5-1908

Ability to create and update payment methods for contacts with a back office API

Ability to add/update a payment method for a contact (person or business) with a back office API

New Feature

5.4.5.0

V5-1792

Communications and Integrations core behaviour

Refer a friend email communication to be sent with Service Owner integration. SMS communication to remain at Business level.

Improvement

5.4.3.1

V5-1786

Ability for a Business to set default spend preferences

Ability for a Businesses to setup Automatic Spend Preferences for their contacts, these will be enabled by default upon registering, and also set default values for automatic spend.

New Feature

5.4.4.0

V5-1418

Concurrent Session Policy

Ability to configure maximum allowed number of concurrent sessions for contact and users.

Improvement

5.4.5.0

V5-1393

Contact Activity Feed enhancements

Improve activity feed to show the most relevant information on 2 lines without the need to expand/collapse rows.

Improvement

5.4.3.1

V5-1125

Ability to register a Contact with a gift card and no KYC

Ability to register a Contact with a gift card and no KYC

Improvement

5.4.5.0

V5-867

Ability to delete primary payment method

  1. The system supports removal of a Contact's primary payment method even if it's the Contact's only payment method

  2. If a contact has two payment methods and selects to remove the primary payment method then the second payment method (back-up or not) becomes the primary payment method without the need for the contact to select it

  3. If a contact has 3 or more payment methods and wants to remove the primary payment method:

      a. If there is a back-up payment method then that automatically becomes the primary payment method
      b. If a backup payment method is not specified then one of the other payment methods must be selected as the primary one first, and then deletion will be allowed 

Improvement

5.4.3.1

V5-325

Payment Methods and Payouts

A payment method represents the way a contact can credit their account or wallet.  Payment methods are defined at the level of the Contact and it is mandatory to define at least one payment method per contact.  A pre-defined list of payment methods is supported which includes:
CHEQUE
CASH
BANK_TRANSFER
CARD
ACCOUNT_DEBIT
WALLET

A contact can have multiple payment methods registered in CRM.COM. A 'primary' payment method can exist and an optional 'back-up' payment method can also be specified. The primary payment method is used by default in online (automatic) payments and if the payment fails, then the backup method is used. Payment methods can be added, updated and removed at any time.

Primary payment method
This is the contact's preferred method of payment. This is applicable and mandatory if an online payment method is selected (i.e. Card, Wallet, Paypal, Direct Debit or Account) but not required for offline payment methods (i.e. Cash and Bank Transfer).

Opt-in for purchases and subscriptions
Contacts can specifically define which one of their payment methods will be used to automatically fund their purchases or subscription fees. 

Story

5.4.5.0

V5-1312

Ability to resend email for email verification

Resend email for verification purposees.

Improvement

5.4.0.0

V5-2105

Contact Approvals for Orders

Ability for a contact to approve/reject an order's progression using default communication sent via CRM.COM  Approval on Order Status Change automation

Improvement

5.4.6.2

V5-1922

Anonymise Contact  and Delete Contact

Ability to perform admin and operational actions, such as delete contact (and all data) and anonymise contact

Improvement

5.4.6.2

V5-2899

Ability to upload attachments for Contacts

Ability to upload attachments for Contacts. Documents to be uploaded using back-office and self-service Web APIs

Improvement

5.4.6.4

V5-3095

Ability to send a contact's statement through a Communication Plan

Communication plans can be configured to send contact statements

  • Contacts receive one communication for each one of their active accounts

  • By default, the current month's statement is sent

A new dedicated communication tag is used to implement the above behaviour.

Improvement

5.5.1.0

V5-2902

Contacts Enhancements

Ability to search for a contact using their account number (as a search value)

Improvement

5.5.1.0

V5-3050

Devices Usability Enhancements

Ability to register a device for a contact and update a contact's device characteristics from the back-end

Improvement

5.5.2.0

V5-2435

Include Spend cancellation entry in Contact Activity Feed

When cancelling a purchase transaction that had a spend, a purchase cancellation is logged. Include an entry for cancellation of spend under both the 'Activity Feed' and 'Financial Events'.

Improvement

5.5.2.2

V5-3455

Ability to segment subscribers based on their services' quantities

Ability to segment subscribers based on their services' quantities - Include each service's quantity in contact profiles and modify it on quantity change

Improvement

5.5.3.0

V5-3380

Ability to search for a contact using the full phone number

Ability to search for a contact using the full phone number, i.e. combining the country code and the phone number (e.g. 35799778866).

Improvement

5.5.3.2

V5-3206

Active Contacts Metric

Implement Active Contacts metric for Contacts Dashboard

Task

5.5.3.3

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

5.6.0.0

CUSTOMER EVENTS

Issue Key

Summary

Description

Issue Type

Release

V5-1496

Ability to support self-submit purchases

Ability to support self-service purchase for reward purposes

New Feature

5.4.2.0

V5-1343

Aggregate same product SKU with same unit price in multiple lines in same purchase event

Aggregate same product on multiple lines in same purchase event as one line with aggregated quantity

Improvement

 

V5-422

Consumer Self-Service Purchase Customer Events

Ability to identify and process purchase customer events through consumer self-service process

Story

5.2.2.0

V5-118

Enhancement of TAP to support IP Address

Ability to set IP Address on organisation TAPs to handle ESC/POS integrations

Story

5.2.2.0

V5-111

Customer Event Classifications

Ability to categorise customer events (e.g. purchase) based on similar characteristics using customer event classifications

Story

5.2.0.0

V5-38

Referral Customer Event

Referral events are created when an existing customer introduces a friend to the business, resulting in new customers signing-up to one of the available reward schemes.  

Story

5.2.0.0

V5-2392

Customer Events Engine

Processes customer events from external systems in their native format and creates CRM.COM customer events (purchase event and achievement event)

New Feature

5.4.6.0

V5-1644

Ability to create purchase event from the backend

Ability for back-end users to create purchase customer events in order to perform correction actions on customers purchase activity

New Feature

5.4.6.1

V5-3213

Customer Events Reclaim Enhancements

Ability to reclaim a purchase customer event using a human readable code

Improvement

5.5.2.0

V5-3912

Purchase Quantity Enhancements

Ability to support decimal based quantities on purchase events

Improvement

5.5.4.1

DIGITAL MONEY

Issue Key

Summary

Description

Issue Type

Release

V5-290

Integration with Bank Accounts 

Ability to integrate with banking institutions via the PSD2 SEPA Instant Transfer; a consumer can transfer money in real time from their bank account to their CRM.COM wallet.

Story

Candidate Features

V5-289

Currency Exchange

Retrieve a live exchange rate via third-party integration whenever a transaction involving two currencies is performed. 

Story

Candidate Features

V5-288

AML (Anti Money Laundering) Verification

Verifying the AML (Anti Money Laundering) status of a contact (based on transaction information) can be achieved via third-party system integration. The contact's account can be automatically blocked in case of suspected fraud.

AML verification is triggered when any if the following are performed:

  • Any financial transaction

  • Top-up

  • Transfer

  • Credit wallet journal

  • Debit wallet journal

Story

Candidate Features

V5-287

KYC Profiles & Verification

KYC Profiles are set up and applied to Contacts based on conditions. They contain a set of fields (either custom or pre-existing) to include all information needed to communicate to the third party external system that will validate the KYC of the contact (e.g. iSpiral).

The KYC profile can be applicable to Accounts of selected classifications, or to Contacts of certain categories.

A Contact will have a PENDING status until it has been VERIFIED.

Story

Candidate Features

INVENTORY

Issue Key

Summary

Description

Issue Type

Release

V5-943

Device Management

Create and manage devices and their ownership; handle contact own devices, transfer or ownership and rental.

Story

5.4.2.0

V5-942

Setup a warehouse and track inventory

Create a warehouse and perform warehouse transactions to manage traceable and non traceable goods

Story

5.4.1.0

V5-2938

Enhanced Stock Management process

Enhancements to stock management process

  1. Items are stocked out from the business warehouse during Orders/Service Requests processing via a warehouse transaction

  2. At this stage however, the items are still owned by the business since they are not invoiced yet

  3. Ownership changes upon invoicing the items

Improvement

5.5.3.0

V5-3603

Ability to set the date that the device was first activated on a subscription

Set the date that the device was first activated on a subscription, and the initial user that performed the activation. This should not change at any point in the future.

Improvement

5.5.3.2

V5-3433

Stock Management and Traceability Enhancements

Provide the ability to view

1) Additional stock balance information during the ordering process

    a) In stock/out of stock, stock balance, number of items reserved per stockable item in products list

2) Access products detail screen in a new tab where detailed stock balance information is displayed

3) Stock Information section on screen to also provide the ability to view in which Orders/Service Requests the items are reserved

Improvement

5.5.3.3

V5-2659

Ability to keep track of stock balance for non-traceable physical goods

Ability to keep track of stock balance for non-traceable physical goods

Improvement

5.5.3.3

 

LANDING PAGES & MOBILE PASS CARDS

Issue Key

Summary

Description

Issue Type

Release

V5-1549

Ability to provision mobile pass card

A mobile pass card can be designed by a system user for contacts to access and use in cases where a mobile app is not available. The requirement is to allow provisioning of a mobile pass card to a contact once they have enrolled via a landing page. 

New Feature

5.4.4.0

V5-1935

Updates to Mobile Passes - Landing Pages

  1. Add new field Portal URL to be able to access the Portal from mobile pass.

  2. Ability to automatically log the contact into Portal when accessed from mobile pass.

  3. Deprecate Password Reset landing page type (Contact will reset password from Business Portal)

  4. Re-provisioning of mobile pass to be done from portal

  5. All the fields of the mobile pass should be updated as soon as the app user opens the mobile pass or swipes down on the mobile pass (to refresh).

  6. Push Notifications to the app user requesting them to manually update their pass will also be supported, in cases where automatic updates are not possible.

New Feature

5.4.6.0

V5-3485

Ability to redeem a pass during contact registration from a landing page

Enhance landing page configuration for Contact Registration to allow redeeming a pass.

When a consumer registers through the landing page and also provides a pass code, the new contact will be created as normal, and in addition the 'redeem pass' process will also be performed. If successful, then the new contact's wallet will be credited with the value of the pass.

Improvement

5.5.3.2

 

LEADS

Issue Key

Summary

Description

Issue Type

Release

V5-1394

Bulk edit Leads and merge two Leads into one

Enhance Leads to provide two new options:

a) Ability to select multiple Leads and apply a bulk edit

b) Merge two separate Leads into one retaining the relevant details

Improvement

 

V5-1290

Bulk Update for Leads

Ability to select a number of Leads from List View and perform a bulk update to change one or more details: pipeline stage, owner, expected close date. 

New Feature

Candidate Features

V5-1289

Merge Leads Feature

Ability to merge two Leads into one.

New Feature

Candidate Features

V5-1231

Leads API enhancements

Leads APIs have been revised and amended
a) Three Leads bulk edit APIs have been merged into one
b) The Lead status API has been renamed
c) Ability to track a Leads progression through a pipeline - two new APIs created

Improvement

5.4.0.0

V5-955

Create and Manage Leads

When a Lead is created it is assigned to an Owner (user) and a Pipeline relevant to the type of business it represents. The Lead is progressed through the pipeline until it reaches the final stage where it becomes either a Won or a Lost lead. 

Story

 

V5-904

Merge Leads

This process merges two leads into one, choose the lead to be retained and any details (not already specified) will be transferred from the unwanted lead before it is deleted. 

Story

 

V5-903

Bulk Edit Leads

Select and update multiple leads in one go, choose to update one or more of the following values:

  • Pipeline Stage

  • Lead Owner

  • Expected Close Date

Story

 

V5-902

Create and Manage Lead Settings

When a Lead is created it is assigned to an Owner (user) and a Pipeline relevant to the type of business it represents. The Lead is progressed through the pipeline until it reaches the final stage where it becomes either a Won or a Lost lead. 

Story

5.4.0.0

V5-2437

Enhancements to Leads

  1. Leads 'description' and 'notes' placeholders should be adjustable so that they are large enough to display the whole text on screen instead of 2-3 lines.

  2. Automations for Leads - trigger event 'Lead State Change' (new, in progress, won, lost)   action should be 'communicate to system user'

  3. Leads report

     a) Filter options: lead state (New, In Progress, Won, Lost) queue, queue stage, owner, closing date range, tags
     b) Columns: lead name, state, contact, value, queue, queue stage, owner, expected closing date, tags, custom fields (selectable)

4. Contact screen - ability to view the contact's leads from the activity feed

Improvement

 

V5-2263

V2 APIs - Leads to use queues and stages 

Align Leads with Orders so that they use queues instead of pipelines

Currently Leads use:

  • Pipelines

  • Stages

  • Status  (open, won, lost)

Change to:

  • Queues

  • Stages

  • State (New, In Progress, Won, Lost)

Improvement

5.5.1.0

 

ORDERS

Issue Key

Summary

Description

Issue Type

Release

V5-1449

Include operational details in Order fulfilment Web API

Include operational details of an organisation's opening hours in Order fulfilment Web API

Improvement

 

V5-1448

Include creatives in Get Order Web API

Include product creatives in Get Order Web API for the ordered items

Improvement

 

V5-1434

Ability to specify different payment methods for each supply method

 

Improvement

5.4.1.0

V5-1401

Coverage with map coordinates

Ability to define delivery coverage via coordinates on a map (define map area)

New Feature

5.4.3.0

V5-1388

Ability to retrieve product dependencies during ordering

Ability to retrieve product dependencies on purchasing a termed service. Any required services or physical goods are provided so as to also be included in the order prior checkout

Improvement

5.4.0.0

V5-1384

Exclude expense and usage services from orders

Usage and Expense services must be excluded from the ordering process since they cannot be purchased. Expenses are applied based on business rules, whereas Usage service is consumed through one-time/termed services

Improvement

5.4.0.0

V5-1334

Filter Promotions based on organisations

Filter Promotions based on organisations

Improvement

5.4.0.0

V5-1305

Ability to specify the amount to be used from wallet funds

Ability to specify the amount to be used from wallet funds

Improvement

5.4.0.0

V5-1304

Enhance Order details report to support multiple payment methods

Order details report should be enhanced to support multiple payment methods when multiple payment methods are applied on an order purchase

Improvement

5.4.3.0

V5-1295

Products / Orders

  1. Products should be able to be created at Merchant Level

  2. Products List with param fulfilled_by should use Products at Merchant Level

  3. Orders should be visible at Business Level and merchant Level of fulfilled_by

Improvement

5.3.5.0

V5-1285

Ability to re-print order ticket

Orders will be marked as printed if printing was successful. icon in summary screens will show which orders were printed

Improvement

5.3.5.0

V5-1268

Enhance /estimates/orders Self-Service and Back-Office APIs according to spec

Enhance /estimates/orders Self-Service and Back-Office APIs according to spec

Improvement

5.4.1.0

V5-1254

Orders display mode configuration

User should have the ability to set display mode on the orders page once and each time user visits the page to have the mode of their preference. 

Improvement

Candidate Features

V5-1228

Ability to auto refresh Orders summary page

Ability to auto refresh Orders summary page

Improvement

5.4.0.0

V5-1221

Enhance /estimates/orders apis to consider selected payment method for promotions

Enhance /estimates/orders APIs to consider selected payment method to apply promotions

Improvement

5.3.4.0

V5-1204

Enhance Self-Service POST /orders API to re-calculate estimated delivery/pick-up time

Enhance Self-Service POST /orders API to re-calculate estimated delivery/pick-up time.

Improvement

5.3.4.0

V5-1117

Ability to accept contact's current location (address, coordinates) and display in Orders

Enhancement to Self-Service /estimates/orders and /orders/\{id} APIs

Improvement

5.3.4.0

V5-1021

Enhancements on order taking to handle product characteristics

Handle API and UI. Characteristics are billing period, trial period, termed period

Improvement

5.4.1.0

V5-826

Fulfilment Policy Enhancements - Expiration of Orders

 

Improvement

Candidate Features

V5-778

Improved UI for Orders

Enhancements to backend UI for Orders

Improvement

5.3.0.0

V5-760

Automatically update Orders to Complete status

Ability to configure to automatically set order status to Completed  when X time (minutes, hours, days) has passed after Ordering average completion time.

Improvement

5.2.4.0

V5-713

Ability to set preferred venue/merchant for order delivery

  1. Ability for Contact to set preferred merchant

  2. Enhance /estimates/order_fulfillment API to return a list of merchants/venues that can fulfil contacts order sorted by nearest to contact's selected address

Improvement

5.2.3.0

V5-673

Enhancements to the Order screen

  1. Add the following fields in the the Order screen: Contact Code, Contact phone (CIM), Venue Name, Payment method (Cash / Card)

  2. API enhancements required

Improvement

5.2.1.2

V5-672

Add Notes to the bottom of the printed Order ticket

Add Notes to the bottom of the printed Order ticket under Total Items.

Improvement

5.2.1.2

V5-481

Activities for Orders

Activities that need to be scheduled to complete an order (e.g. installation).  

Story

 

V5-480

Clone an Order

Orders can be cloned, i.e. used as a template for creating additional orders with similar items for a different contact.

Story

Candidate Features

V5-476

Setup your Order Milestones

Setup multiple milestones based on payments which are expected to be made to pay off an order in instalments based on the fulfilment policy. When a milestone due date is reached the billing process will generate an invoice for the necessary payment and identify the milestone as paid when the payment has been received. 

Point of no return
The Point of no Return settings for orders determine if and when a contact can request to cancel an order or any ordered items.

Prior to reaching the Point of no Return (date), all items, including those that may have already been delivered can be returned to the company, the contact will not be billed, and the order will be cancelled. On the other hand, if the Point of no Return has been reached, then any items that have been delivered cannot be returned - they will be billed and paid for, while any undelivered items will not be delivered nor billed and the remaining order will be cancelled.

The Point of no return applies while the order is in progress, i.e. once delivery of items begins.

Story

5.4.5.0

V5-475

Orders Fulfilment Policies

A fulfilment policy is set up for an organisation and is by default inherited by all of the organisation's members (merchants, subsidiaries, venues etc.) unless a separate policy is set up for a specific member. A separate fulfilment policy can be setup for delivery, pick-up and on-site (dine-in). Users can set the minimum cost for an order to be accepted, define how and when orders can be fulfilled as well as which products can be ordered based on their availability. Charges per supply method can also be defined (e.g. a delivery charge).
Additional add-on times can be setup using the completion rules.

Completion Rules
Completion rules are setup to calculate the estimated time for an order to be completed and can be venue specific. The average time for completing an order can be set along with additional factors that could affect the time required for completion such as the ordered product, ordered quantity, number of concurrent orders and the number of pending items to be processed, all the conditions can be based on days and times of the week therefore differentiating between peak hours and off-peak hours. 
The completion rules estimated time (if defined) are in addition to the fulfilment policy's estimated time.

Venues Operational Hours
Define whether pickup and delivery are available per venue and setup the delivery and pick-up times for each one. 

Story

5.2.2.0

V5-474

Create and Amend Orders

Orders can be placed by contacts (using an app) or by users of the system. In either case an order progresses through the various life cycle states until it is either Completed or Cancelled. An estimated completion date/time is calculated for each order and the payment is processed according to the customer's payment method. Any overdue orders can also be identified by the system. If an order is amended prior to reaching the completed or cancelled states, then the total amount will be recalculated. 

Story

5.2.0.0

V5-359

Product Catalogue for Subscriptions

Product Catalogue includes service products that can be purchased by subscribers, as well as expenses which are applied to subscribers in the form of penalties or fees. Product catalogue includes business rules that define how these products should be purchased:

Dependencies between products.

  • Service product requires a device to be provisioned to contacts (technical)

  • Service product requiring another service(s) to coexist on a subscription in order to be purchased by a contact (driven by a company's business rules).

  • Service product that cannot coexist with another service on a subscription (cannot be purchased and delivered by the same subscription)

Tiering of products

  • Product tiers define whether purchasing a service while owning another one constitutes an upgrade, downgrade or a switch

Services Pricing

  • Service products pricing includes a set of terms that includes

    • A service term period (for termed service only)

    • Whether the terms are auto renewed at the end of the termed period or not

    • The billing cycle

    • A trial period

  • Pricing terms are used to form the subscription’s and the subscription service’s billing terms on their purchase

Story

5.4.1.0

V5-2084

Ability to dispatch items for an order

Order items are dispatched against an order and result in a stockout transaction. 

Improvement

5.4.5.0

V5-2365

Display Total before discount on order ticket.

Enhance Order ticket to include:
Price of items before discount
Total Price before discount

Improvement

5.4.5.3

V5-2268

Backend Ordering enhancement, display modifiers section AFTER a variant product is selected

Display modifiers section AFTER a variant product is selected and based on modifiers of selected variant product

Improvement

5.4.5.2

V5-2086

New view options for Orders summary screen

Updates required to Orders list view/Kanban view. New Kanban view linked to queue types. New detailed order summary page. 

Improvement

5.4.5.0

V5-2085

Ad hoc discounting 

Ad hoc discounts for Service Requests and Orders. 

Improvement

5.4.5.3

V5-2083

Point of No return

Implement the point of no return for orders. 

Improvement

5.4.5.0

V5-2082

Updates to Orders

Ability to change certain details of an order once an order is created and change order statuses. 

Improvement

5.4.5.0

V5-1986

Include conditions in Order Fulfilment policy expenses

Provide the ability to set up conditions on when an expense will be applied during ordering. Currently the supply method is already a condition. The order's amount should be added (order amount before the discount)
e.g. apply the expense for Delivery orders only if the order amount is less than X amount

Improvement

5.4.4.1

V5-1981

Include Product Notes in Order ticket

Notes for orders 

Improvement

5.4.4.1

V5-1797

Enhancement to provide detailed promotion information in invoicing

Include promotion information when invoicing

Improvement

5.4.3.2

V5-1701

Enhance Self-Service Order fulfilment response with estimated delivery/pickup time

Enhance Self-Service Order fulfilment response with estimated delivery/pickup time so that order fulfilment checks can be removed from order estimates. Required for mobile app ordering flow

Improvement

5.4.3.1

V5-1685

Ability to create default fulfilment policy upon new Business sign-up. New Direct Sale supply method

A default fulfilment policy will be created when a new Business signs-up.
New supply method 'direct sale' for subscription services.

Improvement

5.4.4.2

V5-1602

Enhance order to include whether order paid in full or partially with wallet funds

Order enhancement to include amount partially paid using wallet funds and amount partially paid using another payment method 

Improvement

5.4.3.1

V5-479

Ability to have Separate Queues for your Orders

Ability to setup different order queues with each queue having its own workflow of states. Setup the business characteristics of orders to be fulfilled by each queue, for example B2B orders assigned to 'Wholesale' queue, and B2C orders assigned to 'Retail' queue.

Story

5.4.5.0

V5-477

Orders Quotation 

A Quotation provides a formal estimation of an order's cost that includes all physical goods, expenses and services that the contact is interested in buying. In other words, the quotation is a preliminary form of the order's invoice

Story

5.4.5.0

V5-476

Orders milestone and progress based invoicing

Support for invoicing based on preset milestones or based on progress of delivered services and products.

Story

5.4.5.0

V5-2274

Ability to define on front-end systems whether to allow purchases only if requested spend amount is fully covered with available wallet balance

Ability to define on front-end systems whether to allow purchases only if requested spend amount is fully covered from the available wallet balance.
- Ability to configure setting via the back-end (Applications)

  • Release app enhancements

Improvement

5.4.5.2

V5-1405

Purchases & Business Network

Posting purchase against an organisation should allow only purchases of organisations within the business network

Improvement

5.4.0.0

V5-2633

Using Wallet funds on ordering improvement

  • When a contact wants to fully/partially pay for their order using their wallet funds - up to 2 payments will be posted upon placing the order:

  • One payment with payment method type cash/card etc. according to contact's choice

  • A second payment to reflect the contact's payment using the wallet as a payment method

Improvement

5.4.6.2

V5-2632

Improved use of account funds on placing the order

Improved use of account/wallet funds on placing an order

  • Order estimates API to return

  • Cost of the order 

  • Amount which needs to be paid at the time of ordering

  • Contact's account credit (if account in credit)

  • On placing the order

  • It will be up to the front-end to decide if account credit will be used or not for paying off the order

  • Up to two payments will be placed; one consuming wallet funds and second one to represent the payment using a card/cash etc.

  • In cases where the account's credit will be used, then the cash/card payment will be of a smaller value, indicating that the remaining amount will be paid off using the account's funds

Improvement

5.4.6.2

V5-2105

Contact and User approvals for orders

Ability for a contact and/or user to approve/reject an order's progression via CRM.COM Approval Request automations

Improvement

5.4.6.3

V5-2903

Ability to set up automations on order stage change

Ability to set up automations which are triggered upon changing the stage of an order

Improvement

5.4.6.4

V5-3056

Orders & milestones enhancement

Display Order milestones (whether invoiced or not) on Order screen

Improvement

5.5.0.0

V5-2438

Order Attachments

Ability to add attachments on an order

Improvement

5.5.1.0

V5-480

Clone an Order

Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.

Story

5.5.2.1

V5-480

Clone an Order

Orders can be cloned, i.e. used as a template for creating additional orders with similar items for the same or a different contact.

Story

5.5.2.2

V5-3622

Search for orders based on their address

Ability to search for an order using its delivery address. New 'Address' filter option added 

Improvement

5.5.3.2

V5-3416

Ability to change an Order's Delivery address 

Ability to change an Order's Delivery address before its completion. Changing the delivery address is allowed only if no items have been sent out to the contact. Order fulfilment estimation should be triggered again to ensure that the order can still be fulfilled at the new delivery address

Improvement

5.5.3.2

V5-3606

Improved Orders management

Ability to amend order items and milestones, provided a point of no return is not reached

Improvement

5.5.3.2

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

5.6.0.0

V5-4287

Product Ordering & Commerce Spend Restrictions

Ability to support (per product) the max wallet commerce amount that can be spent during ordering

Improvement

5.6.0.0

 

PASSES

Issue Key

Summary

Description

Issue Type

Release

V5-1453

Create a filter in automations to differentiate between Top-up and Gift passes

Ability to create automations based on pass type (Gift or Top-up). At the moment the filtering options in Automations don't allow this.

Improvement

5.4.2.0

V5-1409

Encryption of pass codes

Generated pass codes should not be visible from the back end, they should be encrypted throughout their life cycle.

Improvement

Candidate Features

V5-884

Passes Enhancements  

Changes to the way passes are configured and generated. 

Improvement

5.4.0.0

V5-172

Redeem a Pass

Redeeming a pass is the process whereby a contact uses their pass either to get a discount at the time of purchase, or to top-up their wallet with the value of the pass. Only passes in 'Active' state can be redeemed. If OTP validation is required the user can instantly generate an OTP for verification.  

Story

5.2.0.0

V5-171

Managing Passes

It's possible to manage a whole pass plan or just an individual pass.

Activate generated passes
Electronic passes are automatically activated when delivered to the contact, however, printed passes have a 'Draft' state when generated and must be activated through a manual process once they have been cross-checked. Activating a pass plan will change the state of all the passes in the lot from 'Draft' to 'Active' ready to be used.

Pass cancellation
Cancel all the passes generated by a pass plan, or an individual pass. Only passes in 'Draft' or 'Active' state can be cancelled, once cancelled a pass can longer be used.

Change pass expiration
Change the expiration date of a single pass, e.g. to extend it's validity.  

Story

5.2.0.0

V5-170

View a Pass Lot

Viewing a lot displays all passes generated by the specific lot, their current state, recipient details, usage and expiry information, and method of communication. 

Story

5.2.0.0

V5-169

Create a Pass Plan

The only way to generate one or more passes is to create a pass plan for a specific pass type.

Setup includes:

  • Number of passes to generate.

  • Electronic or printed passes: For printed passes a webhook is triggered for the printing house (if enabled), for electronic passes the pass code is sent to the contact via event based communications (e.g. SMS, email etc.).

Story

5.2.0.0

V5-168

Pass Product Conditions (for Gift & Top-up Passes)

A list of product SKUs or product families that the value of the pass can be consumed on. 

Story

5.3.0.0

V5-167

Passes / Top-up Pass

A top-up pass is used to top-up an existing contact’s wallet with an additional amount of money. 

Validity:
Choose from three options for setting the pass validity duration.
Never - The pass never expires
Period - The pass expiration date is calculated based on the date of redemption, e.g. a top-up pass value is valid for consumption for 1 year from the date of topping-up
Date - The pass expiration date is a specific date

Generic settings:

  • Value - The value of the pass, can either be a fixed value (e.g. €50), or a variable value (e.g. EUR10 - EUR200). For passes with variable values, the exact value will be specified at the time of purchase and must be within the given range.

  • Usage - A pass code can be used just once (single), or more than once (multiple) times up to the maximum specified times.

  • Enable OTP verification - If OTP verification is required to use the pass then a code can be sent to the contact's phone during redemption for verification purposes. 

Passes format:
Multiple unique pass codes are generated for Top-up passes. Select from alphanumeric or numeric format, the length, prefix and/or suffix of the pass codes. 

Story

5.3.0.0

V5-166

Passes / Gift Pass

A gift pass provides an amount of money to the contact either to be redeemed for their own benefit, therefore crediting their own wallet (for registered contact), or for use as a gift card loaded with funds (for non-registered contacts).

Validity
Choose from three options for setting the pass validity duration:
Never - The pass never expires.
Period - The pass expiration date is calculated based on the date of redemption, e.g. a gift pass is valid for consumption for 3 month from the date that the wallet is credited with the pass value.
Date - The pass expiration date is a specific date.

Generic settings:

  • Value - the value of the pass, can either be a fixed value (e.g. €50), or a variable value (e.g. EUR10 - EUR200). For passes with variable values, the exact value will be specified at the time of purchase and must be within the given range.

  • Usage - A pass code can be used just once (single), or more than once (multiple) times up to the maximum specified times.

  • Enable OTP verification - If OTP verification is required to use the pass, a code will be sent to the contact's phone during redemption for verification purposes. 

Passes format:
Multiple unique pass codes are generated for Gift passes. Select from alphanumeric or numeric format, the length, prefix and/or suffix of the pass codes. 

Story

5.3.0.0

V5-165

Create and Maintain Pass Types and Passes 

Create a pass type of a specific classification, choose from PROMOTION, GIFT and TOP-UP.
Pass types must exist in order to create lots that will generate the passes.

Passes once created can have one of four life cycle states:
DRAFT: The pass has been generated but not yet ready to be redeemed, this is the initial status of printed passes. 
ACTIVATED: The pass is ready to be redeemed.
CANCELLED: The pass has been cancelled and cannot be used. Only DRAFT and ACTIVATED passes can be cancelled.
REDEEMED: The pass has been redeemed (either the promotion/reward offer was redeemed, or the value of the pass has been loaded into the contact 's wallet).

Story

5.3.0.0

V5-110

Passes / Promotion Pass

As the name implies, these passes are issued as part of a promotion campaign or rewards offer and target (in the form of criteria) products, services and contact segments.

Validity:
Specify the passes expiration date by selecting a specific date.

Generic settings:

  • Associate the passes to be generated to a defined promotion or rewards offer.

  • Distribution - Choose whether to generate all the passes with the same (single) pass code, or using multiple unique pass codes.

  • Usage - A pass code can be used just once (single), or more than once (multiple) times up to the maximum specified times.

Pass codes format:
Specify the format of the pass codes to be generated. If a single pass code is to be used for all the passes then set the pass code. If multiple unique pass codes are to be used then choose between alphanumeric or numeric format, the length, prefix and/or suffix of the pass codes.

For Promotion passes, the value (amount/percentage) that the contact will benefit from is specified in the promotion or rewards offer a definition.

Story

5.2.0.0

V5-2413

Ability to re-use same pass plan prefix

Allow a configuration of a second pass plan using the same pass code prefix as another pass plan definition.
System validates uniqueness of pass codes across the business, and not per pass plan.

Improvement

5.4.5.4

V5-2088

Hashing of Passes

  1. Setting to enable use of hashing feature for passes

  2. Pass codes in any format and any type can be stored in hashed format

  3. API calls can use either the real pass code or the hashed pass code

  4. Hashed pass code to be stored as CIM

Improvement

5.4.4.1

V5-1955

Enhancements to Passes to handle lost Gift pass scenario 

Changes to Passes to accommodate the case of a lost Gift pass for a registered Contact (i.e. with identification details).

Improvement

5.4.4.1

V5-2800

Ability to specify custom fields for Passes

  • Ability to add custom fields for Passes

  • Passes custom fields will be available when setting up a new Pass Plan.

  • The passes generated based on that pass plan will inherit the custom field values (if any were set)

  • Ability to add custom field values to individual passes using the Update Pass API 

New Feature

5.4.6.3

PLATFORM

Issue Key

Summary

Description

Issue Type

Release

V5-1499

Payment gateway intents enhancements

Ability to return the URL endpoint for JCC Merchant intent

Improvement

5.4.1.0

V5-1445

Ability to set time zone for an organisation

Ability to set and amend time zone for an organisation (business)

Improvement

5.4.1.0

V5-1438

Ability to define background image and additional colours for use in front end systems (apps & portals)

 

Improvement

5.4.1.0

V5-1428

Ability to narrow down google search results based on country of agreement

 

Improvement

5.4.0.1

V5-1417

Improve caching - implement the ‘no-cache’ and ‘no-store’ directives

 

Improvement

Candidate Features

V5-1374

Support for SMPP over SSL/TLS

Support for SMPP over SSL/TLS

Improvement

5.4.1.0

V5-1301

New Automation Financial Transactions Events

Ability to trigger an automation when a payment or refund financial transaction is created

Improvement

5.3.5.0

V5-1296

Automations - Approvals

Ability to setup approvals for various processes such as new tenant using the system on live mode; and new reward offer being activated.

Improvement

5.4.2.0

V5-1293

Set up payment gateway intents

Ability to request payment gateway intents via contact clients

Improvement

5.4.0.0

V5-1180

Settle payment gateway, refund back amount not claimed

Refund back to participant spend amount that was not executed on Settle; participant does not download Settle

Improvement

Candidate Features

V5-1141

Support Test/Live Mode

Ability to switch between test and live mode, while service owner users can approve business requests to go from test mode to live

Improvement

5.4.2.0

V5-1124

Integrations - Ability to Test by sending Email or SMS

Be able to test an integration such as SMTP and SMS by sending a test email / sms. Add a test now Button.

Improvement

 

V5-1108

Custom Fields in APIs

Enhance APIs for modules Contacts, Orders & Organizations to retrieve/set and filter using any custom field created for the specific module

Improvement

5.4.3.0

V5-1089

Purchase Events & Webhooks

Ability to create a webhook when a purchase customer event is created

Improvement

5.3.1.0

V5-1050

JCC Loyalty Services Enhancements

Enhance the JCC Loyalty services to support merchant reconciliation, deletion of contact hash card numbers on deleting payment methods and provide business identification for organisation separation

Improvement

5.3.2.0

V5-1038

Settle Integration

Introduce Settle payment integration

New Feature

5.3.2.0

V5-950

Merchant Get Started Usability Improvement

Ability to differentiate the go live checklist between a merchant and a business

Improvement

Candidate Features

V5-877

Notify specific organisations

Ability to notify fulfilled by organisations via automations 

Improvement

 

V5-845

Notify specific users when a new organisation is created

Ability to notify specific users (via Automations) when a new organisation is created

Improvement

5.4.0.0

V5-788

Replay Web Hooks

Ability to setup automatic retries and delay between such retries, while replay any failed webhook

Improvement

5.3.0.0

V5-754

Support Web based Portals

Ability to support web based portals using DNS names

Improvement

 

V5-669

Google places autocomplete postcodes and order coverage

Google places autocomplete does not return postcode.

In addition check and finalise automations for post code coverage of orders

Improvement

Candidate Features

V5-662

Service Owner Applications

Enhance applications to support multi-tenant flows

Improvement

5.3.0.0

V5-635

Twilio WhatsApp Integration

Ability to send communications via Twilio WhatsApp integration

Story

5.2.2.0

V5-557

ESC/POS Printer Adaptor

Ability to print a confirmed order to an ESC/POS printer via CRM.COM Automations

Story

5.2.1.1

V5-252

Custom Fields

Ability to configure custom fields and then use them on various entities via backend application and APIs

Story

5.3.0.0

V5-85

File Upload

Ability to upload and store files in the system with support for multiple file types and multi-part sending for large sized files

Story

 

V5-83

Mobile and Web Applications

Ability to define and configure customer applications (native mobile applications and web based portals), including sign in methods and functionality areas

Story

5.2.0.0

V5-290

Integration with Bank Accounts SEPA 

Ability to integrate with banking institutions via the PSD2 SEPA and SEPA Instant Transfer; a contact can make a payment / refund / payout transfer from / to their bank account to their CRM.COM wallet / account

Story

5.4.4.0

V5-2602

Aloha Order Integration Enhancement

Ability to support a different URL endpoint for each venue and provision orders to Aloha based on that. If such endpoint is not configured, order provisioning will default to the integration URL endpoint

Improvement

5.4.5.10

V5-2442

Increase or change validation of too many requests

Amend the core behaviour of the system to limit the allowed number of purchases for the same contact and same merchant/venue to 5 per hour

Improvement

5.4.5.4

V5-2352

JCC Merchant Settlement Enhancements

Ability to parameterise the JCC Merchant settlement services for different merchants

Improvement

5.4.5.3

V5-2236

Additional custom fields

  1. Ability to define custom fields for payments, refunds, top-ups and leads

  2. Enhance custom fields to support Users as a type of custom field

Improvement

5.4.5.0

V5-2225

Ability to set up and use custom fields for Orders

Ability to set up ad use custom fields for Orders

Improvement

5.4.5.10

V5-2217

JCC SEPA Integration

JCC SEPA Payment Gateway Integration

New Feature

5.4.5.10

V5-2211

Use web-hooks to integrate with third-party accounting systems

  1. Extend Automations to include missing events for Products and Transfers, allowing for web-hooks to be fired for the purpose of exporting data to accounting systems.

  2. Communication options will also be available for these Events. 

Improvement

5.4.5.0

V5-2168

Setup and manage Partner logos 

Ability to define partner logos at Service Owner level and assign them to a Business configuration. Partner logos will appear at the bottom of the menu bar on the left-hand side of the screen and on mobile apps

Improvement

5.4.5.3

V5-2062

Upload Attachments on service requests and leads

Ability to upload files (attachments) on service requests and leads via the back-end.

Improvement

5.4.5.10

V5-1987

New Contact Subscription Custom Form

Ability to activate contact subscriptions using a device serial number (via custom forms)

Improvement

5.4.5.0

V5-1978

Integration with Nagravision SMSgw