Features

1 ACCOUNTS
2 ACTIVITIES
3 ANALYTICS
4 APPS & PORTALS
- 4.1 BACK-END CONFIGURATION
- 4.2 RELEASE CONSUMER APP, RELEASE CONSUMER PORTAL
- 4.3 RELEASE MERCHANT APP
5 BUSINESS NETWORK
6 COMMUNICATIONS
7 CONTACTS
8 CUSTOMER EVENTS
9 DIGITAL MONEY
10 INVENTORY
11 LANDING PAGES & MOBILE PASS CARDS
12 LEADS
13 ORDERS
14 PASSES
15 PLATFORM
16 PRODUCT CATALOGUE
17 REWARDS CORE
18 REWARD OFFERS
19 SECURITY AND USERS
20 SEVICE REQUESTS
21 SUBSCRIPTIONS
22 USER EXPERIENCE AND TECHNICAL
23 UTILITIES
24 WALLET

This is a list of our current and planned features. We are constantly improving and enhancing our software, so check this list regularly to keep up-to-date with new features and enhancements.

ACCOUNTS
Issue key	Summary	Description	Issue Type	Fix versions
V5-1432	Ability to top-up wallet with fresh money		Improvement	5.4.1.0
V5-1390	Financial events back office feature	Ability to view all Financial events for all Contacts on a summary screen using filtering criteria.	New Feature	5.4.2.0
V5-1389	New API for financial events	Create a new Financial API List Journals to retrieve all account and wallet journals for all contacts. API is used in such processes as Contact statement and Financial events summary feeds	New Feature	5.4.2.0
V5-1275	Implement payment retries	Implement payment retries	Improvement	5.4.3.0
V5-1080	Front End Payment Payment Flow to support 3D Secure checks and Pre-order payment	The order processing flow needs to be amended to accommodate the potential for a 3D Secure redirect from a hosting bank, or in general front end payment capture. A number of front end and back end flows will need to be modified.	Improvement	5.4.0.0
V5-1053	Purchase Events & Refund Enhancements	Ability to credit merchant (organisation) account when a refund is posted due to spend via JCC Merchant services	Improvement	5.3.2.0
V5-764	Create Batch Purchase Events	Create a batch of purchase Events that can later be monitored.	Improvement	5.3.0.0
V5-328	Ageing Feature	Ability to calculate ageing of an account or group of accounts. During the accounting closing period, the overdue amount per account is calculated in time periods (0-30 days overdue, 30-60 days overdue, 60+ days overdue).	Story	Candidate Features
V5-327	Account Groups	An Account Group represents a group of accounts that have a single parent and multiple member accounts, whereby the parent account funds/sponsors (i.e. is billed and pays for) one or more services of its members. Account Members 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	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	Ability to identify which process issued an Invoice (i.e. an Order or a Service Request) 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	Enable Google Places and Firebase Integration at Service Owner level. 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	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 Wallet Analysis screen improvements - for Award and Spend wallet journal entries, show additional information when expanded (selected) : order amount 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: Activation of a subscription. Manage plan and Add ons. 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	Issue a monthly or annual statement for an Organisation (e.g. merchant), to have the same format as the Contact statement. 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	Create Communication Tag #contact.balances to return all the contacts accounts and wallet balances. 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	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 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	In Segment-> View Contacts add the ability to click on a Contact and open Contact page 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	The system supports removal of a Contact's primary payment method even if it's the Contact's only payment method 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 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 Items are stocked out from the business warehouse during Orders/Service Requests processing via a warehouse transaction At this stage however, the items are still owned by the business since they are not invoiced yet 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	Add new field Portal URL to be able to access the Portal from mobile pass. Ability to automatically log the contact into Portal when accessed from mobile pass. Deprecate Password Reset landing page type (Contact will reset password from Business Portal) Re-provisioning of mobile pass to be done from portal 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). 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	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. Automations for Leads - trigger event 'Lead State Change' (new, in progress, won, lost) action should be 'communicate to system user' 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	Products should be able to be created at Merchant Level Products List with param fulfilled_by should use Products at Merchant Level 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	Ability for Contact to set preferred merchant 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	Add the following fields in the the Order screen: Contact Code, Contact phone (CIM), Venue Name, Payment method (Cash / Card) 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 physica

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APPS & PORTALS

BACK-END CONFIGURATION

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RELEASE MERCHANT APP

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DIGITAL MONEY

INVENTORY

LANDING PAGES & MOBILE PASS CARDS

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ORDERS