5.4.0.0
Release CRM 5.4.0.0 includes the following features, enhancements & bug fixes:
Issue key | Summary | Description | Issue Type | Components |
V5-1380 | Sum of wallet commerce balance is incorrect | Wallet balances don’t add up | Bug | ACCOUNTS |
V5-1386 | Consumer ordering model | Define the consumer ordering model based on the Business model and configuration | Improvement | APPs AND PORTALS |
V5-1378 | Ability to filter Locations by organisation name |
| Improvement | BUSINESS NETWORK |
V5-1347 | Images are not saved for Service Owner | Images are not saved for Service Owner under My Business | Bug | BUSINESS NETWORK |
V5-1324 | Ability to define a short name for Addresses | Ability to define a short name for Addresses | Improvement | BUSINESS NETWORK |
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 | BUSINESS NETWORK |
V5-1269 | Communication Plan refresh issue | When you edit an auto refresh communication plan to not refresh automatically any more, the Contacts in the segment are lost (set to zero). | Bug | COMMUNICATIONS |
V5-1245 | Ability to create rich push notifications | In-App push notifications enhanced to support images. | Improvement | COMMUNICATIONS |
V5-1103 | Ability for contact to unsubscribe from receiving communications (emails/sms) | Ability for contact to unsubscribe from receiving communications (emails/sms) | New Feature | COMMUNICATIONS |
V5-1044 | Communication plan issues |
| Bug | COMMUNICATIONS |
V5-1455 | Segment for Name Day doesn't work as expected (always 0 contacts) for all of the conditions | Segment for Name Day doesn’t work as expected (always 0 contacts) for all of the conditions Name Day today Name Day next days Name Day last days | Bug | CONTACTS |
V5-1415 | The server does not invalidate the previous generated OTP code after a new OTP code is generated | The server does not invalidate the previous generated OTP code after a new OTP code is generated | Bug | CONTACTS |
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 | CONTACTS |
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 | CONTACTS |
V5-1236 | Contact Registration Enhancements | Ability to sign-up/sign-in using email and otp verification | Improvement | CONTACTS |
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 | CONTACTS |
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 | CONTACTS |
V5-1407 | Self-Service / purchases issue - cannot filter purchases by from_date - to_date |
| Bug | CUSTOMER EVENTS |
V5-884 | Passes Enhancements | Changes to the way passes are configured and generated. | Improvement | DIGITAL MONEY |
V5-1231 | Leads API enhancements | Leads APIs have been revised and amended | Improvement | LEADS |
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 | LEADS |
V5-1464 | Issue with Order page - refreshing & filters |
| Bug | ORDERS |
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 | ORDERS |
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 | ORDERS |
V5-1334 | Filter Promotions based on organisations | Filter Promotions based on organisations | Improvement | ORDERS |
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 | ORDERS |
V5-1228 | Ability to auto refresh Orders summary page | Ability to auto refresh Orders summary page | Improvement | ORDERS |
V5-1459 | Resend Email Verification Issue | Resending email verification during registration should not send other "registration" emails | Bug | PLATFORM |
V5-1293 | Set up payment gateway intents | Ability to request payment gateway intents via customer clients | Improvement | PLATFORM |
V5-845 | Notify specific users when a new organisation is created | Ability to notify specific users (via Automations) when a new organisation is created | Improvement | PLATFORM |
V5-1439 | Wrong number of components in Self-Service /Products API. |
| Bug | PRODUCT CATALOGUE |
V5-1396 | Ability to filter Product Categories on the organisation that owns the products | Ability to filter Product Categories on the organisation that owns the products | Improvement | PRODUCT CATALOGUE |
V5-1381 | Ability to retrieve product tier rules | Ability to retrieve product tier rules when a customer requests for an upgrade or a downgrade of the subscribed services | Improvement | PRODUCT CATALOGUE |
V5-1235 | Enhanced Profile Completeness Options | Ability to setup target conditions for Profile Completeness offer type on providing gender and verifying phone number | Improvement | REWARDS OFFERS |
V5-1463 | Inactive APIs should not be authorised | Posting records into the system with inactive API Keys should not be allowed | Bug | SECURITY AND USERS |
V5-1332 | Enhancement to My Profile functionality | Enhance user role permissions to handle My Profile update flow | Improvement | SECURITY AND USERS |
V5-1271 | Subscription & Billing Settings UI Enhancements | Subscription & Billing Settings UI Enhancements | Improvement | SUBSCRIPTIONS |
V5-1267 | Product Catalogue Process enhancements | Enhancements required in setting up and using the product catalogue for termed and one-time services | Improvement | SUBSCRIPTIONS |
V5-1266 | Product Catalogue UI enhancements | Product Catalogue enhancements related to service products sold as part of a subscription. Enhancements include changes in configuring the setting of the product catalogue (e.g. tier paths) as well as setting up the catalogue as such | Improvement | SUBSCRIPTIONS |
V5-361 | Manage Subscription Services | Provide the ability to purchase termed and one-time services through a product catalogue and manage their core behaviour throughout their life cycle though various subscription actions:
| Story | SUBSCRIPTIONS |
V5-1405 | Purchases & Business Network | Posting purchase against an organisation should allow only purchases of organisations within the business network | Improvement |
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V5-1312 | Ability to resend email for email verification |
| Improvement |
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V5-1288 | Enhancements in Orders Web APIs related to subscription ordering | Enhancements in Orders Web APIs related to subscription ordering | Improvement |
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V5-1272 | Subscriptions & Billing Settings Processes enhancements | Subscriptions & Billing Settings Processes enhancements | Improvement |
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V5-1163 | Ability to performed an advanced search using filters in summary screens | Ability to performed an advanced search using filters in summary screens | Improvement |
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V5-1151 | Tooltip usability issue | Hovering on tool-tip should be below the icon in order to display the related text | Bug |
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V5-1128 | Enable Business Payment Method | Provide the ability of business to define a JCC Merchant related payment method for charging | Improvement |
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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 |
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