5.7.2.3

CRM.COM release 5.7.2.3 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-5772	Issue on applying a promotion disocunt when an item is sold in quantities more than 1	When applying a promotion discount, then the process does not multiple the promotion’s fixed discount amount times the item’s quantity	Bug	ACCOUNTS
V5-5731	Enhancements in Debtors report	Enhanced Debtors report with additional information about the contact and the account. a) Account: Include payment terms b) Contact: email and phone (full phone number, including the dial code) c) Contact custom fields All new fields are marked as optional to be included in the report. The enhanced ageing analysis information to also be included in the Ageing analysis section of Contact statement (payment terms only).	Improvement	ACCOUNTS
V5-5600	Multiple Notes in Activities	Ability to maintain multiple Notes when managing an Activity and its progress	Improvement	ACTIVITIES

V5-5752	Service Requests summary report not retrieving records	Service Request summary report does not return any results if a stage is specified in its filters	Bug	ANALYTICS
V5-5717	Include scheduled report's name in email's subject	A scheduled report’s name should be included in the automated email sent on a recurring basis to a user to make it easier to identify for which scheduled report the email is sent.	Improvement	ANALYTICS
V5-5766	Demo contact also copied when copying a Business	Demo contact also copied when copying a Business but the new business does not have any contacts yet. This causes unhandled errors in the copied business.	Bug	BUSINESS NETWORK
V5-5759	Issue when adding new contact members	New contact is added to a community in the backend (provided first/last name and email address). The community member is created but the name is not shown on the UI	Bug	CONTACTS
V5-5758	Enhanced filters related to Invoice Events in Segmentation	Enhance filtering options to provide the ability to segments contacts for which an Invoice (or any other financial transaction) was posted exactly X days ago).	Improvement	CONTACTS
V5-5416	Activity Feed usability improvements	Activity Feed usability enhancements that allow back-end users to search, view and identify a contact’s activities over time in a more efficient way	Improvement	CONTACTS
V5-5647	Enhanced usage records information that includes their rating/invoicing information	Ability to retrieve detailed information on how a usage record was invoiced during a billing process such as its detailed invoiced information (net, discount, tax and total amounts, on which invoice it was included)	Improvement	CUSTOMER EVENTS
V5-5750	Issue on creating financial transactions on completing an Order	On Order completion, the process tries to issue the final invoice. This process has an issue since the end result for non-upfront orders is the creation of the Invoice PLUS a payment that has an offline payment method. In addition, the contact’s credit limit on completion is not and will not be exceeded by the final invoice	Bug	ORDERS
V5-5737	Issue on updating a price's validity date	A price’s validity date changes even if the user hasn't made any changes. The date must not be updated if: User clicks on edit but then saves without making any changes User sets/updates the price’s label User checks product price (try to edit the price value) but closes modal without any changes User adds/removes a price in another currency. If a new price is added in a new currency, then that new price will not have a validity date (yet). Any other previously created prices are not affected, i.e. the validity date does not change In any other case, the validity date is updated.	Bug	PRODUCT CATALOGUE
V5-5723	List product prices issue	When searching for prices or a product (in products screen) Filter based on a segment, segment is included in the Web API query parameters but the wrong price(s) is returned Filter “Organisation” included twice in the list of filters	Bug	PRODUCT CATALOGUE
V5-5709	New Automation to automatically assign a category using Products AI Tool	New Automation to automatically trigger the AI Tool so as to assign a category on creating a new Product.	New Feature	PRODUCT CATALOGUE
V5-5708	Enhancements in Products AI Tools	Ability to see a preview of max 10 products and how their information will be updated by the AI Tool. Preview will also include the number of products that will be updated. Ability to provide a link in the email sent to the user right after the tool completes its processing so the .csv file with the AI Tool’s results can be downloaded.	Improvement	PRODUCT CATALOGUE
V5-5643	Ability to apply a discount to Usage and Expense services	Ability to apply a discount to Usage and Expense services. This includes the ability to include such services in a Promotion’s offerings as well as applying the promotion’s discount when invoicing them.	Improvement	PRODUCT CATALOGUE
V5-5340	Ability to specify a decimal value with more than 2 decimals for fixed discount amount in Promotions	Ability to specify a decimal value with more than 2 decimals for fixed discount amount in Promotions	Improvement	PRODUCT CATALOGUE
V5-5749	Ability to notify a contact on receiving an entry from a Reward Offer	Ability to notify a contact on receiving an entry in a Lottery reward offer. Email/SMS communication to be sent to the contacts whenever they get a new entry in the lottery. Consider a business that runs multiple lottery offers	Improvement	REWARD OFFERS
V5-5730	Issue when managing the Usage Allowance of a termed service	A termed service’s usage allowance (based on its price terms), allows usage based on a product type. When managing the usage allowance of a specific subscription service, and a product of that type is added, then: A “product not found” validation is thrown Validation is thrown requesting for usage allowance limits to be specified (the price terms do not include any).	Bug	SUBSCRIPTIONS
V5-5662	Ability to configure different Embedded Links based on the user's language	Ability to configure multilingual embedded links labels in Application settings, based on the the selected languages for the business. This will allow a front-end user to see the label in their preferred language.	Improvement	USER EXPERIENCE AND TECHNICAL
V5-5770	Invoice/Credit note line tax issue	When creating an invoice/credit note, the product price should be retrieved by the configuration, the same should be applied to tax model	Bug
V5-5769	Update product price/usage amounts issue	Update product price/usage amounts issue	Bug	PRODUCT CATALOGUE
V5-5725	Last billing day of month billing issue	When a subscription is created on the last day of the month and the month has 31 days, the period to be billed is not correct.	Bug	SUBSCRIPTIONS
v5-5641	Closed-loop CRM.COM Wallet	Enhanced B2B flows will automatically create a CRM.COM Wallet for each business that signs up to CRM.COM. Additionally, CRM.COM's settlement process will be improved to directly debit/credit the business (B2B Merchant) into their CRM.COM Wallet.