5.7.3.3

CRM.COM release 5.7.3.3 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-6243

Journal entries default code 

When creating a Journal entry (for Account or Wallet), a unique and random 16-digit code is assigned (if not provided). The Journal entry code is displayed in the:

  • Activity Feed

  • Contact statement (UI, exports and email sent to contact)

Improvement

ACCOUNTS

V5-6254

MongoDb missing information

Missing MongoDB information produces the wrong release reports data for:

  • Subscriptions and Service reports

  • Contact profiles 

Bug

ANALYTICS

V5-6245

Duplicate MongoDB Events

Duplicate Events logged in MongoDB (Invoices and Payments)

Bug

ANALYTICS

V5-6234

Missing Contact information in MongoDB

Missing Contact information in MongoDB results in empty report cells showing on the Contact summary report 

Bug

ANALYTICS

V5-6115

Issue with custom fields criteria values in the footer of reports 

Issues involving the criteria values in reports footer:

  1. Custom field’s name appears as “null”

  2. Account classification filter value shows a 32-digit GUID instead of the classification name 

Bug

ANALYTICS

V5-6242

Enhanced default country and currency of the signed-up business

Enhanced default country and currency of the signed-up business to default to the service owner’s country and currency if the currency isn't specified during sign-up

Improvement

BUSINESS NETWORK

V5-6241

Communication tag for email not replaced in communication

The communication tag for the contact's email address is not replaced in sent communications.

Bug

COMMUNICATIONS

V5-6295

Unhandled error when accessing Contact statement

Unhandled error (414) when accessing the Contact statement.

Bug

CONTACTS

V5-6276

Missing validation for duplicate contact code when creating contacts

Contact code must be unique across all contacts of a business. Missing validation.

Bug

CONTACTS

V5-6275

Prevent Contact deletion if the contact owns a rented device

A Contact cannot be deleted (either through the UI or the Web API) if the contact still owns a rented a device. The device must be moved back to the business’s warehouse to allow contact deletion.

Improvement

CONTACTS

V5-6266

New Zealand phone number issue

New Zealand phone numbers issue. Business user cannot add a phone number (there’s an extra “0”)

Bug

CONTACTS

V5-6223

Inconsistency in the number of contacts included in a Segment

There is a discrepancy in the number of contacts shown in a Segment on the Segments screen compared to the number of contacts displayed when the Segment is included as recipients in a Communication Plan.

Bug

CONTACTS

V5-5513

Contacts Summary report issues

In some cases, a contact’s primary account and/or CRM.COM Wallet are not included in the report even though the contact owns a non-terminated account and a wallet.

Bug

CONTACTS

V5-6238

Landing Pages & Mobile Pass Cards issue

  1. The landing page returns an unhandled error when the contacts select to download the mobile pass card. The issue is caused by a missing mobile pass card (it's 'inactive'). The solution is not to allow the Landing Page to be 'enabled' if a mobile pass card will be used and there’s no such card.

  1. Add a 'Back' button on the modal, displaying the message that the contact already exists.

  1. While waiting for the OTP there’s no back button (if the user enters the wrong email)

Bug

MOBILE PASS CARDS 

V5-6111

Ability to update multiple products using a single Web API

  • Ability to update multiple products within a single Web API (Update Product)

  • Bulk update actions for products, including B2B

Improvement

PRODUCT CATALOGUE

V5-6229

Ability to list Charity Organisations in self-service Web APIs

Ability to list Charity Organisations in self-service Web APIs, i.e. B2B Merchants of a business for which a Donation offer is set up.

Improvement

REWARDS CORE

V5-6294

Issue when evaluating the 'rated up to date' of a service during service delivery deactivations

Issue when evaluating the 'rated up to date' of a service during service delivery deactivations.

Bug

SUBSCRIPTIONS

V5-6280

Wrong Subscription state compared to service state

The subscription state is set to 'Churned' whereas the service is 'active'. The issue was caused due to the scheduled addition of the service, followed by the addition of the same service, which was then cancelled.

  • Ensure the subscription state is always up to date based on its services' states

  • Prevent the addition of a service if the same service is still scheduled to be added.

Bug

SUBSCRIPTIONS

V5-6262

Enhanced preview bill functionality for post-bill subscriptions

When previewing the bill of a post-bill subscription:

  • If a date is specified, then preview bill up until that date with timestamp 00:00:00 (i.e. usage of that day excluded)

  • If a date is not specified, then preview bill using any unbilled usage up until that day (including the timestamp)

Bug

SUBSCRIPTIONS

V5-6259

Not effective subscriptions not billed for their usage

Subscriptions that are inactive on their billing day must be included during the billing run process if they have at least one 'Effective' day during the period that they are billed on a post-bill basis (and usage was consumed during that effective period).

Bug

SUBSCRIPTIONS

V5-6246

Service wrongly gets billed while other services are deactivated

Service wrongly gets billed while other services are deactivated

Bug

SUBSCRIPTIONS

V5-6236

Enhancements when subscribing to a flex bundle service

Enhancements when subscribing to a flex bundle service when the bundle includes default and mandatory components. Contacts automatically register to all components marked as default and/or mandatory

Improvement

SUBSCRIPTIONS

V5-6233

Wrong remaining usage allowance for daily allowances

When a community member has a daily usage allowance, the remaining usage allowance returns the value 0.

Bug

SUBSCRIPTIONS

V5-6232

Cannot update scheduled action for flexible bundle

Cannot update scheduled action for a flexible bundle. Flex bundle service is scheduled to be added on contact, and its scheduled date needs to be updated. On saving the change of action, a validation message is thrown saying that the service does not have components.

Bug

SUBSCRIPTIONS

V5-4652

Ability to import Subscriptions, Services and their Devices

Ability to import Subscriptions, Services and their Devices. New dedicated Web API to be used for migration purposes and to migrate Subscriptions, their services and devices that contacts are already subscribed to and were billed and paying for in a third party system.

Improvement

SUBSCRIPTIONS

V5-6260

Hide CRM.COM Cash Pocket Top-ups from Activity feed

Back end used must not be able to view Cash Pocket Topups of a consumer in the Activity Feed (similar requirement as hiding the Cash Pocket balance in the back end)

Bug

WALLET

V5-6253

Application Settings issue

When “Contacts will be identified using their Wallet code in the form of X” is NOT set in V2 Apps settings, then on the front-end, the generated barcode includes the contact’s code instead of the wallet code. In v2 apps, this option must default to barcode (default create app behaviour)

Bug

WALLET

V5-6298

Problem when scheduling reports from masqueraded B2B Merchant 

The report was sent successfully, but the file was missing.

Bug

ANALYTICS

V5-6284

Implement Facebook OIDC Login

Implement Facebook OIDC Login

New Feature

CONTACTS

V5-6269

Contact type 'Company' Authentication OTP issue

When a contact of type 'company' requests an OTP, the email with the OTP is sent to the Admin's email even though the company contact has their own email.

Change to: If the contact of type 'company' has an email, then send the communication to that email and not to the Admin email.

Bug

COMMUNICATIONS

V5-6268

Issue when manually resuming a service from a paused period when contact has an overdue amount

Issue when manually resuming a service from a paused period when contact has an overdue amount

Bug

SUBSCRIPTIONS

V5-6258

Issue with payment integration when adding a card

When adding a card and the language is invalid (due to migration of contacts), defaults to EN language

Bug

UTILITIES

V5-6249

Do not create a settlement transaction if the contribution is 0%

Do not create a settlement transaction if the contribution is 0%

Bug

ACCOUNTS

V5-6247

Inventory Devices page issues

The inventory Devices screen is to be merged with the View Devices screen, which includes bulk changes.

Bug

INVENTORY

V5-6073

Transfer transactions should also be visible on the Activity feed of the destination contact

Transfer transactions should also be visible on the Activity feed of the destination contact

Bug

CONTACTS

V5-6050

Issue when deleting a stage from a Lead Queue

When deleting a stage from a Lead queue and there's at least one Lead in that stage, the stage is deleted and the Lead is moved to a new stage, but the deleted stage is still visible in the UI.

Bug

LEADS