5.7.2.2

CRM.COM release 5.7.2.2 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-5699	Financial events issue when contact has multiple accounts	Financial Events screen includes only transactions of a contact performed for their primary account, despite the fact that the contact's second account also includes transactions. Web APIs and reports run based on the contact, not the account. Contacts financial analysis report should include only journals of the primary account.	Bug	ACCOUNTS
V5-5696	Rounding issue when issuing manual invoice for a tax inclusive product	When issuing an invoice that has a tax inclusive price, there’s a rounding issue in the final total amount. Issue appears when user changes the quantity of the sold item (the initial calculation is correct but when changing the quantity the left-to-right calculations are not rounded up correctly).	Bug	ACCOUNTS
V5-5666	Issue when setting an Organisation's account name	An Organisation’s account name includes only the number despite account name settings configured as “account number + contact name”. Process of setting the account name must consider that the account is for an organisation, so it should set the account name using the organisation’s name (since there’s no contact).	Bug	ACCOUNTS
V5-5716	Activity cannot be scheduled on the same date	Activity is created and scheduled to be performed on the same day. On saving, validation message is thrown informing the user that the scheduled date must be the current date or after.	Bug	ACTIVITIES
V5-5590	Enhanced Payment method information in Insights & Reports	Include Payment Method as a filter in Insights Include Payment method identity in Insight UGD exports (Orders, Payments, Refunds, Top-ups) Include Payment Method type in Orders summary report as a filter and as a column (optional)	Improvement	ANALYTICS
V5-3855	Enhanced Business self-sign up with CRM.COM Wallets	Business signs up tο SaaS business and acquires an account in a preferred currency Business also acquires a CRM.COM Wallet on the platform billing business User who signed up the business also has a default account and a CRM.COM Wallet on the platform billing business. The CRM.COM Wallets' currency is the same as the contact company’s primary account currency.	Improvement	BUSINESS NETWORK
V5-5691	Issue on adding community member in the back-office	Community member (new contact) added automatically through the SaaS flow should not require an approval to join the community. Any Back Office API adding community members should add the contacts as approved members.	Bug	CONTACTS
V5-5663	Ability to create a contact's identities via back-office Web API	Ability to create a contact's identities via back-office Web API	Improvement	CONTACTS
V5-5659	Enhanced segmentation of contacts	Ability to segment contacts based on their demographics and location information	Improvement	CONTACTS
V5-5632	Ability to update a Business's information on platform billing business-side	Ability to send updated information of a SaaS business back to the platform’s billing business when business owner changes their business name.	Improvement	CONTACTS
V5-5096	Issue when changing Country of agreement	Issue when changing the base Country of agreement. The initial Country of agreement (set right after business signed up) cannot be deleted because test contacts are also created on business sign up, all of them having the initial COA.	Bug	CONTACTS
V5-5648	Include currency_code in Customer Events Web APIs	Include the currency code in the response of customer event Web APIs	Improvement	CUSTOMER EVENTS
V5-5664	Change ownership of a device from a Merchant to a Contact	Provide the ability to change the ownership of a device from a Merchant/Service Provider to a Contact. Applies for use cases when the business sells devices to Merchants/Service Providers, who, in turn resell the devices to contacts.	Improvement	INVENTORY
V5-5623	Ability to resend a Gift Pass's information to the beneficiary	Ability to resend a Gift Pass's information to the beneficiary: Provide the ability to the user who resends the info to fix any erroneous information such as the recipient’s name or email Provide the ability for a back-end user to resend a communication to the beneficiary that includes the pass code etc.	Improvement	PASSES
V5-3306	Contact statement correction for expiration of Gift Pass funds	Gift Pass expiration enhancement: On the contact statement, expired wallet funds are currently shown as ‘Spend’ transactions. Instead, they should be shown with a more meaningful label, such as 'Wallet Balance Expiration' (as in Financial Events). Contacts Wallet Transactions report: Replace the WALLET_PAYMENT transaction type with the correct label 'Wallet Payment'.	Improvement	PASSES
V5-5688	Include reward offer/promotion image in Product Recommendation Web API	Include reward offer/promotion image (depending on the recommendation category’s type) in Product Recommendation Web API. Image will be utilised in the front-end to show an image in a recommended product if the product or its category do not have any.	Improvement	PRODUCT CATALOGUE
V5-5472	Products Import minor issues and improvements	Invalid Validity period dates format when reviewing the imported file Unhandled error message when invalid owner identifier is included in the import file .xls sample file does not include lookup values .xls sample file’s content to be updated (remove any products related to Hospitality business) Send operational message to user that initiated it once the import is completed.	Bug	PRODUCT CATALOGUE
V5-5655	Misleading validation when applying pause period	Misleading validation when applying pause period regarding the maximum allowed number of days per year.	Bug	SUBSCRIPTIONS
V5-5589	Subscriptions Summary report issue	When a subscription in grace period is cancelled, then it must not be retrieved as a subscription in grace period in Subscriptions summary report	Bug	SUBSCRIPTIONS
V5-5645	Include wallet code as identification of a contact in Achievement Events	Include wallet code as a way to identify the contact when creating an Achievement event.	Improvement	WALLET
V5-5719	Schedule change service charge issue	When scheduling to change a service related to a charge, the charge is related to the new service instead of remaining on the old service until action execution.	Bug	SUBSCRIPTIONS
V5-5703	Price related with organisation is not filtered out for manual invoice	When a product has more than one price and one is related to organisation and the other has other filters or no filters, the manual invoice retrieves the price related to organisation. Manual invoice is not related to any organisation filter.	Bug	PRODUCT CATALOGUE
V5-5679	Issue with double awarding in certain conditions	In some cases, the kafka event of an asynchronous purchase is handled twice by the rewards evaluation process.	Bug	REWARDS CORE
V5-5675	UI issue creating payment in different currency	UI issue when creating a payment in a different currency	Bug	CONTACTS
V5-5640	Ability to submit an Ad-hoc return of specific products	Ability to submit an ad-hoc return of specific products. Consumers can return a subset of the purchased items, and their CRM.COM Wallet will be debited for the proportional awarded amounts.	Improvement	CUSTOMER EVENTS
V5-5600	Support Revolut Payout link	Support Revolut Payout link	New Feature	UTILITIES
V5-5593	Adding a device on subscription through retailer is not allowed	Adding a device on subscription through retailer is not allowed	Bug	SUBSCRIPTIONS