5.7.2.5

CRM.COM release 5.7.2.5 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-5924	Payment terms are not set on the account when created through Contacts Web API	A Contact is created with an account using POST /contacts API, but the specified payment terms are not set on the account	Bug	ACCOUNTS
V5-5887	Include applied discounts breakdown in estimation Web APIs	Provide the ability to retrieve a breakdown of all discounts that will be applied when performing invoicing estimation. This includes invoicing estimation when previewing an invoice, an order to be placed and when previewing upcoming bills for a subscription.	Improvement	ACCOUNTS
V5-5783	Solidgate Payment Gateway	New Payment Gateway service: Solidgate	New Feature	ACCOUNTS
V5-5915	Account information not set in Mongo's Contact Profiles	Account information is not set in Mongo's Contact Profiles when a new contact with an account is created in the back-end.	Bug	ANALYTICS
V5-5861	Include Account Balance as a filter in the Contacts Summary report	Include Account Balance as a filter in the Contacts Summary report Filter name: Account Balance There’s a selection with values Equal, Not Equal Less than, More than, Between, Less than or equal, More than or equal Depending on the selection, show the textbox(es) below the operator selection	Improvement	ANALYTICS
V5-5945	Enhanced contact information available in CRM-entities	Enhance contact details available when viewing a Service Request, a Lead and an Activity. Additionally, show the contact’s address (if any). Address info (apart from the standard format) should also include the address type and the name. Same enhancement in Orders (delivery orders). Provide the ability to specify the SR’s address even after the SR is created Include full address information when viewing contacts from the summary screen as well.	Improvement	CONTACTS
V5-5941	Include Contact Category in List Contacts Web API	Include Contact Category in List Contacts back-office Web API	Improvement	CONTACTS
V5-5922	Issue when creating a contact with a long phone number	Issue when creating a contact with a long phone number. Phone number includes 10 digits	Bug	CONTACTS
V5-5925	Issue when copying a Product	When copying a flexible bundle product, a validation message refers to Composite products and their modifiers. Investigate why the validation is shown and what it is trying to prevent. The expected behaviour is that the flex bundle and all of its compositions are copied to the new product.	Bug	PRODUCT CATALOGUE
V5-5831	Ability to view basic contact information on the Service Request screen	Ability to view basic contact (email and phone) information on the Service Request screen	Improvement	SERVICE REQUESTS
V5-5031	Service Request UI issue with Category	When adding or changing the category of a service request, the changes are not reflected on the UI unless you refresh the screen.	Bug	SERVICE REQUESTS
V5-5952	The ability for a community owner to share a usage allowance with all community members	The ability for a community owner to share a usage allowance with all community members. The community owner selects which usage product allowance settings of the subscription services will be shared with all of the community members. View remaining usage allowance of a member: View the remaining accumulated allowance (if any) and the remaining usage allowance for each one of the member’s usage product settings - OR user searches using a SKU only. If a member has shared usage allowance, then this is not returned, info can be retrieved from the remaining usage of the owner Usage authorisation: Allow usage authorisation for a specific usage product (usage service or non-traceable physical good)	Improvement	SUBSCRIPTIONS
V5-5943	Rounding issue in billing estimation	Rounding issue in billing estimation. Both bill preview and billing run to be checked	Bug	SUBSCRIPTIONS
V5-5920	Usage transaction information issue	The net amount, tax amount, and discount amount should be equal to the relevant invoice line amount. Change mongo transaction information and rating information of the get single usage api	Bug	SUBSCRIPTIONS
V5-5919	Issue when loading product categories on setting up usage allowance	Issue when loading product categories on setting up usage allowance. All categories must be returned when setting up: product price’s usage allowance a subscription service’s usage allowance a member’s usage allowance	Bug	SUBSCRIPTIONS
V5-5914	Enhanced List Usage Records Web API	Include “created_date” in the query parameters and the response. To also be included in GET single usage record Web API. Include the “invoice” object in response (id, number, reference number)	Improvement	SUBSCRIPTIONS
V5-5913	Ability to apply Promotions when billing rated Usage Records	Ability to apply Promotions when billing rated Usage Records. Usage to be billed based on the rated amount included in the usage record, but it is also eligible for any applicable Promotion configured in CRM.COM	Improvement	SUBSCRIPTIONS
V5-5890	The next payment date is not calculated correctly	The next Payment Date for a subscription is not calculated correctly. It does not consider the account’s payment terms, it’s calculated based on the default Payment Terms configured in the business rules.	Bug	SUBSCRIPTIONS
V5-5880	Ability to easily set up a member's allowance based on the owner's service usage allowance	Ability to easily set up a member's allowance based on the owner's service usage allowance. Instead of adding each individual product allowance per member, simply enable Usage Allowance for a community member and then specify that the member has the same usage allowance as the community owner’s service allowance.	Improvement	SUBSCRIPTIONS
V5-5877	Manage Community Person Usage Allowance	Provide the ability to list, query and consume a community person’s usage allowance through dedicated Web APIs.	Improvement	SUBSCRIPTIONS
V5-5873	Ability to perform preview billing in trial services	Ability to perform preview billing in trial services. Bill preview returns the expected date that the service will be billed and how much it will be billed (event-based/recurring charges also included). While in trial, though, the service cannot be billed in advance.	Improvement	SUBSCRIPTIONS
V5-5868	Enhanced Bill Preview information per subscription	Enhanced Bill Preview features: View the upcoming bills: Show each bill’s expected date to be issued (next billing date) Preview bill when billing upcoming cycles add Net Tax - the total plus taxes breakdown as in Invoices Discount - the total plus discounts breakdown Total, all amounts right-aligned Show each bill’s date to be issued (next billing date) below the total amount or above the charges	Improvement	SUBSCRIPTIONS
V5-5867	Additional Information in Usage Records Mongo Collection	Additional Information in Usage Records Mongo Collection: Include an applied promotion’s Tags as a list whenever discounts were applied Include a UDR’s billed amount as well (regardless of whether it was billed by its initially specified charged amount - by 3rd party system - or if CRM.COM pricing was applied	Improvement	SUBSCRIPTIONS
V5-5929	Issue with linking the CRM.COM Wallet	The customer registered to the front end and used a phone to create the CRM.COM Wallet. Then, a second contact tried to link their CRM.COM Wallet using the first contact’s wallet identity, which resulted in two contacts having the same wallet. Each contact should have a single CRM.COM Wallet, and the identity must be unique across businesses and within the same business.	Bug	WALLET
V5-5921	CRM.COM Wallet duplications	There is an issue when the POST wallets Web API is triggered twice for the same contact. The second call wrongly creates one more CRM.COM Wallet for the same contact. Validation needs to be added to prevent more than one CRM.COM Wallet for the same contact and within the same business.	Bug	WALLET
V5-5960	New Order webhook field name issue	Product type composition is named as typeComposition, rename to type_composition	Bug	USER EXPERIENCE AND TECHNICAL
V5-5936	Timezone issue in statement details api	The posted date in the statement_details API is returned in the time zone of the business instead of UTC.	Bug	USER EXPERIENCE AND TECHNICAL
V5-5933	Subscription action change service classification issue	When changing a service to a zero price service, the classification is not correct	Bug	SUBSCRIPTIONS
V5-5930	Service recommendation does not retrieve options for churned subscription	Service recommendation does not retrieve options for churned subscription	Bug	SUBSCRIPTIONS
V5-5905	OIDC configuration document is not cleared from redis	When the OIDC configuration for contacts is changed, the OIDC configuration document is not cleared from redis.	Bug	USER EXPERIENCE AND TECHNICAL
V5-5891	Issue with loading b2b organisation venues	Issue with loading b2b organisation venues	Bug	BUSINESS NETWORK
V5-5883	Passes report not sent	The passes report is not sent when no records are retrieved. Apply the fix to both the 'scheduled' and 'run now' options.	Bug	PASSES
V5-5639	Handle b2b purchase cancellation	Handle b2b purchase cancellation	Bug	CUSTOMER EVENTS
V5-5447	Issue when creating entities based on a queue - queue must be Active	When creating a new Service Request, the drop-down list to select the queue retrieves all service request queues. As a result, the user can select an ‘inactive’ queue, and then can’t save the Service Request unless they select one that’s ‘active’.	Bug	SERVICE REQUESTS