5.7.1.0

CRM.COM release 5.7.1.0 includes the following features, enhancements & bug fixes:

Issue key	Summary	Description	Issue Type	Components
V5-5406	Enhancements when setting up Promotions and Pass Plans in a multi-currency environment	Provide an enhanced UX when a Promotion or a Pass Plan is copied so that it may be set it up in another currency.	Improvement	ACCOUNTS
V5-5401	Manage allocations when a Refund is posted against a Payment	When a Payment is refunded (fully or partially) then its allocations to Invoices (if any) are released in order for the Payment to be allocated to the Refund. Any unallocated payment amount is then allocated based on the allocations principle.	Improvement	ACCOUNTS
V5-5257	Issue a Transfer transaction when transferring funds on terminating an Account	Issue a Transfer transaction when transferring funds upon terminating an Account. Currently credit and debit journals are created to adjust the balances of the two accounts.	Bug	ACCOUNTS
V5-4925	Enhanced Taxation settings for multi-country environments	Enhanced Taxation settings for multi-country environments	Improvement	ACCOUNTS
V5-5440	Issue in Leads Summary report	Leads summary report includes a Lead multiple times	Bug	ANALYTICS
V5-5380	Include auto-renewed services information in Services Performance report	Include auto-renewed services information in Services Performance report. The report includes number of services auto-renewed within a month.	Improvement	ANALYTICS
V5-5319	Enhanced Service Requests Insights	Include 'Category' as a filter and a breakdown option. 'Category' to also be exported in UGD. Include 'Created by', 'Closed by' in UGD export (the latter in Service Request Closed insights only)	Improvement	ANALYTICS
V5-4930	Ability for an organisation to define their award resolution setting	Ability for an organisation to define their award resolution settings. Merchant has the ability to see all businesses that it participates in as a 'merchant' (based on same tap code and same admin user) - define priority to match EXACTLY ONE Business has the ability to see all businesses that it participates in as B2B merchant - define priority to match EXACTLY ONE	New Feature	BUSINESS NETWORK
V5-5422	SMS communications not sent via automations	SMS communications not sent via automations to Greek mobile numbers (dial code is missing)	Bug	COMMUNICATIONS
V5-5294	Display confirmation/failed message when sending Device commands in Contact screen	Display confirmation/failed message when sending Device commands from Contact screen. Validation message used to be shown when sending the device command, but now it's not. To investigate.	Bug	CONTACTS
V5-5043	Ability to invite a non-registered contact to join a Community	Ability to invite a non-registered contact to join a Community.	Improvement	CONTACTS
V5-5150	Enhanced UX when managing an Order/SR/Lead with related Activities	Provide an enhanced user experience when the user manages an Order/SR/Lead with scheduled activities. Users can easily navigate back to related entity screen (Order/SR/Lead) using either the breadcrumb or clickable related entity number link on the screen.	Improvement	ORDERS
V5-5431	Improved Products Data Import	Enhanced solution for importing Products using the Import Data Utility that includes: enhancements to imported file’s structure enhanced sample import file when import completed, an operational email is sent to user who initiated it	Improvement	PRODUCT CATALOGUE
V5-5425	Product Synchronisation issue with product categories	Non-root Product Category specified in the Web API's response and the process does not check for its existence throughout the whole categories tree structure. This results in creating a new root category. Enhance the process so as to search for the specified category by checking all sub-categories too. If none found, only then should root category be created.	Bug	PRODUCT CATALOGUE
V5-5413	Issues on Products Import	Issue found on external SKU Possibly find a way for enums like Validity and Billing Period UOT to show the possible values	Bug	PRODUCT CATALOGUE
V5-5385	Issues when setting up prices & multicurrency	Add device fails for GBP customer when rental price was in EUR only. Validation is misleading it says 'Specify valid price terms' Added a second price for the rental charge (initially price was only in EUR and a new price in GBP was added in the same group). On saving a validation message says 'billing period cannot be changed'	Bug	PRODUCT CATALOGUE
V5-5341	Ability to set up usage allowance based on Product Families	Ability to set up usage allowance based on Product Families	Improvement	PRODUCT CATALOGUE
V5-5348	Improved utilisation of the CRM.COM Wallet when submitting purchases	When submitting purchases, contacts will be able to specify both the OTP and their CRM.COM Wallet code. If both fields are specified in the request, then backend process validates them both (i.e. OTP generated for the specified CRM.COM Wallet. For Mobile Pass Cards - provide the ability to display the wallet code in a formatted way, as when displaying bank card numbers. The new barcode 'content' field enum value should be called 'Formatted Wallet Code' / formatted_wallet_code	Improvement	REWARDS CORE
V5-5253	Ability to re-use unique Reward Scheme codes once the contact signs-out from the scheme	Unique codes are imported to CRM.COM and used to sign-up to close-loop schemes. Each code can be used to sign up only once, unless the contact who used it, signs-out from the scheme. In this case, the code should become available again for another contact to use for signing-up.	Improvement	REWARDS CORE
V5-5267	Issue when applying "Thank you gift" reward offers	When updating a reward offer, the 'valid from' date is also updated, which results in the offer's validity (date and hour) being changed. This causes issues with the validity of the offer when the thank you gift run is applied. Solution: Make validity be hour insensitive so that it does not affect the thank you gift run	Bug	REWARDS OFFERS
V5-5354	Apply User Roles restrictions when accessing Home screen and various Overview screens	Ability to set up user permissions to View/Manage Dashboards. When user does not have permissions to view dashboards, then no access is allowed to Home screen and various Overview pages.	Improvement	SECURITY AND USERS
V5-5318	Authenticate self-service users via OpenID Connect	Ability to authenticate self-service users through OpenID Connect.	New Feature	SECURITY AND USERS
V5-5315	Usability enhancements when processing Service Requests	Ability to add notes when creating a Service Request Move 'Notes' section above Activities and below Affected Services. Affected services should be visible only if the contact is a subscriber. When creating a Service Request for a contact who's a subscriber, then adding the services to the SR should be possible when being created from the contact screen too.	Improvement	SERVICE REQUESTS
V5-5255	Ability to specify a decimal value in Service Request Charges quantity	Ability to specify a decimal value in Service request Charges quantity	Improvement	SERVICE REQUESTS
V5-5438	Unhandled error when placing orders for returning subscribers	Error 500 thrown when order is placed for a contact that has a churned subscription	Bug	SUBSCRIPTIONS
V5-5433	List Contact services includes services to be added due to a scheduled change	Service upgrade was scheduled due to business rules and the service scheduled to be added on the subscription because of this action is also shown in the UI/returned by the Web API as a future service. Such services must not be returned, only the ones scheduled to start (to be added) on the future date. Check List Subscriptions API too.	Bug	SUBSCRIPTIONS
V5-5296	Ability to perform usage estimation and log usage based on SKUs	Ability to perform usage estimation and log usage based on SKUs and not only based on the product identifier.	Improvement	SUBSCRIPTIONS
V5-5275	Improved Subscriptions UI with additional information	Include Grace period information in Subscriptions UI (In Grace Period badge if subscription is in grace and when the grace period ends) Include time in next renewal date (i.e. Terms auto-renewed on 8 Feb 2024 14:00)	Bug	SUBSCRIPTIONS
V5-5270	Draft Service cannot be removed from a Subscription	Include action 'Remove' in subscription services. Action shown only if service is in Draft state Action cannot be scheduled, so service is immediately removed from subscription Action removes the service without any validation (e.g. this is not a cancellation) Shown as the last option in the list of actions, in red	Bug	SUBSCRIPTIONS
V5-5421	Issue with Applications logo and carousel images	Applications > Appearance > Creatives If you upload a carousel image before the app logo image, then when you upload the app logo image, the carousel image(s) are removed.	Bug	Utilities
V5-5404	Credit Notes to support custom fields	Credit Notes and Manual Journal entries to support custom fields	Improvement	Utilities
V5-5402	Support of custom fields in self-service Web APIs	Provide the ability to set up and manage custom fields through self-service Web APIs for: Contacts Service Requests Orders Devices	Improvement	Utilities
V5-5387	Enhancement to allow front-end applications to manage donations	The self-service GET /applications API has been enhanced to return a flag indicating whether donations are supported based on configured 'donation' reward offers. If enabled, front-end apps/portals will allow Contacts to opt-in to donate to one or more charities of their choice. The same API should retrieve the business's 'app logo' if there is no business logo uploaded for the application.	Improvement	Utilities
V5-5384	Not able to set up custom field of type auto-numbering scheme for devices	Not able to set up custom field of type auto-numbering scheme for devices. Devices entity not available when setting up the custom field.	Bug	Utilities
V5-5374	Application settings - Introduction of primary and secondary colours	Two new Applications colour settings are being introduced for the V2 contact app and contact portal: Primary colour Secondary colour	Improvement	Utilities
V5-5326	Enhancements in managing Service Request Notes	Enhancements in managing Service Request Notes: Allow updating the latest Note only and only by the user that created it Allow deletion only of the latest note and only by the creator of the note	Improvement	Utilities
V5-5316	Unhandled error when searching for Logs	Unhandled error when searching for Logs using the entity id	Bug	Utilities
V5-4818	Minor UI enhancements to improve usability and UX	the Payment amount is missing from Payments detail screen. In various pages of financial transactions (detail screens of FTs, financial events summary screen, activity feed), the dates must be displayed including the time (e.g. posted date, issue date). Due Date can be displayed with no time. Communication tags of these transactions can exclude time e.g. Issued on 11 Oct 2023.	Bug	Utilities
V5-5365	Enhanced 'cancel purchase' behaviour when instant redeem performed on awarding the contact	When cancelling a purchase, the awarded amount is deducted from the CRM.COM Wallet. Enhance this process so as to deduct the awarded amount even if the awarded amount was instantly redeemed.	Improvement	WALLET
V5-5349	Block the CRM.COM Wallet after a number of failed purchases due to wrong OTPs	CRM.COM Wallet is blocked and its funds cannot be used, when a contact provides the wrong OTP when making a purchase. The CRM.COM Wallet is blocked on the 3rd failed attempt within 10 minutes (where the 10 munite 'blocking time' begins on the first failed attempt to provide a valid OTP.	Improvement	WALLET
V5-5147	New self-service API to retrieve summarised totals of wallet transactions for a specific period	New self-service Web API that retrieves set of summarised totals per CRM.COM Wallet for a specified period of time, considering the various types of wallet transactions.	Improvement	WALLET
V5-5123	Self-service List Wallet (Journal) Transactions API to include sender/receiver details for Transfer transactions	When a wallet transfer transaction is viewed from the front-end, there are no details as to whom the funds were transferred to, or from whom the funds originated. Enhance GET /self-service/v2/wallets/{id}/transactions API to include details of the source & destination contact.	Improvement	WALLET
V5-5397	Applications UI responsiveness issue	Applications UI responsiveness issue	Bug	UTILITIES
V5-5376	Implement Sendgrid predefined communication plugin	Implementation of a new Release Communication plugin for EMAIL provider Sendgrid.	New Feature	PLATFORM
V5-5375	Create communication API recipient issue	The 'recipient' parameter on the Create Communication API is a plain string and expects the full phone number. Thos should be deprecated an instead add another parameter that expects an object with country code, phone number and email	Bug	COMMUNICATIONS
V5-5367	Implement Altavie predefined communication plugin	Implementation of a new Release Communication plugin for SMS provider Altavie.	New Feature	PLATFORM
V5-5362	Product Categorisation and product description generation using AI	Assign products to categories based on their characteristics using a LLM. Prepare the product basic characteristics in a JSON representation Create a system prompt for the LLM so that the LLM will categorise products that follow the above structure using a predefined list of categories If the suggested categories do not exist in the business create them Assign the categories to the products Create a product description based the product characteristics using a LLM. Prepare the product basic characteristics in a JSON representation Create a system prompt for the LLM so that the LLM will create a description for products that follow the above structure Assign the generated description to the products.	New Feature	PRODUCT CATALOGUE
V5-5356	Error 500 thrown when trying to add a second Upsell or Cross sell product	An "Error 500" occurs when a back-end system user tries to add a second upsell or cross-sell product to a product immediately after adding the first one. However, if you add one product, leave the product screen, and then edit the product again to add the second one, the error doesn't occur.	Bug	PRODUCT CATALOGUE
V5-5352	Ad hoc return of goods API will also return the requested spent amount	Addition of new fields 'return_spent_amount' and 'purchase_id' on Ad Hoc Return API. Also add 'return_spent_amount' on Get Purchase API.	Improvement	ORDERS
V5-5350	Generic change for input of unreadable characters	Generic change for input of unreadable characters	Bug	USER EXPERIENCE & TECHNICAL
V5-5339	A demo contact must not be deleted	Don't allow deletion of a contact identified as the 'demo contact'. Also have the ability to remove the current demo contact.	Bug	CONTACTS
V5-5312	Product data page issue	Create / update modifier's classification and response returns null > this has been deprecated Through the ordering flow (backend ) when searching for products, then filter using is_modifier=false, modifiers cannot/should not be ordered individually Modifiers cannot be included in Order catalogues either Changing the product 'type' removes the variants, even if the same 'type' was selecteed	Bug	PRODUCT CATALOGUE
V5-5293	Enhanced flow for B2B identify	Suggested flow for B2B identify: If phone then match first to business and then to B2B businesses If wallet code then match and if linked then priority resolution Remove setting restrict B2B purchases Remove settings agreements when setting B2B terms If a purchase is sent with wallet id or wallet code with an organisation id that differs from the current organisation and no spend_request is specified - do not create the purchase on this organisation. Just throw it on virtual merchant.	Improvement	BUSINESS NETWORK
V5-5289	Support Identification Cards JCC Gateway	Support Identification Cards JCC Gateway	New Feature	PLATFORM
V5-5248	Investigate amount input in table rows with currency	Issue when inputting a decimal number and the cursor is before the first 0 in '0.00'. Issue when inputting a large decimal number (e.g. 5 digits), pressing '.' is being treated as thousand separator	Bug	USER EXPERIENCE & TECHNICAL
V5-5230	UI images to appear in the expected aspect ratio when uploading, expanding and viewing	*except application	Bug	USER EXPERIENCE & TECHNICAL
V5-5226	Filters for custom views on summary screens called each time summary screens are opened	Filters for custom views on summary screens called each time summary screens are opened	Bug	USER EXPERIENCE & TECHNICAL
V5-5224	Provisinoning IRD Commands performance issue	IDR Commands of same integration recalled each time. Issue due to content returning 'null', handle by checking if undefined not 'null' or change API to return '[]'	Bug	PLATFORM
V5-5130	Issue with OIDC authentication	Getting the OIDC configuration fails with error 401	Bug	PLATFORM