Release CRM 5.6.0.5 includes the following features, enhancements & bug fixes:
Issue key | Summary | Description | Issue Type | Components |
V5-4700 | Ability to keep track of an online payment's external reference | The external reference of a payment is a payment code generated by the Payment Gateway service from which funds were retrieved. The external reference code sent back by the service will be saved on the payment in CRM.COM. | Improvement | ACCOUNTS |
V5-4393 | Suspended account cannot be terminated |
| Bug | ACCOUNTS |
V5-4782 | Unhandled error thrown in Organisation Purchases Statement | Unhandled error thrown in Organisation Purchases Statement. Preview Web API returns error 500 | Bug | ANALYTICS |
V5-4737 | Subscription Services report & tracking issues | 1) Billing period in this report is wrong, it shows the trial period instead. 2) In addition, add the following to this report:
3) Also add subscription code as a filter in Subscriptions summary screen. | Bug | ANALYTICS |
V5-4717 | Records not deleted from various Mongo collections | Whenever a record is deleted from the DB, it should also be deleted from Mongo (CRM Mongo and Mongo Atlas) otherwise analytics results will be wrong.
| Task | ANALYTICS |
V5-4709 | Wrong message shown when exporting reports and insights results | When running a report or an insight, the message says “A link will be sent to the contact’s email to download the exported statement“. However, this message must be shown only when sending the statement to the contact. | Bug | ANALYTICS |
V5-4623 | Track and measure self-service access | Track and measure self-service actions - each metric should be calculated on aggregation level
| Improvement | ANALYTICS |
V5-4703 | Captive Portal Application Configuration | Captive portal should not support contact community configuration | Bug | APPs AND PORTALS |
V5-4715 | Search Locations (merchants/venues) using custom fields | Search Locations (merchants/venues) using custom fields. Custom fields to be added in filters. Filters to also include “include custom fields” | Improvement | BUSINESS NETWORK |
V5-4758 | Search for contacts based on their demographics information | Search for contacts based on their detailed information:
| Improvement | CONTACTS |
V5-4733 | Communication sent to a contact on registration with an invalid phone number | Upon registration, the contact’s phone was created with a country code (mandatory when entering phone number) and a phone number that included the country’s code. Contact still received the communication (phone + OTP authentication method) | Bug | CONTACTS |
V5-2369 | Attachments improvements | Ability to upload attachment (links) to contacts, orders, service requests and leads | Improvement | LEADS, SERVICE REQUESTS |
V5-4781 | List of devices dispatched per ordered item is missing | GET /orders/id Web API does not return the list of devices which were dispatched per ordered item (when order item is a traceable physical good). | Bug | ORDERS |
V5-4731 | Order failed to be submitted but money taken from contact's card | Order estimation stated that minimum amount limit is met, so ordering was allowed. Payment was posted successfully but the placing the order failed due to minimum amount limitation not met. The order’s cost after applying the discount was below the threshold. Estimates includes correct amounts. | Bug | ORDERS |
V5-4683 | Reserve warehouse items once a quotation is accepted | Provide the ability to keep track of reserved warehouse items only once a quotation is accepted and not on placing the order. | Improvement | ORDERS |
V5-4651 | Ability to schedule a delivery Order | Ability to schedule a delivery Order on a different day and on a specific time through the back- and front-end systems. | Improvement | ORDERS |
V5-4783 | Ability to filter and view a product's owner | The owner of the product must be included in the list of filters. | Improvement | PRODUCT CATALOGUE |
V5-4761 | Ability to specify the organisation that applies offers in a B2B scenario | In a B2B scenario where a business is a B2B Merchant of another business, allow each business to specify if their offers apply. | Improvement | REWARDS CORE |
V5-4714 | Ability to support Tags for Reward Offers | Reward Offer Tags will be used to search Reward Offers in both backend and front-end systems. Tags also included in reports and insights. | Improvement | REWARDS OFFERS |
V5-4749 | Issue in applying subscription event-based charges | Issue in applying subscription event-based charges | Bug | SUBSCRIPTIONS |
V5-4705 | Enhanced service recommendation Web API |
| Task | SUBSCRIPTIONS |
V5-4699 | Recurring expense not removed on device removal or replacement | Recurring expense not removed on device removal or replacement | Bug | SUBSCRIPTIONS |
V5-4696 | Enhanced traceability of subscription actions related to devices |
| Improvement | SUBSCRIPTIONS |
V5-3411 | Change service billing process issue | Upon changing the service when the billing cycle changes, the process does not rollback the Credit Note issued for the initial subscription, in cases when debiting the new subscription fails (due to insufficient funds) | Bug | SUBSCRIPTIONS |
V5-4739 | Error pages messages |
** current: It's looking like you may have taken a wrong turn. Don't worry... it happens to the best of us. Here's a little tip that might help you get back on track.
** current: Oups! We could not find the page or resource you requested.
** current: Why not try refreshing your page? or you can contact | Task | Utilities |
V5-3822 | Wallet Link Enhancements | Enhancements on wallet link flow, such as operational messages and API operations | New Feature | WALLET |
V5-4794 | Wallet fee in financial events created with no external id | Wallet fee in financial events created with no external id | Bug | WALLET |
V5-4789 | B2B Merchant Settlement Enhancements | Ability to settle award/spend fees of a b2b merchant business network | Improvement | BUSINESS NETWORK |
V5-4788 | Community Contact not added to MongoDB ContactProfiles | If a contact is created through the 'add Contact Relationship' flow, no Contact Created event is thrown which results in the contact to not be added to MongoDB | Bug | CONTACTS |
V5-4784 | Service Requests Approval Issue | Approving or rejecting an approval request for Service Requets throws internal error | Bug | SERVICE REQUESTS |
V5-4777 | Performance issue when adding products to purchase | Performance issue when adding products to purchase | Bug | USER EXPERIENCE & TECHNICAL |
V5-4770 | Organisations Purchases Statement Report not showing contact details | Organisations Purchases Statement Report not showing contact details | Bug | ANALYTICS |
V5-4769 | Subscription Actions should not be rejected on pending payment intent | When an action is scheduled or executed and there is a related pending intent, the action should not be rejected. Affected services should have data based on scheduled date. | Task | SUBSCRIPTIONS |
V5-4767 | Handle time out exceptions on awarding | Handle time out exceptions on awarding | Bug | REWARDS CORE |
V5-4762 | Commerce settings issues v2 APIs | Commerce settings issues v2 APIs | Bug | USER EXPERIENCE & TECHNICAL |
V5-4755 | Landing pages and Mobile Passes issues | UI improvements to Landing Page & Mobile Pass configuration | Bug | APPs AND PORTALS |
V5-4753 | Charges being billed while related service/device inactive | 1.When a service is related to charge and the service is deactivated, the charge is not billed. However, if the service is activated later on, the charge is billed from the last rated up to date until the activation date. | Task | SUBSCRIPTIONS |
V5-4750 | Custom forms called multiple times even after first load | a) Fix multiple calls issue
| Bug | USER EXPERIENCE & TECHNICAL |
V5-4748 | Sign up Organisation (registration award issue) | In some cases the evaluation of the registration takes place before the wallet is saved on contact (synchronisation issue). This is resolved by getting the wallet id from the incoming wallet created event | Bug | USER EXPERIENCE & TECHNICAL |
V5-4736 | Cloud operator to have the ability to create new owner user | Cloud operator to have the ability to create new owner user | Bug | BUSINESS NETWORK |
V5-4726 | Tables UI issue | Screens with tables and columns that require calculation cause delayed user input | Improvement | USER EXPERIENCE & TECHNICAL |
V5-4720 | No billing subscriptions missing provisioning dates | When a no billing subscription has a provisioning service, the following dates do not have values: | Task | SUBSCRIPTIONS |
V5-4716 | Change to support USA Revolut account | Addition of new field {{routing_number}} for account_debit and on
| Task | ACCOUNTS |
V5-4673 | Contacts Subscription Tab enhancement to V2 API calls | a) Update product/prices list to v2
| Task | SUBSCRIPTIONS |
V5-3825 | API Paging issues | API Paging issues | Task | USER EXPERIENCE & TECHNICAL |