Release CRM 5.6.0.6 includes the following features, enhancements & bug fixes:
Issue key | Summary | Description | Issue Type | Components |
V5-4845 | Ability to keep track of the invoices settled by a payment | Ability to keep track of the invoices which were actually paid by a payment | Improvement | ACCOUNTS |
V5-4778 | Include a journal's notes in Contact/Organisation Statements | Include a journal's notes in Contact/Organisation Statements. Currently notes can be specified on creating the journal, but these details were not included in the statement or UI or communication sent to contact or organisation. Improved statements so as to include the journal’s notes in the statement’s details per line. | Improvement | ACCOUNTS |
V5-4883 | Self-service POST /contacts/register API missing obfuscated_value in response | Self-service V2 POST /contacts/register API is missing the obfuscated_value in response | Bug | APP AND PORTAL V1 |
V5-4771 | Settlement to handle multi-currency accounts | Settlement to handle multi-currency accounts | Improvement | BUSINESS NETWORK, REWARDS CORE |
V5-4504 | B2B Connect & Shared Products | Review products for B2B Connect with shared products for commerce flow - in an order flow, check fulfilment | Improvement | BUSINESS NETWORK |
V5-4831 | Support of reward offer communication tags in Automations | Provide the ability to include a reward offer’s information in communications sent on Activating a Reward Offer. | Improvement | COMMUNICATIONS |
V5-4852 | Add balance in List Contact Accounts v2 Web API | Add balance in List Contact Accounts v2 Web API | Task | CONTACTS |
V5-4833 | Issue with uniqueness of contact ID card | Issue with uniqueness of contact ID card. On creating a contact the field’s uniqueness is validated but when updating the contact the validation is not applied. | Bug | CONTACTS |
V5-4830 | Trim spaces when adding credentials for a contact | When adding a contact, if a value (ID number) is specified with spaces at the end of it, a validation message is thrown. | Bug | CONTACTS |
V5-4634 | Enhanced Contact Communities | UI/UX enhancements when managing contact communities in both the back-end and the front-end | Improvement | CONTACTS |
V5-4887 | Devices shown as Reserved even after being sold to contact | Device sold to contact but still shown as reserved in Devices summary screen | Bug | INVENTORY |
V5-4773 | Ability to change the device's status | Provide the ability to change a device’s status through Inventory as well as at the level of contact devices:
| Improvement | INVENTORY |
V5-4182 | Device Meter Readings | Ability to keep track of a device’s usage consumption through meter readings | New Feature | INVENTORY |
V5-4862 | Duplicate invoices on order completion | Completing an Order resulted in issuing two invoices for the same order. System Time out issue: Internal server error caused Order API to fail, thus another Invoice was created | Bug | ORDERS |
V5-4815 | Improved delivery time set by default on new order | Improved delivery time set by default on new order. | Bug | ORDERS |
V5-4781 | Missing information in GET /orders Web API | 1) List of devices dispatched per ordered item is missing; a. 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). 2) When ordering a fix/flexible bundle or a composite, the components/modifiers are included as a list within the order item. Each component/modifier must be returned as an individual ordered item BUT it must be related with that ordered item which is its bundle. 3) Include tax_model in order items list | Bug | ORDERS |
V5-4220 | Enhanced Apply Pricing process and Usage billing | Enhance Apply Pricing process with the following priorities:
Usage Based Billing
| Task | PRODUCT CATALOGUE, SUBSCRIPTIONS |
V5-4861 | Ability to export contacts with entries in lottery offers | Ability to export contacts with entries in lottery offers | Improvement | REWARDS OFFERS |
V5-4829 | Award settings reset when updating a Lottery offer | Updating a Lottery offer resets the number of contacts to be rewarded to 1. Issue replicated when changing the validity period of the offer and without re-loading the Awards tab. | Bug | REWARDS OFFERS |
V5-4821 | Issue with deleting images on back-end for Reward Offers | An Offer has 6 images > try to delete image from the data page > confirm deletion on pop-up > nothing happens. | Bug | REWARDS OFFERS |
V5-4870 | Enhanced billing rules on payment intents amount to collect | During billing run process, on posting an invoice if credit limit exceeded then collect the whole invoice amount. If invoice does not exceed the credit limit, then just post it, with no payments. Automated, recurring process responsible for collecting the outstanding amount of a subscriber. Process to automatically retry to collect the outstanding amount for 10 days, as a result subscription’s deactivation due to outstanding debt is prevented for 10 days. | Improvement | SUBSCRIPTIONS |
V5-4867 | Service deactivated on trial end despite having a credit limit | Service deactivated on the date the trial ended. Service cost is 15 euros, credit limit was set to 85. | Bug | SUBSCRIPTIONS |
V5-4844 | Issue with a Promotion's validity period | Promotion not applied if contact subscribes on the same date as the promotion validity period start date. In addition, promotion seems to be applied on contacts who subscribed outside the validity period. | Bug | SUBSCRIPTIONS |
V5-4707 | Ability to apply event-based charges with a calculated charge amount | Ability to apply event-based charges with a calculated charge amount. The amount of the charge is calculated based on a period of time. | Improvement | SUBSCRIPTIONS |
V5-4699 | Recurring expense not removed on device removal or replacement | Recurring expense not removed on device removal or replacement | Bug | SUBSCRIPTIONS |
V5-4181 | Enhanced Usage Recording and Usage Authorisation | Usage allowances across a contact community | Improvement | SUBSCRIPTIONS |
V5-4117 | Post-bill Subscriptions billing improvements | Post-bill 'cut-off date' i.e. bill services on a post-bill basis but up to a date in their previous billing cycle (current behaviour is that the service is billed up to the date the billing process runs). | Improvement | SUBSCRIPTIONS |
V5-4900 | Contact statement in Time Travel runs based on current date | Contact statement in Time Travel runs based on current date. Go back six months, run the statement and This month refers to October 2023 instead on April 2023 | Bug | Utilities |
V5-4826 | Issue when sending a Bark Message to Nagra Conax device | Issue when sending a message to Nagra Conax device. Issue is caused due to wrong “SequenceNumber” when sending a mailbox message. Its value should be set to 1 when sending a bark message and to 2 when sending a mailbox message. | Bug | Utilities |
V5-4818 | Minor finace UI enhancements to improve usability and UX |
| Bug | Utilities |
V5-4809 | Electronic ID not included in provisioning providers integration Web APIs | Electronic ID not included in provisioning providers integration Web APIs responsible for sending communications to devices. | Bug | Utilities |
V5-4800 | Enhanced configuration of entities with states | Enhanced UX when setting up new entities that include a state and should be activated in order to be available to users. | Improvement | Utilities |
V5-4483 | Enhanced behaviour of Active/Inactive state across various entities | When setting up an entity that has an Active/Inactive state:
Through Web APIs, define what will be the default behaviour for each case. Same behaviour in all entities. | Improvement | Utilities |
V5-4895 | Remove commerce pool from transfer self-service Web API | Remove commerce pool from transfer self-service Web API. Keep the ability to transfer commerce money but only through back-end process, core behaviour. This behaviour must not be available through self-service Web API. | Bug | WALLET |
V5-4912 | Some export processes must be asynchronous for performance reasons |
| Bug | Utilities |
V5-4905 | Device is removed from contact without validation | Device is removed from contact through credit note and does not check if device is related to subscription. Check creating invoice through API call related to an owned device. | Task | SUBSCRIPTIONS |
V5-4897 | Insights improvement |
| Improvement | ANALYTICS |
V5-4892 | Front-end issue where contact is not awarded when linking wallet | A contact who registered to a new business and linked their wallet was not being awarded by the registration offer. | Bug | CONTACTS |
V5-4881 | Transfer of funds for wallet sharing should be a different transaction (instead of 'Transfer') | Changed on financial events and contact statement | Task | WALLET |
V5-4860 | UI Settings enhancement to v2 API calls | UI Settings enhancement to v2 API calls | Bug | USER EXPERIENCE & TECHNICAL |
V5-4853 | Landing page sign in error | Error for landing page for signing in more than once | Bug | USER EXPERIENCE & TECHNICAL |
V5-4851 | Wallet rules issues |
| Bug | WALLET |
V5-4840 | Reward Offer Filter Enhancements | Ability to filter offers based on expired ones and availability from/to | Improvement | REWARDS OFFERS |
V5-4839 | Contact issues on update |
| Task | CONTACTS |
V5-4838 | Image crop fixes |
| Bug | USER EXPERIENCE & TECHNICAL |
V5-4828 | Promotion does not filter based on payment method rule | If a promotion is valid for specific payment methods except CRM.COM Wallet, the rule fails. | Task | |
V5-4827 | Order milestone settings error | When order milestone financial rule is set to default invoice type, the system throws error. | Task | ORDERS |
V5-4816 | Post bill services are rated up to wrong date | When a subscription has both pre bill and post bill services, the synchronise billing date messes up 'rated up to date' for post bill services. | Task | SUBSCRIPTIONS |
V5-4808 | B2B -B2B Merchants masquerade issue | When masqueraded as a B2B Merchant and viewing Venues, no actions should be allowed | Bug | BUSINESS NETWORK |
V5-4807 | Service Request additional charge currency not shown | Service Request additional charge currency not shown | Bug | SERVICE REQUESTS |
V5-4805 | Products SKU API fix to retrieve 10 by 10 results | Products SKU API fix to retrieve 10 by 10 results | Bug | PRODUCT CATALOGUE |
V5-4798 | Contact relationships not deleted on deleting a child | When a contact who is a member of a community is deleted, the related records are not deleted. It works OK for community owner. | Task | CONTACTS |
V5-4795 | Implement MongoDB Charts | Implement MongoDB Charts | Task | Utilities |
V5-4757 | Ability to define a device's conditional access ID for Nagra Conax | Ability to define whether a device’s conditional access identifier (CAID) is its serial number or its electronic ID. This configuration must be set on Nagra Conax integration’s settings and managed accordingly when forwarding commands to the provider. | Improvement | SUBSCRIPTIONS |
V5-4626 | Communication between CRM.COM 5 and plugins | Enhance integration logs to record the communication between CRM.COM5 and plugins | Task | Utilities |