5.4.0.0

Owned by Spyroulla Ioakim
Last updated: Mar 22, 2021
4 min read

Release CRM 5.4.0.0 includes the following features, enhancements & bug fixes:

 

Issue key

Summary

Description

Issue Type

Components

V5-1380

Sum of wallet commerce balance is incorrect

Wallet balances don’t add up

Bug

ACCOUNTS 

V5-1386

Consumer ordering model

Define the consumer ordering model based on the Business model and configuration

Improvement

APPs AND PORTALS

V5-1378

Ability to filter Locations by organisation name

 

Improvement

BUSINESS NETWORK

V5-1347

Images are not saved for Service Owner

Images are not saved for Service Owner under My Business

Bug

BUSINESS NETWORK

V5-1324

Ability to define a short name for Addresses

Ability to define a short name for Addresses

Improvement

BUSINESS NETWORK

V5-1300

Ability to access Pricing Policy during Business sign-up

Ability to setup Pricing Policy URL in White Label Settings and be accessible during Business Sign Ups

Improvement

BUSINESS NETWORK

V5-1269

Communication Plan refresh issue

When you edit an auto refresh communication plan to not refresh automatically any more, the Contacts in the segment are lost (set to zero). 

Bug

COMMUNICATIONS

V5-1245

Ability to create rich push notifications 

In-App push notifications enhanced to support images.

Improvement

COMMUNICATIONS

V5-1103

Ability for contact to unsubscribe from receiving communications (emails/sms)

Ability for contact to unsubscribe from receiving communications (emails/sms)

New Feature

COMMUNICATIONS

V5-1044

Communication plan issues

  1. Cannot change the execution settings from ‘only once’ to repeated basis - gives error invalid date. To replicate Create a communication plan and set it to be executed only once. Click Save. Then edit the communication plan and try to set it to be executed on repeated basis.

  2. When schedule a communication plan to be executed on a repeated basis, the communication is sent 2 hours after set time. 

Bug

COMMUNICATIONS

V5-1455

Segment for Name Day doesn't work as expected (always 0 contacts) for all of the conditions

Segment for Name Day doesn’t work as expected (always 0 contacts) for all of the conditions

Name Day today

Name Day next days

Name Day last days

Bug

CONTACTS

V5-1415

The server does not invalidate the previous generated OTP code after a new OTP code is generated

The server does not invalidate the previous generated OTP code after a new OTP code is generated

Bug

CONTACTS

V5-1412

Enhance security and validations of Self-Service Contact APIs

Enhance security and validations of Self-Service Contact APIs to not allow arbitrary values such as HTML tags and JavaScript code

Improvement

CONTACTS

V5-1310

Contact Phone enhancements - trigger phone verification

Ability to set whether contact phone requires verification in order to trigger phone verification process (send otp) and also display if it has been verified

Improvement

CONTACTS

V5-1236

Contact Registration Enhancements

Ability to sign-up/sign-in using email and otp verification

Improvement

CONTACTS

V5-1233

Contact Enhancements - New Webhooks for Create Contact & Update Contact 

Create two new webhook triggering points: 1) upon Create Contact & 2) Update Contact 

Improvement

CONTACTS

V5-551

Ability to activate pre-defined name days 

Ability to load default name days of the system with option to add more.

New Feature

CONTACTS

V5-1407

Self-Service / purchases issue - cannot filter purchases by from_date - to_date

 

Bug

CUSTOMER EVENTS

V5-884

Passes Enhancements  

Changes to the way passes are configured and generated. 

Improvement

DIGITAL MONEY

V5-1231

Leads API enhancements

Leads APIs have been revised and amended
a) Three Leads bulk edit APIs have been merged into one
b) The Lead status API has been renamed
c) Ability to track a Leads progression through a pipeline - two new APIs created

Improvement

LEADS

V5-902

Create and Manage Lead Settings

When a Lead is created it is assigned to an Owner (user) and a Pipeline relevant to the type of business it represents. The Lead is progressed through the pipeline until it reaches the final stage where it becomes either a Won or a Lost lead. 

Story

LEADS

V5-1464

Issue with Order page - refreshing & filters

 

Bug

ORDERS

V5-1388

Ability to retrieve product dependencies during ordering

Ability to retrieve product dependencies on purchasing a termed service. Any required services or physical goods are provided so as to also be included in the order prior checkout

Improvement

ORDERS
PRODUCT CATALOGUE
SUBSCRIPTIONS

V5-1384

Exclude expense and usage services from orders

Usage and Expense services must be excluded from the ordering process since they cannot be purchased. Expenses are applied based on business rules, whereas Usage service is consumed through one-time/termed services

Improvement

ORDERS
PRODUCT CATALOGUE
SUBSCRIPTIONS

V5-1334

Filter Promotions based on organisations

Filter Promotions based on organisations

Improvement

ORDERS
PRODUCT CATALOGUE
SUBSCRIPTIONS

V5-1305

Ability to specify the amount to be used from wallet funds

Ability to specify the amount to be used from wallet funds

Improvement

ORDERS

V5-1228

Ability to auto refresh Orders summary page

Ability to auto refresh Orders summary page

Improvement

ORDERS

V5-1459

Resend Email Verification Issue

Resending email verification during registration should not send other "registration" emails

Bug

PLATFORM

V5-1293

Set up payment gateway intents

Ability to request payment gateway intents via customer clients

Improvement

PLATFORM

V5-845

Notify specific users when a new organisation is created

Ability to notify specific users (via Automations) when a new organisation is created

Improvement

PLATFORM

V5-1439

Wrong number of components in Self-Service /Products API.

 

Bug

PRODUCT CATALOGUE

V5-1396

Ability to filter Product Categories on the organisation that owns the products

Ability to filter Product Categories on the organisation that owns the products

Improvement

PRODUCT CATALOGUE

V5-1381

Ability to retrieve product tier rules

Ability to retrieve product tier rules when a customer requests for an upgrade or a downgrade of the subscribed services

Improvement

PRODUCT CATALOGUE
SUBSCRIPTIONS

V5-1235

Enhanced Profile Completeness Options

Ability to setup target conditions for Profile Completeness offer type on providing gender and verifying phone number

Improvement

REWARDS OFFERS

V5-1463

Inactive APIs should not be authorised

Posting records into the system with inactive API Keys should not be allowed

Bug

SECURITY AND USERS

V5-1332

Enhancement to My Profile functionality

Enhance user role permissions to handle My Profile update flow

Improvement

SECURITY AND USERS

V5-1271

Subscription & Billing Settings UI Enhancements

Subscription & Billing Settings UI Enhancements

Improvement

SUBSCRIPTIONS

V5-1267

Product Catalogue Process enhancements

Enhancements required in setting up and using the product catalogue for termed and one-time services

Improvement

SUBSCRIPTIONS

V5-1266

Product Catalogue UI enhancements

Product Catalogue enhancements related to service products sold as part of a subscription. Enhancements include changes in configuring the setting of the product catalogue (e.g. tier paths) as well as setting up the catalogue as such

Improvement

SUBSCRIPTIONS

V5-361

Manage Subscription Services

Provide the ability to purchase termed and one-time services through a product catalogue and manage their core behaviour throughout their life cycle though various subscription actions:

  • Add Service

  • Change Service

    • Change with another service

    • Amend a flexible service bundle's components

  • Change Service Terms

    • Opt-in and Opt-out from auto-renewals

    • Renew expired service

    • Extend termed period

    • Renew contract period

    • Extend contract period

  • Terminate Service

    • Cancel

    • Regret

    • Remove

Story

SUBSCRIPTIONS

V5-1405

Purchases & Business Network

Posting purchase against an organisation should allow only purchases of organisations within the business network

Improvement

 

V5-1312

Ability to resend email for email verification

 

Improvement

 

V5-1288

Enhancements in Orders  Web APIs related to subscription ordering

Enhancements in Orders  Web APIs related to subscription ordering

Improvement

 

V5-1272

Subscriptions & Billing Settings Processes enhancements

Subscriptions & Billing Settings Processes enhancements

Improvement

 

V5-1163

Ability to performed an advanced search using filters in summary screens

Ability to performed an advanced search using filters in summary screens

Improvement

 

V5-1151

Tooltip usability issue

Hovering on tool-tip should be below the icon in order to display the related text

Bug

 

V5-1128

Enable Business Payment Method

Provide the ability of business to define a JCC Merchant related payment method for charging

Improvement

 

V5-1080

Front End Payment Payment Flow to support 3D Secure checks and Pre-order payment

The order processing flow needs to be amended to accommodate the potential for a 3D Secure redirect from a hosting bank, or in general front end payment capture. A number of front end and back end flows will need to be modified.

Improvement

 

Â