Utilities Features

UTILITIES

Issue Type

Summary

Description

Issue Type

Release

V5-3722

Ability to update Payment information through automation

Payment automation to be enhanced so as to support:

• Update the payment's custom fields on posting a payment

• Additional filters (payment method based, e.g. Card, Account Debit) on when this update should be performed

Improvement

5.5.3.4

V5-3710

Assignable Entities Enhancements

Enhancements on assignable entities to support accessibility coverage across users of the same team

Improvement

5.5.3.4

V5-2680

Automations Enhancement

Ability to support synchronous automation events, where external (webhook) validations/customisation may apply prior to creating/updating contacts or contact phones

Improvement

5.5.3.4

V5-4316

Ability to create custom forms for merchants/venues 

• Currently, custom forms can only be created for Contacts at the level of the business. System functionality will be extended to allow the creation of custom forms for Merchants/Service Providers and Venues/Service Points.

• Option to create Merchant/Service Provider and Venue/Service Point using a custom form from respective summary screens.

• Ability to view Merchant/Service Provider and Venue/Service Point using a custom form from the data page of the respective organisation.

Improvement

5.6.0.0

V5-4407

Ability to set up a custom field of type 'Organisation'

Ability to set up a custom field of type 'Organisation'

Improvement

5.6.0.1

V5-4302

Enhanced Automation Events

Enhanced Automation events so as to communicate to users on:

• Organisation Email Verification (only once, right after signing up)

• Password Reset (once the password has changed, send an email to user/contact informing/verifying that the password was changed)

Improvement

5.6.0.1