New Features
Released 02/01/2023 - 02/07/2023
- The new Web Form widget can now be added to the Home Page to provide an overview of the web form activity. (CR2-182)
Fixes/Improvements
Released 02/22/2023 - 02/28/2023
- An issue with the lead fields saving 0.00 values as blanks has been resolved. (CR1-217)
- The Manage Merchant page now includes a History button (in the Actions column) which shows the history of changes made to a user. (MSR-167)
- A warning message is now shown if a user tries to use the "View As" feature without appropriate permissions. (CR1-215)
- Pop-up notifications have been enabled for web form activity including e-signature documents completed via the web form. (CR2-251, CR2-253)
- An issue with incorrect lead campaigns being listed on the My Leads page has been resolved. (CR1-216)
Released 02/15/2023 - 02/21/2023
- An issue with users not being able to download lead files has been resolved. (CR1-205)
- New user notification settings have been added for web form activity. (CR2-228)
- A UI issue found on the visual mapping page has been resolved. (CR2-237)
- An issue with the pricing template fields not getting saved on the lead has been resolved. (CR1-140)
- An issue with users not being able to save default values in the web form pricing table has been resolved. (CR2-9)
Released 02/08/2023 - 02/14/2023
- The Ingenico Tetra and Verifone Engage for Service Level RDO equipment options have been added to the Add New Equipment ticket. (TAP-86)
- The TSYS Manage Demographics ticket now includes the ability to update the custom user data fields. (CR2-222)
- The changes in secure lead fields can now be viewed in the field's history log. (CR1-172)
- An issue with users not being able to sort the residuals reports by Payment column has been resolved. (MSR-7)
- The "PDF is protected" error message that appeared when uploading an e-signature document has been resolved. (CR2-49)
Released 02/01/2023 - 02/07/2023
- The Fiserv North TurboApp has been updated with new improvements and abilities as per the February API release from Fiserv. (TAP-25)
- The Lead Overview widget on the Home Page now includes toggle switches for enabling or disabling lead status states. (CR1-75)
- Visitor tracking is now automatically enabled on all new web forms. (CR1-73)
- The appointment links are now generated using the default domain of the group that the lead is assigned to. (CR1-50)
- A new placeholder called application_url has been added to the email templates which shows the e-signature application URL based on the lead group domain. (CR2-106)