Welcome to the upcoming features page, a place where we list new features that are currently in the beta stage!
If you would want to participate in beta testing, please contact your Customer Success Manager or Support to get any of the features listed below enabled for you.
Lead Status Management v2
There's a new experience in lead status management, which consolidates the two-page experience into one page and allows for updating the statuses across multiple groups at once.
More info: Lead Status Management v2
Import Lead Recordsets
The Lead Importer now also includes the ability to import lead recordsets from a CSV file. The new feature enables you to both add new recordsets or update existing ones.
More info: Import Lead Recordsets
TSYS FSP One-Click Boarding & Auto Boarding
One-Click Boarding is now available for TSYS FSP TurboApp, including the ability to auto board merchants using status triggers.
One-Click boarding utilizes Boarding Profiles and Equipment Templates to ensure that all of the special information that doesn't come from a lead is entered and submitted from TurboApp to the processor. To make the process even faster, merchants can be boarded to TSYS FSP TurboApp automatically when a lead is moved into a selected status state.
More info: TSYS FSP One-Click Boarding
Lead Field Thresholds
You can now set minimum and maximum allowed values on lead number fields. The values can be configured individually for each user class or user group.
More info: Lead Field Thresholds
Lead Sections
A new lead tab type called Sections allows specific fields to be grouped and displayed only when needed, such as for selecting a pricing type, or enabling a product or service.
More info: Lead Sections
NMI Gateway Reporting
Gateway accounts and their processing activity can now be viewed on the corresponding merchant accounts. Real-time data, along with residuals retrieval allows you to view more information within one portal. There's also a My Gateways page to view all accounts and their totals.
More info: NMI Gateway Reporting
Residuals - Dynamic Splits
Adjust user splits based on total merchant residuals volume.
More info: Dynamic Splits
Residuals - Quantity Based Payouts
Add residuals line items based on the number of merchants who started processing in the last month.
More info: Quantity Based Payouts
Residuals - Pay Order
Select the order in which to pay your agents and partners so that amounts are perfectly accurate.
More info: Pay Order