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.
Expected full release: mid-April
More info: Lead Status Management v2
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
Residuals Historical Visibility Protection
When reassigning merchants to another user, previous calculations and those in the future can be limited to the user(s) who need to see them based on when their relationship with the accounts started or ended.
More info: Residuals Visibility