New Features
Multi-location Web Forms
Multi-location merchants can now submit information for all of their locations in a single web form. Once the web form is submitted, a separate lead is created in the CRM automatically for each location. ISOs can than track multiple locations/leads individually for boarding and reporting purposes.
More info: Web Forms - Multi-Location Merchants
Embeddable Web Forms
The Web Form feature now allows you embed your form into an external webpage.
More info: Web Forms - Generate embed web form script (API)
Multi-page Web Forms
ISOs who collect a lot of client data using the web form can now split the web form into multiple pages. This allows the clients to enter information one page at a time. At the end of the process a summary page is shown, allowing the client to review the information one last time before submitting the form.
By splitting a long web form into multiple pages ISOs can make the web form submission process easier and better looking for their clients.
More info: Create a Multipage Web Form
Shared Advanced Reports
You can now share advanced lead reports with other users in just a couple of clicks. The reports can be shared in read-only mode or you can allow other users to edit the report filters.
The new report sharing feature helps to improve user collaboration and streamline sales processes.
More info: Sharing Advanced Reports
Fixes/Improvements
Released 09/29/2024 - 09/30/2024
- An issue with URLs in Helpdesk tickets not being decoded properly has been resolved. (LAO-1003)
Released 09/22/2024 - 09/28/2024
- The Clearent TurboApp has been updated with several UI improvements. (PRB-1408)
- An issue with user assignment being run twice (using the round-robin method) when a custom property is changed has been resolved. (LAO-1106)
- Several UI issues found in the web form text area widget have been resolved. (PRB-1442)
- An issue with users being able to delete lead recordsets in V2 even though they had no permissions based on the selected status state has been resolved. (LAO-1109)
- An UI issue found with the date picker field on the lead page has been resolved. (LAO-1084)
Released 09/15/2024 - 09/21/2024
- The character limitation has been removed from the Custom Property Text Area field type. (LAO-1098)
- A few UI issues found in the Web Form address autofill field has been resolved. (PRB-1458)
- The missing Chargeback Reason field is now displayed correctly on the Merchant Details page in v2. (RAR-1254)
- An issue with residuals import generating duplicate entries has been resolved. (RAR-1236)
- An issue with the Clearent TurboApp "Numbers Only" field mapping incorrectly interpreting decimal numbers received from the lead has been resolved. (PRB-1179)
Released 09/08/2024 - 09/14/2024
- If the TSYS FSP auto boarding status trigger fails, the reason of failure is posted in lead notes. (LAO-1093)
- The Fiserv North TurboApp has been updated with new improvements and abilities as per the August API release from Fiserv. (PRB-1327)
- An issue with status trigger failing to automatically create a helpdesk ticket has been resolved. (LAO-1050)
- Several UI issues found in the saved Helpdesk Views have been resolved. (LAO-1049)
- Users with TurboApp System wide permission are now allowed to view Clearent Parent MIDs without group permissions. (PRB-1404)
Released 09/01/2024 - 09/07/2024
- The "2 decimals only" error received in the Fiserv Omaha TurboApp has been resolved. (PRB-536)
- An issue with sales tax being removed from the invoices has been resolved. (LAO-1023)
- An error received while attempting to import leads from the Incoming POST Data page has been resolved. (LAO-1072)
- An issue with trailing spaces in the search phrase causing the search to fail on the User Accounts page has been resolved. (LAO-1062)
- An issue with the "Redirect URL" web from setting lingering on even after the confirmation page settings are reset has been resolved. (PRB-1361)