January

• Required Custom Properties—More info: Custom Properties
• Use Custom Properties in Emails—More info: Email Templates
• More Date Search options in Advanced Reports—More info: Advanced Reports
• Fill User Name in Lead Field with Status Trigger—When a lead's status is updated by a user, you can fill their name into a field. This is part of the 'Set Date & Time in Field' trigger. More info: Status Triggers

February

• Residuals v2—Our new Residuals and Residuals Analytics pages are now live. More info: Residuals and Residuals Analytics
• Dynamic Splits—Adjust residuals user splits based on total merchant residuals volume. More info: Dynamic Splits
• 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

March

• Import Lead Record Sets—The Lead Importer now also includes the ability to import lead record sets from a CSV file. The new feature enables you to both add new record sets or update existing ones. More info: Import Lead Record Sets
• Import Lead Custom Properties—The Lead Importer now also includes the ability to import custom property values onto your leads. More info: Lead Custom Property Imports
• Email Sender Based on Custom Property—Use Custom Property info to set the sender and branding for lead emails. More info: Custom Property Email Sending
• Improved Call Queue Notifications—More noticeable notifications when you have a call waiting in the inbound queue. More info: Dialer Waiting Queue
• 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 Gateway page to view all accounts and their totals. More info: NMI Gateway Reporting

April

• Import Lead Record Sets—The Lead Importer now also includes the ability to import lead record sets from a CSV file. The new feature enables you to both add new record sets or update existing ones. More info: Import Lead Record Sets
• Lead Status Management - New Page — Simpler and more capable interface for managing lead statuses. More info: Lead Status Management
• Fiserv North for Priority Payments TurboApp — Support for an additional platform to keep your merchant boarding running smoothly. More info: Priority Payments TurboApp
• Helpdesk Ticket Channel — Set the Channel on tickets to indicate where a ticket came from. More info: Helpdesk Ticket Settings
• Helpdesk Ticket User Assignment Limit — Keep the number of assignees to within your preference More info: Helpdesk Ticket Settings
• Helpdesk Comment Notification Defaults — Set which default option is selected when users post a ticket comment. More info: Helpdesk Ticket Settings
• Search & Export Custom Properties — Find and review info more easily with search and export options. More info: Custom Properties Overview
• Copy Individual Custom Properties When Duplicating Lead — Now more granular, pick which custom property info copies to the new lead. More info: Duplicating a Lead
• Export User Class Permissions — Get the full scope of permissions in one spreadsheet for easy analysis. More info: User Classes
• Lead ID in My Merchants Table — Quickly identify which merchants are linked to leads. More info: My Merchants

May

• Paysafe TurboApp: Flat Rate packages now hide the Mid Qual and Non Qual fields. More info: Paysafe Boarding
• Lead Linking: Show MID and Lead ID -- Identify linked accounts more easily. More info: Lead Linking
• Global Search Results: Show Lead ID - Differentiate similar leads in results More info: Global Search
• Email Templates: CC/BCC by Lead Field - Have more email recipients automatically included. More info: Email Templates