December
- Export TurboApp Fields Mappings: The Field Mappings page for TurboApp has been enhanced with a new Export capability that allows users to download their current TurboApp field mappings as an Excel file. This makes it easier to review, share, document, and audit how lead fields are mapped to TurboApp fields across processors. More info: Field Mappings
- Email History: Access to the Email History page can now be configured for Admin and Advanced-type user classes, with an option for all emails or only those that match the user's group(s). More info: Email History
November
- Web Form — Conditional Logic for E-Sign Apps: Web forms can now be configured to dynamically append additional e-sign applications to the primary application based on merchant's selections. More info: Enabling E-Signatures in Web Forms
- Web Form — Automated Web Form Sending: You can now automatically generate and send a web form to a lead contact when it moves into a designated status state using status triggers. More info: Sharing the Web Form
- Enhanced Residuals Visibility: Transfer merchant portfolios between users while ensuring the previous user can still view historical residuals without accessing current merchant data, and the new user gains full visibility going forward. More info: Residuals Visibility
October
- Send Agent Payout Reports by Email: You can now email residuals payout reports directly to agents from the Residuals page via the Export menu. More info: Viewing Residual Reports
- TSYS FSP Default TurboApp Boarding Profile: Choose a default TurboApp Boarding Profile to automatically apply when no profile is selected on the lead page. More info: TSYS FSP One-Click & Auto Boarding
- Exclude Signed PDF from E-Signature Notification: A new E-Signature setting lets you send notification emails to sales reps without the signed PDF attachment, reducing exposure of sensitive data. More info: E-Signature Mapping
- View Dialer Minutes by Group: You can now view Dialer usage reports by Group, making internal billing and tracking even easier. More info: Dialer Metrics
September
- Default Ticket Subject & Description: Ticket types now support default Subjects and Descriptions, including dynamic placeholders. This allows for faster and more consistent ticket creation. More info: Helpdesk Ticket Types
- Auto-Attach Ticket Files: Automatically attach files from the linked lead—based on selected Labels—when creating new tickets. More info: Helpdesk Ticket Types
- Assign Lead Users to Existing Merchants: Lead users (with their splits) can now be assigned in one action when linking to an existing merchant. More info: Manage Helpdesk Ticket Settings
- Auto-Assign Lead User Classes to Tickets: You can now auto assign users from the linked lead or merchant to a ticket. More info: Linking Leads to Merchant Accounts
- Create User Account from Lead: When a lead reaches a predetermined status, a prompt appears to create a new user account using the lead’s data. More info: Create New User Account From Lead
August
- E-Signature Bundles: Reduce manual document selection with pre-configured bundles. Save time while ensuring accuracy in every e-sign package. More info: Creating an E-Signature Bundle
- E-Sign Audit Trail Per Document: Automatically generate a separate audit trail for each document in an E-Signature bundle to ensure regulatory alignment.
- Web Form Engagement Reporting: Improve web form completion rates by monitoring progress, identifying drop-off points, and proactively following up with leads. More info: Reporting on Web Form Engagement and Abandonment
- Update Lead Status by Ticket Outcome: Automatically update a lead’s status based on the outcome of a resolved Helpdesk ticket. More info: Helpdesk Ticket Outcomes
- New Custom Property ID Column: The custom property value table now includes value IDs, which can be used when importing values via the custom property importer. More info: Creating and Configuring Custom Properties
- Import Custom Properties by Value ID: You can now import custom property values by specifying value IDs directly in the CSV file. More info: Import Lead Custom Properties
- International Phone Number Support: The lead phone fields now accept international country codes.
July
- Email Templates: CC/BCC by Lead Field - Have more email recipients automatically included. More info: Email Templates
June
- Pricing Templates: When you select a pricing template, a confirmation popup now appears to ensure the template is applied before proceeding. More info: Pricing Templates
- Global Search Results: Show Lead ID - Differentiate similar leads in results More info: Global Search
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
April
- 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
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
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
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