January

Make Custom Properties required on a lead

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