2026 New Features & Improvements – Merchant Central

New Features

September

Lead Fields Calculations — You can now perform calculations on lead fields using standard operations—addition, subtraction, multiplication, and division—as well as functions such as SUM, AVG, and LOOKUP. Calculated results can be automatically saved to designated fields, helping reduce manual data entry, minimize errors, and improve efficiency across lead management workflows. More info: Lead Field Calculations
Custom User Fields — Add custom fields to user accounts in Merchant Central to capture the information your team needs—from employment type and tax details to compliance or internal user data. Create, organize, permission, report on, and export custom user information directly from User Accounts. Learn more: Custom User Fields
Resolved Ticket Options — Get more control over what happens after a ticket is resolved. Choose whether users can continue commenting, keep resolved tickets locked, limit comments by user type, or automatically reopen or create a linked ticket based on how much time has passed. These new settings help you keep support workflows consistent while giving teams more flexibility in how follow-up conversations are handled. Learn more: Configuring Helpdesk Ticket Settings

May

Real Time Offer Boost — Eligible merchants can now securely link their business bank account through Plaid, allowing Parafin to review additional revenue data beyond processing activity. This may result in a larger Business Capital funding offer with updated terms in just minutes. More info: Real Time Offer Boosting
Display Gross Volume in PASO Templates — PASO residual reporting now supports gross sales volume, giving ISOs the option to display sales-only volume on residual reports instead of volume reduced by returns. More info: PASO Features
Compare Residuals Logs — Administrators can now compare historical residual report logs against current preparation results, making it easier to identify changes in residual values, investigate discrepancies, and review differences before publishing or republishing residuals. More info: Importing Residuals

March

Custom User Fields — Add custom fields to Merchant Central user profiles to capture roles, contact details, or other key data. Admins can manage fields, control visibility and permissions, and display them on the User Accounts page to improve organization and reporting. More info: Custom User Fields
Web Forms Password Protection — Secure lead-generated web forms using any designated lead field as a password, ensuring only authorized users can access them. This adds an extra layer of protection for sensitive data while keeping workflows simple. More info: Adding Password Protection
Conditional Residuals Splits — Configure rule-based residuals split logic that adjusts payouts based on merchant attributes like processor, group, or custom fields. This ensures accurate, consistent compensation without relying on a single default split or manual updates. More info: Conditional Residuals Splits
Residuals Report Column Configuration — Customize how residuals data is displayed and exported by reordering columns and controlling visibility by user, group, or class. This helps reduce clutter and ensures each team sees the most relevant data. More info: Residuals Report Column Configuration
My Merchants: New Columns — Enable the Merchant Users and Assigned Users columns to view merchant users and assigned users directly in the merchant table. This improves visibility into ownership and streamlines day-to-day management. More Info: My Merchants

February

Dynamic Buy Rates — You can now configure buy rates to reflect the underlying processor costs behind your pricing. This helps ensure more accurate margin calculations and improved transparency when reviewing rates and profitability. More info: Dynamic Splits & Buy Rates
Web Forms in Mobile App — You can now manage Web Forms directly from the Merchant Central mobile app, making it easier to monitor submissions and respond to new leads on the go. This helps ISOs capture opportunities faster and keep their sales pipeline moving wherever they are. More info: Mobile App

Fixes & Improvements

September

Fixed TurboApp processor dropdowns and lists, including the new application page, Board Merchant dialog, Default Values filter, and Lead Fields mapping page, so they now follow the processor order an admin sets on the Boarding APIs page instead of a fixed internal order. (MTB4-1021)
Fixed E-Sign links on mobile phones so the agreement now loads by itself instead of getting stuck on the "Loading document..." screen. (MSU4-880)
Fixed Fiserv TurboApp boarding so applications that come back from Fiserv as "Partially Boarded" are now treated as approved instead of being silently skipped. (MTB4-948)
Fixed a problem where a lead's MID field wasn't filled in automatically after a TurboApp application was approved and the merchant account was created, so the new merchant's MID now appears on the lead when the field is empty, and any MID already on the lead stays as it is. (CRM4-746)
Added the "Valorpay BP GTW RC SRS" software option to the Buypass Software dropdown in Fiserv North TurboApp boarding, so merchants can now select and board with it across all five supported industry types, with OWNS billing and the required equipment features already set up. (MTB4-946)
The "Show Only Initial Records" filter on the Dispute Reporting page now uses the same TSYS rules as the Merchant Account Chargebacks tab to hide duplicate chargeback records, and the page loads quickly even for large portfolios. (RAR4-713)
Fixed the 405 "Invalid email provided" error on the E-sign generate API, which now accepts explicit recipients by email address or lead field ID, the same way the send endpoint does. (MSU4-822)
Fixed a Web Form editor problem where forms with leftover legacy copy-button settings showed a "Please check validation errors." message and couldn't be saved. (MSU4-792)
Updated Fiserv North TurboApp so that Zone, Location and Approximate Square Footage now start blank and are only required when Site Visitation is set to Completed, which matches the Fiserv specification and AccessOne. (MTB4-908)
Fixed the Sales Agent ID field in Fiserv North TurboApp so it keeps the casing the user types, both on screen and in what gets sent, instead of turning it into all uppercase, which had caused "Sales Agent ID is invalid" errors. (MTB4-904)
Fixed the Lead History Activity Log so updates made through a Web Form now show the source as Web Form, matching the Field Revisions log, instead of showing User or System. (MSU4-785)
Fixed an E-Sign issue that broke Date fields, along with some regular fields, in generated documents. (MSU4-783)
Fixed TSYS auto-boarding for merchants using Amex ESA by setting the Amex ACH Attribute to "N - No Ach" automatically, so TSYS no longer rejects these applications during one-click boarding. (MTB4-892)
Fixed the North API Batches & Transactions task, which failed with an "Unknown Transaction Card Type" error when the North API returned a card type that wasn't in the mapping. (RAR4-634)
Fixed E-Sign calculations for bundles, which stopped working because the PDF tool turned field names containing dots into nested structures that broke Adobe's calculation logic. (MSU4-771)
Fixed scheduled reports that showed as expired right after they were created when the filter's owner was inactive: users now get a message saying they can't schedule reports for filters owned by inactive users. (CRM4-652)
Fixed missing call recordings for inbound calls answered in the mobile app (and direct calls answered in the browser): a back-end argument-order bug had marked these calls "do not record," so they never got linked to a recording in Dialer Activity. (CRM4-585)
Manage Sales Reps now checks Fiserv First Data North Sales Rep IDs when they're entered and only accepts letters and numbers, up to 12 characters, preventing invalid IDs from causing boarding failures. (MTB4-849)
E-Sign now blocks deletion of an application that's part of a bundle, and a warning modal lists the bundles that the applications is used in. (MSU4-649)

August

Added Record Set support to Excel exports in Advanced Reports, so each Record Set included in a report now gets its own sheet in the workbook next to the main report sheet, while CSV exports stay the same. (CRM4-494)
Updated the E-Sign status trigger for status change and status age triggers so it now emails the contact an E-Sign link using the selected document's email template. (CRM4-498)
Fixed an issue in Residuals Summary View where picking a processor filter after choosing a past period reset the view to the current month. (RAR4-545)
Fixed a date format mismatch where dates submitted through web forms, both public links and forms sent from a lead, weren't saved in the lead field's set format. (MSU4-712)
Updated the Fiserv North TurboApp boarding to support Fiserv's August 20, 2026 fee changes by adding 11 new Other Fees, and by renaming 6 existing fees and raising their maximum values. (MTB4-840)
Fixed the WorldPay statement import, which had stopped bringing in June 2026 statements without showing any errors. (RAR4-595)
Added 20 new optional fees to the Additional North Fees section on the Fiserv North TurboApp Rates & Fees page to match Fiserv's August 6, 2026 boarding API update. (MTB4-847)
The Verifone Viper 11.00.00 software option is now available on the Buypass front end for Petroleum and Retail merchants in the Fiserv North TurboApp. (MTB4-850)
Fixed a server error in the Users API, where creating or updating a user with a long list of invalid or deactivated user or merchant IDs crashed the request, so it now returns a short error for each field that lists up to 20 of the invalid IDs. (CRM4-618)
Fixed the Show Only Initial Records filter on the Dispute Reporting page. It now uses the same TSYS rules as the Merchant Account > Chargebacks tab, so it shows only the initial chargeback record instead of duplicates. (RAR4-617)
Fixed the E-sign Manage Applications page, which stopped showing applications and had no working buttons when an application name ended in a backslash. (MSU4-784)
Fixed a Lead Math issue where the Save Lead button turned back on after refreshing the page, even when the lead had just been saved and nothing had changed. (CRM4-660)
Fixed the Helpdesk email-to-ticket integration so incoming emails create Helpdesk tickets again and replies show up as comments on open tickets. (CRM4-691)
Updated the Fiserv North TurboApp integration to match Fiserv's August boarding API change by retiring the PayPal Acceptance and PayPal Opt-Out Reason pricing fields. (MTB4-852)

July

Fixed intermittent duplicated residual amounts by making residual parsing retry-safe, preventing merchants’ values from being doubled during reprocessing. (RAR4-496)
Fixed missing Trinity chargeback dates by correcting Netevia report processing and reprocessing affected chargeback data to restore historical dates. (RAR4-495)
Deprecated the Worldpay “Comments for Underwriter” field by hiding it for new applications while preserving it on previously submitted applications where populated. (MTB4-646)
Fixed Web Form progress emails to use the correct sender based on the lead’s assigned group settings, ensuring proper branding and sender attribution. (MSU4-575)
Fixed Clearent dispute imports to prevent duplicate chargeback records when source file sorting changes, and cleaned up previously created duplicates while preserving valid records. (RAR4-465)
Fixed Residual Line Item creation for amounts of 1,000 or more by sanitizing comma-formatted values before submission, preventing GraphQL float validation errors while preserving existing amount validation. (RAR4-455)
Fixed lead layout persistence so repositioned fields remain in their saved locations after refresh, including complex multi-field rows, with improved save-failure notifications. (CRM4-425)
Improved FiServ North application submissions by replacing generic errors for unsupported fees with user-friendly guidance and an option to resubmit without the invalid fee. (MTB4-28)
Improved the Residuals custom property field selection experience with a scrollable modal and helper tooltip guiding users to select referral fields for reports. (RAR4-7)
Updated TSYS PPM fee structures to support July 2026 clearing and settlement changes, including new Mastercard, Interac, FraudSight, and card brand fee keys and rates. (MTB4-516)
Increased Web Form rate limits to reduce blocking for users sharing the same IP address and added logging for rate-limit events. (MSU4-579)
Fixed the My Leads Contact Phone column displaying HTML for certain users, ensuring correct rendering and dialer/SMS button behavior based on permissions. (CRM4-510)
Added E-Sign signer IP addresses as lead field values, making them visible on lead records and available for ScanX scoring and downstream risk integrations. (MSU4-695)
Fixed TurboApp split type display for users without “Assign Users and Splits” permission, ensuring Net/Gross values and total split percentages are shown correctly. (RAR4-524)
Improved Internal Chat stability to prevent unexpected page refreshes when loading chat for affected users. (ESE-11268)
Fixed an issue with merchant data sharing that prevented active connections from syncing data between connected sites. (ESE-11509)
Fixed My Gateway transaction visibility by improving MID resolution during NMI gateway sync, including fallback to the regular MID and excluding inactive processors. (RAR4-584)
Fixed E-sign password protection so values entered through web forms correctly secure both the signing page and downloaded PDF using the configured password field. (MSU4-710)
Fixed the Lead Importer revert flow to prevent false success messages and ensure revert actions only run with valid options without locking future reverts. (CRM4-544)

June

Updated TurboApp Fiserv North Boarding to support six new Other Fees FSCs and adjust max values for OC5, OC6, OC7, and 05K per Fiserv Ticket 60573. (MTB4-446)
Updated ELAPP Amex field validation to allow higher partner-entered values, setting soft limits of 0.0%–5.0% for Amex base rate and $0.00–$0.99 for Amex per-item fees while relying on TSYS for final processor-side validation. (MTB4-517)
Added Pricing Page support to the TurboApp V2 Default Values app, enabling admins to configure and save default rates, fees, and read-only fee rows per integration and hierarchy. (MTB4-554)
E-Sign bundle duplicate field detection now ignores deleted mappings, preventing false duplicate field warnings when generating bundled documents.
Web Form settings now allow users to clear a previously selected Notification Email Template and save the form without one. (MSU4-559)
TSYS One-Click Boarding now correctly includes or excludes additional beneficial owners based on the mapped owner toggle fields, preventing unnecessary validation errors for owners that are not part of the application. (MTB4-639)
Updated Fiserv North FD700 boarding rules so selecting TransArmor Encryption and Tokenization automatically requires the valid FD700 encryption setting, helping prevent processing validation errors during submission. (MTB4-502)
Improved Business Capital include/exclude UI so excluded merchants can be manually included with a confirmation prompt, while button states and tooltips now more clearly reflect whether merchants were included or excluded by filters or manually by ID. (CRM4-436)
Updated Lead Field Calculations to automatically recalculate formulas when a lead is opened, ensuring existing field values are included without requiring users to manually re-enter data. (CRM4-423)
Added missing Fiserv Omaha MOTO fields to TurboApp, including a new recurring billing dropdown. (MTB4-511)
Business Capital exports now handle larger report datasets without failing with a server error, including exports with expired offers and offers for excluded merchants. (CRM4-427)
Fixed Web Form conflict notifications so the Review & Import Data link now redirects users to the correct group Default Website Address for newly created conflict notifications. (MSU4-510)
Updated Fiserv North TurboApp to support the latest Fiserv fee changes, including six new MC-MOTO Other Fee FSCs, updated fee limits, one renamed fee, and removal of two deprecated fees. (MTB4-552)
Fixed User page history popups so Username History and MFA History now load independently and reliably show relevant changes, including the modifier and date, while displaying “System” when no modifier is available. (CRM4-409)
Fiserv Omaha boarding now validates FD700 TransArmor security options more reliably, including preventing incompatible FD700 and Clover equipment selections before submission. (MTB4-592)
Fixed Status States with no active leads appearing to delete successfully but remaining after refresh, preventing their parent Category from being removed. (CRM4-430)
Updated TSYS auto-boarding to derive the AMEX signed date from the user’s timezone, preventing false “future date” errors when applications are submitted around midnight. (MTB4-78)
Fixed Residuals Reports page browser Back button behavior after applying filters so the page no longer crashes and instead restores the previous filter state. (RAR4-23)
Updated Fiserv North TAP equipment UI so that each selected optional accessory now has its own dedicated EMV dropdown during setup and application submission. (MTB4-24)
Fixed Dynamic Split user linking for years earlier than 2021 to prevent Internal Server Errors. (RAR4-96)
Fixed TSYS One-Click Boarding logic so beneficial owner sections are only included and validated when the related owner toggle is enabled, preventing errors for excluded owners during auto-boarding. (MTB4-218)
Added five new Fiserv North equipment software options to TurboApp boarding, including the required model, billing, frontend, industry, and attribute configuration needed for selection, payload generation, and submission. (MTB4-447)
Added a month-over-month Deposits & Batches graph that displays at least 12 months of merchant-specific deposit and batch trends, including positive and negative deposits, counts, amounts, volumes, and current-versus-prior month deltas. (RAR4-449)
Fixed Buy Rates processor visibility so I3 Verticals now appears correctly under Residuals Management → Buy Rates while preserving existing processor listings and fee loading. (RAR4-417)
Fixed Web Form duplication so share permissions are copied to duplicated forms when enabled, while preserving existing behavior for disabled share-permission settings and embed-form duplication. (MSU4-497)
Improved Elavon application validation by adding front-end and back-end checks for owner middle name input and seasonal processing months, preventing invalid submissions that previously triggered Elavon API XML validation errors. (MTB4-566)
Resolved PayBright large residual import failures by optimizing Conditional Splits and ASSIGN mapping evaluation to process only actual merchant-user pairs. (RAR4-422)
Fixed resolved-ticket clone links so newly created ticket references now use the ticket group’s configured custom domain when available, while preserving the existing root-domain fallback for groups without a custom portal. (CRM4-408)

May

Fixed an issue where submitted Elavon applications incorrectly displayed an application addendum upload error after page refresh, with re-upload clearing the error for affected applications. (MTB4-585)
Fixed a User Importer issue where the Update & Merge option did not update user email addresses, including ensuring activation emails are sent to the new address when enabled. (CRM4-402)
Updated the Access One password reset scheduled task to align with the vendor’s new reset process and prevent AO reporting access failures for affected clients. (RAR4-407)
Fixed Record Set pending import deletion so the confirmation modal opens correctly, deletes or cancels as expected, and no longer crashes the Import History page. (CRM4-399)
Added a new authenticated Residuals REST API endpoint for month-over-month payout stats with period, date range, group, and processor filters for client and Partner Portal reporting. (RAR4-397)
Fixed Web Form generation permissions so users can no longer generate lead web forms after share access is removed, returning a clear permission message/403 instead. (MSU4-495)
Fixed Elavon application addendum upload handling so future submissions correctly store upload status and no longer show a false addendum upload error after refresh. (MTB4-240)
Fixed Lead Importer override/revert behavior so duplicate checks use the mapped field correctly and stuck revert jobs can be unblocked. (CRM4-407)
Fixed Fiserv North TurboApp submissions by renaming FSC 2AP to AmericanExpressProgramContinuationFeeT1 across schema, UI, mappings, defaults, and XML payloads. (MTB4-558)
Fixed Lead Field Calculations save errors by omitting hidden formula target fields from lead create/update payloads while preserving visible calculations and non-math user behavior. (CRM4-401)
Fixed the Residuals Details table so enabling “Hide Inactive Merchants” no longer resets alphabet filtering into an empty state. (RAR4-254)
Added Fiserv North FD700 terminal equipment and related peripherals/accessories, including updated RP10/RP20 PIN Pad Stand mappings. (MTB4-21)
Fixed intermittent global search stale-result behavior for MID lookups so pasted, typed, rapid, and idle searches return stable, correct results without showing prior accounts. (CRM4-375)
Fixed pricing template group persistence for large group/user datasets, ensuring assignments load fully, save reliably, and remain intact when templates are reopened. (CRM4-373)
Fixed lead creation validation so systemwide users can create leads with valid group/source/campaign combinations without false errors, while restricted users continue seeing clear permission-based validation. (CRM4-358)
Fixed residual pass-through logic so zero-net merchants no longer trigger positive or negative pass-through adjustments, while genuine positive/negative pass-through behavior remains unchanged. (RAR4-329)
Fixed missed-call email duplication so IVR notifications are sent only once per user per missed call, with expected behavior confirmed for offline, ignored, and mid-call offline scenarios. (CRM4-294)
Added Fiserv North MCCs 3854–3883 for Lodging and 3305 Air Transat. (MTB4-505)
Improved TSYS ELAPP boarding error handling after a 504 timeout, adding better logging, monitoring, and a user-friendly retry message. (MTB4-480)
Updated TurboApp Repay MCC dropdown handling so MCC 5300 Wholesale Clubs and other MCCs can display multiple merchant-type descriptions. (MTB4-348)
Fixed ELAPP API configuration lookup to use only active boarding records, preventing inactive credentials from causing NOMATCH authentication errors in scheduled underwriting/status tasks. (MTB4-421)

April

Fixed an issue where ticket types could not be deleted or deactivated due to orphaned lead status ticket templates by cleaning up those template references when a lead status is removed. (CRM4-353)
The missing SMS Metrics report table has been restored. (CRM4-357)
Fixed an issue where TSYS ACH deposit records with the same reference number and effective date were not imported by updating duplicate detection to also account for fund cycle and processing date. (RAR4-330)
Fixed inaccurate TSYS Omaha and Wholesale average ticket values by correcting truncation in average ticket and transaction calculations. (MTB4-458)
Fixed an issue where ticket type changes could shorten the expected SLA due date by ensuring the ticket type change modal calculates and saves the correct SLA-based due date across timezones. (CRM4-316)
Fixed an issue where email opened notifications displayed the wrong time by ensuring the timestamp reflects the recipient user’s configured timezone. (CRM4-314)
Fixed an issue where Netevia chargeback report imports failed on XML records with empty DateWarehouse values by allowing valid empty dates to parse without errors while preserving duplicate handling. (RAR4-309)
Updated V1 residual template pages to support applying, editing, and bulk assigning residual templates across a 10-year historical range back to 2016. (RAR4-308)
Fixed a timezone mismatch in scheduled Advanced Reports so PST users now see saved report times correctly and reports run at the expected scheduled time. (CRM4-296)
Added a 10,000-record export limit for Chargebacks and Retrievals CSV/XLS exports to prevent failures from excessive data volume, with friendlier error handling for memory-related issues. (MSU4-423)
Enabled advanced password validation across client sites and added clear error messaging when users attempt to reuse a previous password. (CRM4-273)
Fixed E-Sign notification links so “Review & Import Data” now uses the lead group’s custom domain when configured, and falls back to the system URL when no custom domain is set. (MSU4-364)
Fixed TSYS TurboApp fee mappings so same-named fees from different banks display separately with bank suffixes and transfer the correct bank-specific values when boarding a Lead. (MTB4-397)
Fixed a password reset issue where legacy non-Bcrypt password history entries caused reset attempts to fail. (CRM4-317)
Improved Daily Batches and Deposits by fixing small-screen layout spacing, showing a proper loading state while deposit data loads, and displaying the GraphQL-provided error when export date ranges exceed one year. (MSU4-361)
Fixed the Home Page “Last Viewed Merchants” widget so its Users dropdown now follows the same user-access logic as the Merchants page filters. (CRM4-261)
Fixed password expiration emails so group logos render as images instead of displaying raw HTML in the email body. (CRM4-252)
Fixed TurboApp and One-Click NMI boarding so merchant website URLs are correctly read from stored TurboApp data, normalized to lowercase, and transmitted to the gateway instead of being sent empty. (MTB4-293)
Fixed Fiserv North TurboApp default fee handling so template-specific values now display, save, persist after refresh, and apply correctly to new applications across pricing formats. (MTB4-266)
Released Android app version 1.7.3 with crash fixes for inbound call handling and provided Samsung device setting guidance to prevent battery or notification restrictions from blocking call alerts. (CRM4-177)
Updated Fiserv North boarding equipment options by adding WizarPOS Paywiz1.0 SrsSs and Verifone GLB Pymt GTW RC software, removing outdated software entries, and validating the new selections in TurboApp defaults, XML payloads, and application submissions. (MTB4-157)
Updated Fiserv North boarding to display the newly released DMS/SMS Other Fees codes, apply revised fee descriptions and max values, and include the new fees in TurboApp default values, mappings, validation payloads, and submissions. (MTB4-19)

March

A few UI and user permission issues found on the Transactions page of the Merchant Portal have been resolved. (MSU4-310)
The Site Settings (metavalues) page has been updated to v2 for better performance and future expandability. (CRM4-235)
An issue where Worldpay webhooks were not retried due to 429 throttle responses instead of 500 has been resolved. (MTB4-279)
Enhanced the Fiserv Omaha TurboApp as part of the March Fiserv API release. (MTB4-286)
Equipment Template fields showing numeric IDs in auto-generated Helpdesk tickets has been fixed. This occurred after switching the field type from Dropdown, causing numeric IDs to display instead of equipment names. (CRM4-55)
Lead page Bank Name autofill field crash when entering a routing number has been resolved. (CRM4-73)
Helpdesk notification emails sent to users without the HELP_DESK_NOTIFICATIONS permission has been fixed. (CRM4-135)
Date fields not accepting dates older than 1900 has been resolved. (CRM4-74)
Multiple web form UI issues have been fixed, including the calendar overlay, Routing Number field shadow, and required-field validation in the Open Banking widget. (MSU4-162)
TSYS TurboApp MVV registration requirement for utility and government programs has been removed. (MTB4-93)
Mobile app version 1.7.1 release introduces new improvements and fixes. (CRM4-90)
Dialer call recordings being deleted from Twilio after retrieval can now be prevented using a new flag that keeps recordings after they are pulled into Merchant Central. (CRM4-48)
Merchant Profile tab displaying stale or deleted web form share values has been fixed. The issue previously caused form generation errors after a form was deleted. (MSU4-146)
Edit Category popup UI issue on the Manage Status States page has been resolved. (CRM4-75)
Blank page appearing in certain situations in Merchant Portal 2.0 has been resolved. (CRM4-88)
Send Web Form endpoint returning a 404 error due to an invalid share ID has been resolved. (MSU4-156)
Esquire files failing to upload in the TSYS TurboApp has been resolved. (MTB4-71)
An issue where scheduled advanced report download links expired after 24 hours causing access issues has been resolved. (CRM4-230)
An issue where the custom user field (dropdown) showed menu ID numbers instead of labels has been resolved. (CRM4-233)
An issue where Encytro boarding failed due to missing ZIP value in the Vantiv parser has been resolved. (RAR4-203)
An issue where user email notifications were being disabled after the user was added to the bounce list has been resolved. (CRM4-229)
An issue where the Ticket Types API returned only the requesting User Class instead of all permitted User Classes for a ticket type has been resolved. (CRM4-225)
A new webhook has been added to track call status updates. (CRM4-227)
An issue where exporting large advanced reports as CSV or XLS failed with a “Something Went Wrong” error has been fixed. (ESE-10060)
Fixed an issue where reverting a lead import did not correctly restore all lead statuses for affected records. (ESE-9950)
Two new routing numbers (072486908 and 021508222) have been added to the routing number lead field. (ESE-9894, ESE-9921)

February

Fixed an issue where password expiration emails were sent from incorrect sender groups instead of the user’s associated merchant group. (CRM4-161)
Fixed an issue where new user activation emails could send an invalid temporary password when accounts were created. (CRM4-159)
Fixed an issue where Elavon TurboApp addendum document generation could fail due to API payload changes (related to Daily Discount), preventing supporting documents from being uploaded during application submission. (MTB4-238)
The mobile app now includes support for web form management. (CRM4-153)
Added support for the “Association/Estate/Trust” business type (Association B) in TSYS TurboApp Discover Registration to allow successful one-click boarding. (MTB4-217)
The Global Search has been optimized to prevent unnecessary requests on page load, triggering them only when the search input is used. (CRM4-191)
Fixed an issue where certain malformed URLs in lead fields caused the lead page to freeze the browser during loading. (CRM4-186)
Fixed an issue in the Web Form view where expanded dropdown lists were obscured by buttons and input fields below due to a z-index conflict. (MSU4-268)
Fixed an issue where modals on the Setup page could not be closed and ensured modal buttons function and display correctly. (CRM4-163)
Helpdesk email notification logic has been improved to prevent duplicate, self, and unintended external notifications while ensuring accurate comment attribution for email replies. (CRM4-170)
Added support for additional Fiserv MM726 MFC fee codes and improved grid parsing to ensure valid fees are processed even when unknown codes are present. (MTB4-174)

January

Equipment Template fields showing numeric IDs in auto-generated Helpdesk tickets has been fixed. This occurred after switching the field type from Dropdown, causing numeric IDs to display instead of equipment names. (CRM4-55)
Lead page Bank Name autofill field crash when entering a routing number has been resolved. (CRM4-73)
Helpdesk notification emails sent to users without the HELP_DESK_NOTIFICATIONS permission has been fixed. (CRM4-135)
Date fields not accepting dates older than 1900 has been resolved. (CRM4-74)
Multiple web form UI issues have been fixed, including the calendar overlay, Routing Number field shadow, and required-field validation in the Open Banking widget. (MSU4-162)
TSYS TurboApp MVV registration requirement for utility and government programs has been removed. (MTB4-93)
Mobile app version 1.7.1 release introduces new improvements and fixes. (CRM4-90)
Dialer call recordings being deleted from Twilio after retrieval can now be prevented using a new flag that keeps recordings after they are pulled into Merchant Central. (CRM4-48)
Merchant Profile tab displaying stale or deleted web form share values has been fixed. The issue previously caused form generation errors after a form was deleted. (MSU4-146)
Edit Category popup UI issue on the Manage Status States page has been resolved. (CRM4-75)
Blank page appearing in certain situations in Merchant Portal 2.0 has been resolved. (CRM4-88)
Send Web Form endpoint returning a 404 error due to an invalid share ID has been resolved. (MSU4-156)
Esquire files failing to upload in the TSYS TurboApp has been resolved. (MTB4-71)