Fixes & Improvements – Merchant Central

To view the 2026 new features list, click here.

2026

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)

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)

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)

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)

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)

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)

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)

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)

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)

2025

January

Administrators can now default the lead items that are copied to the new lead being duplicated from an existing lead. (LAO-1177)
The Mass Actions feature on the Merchant Management page now includes an option to assign selected users to the linked leads. (RAR-1702)
A field validation issue found in the Fiserv North TurboApp has been resolved. (PRB-1762)
An error message received when linking a Lead to a Merchant with a disabled user has been resolved. (LAO-1369)
Several new fee classes have been added to the Fiserv Omaha TurboApp as per the October 2024 updates from Fiserv. (PRB-1428)
An issue with users not being able to open a link in a Helpdesk ticket email has been resolved. (CGP-35)
The TSYS ELAPP TurboApp has been updated and now supports adding of sub-equipment for POS devices. (PRB-1916)
The 'show-if' field formula is now supported in e-signature applications generated via a web form. (PRB-1914)
Four new fees have been added in the Bundled and Unbundled PIN Debit section of the Fiserv North TurboApp (590, 593, 587, and 597 fee codes). (PRB-1554)
An issue with the email opened notification popup failing to show the DBA name for merchants created from the lead page has been resolved. (LAO-1513)
An issue with users not being able to move leads to a new status on the v2 Lead Statuses page has been resolved. (CGP-138)
Changes to lead fields (including field deletions) are now logged for historical purposes. (LAO-985)
An issue with redundant Owner recordsets being added to the lead after an e-sign document is submitted has been resolved. (LAO-1368)
The new MANUAL_MERCHANT_DEACTIVATION_OVERRIDE meta value now provides the option to override the default merchant re-activation rules, to prevent merchants from being automatically re-activated in certain scenarios. (1441)
The Residuals Details tab has been updated to include a new column for Agent Net payouts. (RAR-1435)
The MXConnect and Worldpay IQ integrations now support the import of merchant's legal name. (RAR-1451)
A UI issue found in custom group themes (incorrect colors applied) has been resolved. (LAO-1389)
A pagination issue found in the "Get residuals summary with merchant rows" Open API endpoint has been resolved. (RAR-1083)
The length of the Merchant Central user's first and last name has been increased to a maximum of 100 characters. (RAR-1508)
A new error message is now shown if a user uses the Copy button while creating a new lead, but the target field is hidden or deleted. (CGP-34)
An issue with users not being able to edit or adjust visibility settings on merchant memos has been resolved. (PAR-29)

February

The 2CF, 2CG, 2AU, and 2AV fees in the Fiserv North TurboApp have been changed to percent fields. (PAR-264)
The Z3V, Z43, and Z44 fees now accept negative values in the Fiserv North TurboApp. (PAR-173)
The Clover Cash Discount Program service has been added to the Fiserv North TurboApp. (PAR-200)
The Pricing Format field in the Fiserv TurboApp now includes an option for Flat Rate. (PAR-181)
Two new types of lead dropdown have been added including the TurboApp 'Equipment Templates' and 'Equipment Ownership'. (PAR-56)
The Cash Discount Program option in the Fiserv Omaha TurboApp has been changed from a checkbox to a dropdown menu with three options (N/A, Yes, No). (PAR-178)
The 500 Internal Server Error received while attempting to create a new lead using the Open API has been resolved. (CGP-188)
An issue with users not being able to delete a Custom Property value, even though it has no linked leads has been resolved. (CGP-83)
A new status trigger option called 'Set User to Field' has been added, which provides the ability to save the name of the user who updated the lead status in a selected lead field. (CGP-46)
The Open API endpoint for updating lead fields now comes with additional validation rules for the ABA routing number field type. (CGP-60)
An issue with lead field text becoming illegible when a dark mode theme is applied has been resolved. (CGP-184)
The Create button in the main menu sidebar is now hidden if the user has no permission to create any of the items in the Create popup window. (CGP-140)
A UI issue with text wrapping found in the Duplicate Leads popup (that appears when a duplicate lead is being created) has been resolved. (CGP-69)
An issue with users not being able to find a MID while creating a new Helpdesk ticket has been resolved. (CGP-204)
The Custom Property feature has been updated with several UI improvements including new tooltips shown on the different property levels. (CGP-151)
An issue with the bottom table on the Lead Overview tab failing to refresh after selecting a lead status in the top table has been resolved. (CGP-182)
An issue with Assign Users Trigger popup failing to save changes entered by user has been resolved. (CGP-185)
Email templates now include the ability to insert custom property placeholders in the email body. (CGP-47)

March

The 'TSYS - Update Pricing (Auto)' Helpdesk ticket now updates the EBT fee value as expected. (CGP-169)
An issue that prevented administrators from mass-updating custom properties on leads has been resolved. (CGP-142)
An issue preventing the custom property import from completing has been resolved. (CGP-226)
A user selection UI issue found on the Calendar page has been fixed. (CGP-272)
An issue with deactivated users getting assigned to new leads in v2 has been resolved. (CGP-268)
An issue preventing the merchant from viewing the Helpdesk ticket has been resolved. (CGP-253)
The search box in the custom property importer field validation popup now works correctly. (CGP-115)
The Adobe E-sign T&C button is now displayed correctly on mobile devices, allowing the user to complete the signing process as expected. (PAR-220)
The batch chart on the merchant Batches tab now displays correct data for Netevia merchants. (PAR-340)
A UI error in the lead 'Select Contact' modal, which appeared when creating and sending an invoice without a saved contact, has been fixed. (CGP-71)
Merchant users can no longer be assigned a non-zero split value that impacts the dynamic split calculation for agents. (PAR-72)
An issue with the PayPal field in the Fiserv North TurboApp not getting updated based on the lead field mapping has been resolved. (PAR-185)
The Same Day ACH option has been added for 'Same Day Funding' selection in the TSYS TurboApp. (PAR-180)
The TSYS FSP TurboApp now allows Canadian addresses to be added in the Owner section. (PAR-184)
An issue with users not being able to view images saved in lead attachments in the mobile app has been resolved. (LAO-1065)
An issue with the ticket due date time changing to AM in v2 has been resolved. (CGP-64)
The Fiserv North TurboApp has been updated with several new Clover fees and the Monthly Advantage Fee. (PAR-149, PAR-151, PAR-162, PAR-385)
A UI issue with a stuck category dropdown on the Helpdesk ticket edit page has been resolved. (CGP-254)
The Worldpay TurboApp now includes additional error messages to alert users about missing or inactive application groups. (PAR-282)
An issue with some fees failing to load and save in the Priority Payments TurboApp has been resolved. (PAR-305)
An issue preventing users from exporting the Residuals Details report with a filtered group has been resolved. (PAR-308)

April

A new option has been added to the Helpdesk Ticket Settings page, allowing admins to set a maximum number of users that can be assigned to a ticket. (CGP-238)
The issue causing transferred Dialer calls to neither ring users in the group nor register as missed calls has been resolved. (CGP-442)
An issue preventing users from connecting an Outlook account for use with Helpdesk tickets has been resolved. (CGP-444)
The issue causing missing and misaligned column headers when exporting leads to an Excel file has been resolved. (CGP-454)
An issue where the default date/time value failed to appear on the new lead page has been resolved. (CGP-103)
The Billed Monthly Same Day ACH and ACH Volume fees have been added to the North TurboApp. (PAR-541)
An issue that prevented users from selecting the sender in the "Send email to lead" status age trigger has been resolved. (CGP-461)
An issue with the Omaha TurboApp unexpectedly switching to North has been resolved. (PAR-542)
An issue with the Dialer window failing to load for some users has been resolved. (CGP-456)
An issue with users getting assigned to the wrong group on lead creation has been resolved. (CGP-421)
The Fiserv North TurboApp "MC & VI Comm Card I/C Savings Adj" fees are now required for Pricing Pass-Thru Interchange. (PAR-599)
An issue where changing the lead status color unintentionally reset other status settings has been resolved. (CGP-493)
An issue preventing an admin from editing the 2FA option in user account settings has been resolved. (CGP-462)
The Fiserv North and Omaha TurboApp pricing has been updated as per the latest API release from Fiserv. (PAR-343, PAR-344, PAR-387, PAR-489)
The names of the Amex fees have been improved for easier mapping in the Fiserv North TurboApp. (PAR-234)
The date range fields on the v2 TurboApp are now hidden until the Custom date range is selected. (PAR-388)
The Fiserv North product has been added to the Priority TurboApp. (PAR-147)

May

A few of the missing Paysafe equipment options have been enabled in the TSYS TurboApp. (PAR-376)
An issue causing multi-signer E-Signature applications to get stuck on the second signer has been resolved. (PAR-625)
The lead pricing format field was not updating correctly when the associated pricing template field was changed through a custom property update. This issue has now been resolved. (CGP-530)
The issue where the 3rd Owner radio button on the Location Information page in Fiserv North TurboApp appeared selected despite not being saved that way has been resolved. (PAR-573)
Obsolete fees have been removed from the TSYS TurboApp based on the latest PPM Key Fee Structure. (PAR-498)
A new Help button has been added to the E-Signature page, allowing users to open the e-sign app directly in Adobe's e-sign widget if the PDF file fails to load. (PAR-644)
An issue with TSYS fees failing to export to an Excel file from the My Merchants page has been resolved. (PAR-652)
The missing "Select All" option within the User Group section on the new user account page has been restored. (CGP-626)
The new MCC codes 5723 & 3169 have been added to the Fiserv Omaha and North TurboApps. (PAR-513, PAR-515)
The Fiserv North TurboApp logic has been updated to show the "MC & VI Comm Card I/C Savings Adj" fee only when BillBack is set to Yes. (PAR-624)
Several missing MFC codes have been added to the Fiserv Omaha TurboApp. (PAR-626)
A UI issue that prevented users from creating a lead after applying and then canceling a pricing template has been resolved. (CGP-516)
An issue preventing users from using placeholders in status triggers has been resolved. (CGP-535)
The Fiserv North TurboApp has been updated with new equipment including Software DejavooDvCreditRC1.20 and Datacap NETePay5.08SrsSs. (PAR-594)
The Fiserv North TurboApp has been updated to include 18 new FCSs, and 13 existing FCSs have been revised. (PAR-593)
An issue that caused the "Something went wrong" error when running an Advanced Report filter has been resolved. (CGP-567)
An issue causing the Home Page lead status tables to display incorrect categories and statuses has been resolved. (CGP-531)

June

The Fiserv North boarding schema has been updated to reorder the "NW INTK Merch Rsp Day 21–25" and "NW INTK Merch Rsp Day 26–30" fees. (PAR-733)
An issue with Elavon MPA equipment templates not properly associating values on public web forms without a lead has been fixed by updating the Elavon Webform API and equipment templates. (PAR-715)
The "Call is not active" error received while answering a Dialer call has been resolved. (CGP-617)
The North TurboApp has been updated to always display the Clover Security Plus Monthly Fee and the Bundle w/o TransArmor Data Protection Fee correctly, with improved rules for when each fee is shown and required. (PAR-617)
An issue blocking merchant applications due to a missing Auto_Settle setting for the NETWORK MRCHT GTW ISO equipment has been fixed. (PAR-643)
An unexpected validation message shown when creating a lead with a valid date field has been corrected. (CGP-122)
Several UI issues found in the Custom Property Importer have been resolved. (CGP-66)
A UI issue causing a delay when typing in the Notes field has been fixed. (CGP-72)
An issue where users could not turn off the NMI Gateway Integration option in the Management Console has been resolved. (PAR-532)
An issue where inactive ticket types created duplicate tickets when linked emails received new replies has been fixed. (CGP-502)
A UI issue that allowed users to select all Boarding API accounts through the “Board Merchant” button, bypassing STW restrictions for certain groups, has been fixed. (CGP-532)
The missing Wex and Voyager fees have been added to the Paysafe TurboApp. (PAR-404)
The Time Zone Autofill field now fills correctly from ZIP code on lead duplication. (CGP-125)
An issue found with incorrect Date & Time Field validation on the lead page has been resolved. (CGP-126)
An issue with the date picker appearing only partially in the date field on the lead record set tab has been resolved. (CGP-120)
An issue where the Add Selected Merchants button failed to add merchants during residual imports has been fixed. (CGP-654)
The issue that allowed users to create Helpdesk tickets with inactive groups has been resolved. (CGP-191)
New Clover Kiosk options have been added to the Fiserv North TurboApp. (PAR-159)
The phone formatting and validation rules have been updated in the Worldpay TurboApp. (PAR-176)
Inactive Clover Bundle options have been removed from the Fiserv North TurboApp. (PAR-298)

July

The Clover Go 3rd Gen has been added as an Optional Accessory to the existing Clover Account in the Fiserv North TurboApp. (PAR-285)
An issue that prevented the Merchant Importer from correctly updating user splits has been resolved. (PAR-790)
The Authorize.Net boarding ticket type now includes enhanced validation for phone numbers and Social Security Numbers. (CGP-833)
The mobile app has been updated to target Android 15 (API Level 35). (CGP-829)
A new feature flag, SIGN_MULTI_AUDIT_TRAIL, has been introduced to enable the inclusion of an audit trail for each signed document within an e-signature bundle. (PAR-816)
An issue that caused the SLA due date on newly created Helpdesk tickets to be calculated incorrectly has been resolved. (CGP-738)
The WEB_FORM_ACCESS_IN_PROGRESS_FORM flag has been added to control the visibility of the "In Progress" web form functionality. (PAR-857)
The issue with call outcomes not displaying in the Dialer after a call has been completed has been fixed. (CGP-840)
Several new Open API endpoints have been introduced for managing custom properties. (CGP-711)
The Fiserv North boarding schema has been updated to make the FSC Code 24W be optional. (PAR-733)
The issue with missing columns on the web form reporting tab on the homepage has been fixed. (PAR-869)
An issue with Esquire application upload failing to complete due to the new international phone number format has been resolved. (CGP-869)
An issue with the email template not pulling in custom property branding settings (logo and sender email) has been resolved. (CGP-864)
The issue with the Dialer action bar freezing when user switches between tabs has been fixed. (CGP-857)
A UI issue that prevented the import of new user lists has now been successfully resolved. (CGP-873)
The issue with the Westamerica Bank application failing to upload has been fixed. (CGP-902)
The MID numbers exported to Excel from the Helpdesk page are now prefixed with a single quote, to prevent Excel from converting them to scientific notation. (CGP-789)
The broken web form confirmation page has been fixed. (PAR-866)
A new e-signature setting to disable sending the signed PDF to the sender (e.g., sales rep) when notifications are sent to both sender and recipient has been added. (PAR-787)

August

Resolved an issue where incorrect dates were displayed on the Elavon TurboApp Underwriting Status page due to formatting errors. (PAR-891)
Changes to a Ticket Type are now recorded and viewable in the Ticket Type History section within the configuration popup. (CGP-443)
Users are now notified when a Ticket Type is changed. (CGP-939)
Improved error messages for Auth.Net boarding, providing clearer context to help resolve issues. (CGP-270)
Fixed an issue where the Home Page calendar widget did not display appointments correctly. (CGP-844)
The lead record set title now remains highlighted in red until all required fields are completed. (CGP-705)
Updated the Fiserv North and Omaha TurboApp with new enhancements and functionality as part of the August Fiserv API release. (PAR-963, PAR-975)
Fixed an issue where scheduled tasks retrieving ClientLine Enterprise report data failed due to "session expired" errors. (PAR-941)
Resolved an issue where default lead values were not populating correctly in lead fields during lead creation. (CGP-968)
Improved lead page validation, with clearer highlighting for field errors. (LAO-577)
The Statement and Profile tabs on the Merchant Details page now refresh correctly when a new merchant is selected. (PAR-972)
Fixed a phone field validation issue on the NMI Gateway integration page. (CGP-1011)
Resolved a formatting issue where lead invoices were missing header styling. (CGP-994)
Fixed an issue where the Dupe Checker was incorrectly returning leads from other groups. (CGP-697)
Users can now continue editing web form settings even if the e-signature document originally linked to the form has been removed. (PAR-777)
Updated the Worldpay TurboApp to support increased maximum rates and fees. (PAR-807)
Resolved the "URL Too Long" error encountered when deactivating merchants via the Importer Residual Reports page. (PAR-832)

September

A few UI issues found with the web form document upload and save progress features have been resolved. (PAR-1040)
The “MID has already been taken” error received when creating a new MID record to link to a lead has been resolved. (CGP-1027)
The “Something went wrong” error received while trying to copy field mappings from one e-sign app to another has been fixed. (PAR-999)
An issue where users linking leads to a new MID encountered the “You must select a user to link new record” error despite no option to select a user has been fixed. (CGP-1045)
An issue with users not being able to delete an Auth.net Gateway has been resolved. (CGP-1119)
The Software COMDATA SmrtSl v3 RC SRS (Ticket AZ 86826) and VF Viper 8.11.00 RC VPN equipment has been added to Fiserv North TurboApp. (PAR-750)
An issue with users not being able to upload a government-issued ID in the Worldpay TurboApp due to file validation issues has been resolved. (PAR-968)
The Group/Net Split information is now hidden in the TurboApp for users without ASSIGN_USERS_AND_SPLITS permission. (PAR-908)
The “Undefined array key 'File'” error encountered while attempting to upload attachments in the Priority TurboApp has been resolved. (PAR-979)
A UI issue found with the secure field mask on iOS devices has been resolved. (PAR-910)
An issue with deactivated users still receiving email in Merchant Central has been resolved. (CGP-1074)
A dollar field formatting issue found on the Authorize.Net Helpdesk ticket has been fixed. (CGP-909)
An issue with the e-sign app not refreshing after a new PDF upload due to caching issues has been resolved. (PAR-917)
An issue with incorrect residual payouts for users with 0% split when Pay Orders are enabled has been resolved. (PAR-689)
The Fiserv North TurboApp has been updated with new enhancements and functionality as part of the September Fiserv API release. (PAR-1006)
An “Invalid phone number format” error found on the web form’s international phone number field has been resolved. (CGP-1094)
An issue where MID values in webhook payloads were off by one digit due to JavaScript precision loss has been resolved. (CGP-1089)

October

Resolved an issue with MIDs being duplicated when merchants had multiple processing services. (PAR-1163)
Fixed a UI issue in the Web Form Fees Table widget. (PAR-1112)
Updated the Fiserv Omaha TurboApp to modify fee classes, require owner email fields, and apply new SSN/EIN restrictions. (PAR-1100)
Fixed a UI issue where Helpdesk Default Subject & Description formatting was not preserved. (CGP-1185)
Resolved an issue preventing advanced users from viewing Helpdesk ticket channel options. (CGP-1106)
Added a new web form lead tab in the Merchant Central mobile app. (CGP-1193)
Set the FSP Frequency Indicator to Daily and made Owner’s Email Address mandatory when MC is selected in the Fiserv North TurboApp. (PAR-1101)
Resolved several issues identified in the Merchant Central Android app. (CGP-1235)
Fixed an issue where choosing "Select All" on the My Leads page only selected the first 100 leads. (CGP-1221)
Resolved an issue where deleted status states appeared when creating a new group. (CGP-1191)
Fixed an issue with email placeholders not populating selected custom property values. (CGP-894)
Added a new warning message for duplicate fields in combined e-signature documents. (PAR-1263)
Included new FSC fees and Puerto Rico updates in the Fiserv North TurboApp. (PAR-973)
Added a new Manage Web Forms user class permission so users can only view web forms within their group. (PAR-988)
Enhanced the Fiserv Omaha TurboApp as part of the October Fiserv API release. (PAR-964)
Fixed an issue that prevented mapping the lead dropdown to the Discover Program dropdown in the Fiserv North TurboApp. (PAR-1222)
Resolved a performance issue with the Security Key Log search taking an unusually long time. (CGP-901)
Fixed a UI issue preventing users from selecting the year 2025 in the residuals report. (PAR-320)

November

The "Password verification failed" error received on the web form when the password contains special characters has been resolved. (PAR-1287)
An issue with users not being able to disable the "Working Hours" checkbox in the CRM Calendar has been resolved. (CGP-1323)
An issue where pay order updates were not reflected in future months and split history displayed incomplete or inconsistent data on the Residuals page has been resolved. (PAR-1221)
A few UI issues found on the Advanced Report dialog have been resolved. (CGP-1349)
An issue where the Pricing Template field in Helpdesk ticket default subjects returned numeric IDs instead of the correct template names has been fixed. (CGP-1342)
A reset button has been added to the Lead Source and Campaign settings in the web form. (PAR-1284)
An issue with the round-robin method failing to properly assign users to Helpdesk tickets has been resolved. (CGP-1286)
An issue with The Scoop page displaying an incorrect PCI status has been resolved. (PAR-1190)
An issue where managers received an incorrect “In Progress” webform link in notification emails, resulting in a 403 error when attempting to resume the form has been fixed. (PAR-1318)
A new endpoint has been added in the Merchant Central Open API that provides deletion of lead files. (CGP-1333)
Lead processor data update issues have been resolved and dropdown field default value handling improved to ensure accurate defaults, proper persistence, and correct display across new and existing leads. (CGP-1363)
An issue preventing the form header from loading on the confirmation page when submitting a Web Form from "In Progress" status has been fixed. (PAR-1317)
A few UI issues found on the Residuals and Manage Residuals pages have been fixed. (CGP-1389, CGP-1391, CGP-1374)
The Internal Server Error that appeared after deleting a Web Form and trying to generate a Web Form session from Lead page that was not reloaded has been resolved. (PAR-1303)
Resolved an issue where tiny floating-point values were not rounded to 0.00, causing some $0.00 payments to appear selectable in the residuals summary view when they should not be. (PAR-1153)
New MCC codes for Airlines and Lodging have been added to the Fiserv North TurboApp as per the latest API updates from Fiserv. (PAR-1242)
An issue where some user classes that do not have access to view residual reports could see payouts from the Homepage residuals widget has been resolved. (PAR-1269)
New DMS and SMS fee codes have been implemented and existing Package Mail fee names were updated in the Fiserv North TurboApp. (PAR-1282)

December

Resolved the “Affiliate cannot set billME on fees” error encountered on the NMI Gateway ticket. (CGP-1392)
Adding a domain name that is already in use within Branding Settings now displays a clear and appropriate error message. (CGP-1330)
Fixed an issue where leading zeros were removed from SSN fields on web forms due to number rounding behavior. (PAR-1393)
Removed the duplicate MCC code 3028 from the Fiserv North TurboApp. (PAR-1301)
Corrected an issue where inactive merchants were incorrectly displayed as active in the RA (Reactivated) column on the Residual Import Reports page. (PAR-1380)
Repay TurboApp applications with AMEX OptBlue enabled are now submitted to TSYS FEO with the Accept AMEX flag correctly set on equipment and terminals. (PAR-1281)
Resolved an issue preventing users from generating e-signature documents from the mobile app. (CGP-1464)
Updated incorrect default values for McProcessingIntegrityUndefinedAuthMin (FSC 03I, PFid 9253) in the Fiserv North TurboApp. (PAR-1383)
Added several previously missing fields to the Repay TurboApp, including MidQual, NonQual, and additional rate fields. (PAR-1252)
Added a new routing number for Ball Bank to the lead bank auto-fill field. (CGP-1459)
Added new LAC (Latin America and Caribbean) fees to the Fiserv North TurboApp. (PAR-1428)
Fixed an issue where incoming calls remained in the call waiting queue after being answered by an agent. (CGP-1395)
Resolved an issue causing web form filters to incorrectly return zero results in the web form list. (PAR-1271)
Fixed an issue in the TSYS TurboApp where bank and association IDs were passed instead of bank and association numbers when copying default values. (PAR-11272)
Added the iPOSPay 1.0 GTW RC SRS equipment option to the Fiserv North TurboApp. (PAR-1413)
An issue with deactivated users being able to complete the SSO login before being redirected back to the login page has been resolved. (CGP-1448)
Updated Monthly Volume and Average Ticket lead fields now automatically sync across all linked merchants. (PAR-1257)
Improved error messaging for the TSYS – Update Pricing (Auto) ticket type. (CGP-1449)

2024

January

An issue with users not being able to assign the primary user while mass updating merchants has been resolved. (RAR-214)
POST tokens have been removed as the method of collecting lead data in web forms. (LAO-221)
An issue with the TSYS TurboApp getting stuck after the user enters the Transaction Destination information has been resolved. (PRB-246)
The "Internal server error" that appeared when a user tried to save a view in the Advanced Report widget has been resolved. (POR-47)
The 'Remove User' and 'Manage Commission' icons no longer appear on the Manage User page if the two features are disabled for the current user's user class. (POR-13)
An issue with missing merchant transactions for a Fiserv North merchant has been resolved. (RAR-170)
An issue with users not being able to select Virgin Islands in the TSYS TurboApp has been resolved. (PRB-160)
The Elavon API validation error messages have been updated in the Elavon TurboApp. (PRB-250)
An issue with the PCI Non-Compliance filter not showing the correct merchants on The Scoop page has been resolved. (RAR-184)
The leading zero in routing numbers is no longer truncated in the CSV/Excel reports generated from the Advanced Reports tab. (LAO-110)
The custom property names are now displayed correctly in the CSV/Excel export started from the Reports tab on the Home Page. (LAO-154)
The lead dollar fields now allow for more than two decimal places to be saved in v2. (RAR-152)
An issue with the merchant account for an approved North TurboApp application getting assigned to an incorrect datasource has been resolved. (PRB-99)
An issue with users not being able to update the properties of an e-signature document due to an error message has been resolved. (PRB-156)
An equipment model incompatibility error found on submitting the Fiserv North TurboApp has been resolved. (PRB-118)
The abbreviated Additional Service options in the Elavon TurboApp now show tooltips with the full names of the options for better understanding of the users. (PRB-82)
The duplicate leads warning popup now includes links to the duplicate leads in v2. (CR1-1448)
An issue with the mapped e-signature fields not being displayed in green color on the mapping page has been resolved. (CR2-1063)
The CardConnect integration now allows for additional files (Historical Chargeback Data) to be included in the ingestion process. (PII-1413)
An issue with incorrect date sorting of lead attachments has been resolved. (CR1-1411)
A text overflow UI issue found in the Send Mass SMS popup window has been resolved. (CR1-1390)

February

An issue with the Web Form Copy button clearing the fields it was meant to copy has been resolved. (PRB-320)
A missing Clover equipment option has been added to the Fiserv North TurboApp. (PRB-312)
An issue with users not being able to attach existing lead files to a Helpdesk ticket has been resolved. (LAO-354)
An issue with disappearing PASO Custom Fees has been resolved. (RAR-393)
An issue with the North TurboApp AMEX OptBlue Transaction Fees not being sent when Flat Rate (Simple) is selected has been resolved. (PRB-248)
The missing FSC Y48 and FSC 0FK fees have been added to the Fiserv North TurboApp. (PRB-361)
An issue with users not being able to log in using iPhone facial recognition has been resolved. (POR-39)
An issue with Helpdesk tickets failing to open when ticket attachments are not set with a label has been resolved. (LAO-177)
The PIN Debit Application Fee has been added to the TSYS ELAPP TurboApp. (PRB-288)
An issue with calls placed using the mobile app getting unexpectedly disconnected has been resolved. (POR-116)
A few discrepancies found in the Daily Batches data exported to an Excel/CSV file have been resolved. (RAR-161)
The Email icon no longer appears on lead file attachments if the attachment label doesn't allow user to send the document out. (LAO-89)
An issue with inactive merchants getting activated by the system even though they don't have a data source has been resolved. (RAR-272)
A TurboApp issue with submitting merchants in Virgin Islands has been resolved. (PRB-342)
An issue with a linked mailbox disconnecting from Helpdesk on its own has been resolved. (LAO-109)
The Web Form settings popup window has been updated with several improvements. (LAO-221)
An issue with the lead filter failing to apply the selected filters correctly on the My Leads page has been resolved. (POR-102)
An issue with users receiving duplicate notifications for missed calls has been resolved. (POR-87)
An issue with users not being able to select the country in the NMI maintenance helpdesk ticket has been resolved. (LAO-252)

March

The Paysafe Reporting integration now includes daily discounts. (RAR-31)
A new option has been added in the TSYS boarding settings to enable users to set a custom MID prefix number. (PRB-407)
The "Something Went Wrong" error that occurred on closing the Manage Form Links window on the Web Forms page has been resolved. (PRB-679)
The Lead ID field type can now be mapped to E-Signature documents. (PRB-440)
An issue with users not being able to export merchants from the My Merchants page due to low memory has been resolved. (RAR-134)
An issue with the residuals summary export only showing the first page of the summary when using the default exports settings has been resolved. (RAR-613)
An issue with users not being able to select the third location in the FD North TurboApp has been resolved. (PRB-325)
An issue with users not being able to export reports from the Risk Alerts and Notifications page has been resolved. (RAR-478)
A new feature flag has been added in the system settings that disables automatic linking of merchant or lead to a Helpdesk ticket created by email. (LAO-411)
An issue with merchants boarded through TSYS TurboApp getting pulled into the CRM with the Legal address in place of the DBA address has been resolved. (RAR-485)
An issue with the Generate E-Signature Document API endpoint failing to attach the generated PDF to the lead page has been resolved. (PRB-459)
The TSYS Group Codes are no longer shown truncated on the Account Status tab of the Merchant Details page. (RAR-428)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the February API release from Fiserv. (PRB-327)
The Clover Kiosk equipment option has been removed from the Fiserv Omaha TurboApp. (PRB-517)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the January API release from Fiserv. (PRB-89)
An issue with the user placeholder in the Stopped Processing notification email showing an incorrect user has been resolved. (RAR-416)
An issue with the web form data failing to pass to the e-signature document when the web form is generated from the lead page has been resolved. (PRB-368)
The /helpdesk/{ticket_id} API endpoint now removes HTML character codes from the ticket comments returned in the response string. (LAO-33)
An issue with synced Gmail accounts disconnecting from the CRM at random times has been resolved. (LAO-219)
The errors encountered when updating the TSYS merchant pricing via the "TSYS - Update Pricing Auto" ticket have been resolved. (LAO-328)
An issue with inconsistent totals caused by "unknown" transactions in Clearent merchant transaction reporting has been resolved. (RAR-353)
An issue with destination sales tax not calculating correctly in lead invoices has been resolved. (LAO-190)

April

The "Selected time is no longer available" error received when a client tries to set an appointment using the user appointment link has been resolved. (LAO-587)
Existing lead files added to a helpdesk ticket are no longer duplicated on the lead once the ticket is resolved. (LAO-531)
An issue with lead attachments being duplicated when the lead is shared with another CRM site has been resolved. (LAO-578)
The "Boarding GID has already been transmitted and cannot be transmitted again" error message received in the TSYS TurboApp has been resolved. (PRB-675)
An issue with outbound Dialer calls failing to log in the Lead Notes tab has been resolved. (LAO-557)
The file upload buttons can now be enabled in e-signature applications enabling clients to upload supporting documents on the e-signature page. (PRB-379)
The Web Form now shows the correct group logo image based on the group settings. (PRB-444)
A UI issue found with the Web Form Consent checkboxes has been resolved. (PRB-767)
An issue with chargeback email notifications failing to go out to merchant users has been resolved. (RAT-602)
The Invoice Email template now shows the correct domain in the invoice link based on the group settings. (LQO-499)
The Worldpay TurboApp Ownership Percentage field can now be set to 100% for both the primary owner and the beneficial owner, in cases where the primary and the beneficial owner are the same person. (PRB-467)
The Fiserv TurboApp (Omaha and Wholesale) now provides the ability to select the PIN Debit card networks that will be enabled for the merchant. (PRB-471)
The /helpdesk/{ticketId}/comment API endpoint now returns an error when adding a file to the helpdesk ticket that has an invalid file label. (LAO-347)
An issue with the Web Form failing to display pricing fields when generated from the lead page has been resolved. (PRB-730)
The Unassign User mass action on the Merchant Management page has been improved for faster performance. (RAR-520)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the February API release from Fiserv. (PRB-357)
The Clover Kiosk equipment type has been added to the Fiserv Omaha TurboApp. (PRB-518)
An error message that appeared after trying to merge the conflicting data sent from a web form has been resolved. (PRB-543)
A UI issue found on the TSYS Hierarchy page has been resolved. (PRB-684)
An error message that appeared while boarding a merchant to NMI via a Helpdesk ticket has been resolved. (PRB-500)

May

The Merchant Visibility field has been added to Helpdesk tickets to indicate if a ticket is visible to merchant users or not. (LAO-698)
An issue with users not being able to navigate to the next page of the web form has been resolved. (PRB-743)
The Lead ID column has been added on the My Underwriting page. (LAO-719)
The Repay (FKA TriSource) TurboApp default values are now applied automatically based on the selected sort code. (PRB-865)
The Edit and Delete icons are now hidden from the Shared Advanced Report for users that don't have the Edit permission enabled on the report. (LAO-693)
Custom lead properties are now hidden from merchant users on the Helpdesk page. (LAO-612)
Two new fields have been added to the Fiserv North TurboApp including 'Government Controlled Merchant' and 'Merchant Country Origin'. (PRB-717)
The CSV/Excel reports generated from the User Accounts page no longer show empty columns. (LAO-90)
The 'Incremental Naming for Sections' option has been added to cloneable web form sections. (PRB-866)
The Associate, Groupwide, and Systemwide permissions on the TurboApp Underwriting Status page have been updated to provide improved visibility in specific scenarios. (PRB-712)
An issue with attachments uploaded via a web form getting saved on the lead page with incorrect names and labels has been resolved. (PRB-744)
A character encoding UI issue found on the calendar widget has been resolved. (LAO-609)
A few UI issues found on the public web form page have been resolved. (PRB-907)
A few UI issues found on the web form have been resolved, including a problem with the file upload button. (PRB-747)
A UI bug that caused the 'Showing' dropdown menu to be cut off on the User Accounts page has been fixed. (LAO-478)
The "Location 01: Corporate Info - When Chain Code blank we cannot input data for Chain Headquarter %" error message received in the Fiserv Wholesale TurboApp has been resolved. (PRB-812)
Lead events can now be sorted by date or task priority on the lead page. (LAO-553)
An error message received while adding the PAX S300 TransIT equipment in the ELAPP TurboApp has been resolved. (PRB-808)
New fields have been added to the Fiserv North TurboApp for Card Brand Fee Tiers (Visa, MC, Discover, and Amex). (PRB-719)
A popup alert is now shown when a completed E-Signature document differs from the one originally generated from the lead page. (PRB-274)
A reporting discrepancy found in the merchants/mid/deposits API endpoint has been resolved. (RAR-645)
An issue with users not being able to upload or copy images to an email template has been resolved. (LAO-617)
If a user tries to create a ticket for a merchant that has no account information a warning message is now shown and the ticket is not created. (LAO-42)

June

A header misalignment issue found in the CSV files exported from the Batches tab has been resolved. (RAR-914)
An issue with uploading static assets on the E-Signature confirmation page has been resolved. (PRB-978)
An UI issue found in the Create Note popup (where the Note Tab and Notify Users fields are unexpectedly reset when the note text is cleared) has been resolved. (LAO-794)
The "Repeating start date should be a valid date string" error received in the Line Item Importer has been resolved. (RAR-912)
An issue with files shared with a lead from a Helpdesk ticket failing to show up on the lead has been resolved. (LAO-791)
A server error message received in the mobile app when a user updates the 'For' field in a helpdesk ticket has been resolved. (LAO-747)
An issue with users not being able to delete a ticket outcome when the outcome was selected on a deleted ticket has been resolved. (LAO-703)
Additional validation has been added on the lead page to ensure that a user selects a Note tab when posting new notes from a notification popup. (LAO-751)
The missing routing number for Triad Bank has been added to the Bank Name Autofill lead field. (LAO-796)
The time zone lead field now shows the appropriate time zone for the ZIP code received via a POST Token request. (LAO-556)
The "Valorpy" software option has been added for the CLSBPLUS manufacturer and model in the TSYS TurboApp. (PRB-909)
Hidden lead fields are no longer displayed on the Lead Importer mapping page. (LAO-750)
An UI issue found in the uploaded files section of the Incoming Web Form Data page has been resolved. (PRB-872)
The TSYS FSP TurboApp has been updated with the new improvements and abilities as per the latest release of the TSYS Express SDK. (PRB-789)
An issue with users getting the 403 Error message when attempting to reset their password has been resolved. (LAO-785)
An issue with the Early Termination Fee date not being accepted in the TSYS TurboApp due to field date formatting has been resolved. (PRB-466)
An issue with users not being able to answer incoming calls in the Dialer has been resolved. (LAO-718)
The Fiserv North TurboApp has been updated with new Pricing Types options. (PRB-716)
An issue with Status Triggers firing off multiple times per event has been resolved. (LAO-763)
The Fiserv Omaha TurboApp has been updated with new options including the Add Clover Compact and MCC 3168 options. (PRB-581)
A user permissions issue found on the Advanced Reporting tab has been resolved. (LAO-712)

July

An issue with users not being able to log into the CRM's Gmail extension has been resolved. (LAO-883)
An issue with the E-sign application failing to go out to the 2nd signer when generated from a web form has been resolved. (PRB-1136)
The Fiserv North TurboApp has been updated with several improvements as per the latest API release from Fiserv. (PRB-1201, PRB-94, PRB-1150, PRB-1222)
An UI issue preventing users from viewing category details on the Sales Metrics page has been resolved. (LAO-950)
Secure TurboApp processor fields are now shown with only the last 4 digits across all processors. (PRB-1038)
An issue with TSYS Reserve Data reports failing to get processed has been resolved. (RAR-1049)
An issue with PASO Residuals custom fees details reporting as Level 2 has been resolved. (RAR-999)
An issue with the 'Review & Import Data' link in the New E-Sign Data Received notification popup pointing to an incorrect subdomain has been resolved. (PRB-871)
The Clearent TurboApp MID and Name character limits have been increased to 17 and 256 characters respectively. (PRB-1022)
Users tagged in the Helpdesk ticket comment box are now automatically added to the Notify Users box. (LAO-921)
Underwriting lead notes are now displayed only if the ScanX integration is enabled via metavalues. (LAO-897)
The Advanced Reports widget now displays the most recent lead note from any Notes tab. (LAO-880)
The PIN Debit Discount Rate and Same Day ACH options have been added to the TSYS ELAPP TurboApp. (PRB-1095, PRB-1097)
An error message received when a user tried to change a read-only custom property has been resolved. (LAO-761)
A new API endpoint has been added for retrieving the top 10 most frequently assigned users on a selected ticket type. (LAO-812)
The "AxiosError: request failed with status code 500" error received after submitting a web form with file attachments has been resolved. (PRB-528)
The Helpdesk Ticket Importer now allows only past dates to be imported into the Last Modified Date and Last Status Updated fields. (LAO-769)
The SSN fields in the TSYS ELAPP TurboApp are now optional if Type of Ownership is set to Government, Financial Institution, or Public Corp. (PRB-748)
An issue with field types failing to save on the TurboApp field mapping page has been resolved. (PRB-1160)
The Advanced Report tab now displays the correct lead source when the lead source is deleted. (LAO-790)
An error message received when opening e-sign documents in the mobile app has been resolved. (LAO-448)
An error message received when a user attempts to create a new note from the Merchant Actions menu has been resolved. (LAO-781)

August

The North Bay Credit Union routing number has been added to the Bank Autofill lead field. (LAO-1007)
An issue with users not being able to search Helpdesk tickets with IDs less than 100 has been resolved. (LAO-1055)
The broken Next button on the Corporate Information page of the FIS Worldpay TurboApp has been fixed. (PRB-1371)
The Paysafe TurboApp has been updated with several improvements in Mid-Qual and Non-Qual field validations. (PRB-950)
The Clearent TurboApp has been updated with several improvements including a fix for non-functioning default templates. (PRB-1379)
Broken equipment templates in the TSYS FSP TurboApp (the Auto Boarding feature) have been fixed. (PRB-1220)
An issue with secure field data shown as encrypted data in the files exported from the Lead History window has been resolved. (LAO-875)
A response status discrepancy found in the Dispute Reporting page for Clientline has been resolved. (RAR-1050)
An issue with the owner SSN field always set as required in the Fiserv North TurboApp has been resolved. (PRB-1382)
An issue with the signer email address field showing up with garbled text in the e-signature document generated from a web form has been resolved. (PRB-1277)
Custom lead properties now come with the ability to automatically apply a Pricing Template to the lead fields after a property is selected. (LAO-998)
The TSYS FSP Auto Boarding feature now comes with improved logging and error handling. (PRB-1249)
An issue with web form landing page failing to load has been resolved. (PRB-916)
The live chat button has been added to web form pages. (PRB-1260)
The Web Form color scheme can now be inherited from the group colors. (PRB-1291)
The Clover Software Plan options have been updated in the Fiserv North, Omaha, and Wholesale TurboApps. (PRB-441)
A UI issue found in the default dark theme has been resolved. (LAO-956)
The mobile app now locks up automatically after 5 minutes of inactivity. (LAO-821)
The Paysafe TurboApp secure fields have been updated with the secure field UI widget. (PRB-1060)
An issue with users not being able to add more than one card to the Authorize.Net gateway in lead payments has been resolved. (LAO-795)

September

An issue with URLs in Helpdesk tickets not being decoded properly has been resolved. (LAO-1003)
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)
A UI issue found with the date picker field on the lead page has been resolved. (LAO-1084)
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 have 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)
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)
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 form setting lingering on even after the confirmation page settings are reset has been resolved. (PRB-1361)

October

The missing 'No' option has been added to the "Samsung 24 Inch Kiosk" dropdown in the Fiserv Omaha TurboApp. (PRB-1617)
The new TURBOAPP_LOGIN_ACESSS feature flag has been added to limit the list of processors displayed in the Board Merchant popup to only the processors that are assigned to the lead group. (PRB-1416)
The E-Sign application settings now include a new option to automatically change the lead status state to a new selected state when the application is sent out. (PRB-1679)
The lead categories and status states can now be re-ordered by dragging and dropping. (LAO-923, LAO-1240)
An issue with the Address lead field dropping the apartment number from the auto-filled address has been resolved. (LAO-1193)
Changes made to the 'Subject' and 'Description' Helpdesk ticket fields when a ticket is merged with another ticket are now saved in the ticket's history. (LAO-1137)
The Residuals Analytics export function now works correctly in v2. (RAR-1365)
The Fiserv TurboApp has been updated to include the "Cash Discount Program" option in the Additional Services section. (PRB-1328)
The Preview option in the Web Form Embed settings now displays the correct logo. (PRB-954)
An issue with Adobe signer fields showing up with garbled text when the e-sign app is generated via a web form has been resolved. (PRB-1518)
Synced email addresses can no longer be edited on the User Settings page. (LAO-1041)
When a user selects a different pricing plan in the Clearent TurboApp, the fees already entered in the Other Fees section are now saved instead of being cleared. (PRB-1502)
The lead Pricing Template can now be linked to a custom property in the template's settings, and shown or hidden in the lead pricing template dropdown based on user's custom property selection. (LAO-1112)
An error received when a user re-submits an e-signature document from a web form has been resolved. (PRB-1515)
An issue found in Microsoft Outlook integration that was caused by a deprecated API has been resolved. (LAO-1179)
The SIC code product description is now displayed correctly in the E-Signature document generated via a Web Form. (PRB-1278)
The REST API now includes support for phone number validation. (LAO-1110)
A new option has been added to multi-page web forms that allows the administrator to decide if the field validation should take place on form submission, or when the user moves to the next page. (PRB-1205)
New CRM users are now required to validate their email address before being able to send emails from the CRM. (LAO-953)
Helpdesk ticket outcomes can now be made required in the Helpdesk Ticket Categories settings. (LAO-1066)
Deactivated users can now be exported from the Advanced Reports tab. (LAO-1113)
A new "Date & Time" field type has been added to the lead page and to the Helpdesk Ticket Importer. (LAO-1085, LAO-1025)

November

Adobe field calculation formulas have been enabled for e-signature apps generated via the web form. (PRB-1777)
The lead status is now updated correctly when a combined e-sign application is completed (based on the new lead status setting in the primary application). (PRB-1745)
The Web Form now includes an option to add Copy buttons, that allow the submitter to copy one set of fields to another. (PRB-1782)
If a user group assigned to a web form is deactivated, the lead generated via the web form is now assigned to the primary user group. (PRB-1768)
A deleted TurboApp pricing format now continues to be displayed in the TSYS - Update Pricing (Auto) Helpdesk ticket if it was applied to the merchant prior to its deletion. (LAO-400)
Dollar and percentage fields are no longer rounded on the web form page. (PRB-1776)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the November API release from Fiserv. (PRB-1673, PRB-1603)
An issue with the 'Copy Style Form' option in the Web Form Share Settings failing to copy the logo settings has been resolved. (PRB-1741)
A UI issue found on the Custom Properties management page when the custom property is saved with a very long name has been resolved. (LAO-1265)
An issue with a missing TSYS MID deposit that was caused by a character limit has been resolved. (RAR-1473)
The ability to link Merchant Central users to Sales Reps on the Manage Sales IDs page has been added for Elavon, Repay, Worldpay, and Fiserv processors. (PRB-1546)
The TSYS TurboApp Interchange Qual Program fees have been updated with new fees from the latest PPM file. (PRB-1629)
The Agent Net column has been added to the Details view on the Residuals Reports page. (RAR-544)
The Merge Tickets button on the Helpdesk ticket is now hidden for users who don't have both the Manage Tickets and the Delete Tickets permission. (LAO-1306)
An issue with the "Notify all assigned users" option on the lead Attachments tab failing to notify assigned users when a file attachment is uploaded has been resolved. (LAO-1253)
An error encountered by a user while attempting to export a residuals report from the Grand Totals page has been resolved. (RAR-1558)
Users can now select equipment templates on the “TSYS - Add Equipment (Auto)" ticket type. (PRB-21)
An issue with Merchant Tiles failing to appear for merchant users has been resolved. (RAT-1235)
An issue with combined e-signature document importing lead data based on deleted field mappings has been resolved. (PRB-1496)
An issue with the CSV residuals report missing some of the data selected for export has been resolved. (RAR-1444)
An issue with the 'Accept American Express' checkbox in the Worldpay TurboApp failing to update based on the value of the mapped lead checkbox has been resolved. (PRB-1210)

December

An issue with the 'dollar' sign getting duplicated in e-sign apps generated from a web form has been resolved. (PRB-1882)
The reported slowness when generating a new e-signature document has been resolved. (PRB-1721)
Re-ordering of recordsets on the e-signature document mapping page has been disabled. (PRB-1883)
An issue with the web page always scrolling down to the embedded MC web form has been resolved. (PRB-1873)
The Elavon TurboApp seasonal months checkboxes can now be mapped to the lead checkboxes. (PRB-1872)
An issue with e-sign document generated via a multi-location web form providing the option to only sign for the first location has been resolved. (PRB-1832)
The "TSYS - Update Pricing (Auto)" Helpdesk ticket no longer freezes on submission. (PRB-1897)
A new TURBOAPP_LINKED_REPS flag now provides the ability to link Merchant Central users to Sales Reps on the TurboApp New Application page. (PRB-1545)
The Dispute Responder now supports multiple case numbers. (RAR-1597)
An issue with decimal numbers resetting to zero when a different operator is selected in the Web Form Conditional Logic popup has been resolved. (PRB-1814)
The Max Transaction Amount field in the NMI integration now allows for zero values. (PRB-1805)
An issue with Outlook emails failing to sync with the CRM lead has been resolved. (LAO-1308)
The Upcoming Event popup alert now shows the current event duration. (LAO-1034)
A UI issue found on the "Received Lead Data" popup (window is duplicated if moved) has been resolved. (LAO-1011)
The "Authorize.Net Boarding" ticket type no longer freezes when the FD Omaha processor is selected. (PRB-1281)
The "Application source is required" error encountered while trying to upload an e-sign document has been resolved. (PRB-1858)
Two new plans have been added to the Clover Software Plan field in the Fiserv Omaha TurboApp, as per the October update from Omaha. (PRB-1711)
The FD 150 equipment is now allowed with the 'M Supermarket' Industry Type in the Fiserv North TurboApp. (PRB-1269)
An issue with users not being able to create a new lead due to a deleted Google Maps autofill field has been resolved. (LAO-1223)
The Fiserv North TurboApp underwriting reporting module has been updated with several new improvements, and any empty comments were removed. (PRB-1756)
An issue with users not being able to delete a lead attachment has been resolved. (LAO-1345)

2023

January

The lead fields displayed on the Manage Lead Fields page now also show the TurboApp processors and fields they are mapped to. (TAP-28)
The Account Status tab on the Merchant Details page now shows the Open and Close dates for TSYS terminals. (TAP-19)
The MC Comm Card I/C Savings fee is no longer hard coded to 75% in the North TurboApp. (42482)
The grouping of the TSYS fees shown in the TSYS - Update Pricing ticket type has been improved for easier use. (41610)
The Maverick Payments Reporting integration now includes information on adjustment (Reserve) amounts. (PII-36)
The "Find a Transaction" button has been added to the Authorizations tab on the Merchant Details page for TSYS merchants that have ADF reporting enabled. (PII-34)
A new option for importing FDFG North feeds has been added in the datasource setup. (PII-14)
The First Data North TurboApp has been updated with new improvements and abilities as per the January API release from First Data. (41723)
The Country fields in the TSYS TurboApp are now validated to ensure the entries are accurate. (41307)
The residuals report import feature now provides the ability to assign users to merchants based on specific code fields. (36402)
An issue with AccessOne API MIDs showing duplicate transactions has been resolved. (42527)
An issue with the SMS Authorization Page showing the Merchant Central internal domain has been resolved. (42289)
The Open API now includes new endpoints for working with web forms. (40726)
An issue with users not being able to upload new slides due to a '400 Bad Request' error has been resolved. (42352)
The new 'POS Condition for retail, keyed transaction' option has been added to the NMI Boarding ticket for First Data Omaha merchants. (42348)
A UI issue that caused multiple memos to be created from a single submission on the Merchant Details page has been resolved. (42283)
A UI issue found on the 'TSYS - Update Pricing (Auto)' Helpdesk ticket has been resolved. (41504)
The residuals report import feature now displays a list of changed user assignments after the import is completed (if the commission function is enabled). (41123)
The Import Client Level Expenses option has been added to PASO reports. (37913)
The 'Access to Merchants of Managed Users' permission has been added to the User Class permissions page. (41659)
An issue with users not being able to upload images to a Quick Email has been resolved. (42138)
An issue with some users not being able to change the lead status state has been resolved. (42100)

February

An issue with the lead fields saving 0.00 values as blanks has been resolved. (CR1-217)
The Manage Merchant page now includes a History button (in the Actions column) which shows the history of changes made to a user. (MSR-167)
A warning message is now shown if a user tries to use the "View As" feature without appropriate permissions. (CR1-215)
Pop-up notifications have been enabled for web form activity including e-signature documents completed via the web form. (CR2-251, CR2-253)
An issue with incorrect lead campaigns being listed on the My Leads page has been resolved. (CR1-216)
An issue with users not being able to download lead files has been resolved. (CR1-205)
New user notification settings have been added for web form activity. (CR2-228)
A UI issue found on the visual mapping page has been resolved. (CR2-237)
An issue with the pricing template fields not getting saved on the lead has been resolved. (CR1-140)
An issue with users not being able to save default values in the web form pricing table has been resolved. (CR2-9)
The Ingenico Tetra and Verifone Engage for Service Level RDO equipment options have been added to the Add New Equipment ticket. (TAP-86)
The TSYS Manage Demographics ticket now includes the ability to update the custom user data fields. (CR2-222)
The changes in secure lead fields can now be viewed in the field's history log. (CR1-172)
An issue with users not being able to sort the residuals reports by Payment column has been resolved. (MSR-7)
The "PDF is protected" error message that appeared when uploading an e-signature document has been resolved. (CR2-49)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the February API release from Fiserv. (TAP-25)
The Lead Overview widget on the Home Page now includes toggle switches for enabling or disabling lead status states. (CR1-75)
Visitor tracking is now automatically enabled on all new web forms. (CR1-73)
The appointment links are now generated using the default domain of the group that the lead is assigned to. (CR1-50)
A new placeholder called application_url has been added to the email templates which shows the e-signature application URL based on the lead group domain. (CR2-106)

March

An issue with decrypting secure lead fields has been resolved. (CR1-344)
An issue with TSYS MIDs showing duplicate deposit data has been resolved. (PII-335)
A new warning message is now displayed when the automated welcome email is sent to a new merchant but the primary email address is not set on the lead. (MSR-265)
An issue with closed First Data Canada merchants being displayed as open has been resolved. (PII-308)
An issue with users not being able to upload .pptx files on the Manage Documents page has been resolved. (CR1-362)
The minimum discount start date value is now displayed correctly in the 'confirm changes' window on the TSYS Update pricing ticket. (TAP-198)
The selected e-signature email template is now validated on new web forms to ensure that it is set up with the e-signature link. (CR2-336)
The option to delete the last Favorite Schedule Defaults date in user settings is now disabled to ensure at least one default date is set. (CR1-326)
Logs are no longer duplicated on clicking the Secure Lead Field "Key" icon multiple times in the Lead History. (CR1-304)
An issue with users not being able to open lead attachments has been resolved. (CR1-318)
An issue with the NMI Create Gateway Account ticket returning an error message for specific sub-affiliates has been resolved. (CR2-337)
An issue with Worldpay MIDs not showing deposits information has been resolved. (PII-223)
A "protected PDF" error message received when attempting to upload an e-signature document has been resolved. (CR2-299)
The lead Category dropdown can now be filtered quickly by typing the name of the category. (CR1-282)
An issue with lead checkboxes not getting cleared on applying a Pricing Template has been resolved. (CR1-237)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the March API release from Fiserv. (TAP-123)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the March API release from Fiserv. (TAP-122)
An issue with the system showing the first signer's information in the e-signature notification email intended for the second signer has been resolved. (CR2-267)
The "Dejavoo/Aura App" option has been added under the Datawire integration. (CR2-292)
The Edit Payment Profile popup on the lead now shows only the last four digits of the routing number and the bank account number. (PII-213)

April

The e-signature document generated from the web form is now attached to the confirmation email correctly once the document gets signed. (CR2-448)
A confirmation window now appears if a user makes changes on the Permissions page and tries to reload the page without saving the changes. (CR1-438)
An issue with the e-signature email template not being sent to the client after the e-signature document is generated using the web form has been resolved. (CR2-436)
The new Global Payments Boarding data source has been added. (TAP-249)
An issue with residuals report line items failing to show for current or future months has been resolved. (MSR-176)
An issue with Dispute Responder chargeback replies failing to submit or update the reply status has been resolved. (MSR-371)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the April API release from Fiserv. (TAP-196)
Two new TSYS maintenance ticket types have been added for updating the PIN-Debit and EBT settings. (TAP-17, TAP-32)
An issue with users not being able to download CRM attachments using the REST API calls has been resolved. (CR1-406)
The EBT fields in the Fiserv North TurboApp now allow for up to four decimal places. (TAP-247)
The lead notes now display the correct file URL for copied or uploaded images. (CR1-394)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the April API release from Fiserv. (TAP-150)
The Custom Fee Schedules on the NMI boarding ticket are no longer reset after switching to a new tab. (CR2-384)
An issue with users not being able to schedule emails in Military Time has been resolved. (CR1-365)
An issue with the password reset link showing as expired right after it was created has been resolved. (CR1-340)
An issue with users not being able to upload .tiff files on the Manage Documents page has been resolved. (CR1-396)
A UI issue found on the My Leads page with checkboxes showing as HTML code has been resolved. (CR1-350)
An issue with the Authorizations Tab on the Merchant Details page crashing the browser due to memory issues has been resolved. (MSR-257)
The Manage Merchant page has been redesigned for the v2 interface. (IFE-24)
The Worldpay IQ integration now supports multi-factor authentication. (PII-455)
The "Page Expired Due to Inactivity Error" issue encountered while opening specific pages in the Safari browser has been resolved. (CR1-349)

May

An issue with documents not being displayed on the v2 Manage Documents page has been resolved. (CR1-510)
An issue with the residuals report page not loading in Summary View has been resolved. (MSR-597)
The Internal Error message received while boarding a merchant through North TurboApp has been resolved. (TAP-370)
An issue with a CSV file failing to upload in the Merchant Importer has been resolved. (MSR-255)
The SMS popup window now prevents the user from sending messages with cannabis-related content. (CR1-523)
An issue with users not being able to add a new order in the CRM web form has been resolved. (CR2-521)
An issue with the Deposits tab on the Merchant Details page failing to show invoice numbers for Auth.Net/First Data merchants has been resolved. (PII-457)
An issue with users not being able to save the filtered lead view on My Leads page has been resolved. (CR1-540)
The 500 Internal Server Error received upon submitting a web form with an e-signature document has been resolved. (CR2-497)
The mobile app now includes the ability to export a calendar event to a 3rd party calendar application. (CR2-491)
The field mappings for the Aurora API have been updated. (PII-504)
Users can now select a different e-signature email template from the email popup window if needed. (CR2-433)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the May API release from Fiserv. (TAP-328)
Canadian Institution numbers have been added to the Bank Autofill lead field type. (CR1-491)
An issue with multiple emails being sent out for the same dispute update has been resolved. (MSR-360)
Several issues found in the web form feature have been resolved. (CR2-477)
An issue with the Power Dialer freezing on users while using the Call Queue feature has been resolved. (CR1-490)
Very long dropdown fields on the TurboApp mappings page are now shown collapsed until they get mapped to a lead field. (TAP-264)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the May API release from Fiserv. (TAP-304)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the May API release from Fiserv. (TAP-197)
An issue with users not being able to log in using SSO due to an invalid request error has been resolved. (CR1-443)
The Resend E-Signature Document action shortcut has been added to the Web Forms widget on the Home Page. (CR2-410)
The lead field formats are now retained in the Excel reports generated from the reports tab. (CR1-156)

June

An issue with e-signature email placeholders not being displayed correctly in the email has been resolved. (CR1-434)
The Per Item field on the Add/Edit Fee popups in the TurboApp Additional Credit Card Fees section now allows negative values. (CR2-499)
An issue with the pricing template failing to update lead fields has been resolved. (CR1-582)
An issue with users not being able to hide the lead Attachments tab has been resolved. (MSR-398)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the June API release from Fiserv. (TAP-359)
The CRM chat feature is now also available in the mobile app. (CR2-175)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the June API release from Fiserv. (TAP-360)
An issue with the Merchant Importer failing to update user splits has been resolved. (MSR-466)
An issue with Custom Theme selector not applying the default settings correctly has been resolved. (CR1-648)
An issue with merchant address not showing up on the Portfolio Overview page for MIDs added via Merchant Data Sharing has been resolved. (MSR-245)
An issue with the Add Line Item popup window on the Residuals Reports page taking too much time to load has been resolved. (MSR-611)
An issue with users not being able to add attachments to emails in v2 has been resolved. (CR1-554)
The global notification popups are no longer shown in the TSYS pricing fees dialog. (CR1-631)
Secure field values are now hidden on the lead Revert Import log page. (CR1-327)
An issue with lead Address fields failing to auto-fill has been resolved. (CR1-471)
The "Equipment contactless reader is incorrect" error found in the Fiserv Wholesale TurboApp has been resolved. (TAP-267)
An issue with the minimized email draft disappearing when a user switches tabs has been resolved. (CR1-571)
The Clover Kitchen Display options have been removed from Clover Equipment Types in the Fiserv Omaha TurboApp. (TAP-398)

July

An issue with the Home Page becoming unresponsive after selecting the option to view "500 items per page" has been resolved. (CR1-829)
The second lead record set is now displayed correctly on the e-signature mapping page. (CR2-685)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the July API release from Fiserv. (TAP-554)
An issue with default values failing to populate in the Fiserv Wholesale TurboApp has been resolved. (TAP-283)
The lead payment history is now displayed correctly on the v2 lead page and home tabs. (CR1-902)
A new configuration option has been added in the TurboApp to allow users to skip uploading files for Fiserv North. (TAP-540)
The Merchant Profile tab has been optimized for faster loading speeds. (CR1-749)
An issue with the web form fields not populating the lead fields after the form submission has been resolved. (CR2-593)
The Copy button on lead recordsets now works correctly when copying fields from one record set to another. (CR1-769)
The users and email addresses used in the Helpdesk ticket comment notification field are now displayed correctly after submitting a comment. (CR2-662)
An issue with inbound and outbound calls failing to log in the Lead notes has been resolved. (CR1-630)
An issue with the web form failing to submit due to a blank email special field has been resolved. (CR2-676)
An issue with the receiver site failing to import merchant's deposit data via the merchant data sharing feature has been resolved. (MSR-574)
An issue with new leads being created with empty record sets has been resolved. (CR1-783)
The issue where the Save Dialog appears on exiting the lead even when no changes have been made has been resolved. (CR1-816)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the July API release from Fiserv. (TAP-478)
An issue with the Purchase ID failing to transfer to the receiving site using the Merchant Data Sharing feature has been resolved. (MSR-542)
The lead documents shown in the helpdesk ticket ‘Attach Existing Files’ popup are now sorted correctly by Upload Date column. (CR2-570)
An issue with dispute responses failing to save correctly has been resolved. (MSR-659)

August

The “Cc or Bcc” option has been added to the Mass Emails popup window in v2. (CR1-774)
An issue with Dispute Responder not showing the chargeback case number in v2 has been resolved. (MSR-860)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the August API release from Fiserv. (TAP-479)
An issue with interchange rates failing to populate in TurboApp defaults has been resolved. (TAP-430)
The web form dropdowns are now populated correctly when the web form is launched from the lead. (CR2-727)
The 'Allow Negative Per Item' option checkbox has been removed from the TSYS TurboApp. (TAP-515)
The 'Main Street Insight Product Type required' error received while submitting a Fiserv Omaha TurboApp has been resolved. (TPA-680)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the August API release from Fiserv. (TAP-598)
The lead Copy button now works correctly in v2. (CR1-943)
Deleting a lead field that was connected to the SIC Autofill field no longer prevents users from creating new leads. (CR1-973)
The Pricing Template button now works correctly in v2 lead. (CR1-915)
An issue with the closed Fiserv North MIDs not updating with closed information in the CRM has been resolved. (PII-794)
An issue with Canadian postal codes not being recognized in the lead Zip field has been resolved. (CR1-892)
An issue with the system not playing the voicemail recording based on the designated voicemail schedule has been resolved. (CR1-934)
An issue with the Helpdesk ticket SLA due date being calculated incorrectly when a user changes the ticket type has been resolved. (CR2-670)
Several new fields have been added to the Paysafe TurboApp. (TAP-596)
The email template placeholders can now also be used with fields that have the '%' character in the field name. (CR1-927)
The popup window for editing email template placeholders is now displayed correctly in front of the template editor. (CR1-928)
An issue with the Lead Importer getting stuck while checking for duplicates using an empty email field has been resolved. (CR1-913)
Several UI issues found in the Lead Importer on the v2 site have been resolved. (CR1-878)
An issue with the Email Domain Checker page failing to perform domain checks has been resolved. (CR1-877)
The 'Selected lead ID is invalid' error received while sending an SMS message from the lead has been resolved. (CR1-944)

September

An issue with batches failing to pull in for Priority MX clients has been resolved. (PII-1077)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the September API release from Fiserv. (TAP-673)
A UI issue found on the lead record sets where the calendar pick list is overlapped by other lead fields has been resolved. (CR1-1099)
The MID numbers listed in the Residual Analytics report no longer get truncated when exported to Excel. (MSR-774)
An issue with Merchant Central API residuals requests timing out has been resolved. (MSR-905)
An issue found in the Merchant Data Sharing feature that caused active merchants to be closed has been resolved. (MSR-934)
The TSYS - Update Pricing (Auto) ticket now includes an option for updating the minimum discount stop date. (CR2-782)
A UI encoding issue found in the Lead Import Revert Log has been resolved. (CR1-1097)
Several obsolete PPM fees have been removed from the TSYS TurboApp. (TAP-702)
An issue with the Created At column size on the Advanced Reports page has been resolved. (CR1-1020)
The Invitation Failed error message encountered while sending an invite to a WorldPay merchant has been resolved. (PII-964)
An issue with certain Chrome extensions causing the web form editor to freeze has been resolved. (CR2-757)
The Copy button on second and other lead record sets now works as expected. (CR1-879)
The Web Form editor has been updated with several UI/UX improvements. (CR2-788)
Lead fields next to a Text Area field can now be aligned normally on the v2 lead page. (CR1-298)
An issue with email and popup notifications failing to go out when new lead notes are added has been resolved. (CR1-1033)
An Ajax error found on the 'Who Is Online Activity' page has been resolved. (CR1-1072)
The lead page no longer allows empty files to be uploaded on the Attachments tab. (CR1-979)
The helpdesk checklist hyperlinks are now working as expected in v2. (CR2-649)
An issue with the Advanced Report showing a different number of leads after sorting by column has been resolved. (CR1-1035)
The Elavon Payment Descriptor field is now updated correctly via the NMI Maintenance ticket. (CR2-541)

October

An issue with new e-signature data failing to import back to the lead upon submitting the document has been resolved. (CR2-933)
The DTCP NETePay 5.1 RC DW equipment has been added to the Fiserv North TurboApp. (TAP-791)
The lead field Copy button now copies email fields correctly in v2. (CR1-1089)
An issue with users not being able to run the Email Domain Checker has been resolved. (CR1-1198)
Users can now link Helpdesk tickets to leads by searching the lead ID and other lead fields. (CR2-864)
An issue with admin users not being able to deactivate user accounts has been resolved. (CR1-1181)
The NMI Gateway option is no longer displayed in the TurboApp for clients that don't have an NMI reseller account. (CR2-934)
The "Clover Duo WiFi Terminal with/without Cash Drawer" option has been discontinued and removed from the Fiserv Omaha TurboApp. (TAP-768)
An issue with Walkme help components failing to display on the v2 site has been resolved. (CR1-1206)
An issue with the web form sending out an incorrect email template on submission has been resolved. (CR2-908)
An issue with admin users not being able to edit status states for groups other than their primary group has been resolved. (CR1-1184)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the October API release from Fiserv. (TAP-725)
Several UI issues found on the Lead Importer mapping page have been resolved. (CR1-1157)
An issue with Merchant Central leads being created without assigning groups has been resolved. (CR1-1103)
The Omaha North TurboApp has been updated with new improvements and abilities as per the October API release from Fiserv. (TAP-674)
A missing Business to Business checkbox option has been added to the Paysafe TurboApp. (TAP-740)
The Elavon TurboApp preview page now displays additional information on selected equipment. (TAP-747)
The Web Forms management page has been updated with several UI improvements. (CR2-901)
The Location and Corporate pages in the Elavon TurboApp have been updated with several improvements and fixes. (TAP-743, TAP-742)
An issue with risk alerts being sent to MIDs that do not have any chargebacks has been resolved. (MSR-901)
An issue with documents failing to appear in the Documents section of the mobile app has been resolved. (CR1-1159)

November

An issue with the E-Sign tab on the Home Page being unresponsive has been resolved. (CR1-949)
The 'Adobe Sign service rejected the e-sign document' error received when resending the document to the second signer has been resolved. (CR2-1021)
An issue with chargeback replies failing to go through after 5 attempts has been resolved. (MSR-1158)
The Cancel and Apply buttons have been added to slide-in filters on various pages. (CR2-1028)
An issue with users having access to merchants they don't have permissions for has been resolved. (MSR-1126)
A UI issue found on the Account Status tab on the Merchant Details page in v2 has been resolved. (MSR-1130)
The Add Note shortcut has been added to the Merchant Action menu on the Merchant Details page. (MSR-166)
An issue with users not being able to move/reorder table columns on the Home Page has been resolved. (CR1-1293)
The 'Internal server error' received on launching a new e-signature application has been resolved. (CR1-1300)
The Manage Groups page now includes an Export button for exporting the group data to a CSV or Excel file. (CR1-1331)
The View As permission no longer needs to be selected in tandem with the Manager Options permission. (CR1-1180)
The CRM web form now allows for up to 25 documents to be uploaded with each upload button. (CR2-150)
The Boarding Profile lead dropdown now loads the dropdown options dynamically based on the user group assigned to the lead. (CR1-1093)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the November API release from Fiserv. (TAP-758)
An issue with users not being able to mass update the merchant close date has been resolved. (MSR-1091)
An issue with users being able to create new leads without selecting required dropdowns has been resolved. (CR1-1250)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the November API release from Fiserv. (TAP-770)
An issue with the system failing to generate the e-signature link for the 2nd signer has been resolved. (CR2-931)
An issue with users not being able to select groups when creating new leads has been resolved. (CR1-1238)
An issue with special characters being displayed as HTML code in the Insert Field popup in the Quick Email has been resolved. (CR1-1185)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the November API release from Fiserv. (TAP-830, TAP-757)

December

An issue with the Lead.Created API webhook triggering an alert twice for the same lead has been resolved. (CR1-1403)
The lead page has been updated with several UI improvements and fixes. (CR1-1464)
The "Phone number is invalid" error message that appeared when a user tried to create a lead task has been resolved. (CR1-1429)
The CRM Dialer now supports Australian phone numbers. (IFE-174)
Web Form sections are now collapsible. (CR2-1046)
Submitted e-signature documents no longer return conflicting e-signature data for blank dropdown options. (CR2-1048)
The error that occurred on the event alert popup when a user attempted to reschedule the event has been fixed. (CR1-1428)
SMS message replies are now received by the agent that sent the most recent SMS message from the lead. (CR1-1349)
Several issues found in the Paysafe TurboApp (such as missing fields and information not being received by processor) have been resolved. (TAP-806)
Lead appointments can now be created in a selected time zone. (CR1-866)
An issue with users not being able to remove selected options in a multi-select field on the TurboApp Default Values page has been resolved. (TAP-929)
The columns on the User Accounts page can now be reordered and the new column order saved automatically. (CR1-1385)
An issue with agents being able to see other agents' data on the Appointment Board and Sales Metrics pages has been resolved. (CR1-1388)
The e-signature document Categories are now sorted in alphabetical order on the Manage Applications page. (CR2-1025)
The lead email special field is now set as the default sender field when sending mass emails to leads. (CR1-664)
An issue with users not being able to save multiple IP addresses in the API Token restricted addresses setting has been resolved. (CR1-1299)
A new API endpoint has been added which returns the custom lead properties and values. (CR1-1370)
An issue with merchants received through the Merchant Data Sharing feature being assigned to the incorrect user group has been resolved. (MSR-1178)
A file processing error found in the ACH files imported from a TSYS data source has been resolved. (PII-1365)

2022

January

An issue with split expiration dates not getting assigned to users after importing merchants with the Merchant Importer has been resolved. (34213)
The Ascentium Capital integration has been removed from the Administration page and TurboApp. (31343)
A discrepancy found in the Merchant Profitability report has been fixed. (34362)
An issue found in the DBA column in the Paysafe reporting integration where the column showed the merchant's MID number instead of the DBA name has been resolved. (34404)
A few additional tip settings have been added in the TSYS TurboApp equipment section. (33789)
The Export All feature in Residuals Reports has been improved to show the House information and the Agent's payout in one row. (32376)
The TSYS sales and transaction logic has been updated to handle all types of TSYS residuals. (34162)
The Fiserv Omaha Boarding API has been updated with new improvements and abilities as per the January API release from Fiserv. (32876)
The Fiserv North Boarding API has been updated with new improvements and abilities as per the January API release from Fiserv. (32877)
PASO Level1 PASS-THRU EXPENSE fees are now hidden from the expense table. (34023)
A new option has been added to the Boarding APIs page for Fiserv North to toggle the new equipment notification. (14679)
The E-Signature confirmation page can now be set up with group placeholders in addition to all previously supported placeholders. (19983)
An issue with the Chargeback Reply button missing from the Dispute Responder page has been resolved. (33995)
A reporting discrepancy found in the Merchant Industry integration has been resolved. (33498)
TSYS TransFirst merchant deposits with future dates are now shown with an explanation tooltip to indicate that the deposit is scheduled and has not occurred yet. (32506)
The Passport Number field in the TSYS ELAPP TurboApp now allows alphanumeric characters to be entered. (33777)
An issue with residuals report preparation failing to start automatically after the user splits have been changed has been resolved. (33765)
The Status Age trigger now comes with the ability to unassign selected users when triggered. (33111)
The lead can now be set with only one Primary Documents tab. (33656)
An issue with punctuation in lead fields being displayed as HTML character codes has been resolved. (33665)
An issue found with escaping special characters in lead field labels has been resolved. (32833)
Custom help tooltips can now be added to lead labels. (33331)
The Legal Name column has been added to the Merchants table on the Merchant Management page. (33906)

February

A new option for adding the Ingenico DESK5000 model equipment has been added in the TurboApp. (34837)
The TSYS SFTP importer now supports the latest file names format (_MLY_RES_). (34824)
The Net Income in Residuals Analytics has been replaced with Agent Net for Managers without a split. (30667)
Files uploaded from the Mobile App are now displayed correctly on the Attachments tab in the desktop version. (34851)
An issue with users being unable to search Paya ACH Profiles has been resolved. (34920)
An issue with the DBA name field showing the owner's name on the Manage Merchant page has been resolved. (34786)
An issue with calendar appointments not being shown in Day View for some users has been resolved. (34844)
An error found when boarding Discover to TransNational BIN has been resolved. (34766)
An issue with Helpdesk Tickets not getting generated from incoming emails has been resolved. (34283)
An issue with Chargeback Volume Ratio showing in the negative on the Risk Reporting page has been resolved. (34670)
An issue found with e-signature PDFs failing to upload on the new visual mapping page has been resolved. (34354)
An issue with chargeback reply status not getting updated when a merchant replies to the chargeback has been resolved. (34471)
The Lead Importer now handles the Excel/CSV files with missing lead email information correctly. (34605)
The webhook status is now updated correctly in the Authorize.Net gateway. (34662)
An issue with users not being able to select linked fields in the SIC Code Autofill, Time Zone Autofill, and Bank Name Autofill field types has been resolved. (34388)
Users can now add a new type of field to their lead called 'Text Field - Masked'. This field works in the same way as the 'Text Field - Secure' except it does not encrypt the saved value. (33694)
A new button has been added to the Manage Processors page that allows the user to view troubleshooting information for a specific datasource. (34546)
The TSYS TurboApp now opens on the Corporate Information page instead of the File Upload page. (34237)
An issue with the lead Status Age shown as N/A on the lead page has been resolved. (34467)
An issue with ControlScan merchants showing incorrect PCI expiration dates has been resolved. (33521)

March

An issue with users not being able to hang up calls in the Dialer has been resolved. (32913)
An issue with users not being able to apply the SSN formatting to a lead field has been resolved. (35286)
A discrepancy found between the Merchant Deposit values in SMS notifications and the actual deposit values in the CRM has been fixed. (34210)
Several issues caused by incorrect loading of the Calendar page have been resolved. (35359)
An issue with Paysafe merchant status switching from active to inactive on its own has been resolved. (35023)
An issue with attachments missing on the lead Attachments tab in the new UI has been resolved. (35314)
An issue with the Statements tab on the Merchant Details page not showing the downloaded TSYS statements has been resolved. (35232)
An issue with Helpdesk tickets missing from the Viewing Tickets report table has been resolved. (33988)
Two-Factor Authentication (2FA) can now be made mandatory for all users in a specific user class. (31603)
The Fiserv Omaha Boarding API has been updated with new improvements and abilities as per the March API release from Fiserv. (34718)
The Fiserv North Boarding API has been updated with new improvements and abilities as per the March API release from Fiserv. (34719)
The Edit Domain & Logo popup window on the Manage Site Domains page now includes links to preview the uploaded logo images. (35302)
The Merchant Details page can now be configured to display group-specific contacts to merchants. (35225)
An issue with uploading a TIF file in the Dispute Responder has been resolved. (35262)
The Status Trigger feature has been improved to ensure that unassigned users are not picked again with the round-robin user assignment method. (33464)
The Paysafe TSYS residuals mappings now support dynamic reading of imported columns. (35031)
An issue with dropdown menus getting cut off in the new UI has been resolved. (35019)
The Application Options popup in the ELAPP TurboApp now shows the selected Association and Processor Sales Rep fields correctly. (35125)
An issue with importing new e-signature data from a combined PDF application back to the lead has been resolved. (34921)
An issue with the Last Note column in the lead report table showing "None" instead of the content of the last note has been resolved. (35259)
The Fiserv Omaha Boarding API has been updated with new improvements and abilities as per the February API release from Fiserv. (34868)
A new endpoint has been added to the Open API which retrieves a list of lead fields from a specified lead tab. (34779)
When a user attempts to delete a Custom Documents tab from the lead, a popup window now appears that enables the user to move the documents to another tab prior to deletion. (33658)
An issue with Power Dialer calls being recorded even though call recording has been disabled has been resolved. (34802)
An issue with users not being able to assign the Misc Ticket Type to other users has been resolved. (35016)

April

The "Go To Lead" button has been added to the lead sharing notification popup. (31490)
The "View As" feature can now be enabled for a user class without also having to enable the Manager Options permission. (36017)
The Fiserv Omaha Boarding API has been updated with new improvements and abilities as per the April API release from First Data. (35227)
The Fiserv North Boarding API has been updated with new improvements and abilities as per the April API release from First Data. (35226)
Helpdesk tickets can now also be automatically assigned to user classes every time or using the round-robin method. (29117)
The 'Show only initial records' filter/checkbox has been added to the Dispute Reporting page. (32924)
An issue with Helpdesk Tickets getting linked to incorrect leads has been resolved. (36065)
An issue with users not being able to delete recurring payments from the lead has been resolved. (36102)
An issue where additional options are omitted when persistent residuals templates are assigned manually has been resolved. (35877)
The delegate E-Signature option has been removed from the E-Signature page. (35774)
The connection timeout for ControlScan sync operation has been increased from 60 to 120 seconds. (35827)
The per_page setting in the Residuals API now returns the correct number of results per page. (35978)
An issue with adding a start processing date for a closed MID has been resolved. (32536)
An issue with the invoice # and invoice description disappearing from a scheduled invoice after the payment is received has been resolved. (35906)
The Case Number column on the Chargebacks tab of the Merchant Details page now shows the correct case number and not the record number. (31987)
An issue with duplicate users being listed in the Chat selection sidebar has been resolved. (35637)
An issue found with entering a date in a lead date field manually has been resolved. (34827)
An issue with users not being able to receive incoming calls has been resolved. (35627)
Visibility rules for submitted TurboApp applications have been updated to ensure that Basic users only see the information that they're supposed to. (32069)
The case numbers are now displayed correctly on the Chargebacks tab for Netevia merchants. (35324)
Existing Helpdesk tickets no longer display users in the Assign To field if they are not in one of the user classes allowed by that ticket type. (35095)
An issue with the Visual PDF Mapper ceasing to function after a save has been resolved. (35461)
An issue with the states in the State dropdown being displayed as numbers in the Board Merchant popup instead of textual abbreviations has been resolved. (34166)
Copying secure fields on the lead using the Copy Fields feature is now possible so long as the field being copied is unlocked by the user. (34253)
Sales Volume Adjustments have been removed from the Risk Reporting page. (35514)
An issue with users not being able to set maximum length in the Text Area lead field type has been resolved. (35345)
A few issues found in the "TSYS - Manage Demographics (Auto)" ticket type have been resolved. (34393)

May

The Merchant Industry Datasource now supports integration with FDR Omaha reporting. (34736)
The Add Duplicate Form action has been added to the Web Forms page. (35858)
An issue with "Helpdesk Ticket Added" alert failing to appear for tickets created via a status trigger has been resolved. (36475)
An issue with Helpdesk tickets failing to assign to selected users has been resolved. (36832)
The Annual Volume validation rule has been updated on the TSYS Manage Demographic Helpdesk ticket. (36723)
The Fiserv North TurboApp has been updated with new fees as per May fee updates released by Fiserv. (36658)
Recently viewed tickets are now displayed in the Global Search field. (36657)
An issue with users assigned to Helpdesk tickets showing up multiple times on the ticket has been resolved. (36465)
An issue with signed E-Signature document getting logged multiple times on the E-Sign tab has been resolved. (36458)
An issue with fee and pricing information not getting updated for MXConnect merchants has been resolved. (35178)
The TSYS Wholesale TurboApp has been updated with additional validation rules. (36526)
The Fiserv Omaha Boarding API has been updated with new improvements and abilities as per the May API release from Fiserv. (35688)
The Fiserv North Boarding API has been updated with new improvements and abilities as per the May API release from Fiserv. (35629)
An issue found in the Fiserv Omaha TurboApp that caused the Rates & Fees page to never finish loading has been resolved. (36418)
An issue with the Power Dialer popup failing to appear on incoming calls has been resolved. (36486)
An issue with the Lead Importer failing to import a CSV file with numerous empty columns has been resolved. (36379)
An issue with Outlook Calendar failing to sync with the CRM Calendar has been resolved. (36035)
A fields filter has been added to the /leads endpoint in the Open API. (36092)
The Risk Reporting page has been updated to enable faster loading for clients with a large number of active merchants. (35244)
Blank characters are now automatically removed from the certificate entered on the Manage SSO page to prevent validation errors. (36281)
The broken Copy Mappings popup on the E-Signature visual mapping editor has been fixed. (36156)
The Netevia Volumes and Transactions are now displayed correctly on the My Merchants page. (36193)
An issue with users not getting assigned to Helpdesk tickets using the round-robin method has been resolved. (36287)
The additional signer fields in the Assign Additional Signers popup are now populated correctly in the new UI. (36279)

June

An issue with assigned leads showing up on the Manage Unassigned Lead page has been resolved. (37579)
The Lead Data Sharing feature has been enabled for Administrator users. (37517)
The Importer Residuals Reports tab now shows the additional information on the imported files including the data source and file name, date, and size. (36620)
A new warning message now appears if the PDF file uploaded for e-signature contains unsupported action buttons. (37433)
An issue with users seeing leads on the My Leads page that were not assigned to them has been resolved. (37654)
Helpdesk tickets created by System are no longer shown as created by Unknown User. (37515)
An issue with lead status changes being duplicated in the Lead History has been resolved. (32628)
The Fiserv North Boarding API has been updated with new improvements and abilities as per the June API release from Fiserv. (36471)
A new warning message is now shown if the PDF file uploaded for E-Signature contains no signature fields. (32166)
A problem with Helpdesk tickets that caused them to scroll only halfway down when there were numerous comments or checklist items has been fixed. (37230)
An improved DBA search in the Global Search field now provides faster and more accurate results. (36648)
An issue with the Lead Importer failing to import correctly formatted date fields from the CSV file has been resolved. (37206)
The PPM and Express connections are now re-validated when a new certificate is uploaded. (36603)
Email placeholders are now displayed correctly in email template subject and preview lines. (37282)
Several UI issues found in the visual mapping tool have been resolved. (37093)
An issue with lead data failing to appear in lead report widgets has been resolved. (37234)
The file preview button in the Resolve Ticket popup is now hidden for file formats that can't be previewed. (37141)
The Associated Transactions view has been updated to mirror the Daily Financials for TSYS Wholesale. (37249)
The processing alert threshold limit of 127 has now been removed, allowing the limit to be set to any number of days. (35235)
The Description field has been added to recurring payments and invoices. (27343)
The API notification for the Residuals Published event is now sent to Administrators with Systemwide Merchants permission even if they're not assigned to merchants or the Notify option is not selected. (35445)
An issue with the TSYS ELAPP TurboApp failing to submit due to empty PerItemFees field has been resolved. (37145)
An issue with secure lead fields being omitted from the Lead data export has been resolved. (36901)
The Zip Code field on the Invoice tab is now validated to ensure a proper zip code has been entered prior to creating a new invoice. (37026)

July

A discrepancy found between the transaction and volume totals shown in the online and mobile versions has been resolved. (37533)
An issue with the Merchant Importer creating two identical merchant records from the same import has been resolved. (38450)
The document size limit for attachments in the TSYS ELAPP TurboApp has been increased to 7MB. (22554)
The Issued Transaction ARN number in chargeback dispute responses is now validated to ensure it's exactly 23 characters long. (38003)
Built-in system labels can no longer be edited by administrators. (37201)
The TSYS fee structure has been updated as per the PPM fees updates for July 2022. (37632)
File label options now come with additional settings to control when the Helpdesk Ticket files will be copied to the lead. (32600)
The Add/Edit Link popup window on the Web Forms page now comes with new options for adding groups and assigning users. (37032)
The Fiserv Omaha Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (36847)
The Fiserv North Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (36846)
The TSYS Dispute Responder datasource settings popup now comes with a new option to customize the name of outgoing TIFF files. (38103)
An issue with ticket due date not getting updated correctly when the ticket type is changed has been resolved. (37934)
An issue with TSYS MIDs switching to Fiserv Omaha datasource has been resolved. (37605)
The Viewing Merchants page now provides options for showing custom pricing fields. (29854)
The Lead Data Sharing profile can now be renamed in the profile's settings. (36206)
The View Downloaded Files button has been added on the Manager Processors page for all report based integrations. (37334)
When multiple users are being added using the Setup Wizard, administrators now also have the ability to specify the users' Groups and User Classes. (37438)
An issue with users not being able to scroll past the first PDF page in the Visual Mapping tool has been resolved. (36682)
An issue with invoice notifications being sent out daily to merchants with monthly recurring invoices has been resolved. (37871)
The Residuals Templates have been updated with several UI and functional improvements. (36014)
The Lead History now properly records changes made to the Pricing Format and Package Format lead dropdowns. (37155)
The Dialer Activity and Agent Activity tabs now display consistent call duration totals. (37251)
The Lead Data Sharing feature has been updated with several UI and functional improvements. (35621)
The Address fields autocompletion feature now supports Canadian addresses. (23431)
The new Transfer History tab on the Lead Data Sharing Management Page now shows the history of lead data transfers. (36111)
The TSYS dispute reporter data source type has been updated to download files from several additional folders. (37006)

August

Additional Clover equipment options have been added to Fiserv Omaha TurboApp. (38952)
An issue with the selected datasource switching to Paysafe has been resolved. (38897)
The Dispute Reporting table now includes an additional column for closed date and a red dot indicator for closed merchants next to the DBA name. (33330)
The lead record set now comes with a new setting that prevents selected user classes from deleting record sets. (31709)
The NMI integration now comes with the ability to create new Fee Schedules on the fly. (38399)
The Manage Email feature in the mobile app now allows users to open the authorization web page without having to log into the browser. (38388)
The Paysafe TurboApp package sync operation has been improved by ignoring packages that are marked as deleted. (37074)
The Fiserv North Boarding API has been updated with new improvements and abilities as per the August API release from First Data. (37824)
An issue with some merchants not getting synchronized with the receiving site when sharing merchant data between sites has been resolved. (38551)
The 'Upload a document' Open API function now includes an additional setting for notifying users when a document is uploaded. (37810)
The "New Fees Added" error message received when a new residuals report is uploaded has been resolved. (38734)
An issue with read-only lead fields still showing up as editable fields in the v2 UI has been resolved. (38629)
The Fiserv Omaha Boarding API has been updated with new improvements and abilities as per the August API release from First Data. (37010)
The E-Sign tab now shows a warning icon in case a completed e-signature document was not imported to the lead successfully. A user can click on the warning icon to import the document manually. (38076)
A new API subscription has been added to the Open API to notify users when a Helpdesk ticket is deleted. (29952)
An issue with lead notes failing to show up on the Notes tab after being created using an Open API call has been resolved. (38726)
An issue with submitted TurboApp applications being displayed as incomplete apps has been resolved. (38652)
Landing Page Web Forms and Fillable Web Forms can now be inter-linked using the new settings on the Web Forms management page. (15701)
An error encountered in the TurboApp while boarding a Fiserv North merchant with Clover Mini Equipment has been resolved. (38474)
The name of the TurboApp processor shown in the SMS and email notifications when a merchant goes live can now be modified in the system settings. (28887)
An issue with lead recordsets not showing up in the new UI (although they are shown correctly in the old UI) has been resolved. (37798)
The account status details for Elavon merchants are now fetched automatically after the merchants are marked as closed. (38527)

September

An issue with lead fields incorrectly listed as mapped to the TurboApp has been resolved. (39056)
An issue with the Helpdesk API failing to create a new ticket has been resolved. (39790)
An issue with the Approved Deals graph rendering multiple times when the page is loaded has been resolved. (38148)
An issue with the Status Trigger failing to auto-create a helpdesk ticket has been resolved. (39516)
The Grid MM-726 upload error has been resolved. (38995)
An issue with web form files failing to attach to the lead has been resolved. (39799)
The CHGBK_RSN_CODE and CHGBK_RSN_DESC fields have been added to the Elavon report. (39436)
The Fiserv North Boarding API has been updated with new improvements and abilities as per the September API release from Fiserv. (38366)
The scheduled lead report popup now also displays the next run date. (39428)
Soft deleted processor no longer blocks the creation of a new processor with the same name. (39400)
The retrievals reply form in the Dispute Manager now includes the ARN# field as expected. (39518)
The Priority Payments MX product pricing section in the TurboApp has been updated with several UI improvements. (39219)
The Clover Go 3rd Gen option has been added as an optional accessory to MOBILE TO GO in the Fiserv North TurboApp. (39452)
An issue with the SIC Code placeholder in the email template failing to pull in the industry description has been resolved. (38543)
A few visual bugs found in the Risk Report have been fixed. (32831)
The Create Ticket page layout has been improved by showing the ticket's sections in alternating colors. (38993)
The reject_description property has been added to the batches and transactions list response in the Open API. (30495)
The system now notifies the user when new fees are detected in an imported residuals report. (31577)
The ability to download BusinessTrack files has been added on the Manage Processors page. (39336)
The Credential Continuity Fee has been moved under the MC Association Fees dropdown in the Fiserv North TurboApp. (39147)
An issue with audio recordings and voicemails arriving with significant delays has been resolved. (39060)
The multi-signer popup window now populates the signer name fields correctly in the new UI. (39233)

October

The Lead Data Sharing feature now includes the ability to share lead notes. (35143)
An issue with dropdown-to-checkbox mappings in e-signature documents has been resolved. (39069)
A UI issue found in the visual PDF mapper (mapped fields failing to turn green) has been fixed. (40450)
The Status column on the Lead Data Sharing page now shows a green or a red dot to indicate if a Sender Profile is active or inactive. (40182)
Web forms can now be duplicated into a different group. (40315)
The TSYS merchant's seasonal monthly fees can now be managed from the 'Update Merchant Status' ticket. (38966)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the October API release from Fiserv. (39328)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the October API release from Fiserv. (39326)
The Zapier integration now supports three new functions including 'Assign User By Email Address', 'Add File To Lead', and 'Allow Finding Lead to Update Using Other Fields'. (34465, 34387, 33113)
Fiserv Omaha and Nashville processors have been added to the list of processors in the NMI boarding ticket. (40187, 40186)
The option to automatically configure TSYS PPM annual and one-time fees and dates has been added in the TSYS Wholesale TurboApp. (26187)
The Open API now includes a function for creating new CRM users. (17139)
A reporting discrepancy between batches and deposits found on the My Merchants page has been fixed. (39007)
An issue with completed e-signature document returning a value for a lead field that was not mapped for e-signature has been resolved. (39324)
An issue with the signers popup window closing unexpectedly when the email address is selected has been resolved. (40288)
A UI issue found in the linked records dialog on the Merchant Profile page has been fixed. (38391)
Administrators can now export user activity reports from the 'Who is Online Activity' page. (40108)
The Add/Edit Fee popup in the TurboApp now comes with additional validation to ensure that all fees are saved correctly. (39801)
An issue with users not being able to search the Association number in the Board Merchant popup on the lead has been resolved. (40061)
The Profile tab on the Merchant Details page now includes pricing details for TSYS retail merchants. (38953)
The Lead Data Sharing feature has been updated with several UI and other improvements. (39791)

November

An issue with users not being able to save changes made in the TSYS Edit Fee dialog on the Default Values page has been resolved. (41308)
The "Show only initial records" option on the Chargebacks tab of the Merchant Details pages showing no longer displays duplicate records. (41045)
The Residuals Mapping page now allows for multiple Pass-Through columns to be added. (41003)
The FNS # field in the Paysafe TurboApp is now automatically hidden when the Cash Benefit option is enabled. (41182)
The Helpdesk ticket auto-assign feature now works correctly in the mobile app. (40853)
An issue with Omaha MIDs failing to update due to a change in the Fiserv Reporting API response schema has been resolved. (41346)
The 'Show By Manager' residual summary view has been updated with several UI improvements. (40526)
The Dispute Responder internal server error has been resolved. (41070)
The loading speed of the lead view page has been increased through several minor improvements in the backend. (38320)
An issue with users not being able to add an association in the TSYS hierarchy that starts with 0100 has been resolved. (41196)
An issue with Access One North Reporting API pulling in blank merchant account information has been resolved. (41181)
The Fiserv Omaha TurboApp has been updated with new improvements and abilities as per the November API release from Fiserv. (40500)
The Fiserv North TurboApp has been updated with new improvements and abilities as per the November API release from Fiserv. (39824)
An issue with Helpdesk ticket attachments not copying over to leads automatically has been resolved. (40483)
The TurboApp validation logic has been implemented on the Default Values page in the same way as on the Rates & Fees page. (40308)
An issue with Fiserv dispute submissions failing to go through has been resolved. (40773)
The Visual PDF Mapper now includes the ability to export mappings to a CSV or Excel file. (36410)
Additional validation has been added for duplicate MX fees in the TurboApp. (40200)
An issue with lead notes showing incorrect email sent dates has been resolved. (40667)
An issue with the auto-fill function in the lead routing number field has been resolved. (39437)
An issue with users not being able to submit dispute responses has been fixed. (40072)

December

The E-Signature report now has a new column for lead status. (10690)
An issue with ticket search on lead and merchant views has been resolved. (27175)
The TSYS TurboApp has been updated with several improvements and fixes. (27056)
The Sales Agent ID field in the Fiserv North TurboApp now accepts alpha-numeric values. (27162)
Paysafe TSYS residuals reports can now be imported from two Excel tabs. (26727)
An issue with API subscription not firing on lead status update has been resolved. (27108)
The Add Ticket button on a new Helpdesk ticket is now disabled until a ticket type is selected. (26956)
The TSYS Wholesale TurboApp now supports a new option for adding American Express ESA. (24110)
The password fields have been removed from the MX Connect API Datasource settings. (24353)
The Manage eSignature page has been updated to show user-friendly error messages. (26930)
E-Signature apps with password protection enabled no longer cause an error with Adobe services. (26514)
An issue with the SIC Code Description field in the Paysafe TurboApp always showing the same value has been resolved. (26708)
The Export Per Agent feature now comes with the option of disabling the Detail Report for selected users. (26883)
The View As feature is now hidden if there are no users to select. (26986)
The Helpdesk ticket used for Authorize.Net merchant boarding now automatically pulls banking information from the merchant's profile. (25407)
The TSYS Wholesale TurobApp now comes with the option of disabling MasterCard and Visa cards. (25978)
Automatic DBA name override via scheduled TSYS SFTP task has been disabled. (25233)1
An issue with a valid email not being accepted in the lead field due to the underscore character has been resolved. (26788)
The Last Batch Date column has been added to the Merchange Management page. (23409)
An issue with Adobe services returning an error when generating an E-Sign app has been resolved. (26838)
An error that occurred when attempting to upload recordings to the IVR has been resolved. (26981)
Users can now send E-Signature applications from the mobile app. (24926)
The MOD10 algorithm check can now be disabled in the TSYS Wholesale TurboApp. (26347)
The Payments report table now shows a new column for the lead ID. (25038)
New notifications settings have been added to the User Settings page to enable sending notifications to the same user who initiated the action. (21383)
The Helpdesk API now comes with additional functions for working with ticket checklists. (25359)
The TSYS Wholesale TurboApp now allows for a custom start date to be set as default in Fee Item Details. (26314)
The TurboApp page now displays the DBA name in the browser window title. (25987)

2021

January

An issue with the Closed Date showing incorrectly on the Merchant Management page for users in a different time zone has been resolved. (27701)
A UI issue found in the lead tooltips has been fixed. (27568)
The Details Enable/Disable button on the Manage Residuals page (Users tab) can be toggled without refreshing the page. (26958)
The File section on existing Helpdesk tickets has been updated to provide the ability to upload new files or attach existing lead files. (25652)
The validation popups no longer appear on First Data Wholesale Amex and Discover volumes when the options are disabled on the API configuration page. (27661)
The Control Scan SecureEdge integration now automatically boards new merchants as expected if the API setup is configured to use Sys/Prin. (27668)
Files removed from Helpdesk ticket comments are now correctly logged in the comment history. (27369)
The FNS # field is now set as an optional field in the First Data North TurboApp. (27753)
The TSYS fee structure has been updated as per the PPM fees updates for January 2021. (27130)
The Open API now includes new functions for adding Helpdesk SLAs, Due Dates, and New Files. (26129)
The Last Viewed Merchants widget rows are now clickable. (27333)
The First Data Omaha TurboApp has been updated with several minor improvements. (27270)
Field validation has been disabled for TurboApp applications that have already been submitted. (25606)
An issue in the mobile app where the call in progress drops after another incoming call is dismissed has been resolved. (27341)
The lead notes timestamps that were off by 5 hours are now showing the correct times in the mobile app. (27147)
The Chargeback tab on the Merchant Details page now includes a column for the Invoice # which can be exported to Excel or CSV. (24066)
The Merchant tabs now show the full timestamp of when the merchant data was last retrieved from the processor. (25319)
The TSYS Wholesale merchant association number can now be updated from the "Update DBA & Address" maintenance ticket. (26348)
A few issues with inconsistent padding on the Merchant Details page have been fixed. (27302)
An issue with incorrect information being displayed on the Appointment Board has been fixed. (27457)
Spaces and hyphens are now allowed in the Priority TurboApp Owner name fields. (20280)
The required "Amex Monthly Volume" field is now automatically disabled in the Priority Payments Wholesale TurboApp when the Amex OptBlue option is not selected. (20281)
The Equipment section on the Account Status tab of the Merchant Details page has been updated with several UI improvements. (26831)
The Underwriting Status table can now be searched by Sales Rep, Group, and Processor columns (26843)
An issue with the popup notification not appearing after an E-Signature app has been signed has been resolved. (27263)
An issue with email replies sent from the lead not being displayed as email threads in a synced Outlook account has

February

The Debit Card Authorization Fee 191 has been added to the Fiserv North TurboApp. (28026)
An issue with lead recordset tabs not being updated with new data imported from an E-Signature application has been resolved. (27799)
An error that occurred when a user tried to download an E-signature application has been resolved. (28351)
An issue with a user not being able to insert placeholders into an email template has been resolved. (28295)
The E-Signature signed date field can now be mapped and imported back to the lead after the E-Signature application is submitted. (28136)
An issue with retrieving data from MXConnect due to a change in the transactions endpoint has been resolved. (28332)
The Red/Green lead dropdown no longer triggers conflicting information notifications for submitted E-Signature applications. (27841)
The E-Signature widget width has been expanded to enable a better resolution for the PDF files. (27633)
The status trigger emails are now correctly logged in lead notes. (28159)
A validation error received when submitting an app to TSYS ELAPP has been resolved. (28209)
A new option has been added to the Worldpay group record to enable the standard or legacy pricing. (27870)
An issue with mailbox search showing an incorrect number of entries has been resolved. (27982)
The Submitted and Decision Date columns on the Underwriting Status page are now searchable. (27364)
The E-Signature settings page now comes with new options for selecting the sender of outgoing notification emails. (27055)
The Helpdesk ticket report can now be sorted by Group Name. (28049)
An email validation issue found on the merchant welcome email has been resolved. (27818)
A few UI issues found on the TSYS TurboApp review page have been resolved. (27904)
Merchants imported into the system via the Merchant Importer are now automatically closed if they have a Closed Date set in the import. (27826)
The North TurboApp PayPal Acceptance default value is now applied correctly. (25415)
Changes made in the lead status via the Status Age Triggers are now logged as changes made by the System and not the user. (27890)
An issue with Office Hours restrictions not working for a user account. (27836)
An issue with duplicate calendar events being added after syncing a Gmail or Outlook account has been resolved. (25147)
A formatting issue found in lead notes created via synced email accounts has been resolved. (27521)
Clover equipment options have been updated in the North TurboApp for various SIC codes. (27715)
been resolved. (26339)

March

An error message received when uploading a PDF file for E-Signature has been resolved. (28551)
An issue with the whole dollar amounts in TurboApp returning to zero after clicking out of the field has been resolved. (28733)
An issue with setting up a toll-free number as an outgoing number for caller ID has been resolved. (28215)
The new Lead Report Widget columns can now be sorted in ascending or descending order. (28449)
A new E-Signature setting now allows for the document signed notifications to be sent either to Sender & Recipient or just the Recipient. (28097)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the March API release from First Data. (27899)
The Portfolio Activity page now includes links to merchant's leads. (28144)
The blank Fee Item Names are now populated when transposing TSYS reports. (28193)
The First Data North Boarding API has been updated with new improvements and abilities as per the February API release from First Data. (27900)
The Pricing Format lead field now supports dynamic pricing formats like TSYS and TSYS ELAPP. (19886)
The invoice # is now displayed for the invoices listed on the Invoice History tab of the lead page. (26917)
An issue with empty recordsets being added after an E-Sign application is submitted has been resolved. (27782)
The new information entered in an E-Signature application by the second signer is now imported back to the lead as expected. (28492)
A discrepancy in Helpdesk Ticket SLA counts has been resolved. (28257)
Saving an IVR recording via the Record Audio with Microphone option no longer causes an incoming call to disconnect. (28504)
The USAePay integration now also supports the Vantiv card processor. (28450)
The primary signer's name and email can now be edited in the Assign Additional Signers popup. (25122)
The Dispute Reporting page now includes two new columns for SIC code and dispute Open Date. (14705,27114)
An issue where the call outcome was posted to an incorrect lead record has been resolved. (27450)
The Residual Summary calculations are now performed using 4 decimal places. (25780)
The TSYS maintenance feature now also provides the ability to close terminals. (27821)
New Usernames are now allowed to contain dots. (28439)
An issue with the SIC code not being saved when a new merchant is created has been resolved. (28365)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the February API release from First Data. (27385)
The MID field is no longer required for Esquire. (28430)
The timestamp has been removed from the Dispute Reporting date filter. (21191)

April

Users can now close the main chat window by hitting the Escape key. (29416)
The PAX S920, Desk 3500 & NMI terminals have been added to the Worldpay TurboApp. (28377)
The PPM Fees Start date option has been changed from the 15th to the 20th of the month. (29046)
A new popup notification has been added to alert users when emails are bounced. (29271)
A field validation error found on the MasterCard Access Fee # 197 in the Fiserv North TurboApp has been resolved. (29312)
The Ticket Retrieval Fee 48Y has been added to the Fiserv North TurboApp. (29298)
The Upload button on the lead attachments tab is no longer clickable if no attachments have been selected. (29311)
The Domain Checker email notification is now sent only to the user who initiated the domain check. (29220)
The TSYS TurboApp has been updated with new improvements and abilities as per the April SDK update. (28173)
The file size limit for residual imports has been increased to 256 MB. (29342)
The Conflicting Info E-Sign notification emails are now sent to the user even if the user disabled the E-Sign Notifications in user settings. (29361)
The TSYS Wholesale TurboApp mapping page has been updated with several UI improvements. (28826)
The First Data North Boarding API has been updated with new improvements and abilities as per the April API release from First Data. (28496)
The chargeback reporting Open API now has a new function for sending chargeback replies. (24177)
The changes made to the Helpdesk ticket's subject or description can now be viewed in the Subject History and Description History popups. (21878)
An issue with two scroll bars showing up in the email template preview dialog has been resolved. (29179)
New Mass Actions have been added for managing ELM's residuals including mass permissions update, publish/unpublish, delete, restore, and prepare. (28461)
The lead ID placeholder has been added to Email and SMS templates. (29102)
The field labels in the Manage Demographics TSYS ticket have been updated to match the labels in the TurboApp. (28985)
The USAePay integration has been updated with several improvements and minor fixes. (28515)
An issue with the merchant welcome emails not being sent out has been fixed. (29101)
Two new permissions have been added on the User Classes page for sending Mass Email and Mass SMS. (20785)
The ability to transpose multi-line residuals based on the calculated columns has been added to the residuals mapping page. (25816)
The lead Duplicate feature now allows users to also copy the original lead's notes and attachments to the duplicated lead. (27186)
The Lead Assigned notification setting has been added in user settings. (18136)
The files uploaded on the E-Signature page can now be saved as lead attachments too. (28291)
An issue with calendar task descriptions being pulled from unrelated leads has been resolved. (28865)
The Assign To dropdown on the TurboApp page now resets correctly after selecting a user. (28827)
The Manage Lead Fields page now shows the API ID number for each lead field. (28721)
The ability to check for duplicate residual reports has been added on the Residual Imports page. (27224)

May

The PASO reporting integration has been updated with several improvements. (22298)
The usernames on new user accounts are now automatically trimmed when the user is created. (29908)
The USAePay Gateway integration now comes with an option to hide reseller pricing in the Helpdesk ticket comments. (29195)
An issue with duplicate popup notifications appearing for each TSYS TurboApp approval has been resolved. (29474)
An issue with the administrator not being able to reactivate an inactive user has been resolved. (29471)
TurboApp submissions that have been approved with exceptions are now shown with the Approved status on the Underwriting Status page. (29855)
Several validation errors found in the ELAPP TurboApp TransIT Equipment section have been resolved. (29835)
An issue with the visitor tracking feature registering false positives has been resolved. (29871)
Several new Verifone and Ingenico equipment builds have been added to the TSYS TurboApp. (29288)
The First Data North Boarding API has been updated with new improvements and abilities as per the May API release from First Data. (28982)
Terminal numbers (referred to as Terminal ID by Fiserv and V Number by TSYS) are now available for merchants alongside the CRM’s batch and transaction reporting – accessible via the Deposits tab for Fiserv First Data Omaha merchants and the Batches tab for TSYS Wholesale merchants. (29333)
The Additional Credit Card Fees section is now displayed correctly on the TSYS TurboApp review page. (29698)
The Bypass Force Post and the Enable Force Post Threshold options have been added to the TSYS - Manage Demographics (Auto) Helpdesk ticket. (28754)
The PIN-Debit option in the Choose Additional Services section of the Fiserv TurboApp has been renamed to Unbundled PIN-Debit to match AccessOne. (29784)
If an SMS message comes in and there are multiple leads with that number, the lead that was last updated will get the message added in the Notes. (29833)
Users can now view and update Merchants with MID numbers using a different Bank number (first 4 digits of the MID) of the Bank defined in the DataSource related to the merchant. (29603)
The CRM now comes with the ability to detect email auto-responses to prevent threaded email follow-up sequences from deactivating. (29234)
The special UTF-8 symbols in Excel files are now processed correctly and not being converted to '?' characters when the Excel file is imported on the Import Residuals page. (29506)
New user accounts can no longer be created with the dot character in the username. (29604)
The redundant tooltip shown on hovering the username in the chat window has been removed. (29503)
The checkboxes in the Additional Services section in the Fiserv Omaha TurboApp can now be mapped to the lead. (29447)
Inactive System Admin users are no longer shown in the chat window. (29753)
A new option has been added in the E-signature application settings to enable password protection on the E-signature page. (28305)
Calendar events can now be edited directly from the appointment board. (23082)
The /merchants/<mid>/transactions REST API endpoint has been updated to include the terminal number for the monetary batch for TSYS merchants. (28798)
An issue with the "Export per Agent" residuals report showing inactive merchants has been fixed. (29310)
An issue with duplicate deposits showing up in the Elavon reporting has been resolved. (29279)
An issue with the Welcome Email not being sent out when the new merchant is created from the lead page has been resolved. (29101)

June

The signer's IP address can now be viewed by hovering over the Signed icon for the E-Signature application shown on the E-Sign tab. (29703)
The volume and average ticket data for non-integrated processors are now included in the Portfolio Activity page. (13977)
An issue where the TSYS Merchant Volume shown on the Viewing Merchants page did not match the volume shown on the Merchant Details page has been resolved. (30288)
The Summary Residuals View now includes two new columns for Agent Net and sum of Line Items. (28855)
Site admins will now receive a low minutes notification when they reach 200 Dialer minutes or less. (29934)
The expected Business Category for the entered SIC is now automatically selected in the Risk page of the First Data Wholesale TurboApp. (30411)
The approval and closure dates retrieved from TSYS TransFirst are now reflected correctly on the merchant records. (30298)
Dispute Responder SMS notification templates can no longer be deleted by non-sysadmin users. (30283)
Incorrect column labels found in the "Locate a transaction by Card Number or Auth Code" popup window have been updated. (30364)
Voicemails are now saved correctly for users with numeric usernames. (30191)
A download recording button has been added to several Dialer configuration pages where voicemail and other recordings can be uploaded. (29962)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (29464)
The First Data North Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (29463)
An issue with the generic voicemail message being played instead of the selected group voicemail recording has been resolved. (30378)
An issue with the URL for a public document (published from the E-Signature settings page) redirecting users to the login page has been resolved. (30174)
The View TurboApp links are now shown on the Merchant Details page and the Manage Merchant page for multi-location merchants. (30028)
The /helpdesk API function now retrieves the MID number correctly when the merchant is linked to the lead after the ticket had been created. (29968)
A new option has been added to zero out total income/expense using residuals templates. (26076)
When a TSYS merchant account is closed then the merchant's equipment is now also displayed with a closed status. (30166)
The TurboApp now shows a lock icon and a help tooltip for fields that have been set as read-only fields. (28915)
A validation error found in the Paysafe TurboApp has been resolved. (30143)
A discrepancy found with the Total Net Income in the residuals reports export has been resolved. (28795)
A missing "Vendor Website" required field has been added for "Other Integrated Product" in the TSYS ELAPP TurboApp. (29909)
Closed merchants are no longer displayed in the Top Performers widget on the Home Page. (30163)
An issue with the assigned user field on the Helpdesk ticket showing up empty after the ticket gets saved has been resolved. (30088)
The Search User field is now automatically placed in focus when the View As feature is enabled. (30132)
The Last Name field in the TSYS Wholesale TurboApp is now required if the First Name field has been filled in. (29890)
An issue with notification emails showing an incorrect DBA name when a new lead is created has been resolved. (29883)
Field tooltips are now displayed correctly on the lead. (30002)
The TSYS Wholesale TurboApp now provides the option of mapping the Open Date to the lead. (29695)
An issue with syncing of MS Outlook calendar with the CRM calendar has been resolved. (29115)

July

The E-Signature functionality has been updated with several new improvements, such as the ability to edit and save E-Sign apps after they are generated, sending activity notifications for each signer, and others. (28292)
The Open Deposits API now includes the ability to report on custom date ranges. (28741)
The Helpdesk ticket Due Date option has been added in the mobile app. (29770)
A few issues found with the default minimum discount start date on the TSYS Wholesale TurboApp have been resolved. (30889)
The POST API now supports sending requests with JSON payload. (3095)
An issue with new recordings being saved with an incorrect date on the Recordings tab has been resolved. (30979)
The MID VAPP # generator in the First Data Wholesale TurboApp now supports the creation of static VAPP numbers that can be configured per TurboApp API setup or Sys/Prin. (30646)
The First Data North Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (30286)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (29887)
Dialer phone calls are now recorded normally when the IVR is configured for a group. (30776)
A new meta value has been added to control the generic voicemail for the Power Dialer. (30316)
The read-only flag has been removed from the Merchant Number field in the First Data Wholesale TurboApp since the field is read-only by default. (30750)
A new scheduled task has been added for changing the USAePay password each month. (26354)
The Sales Agent ID field under Corporate Information in the Fiserv Wholesale TurboApp is now optional if the selected client type is FSP. (30648)
The user class sorting on the Residuals Summary page now works correctly by sorting the names of the user classes and not the user class ID numbers. (30490)
An issue with duplicate users showing up on the Residuals Summary page for merchants that have no group has been resolved. (30595)
Special lead fields can no longer be deleted by users. (25035)
An issue with Appointment Confirmations not being logged in the lead notes has been fixed. (30715)
Incoming SMS notifications are now shown only to the user who started the conversation instead of all Admin users. (30591)
The number of affected (bounced) emails is now displayed in the Email Domain Checker. (29273)
An issue with the Dialer Metrics report not matching the call information saved in lead notes has been resolved. (30496)
The merchant closed date is now synced when a new account status is imported for closed merchants (if the closed date wasn't set manually by the user). (30605)
The Missing Fees warning popup in the TurboApp now shows the read-only missing fee labels correctly. (30444)
The TurboApp MCC Code field length has been extended to now accept up to 120 characters. (30478)
Several new SIC codes have been added for Clearent merchants. (30406)
A few TSYS TurboApp validation errors have been resolved and the error descriptions improved. (30397)
Legitimate emails flagged as spam in Gmail and Outlook are now correctly recognized in the CRM and trigger the appropriate threaded follow-up emails. (30477)

August

The TSYS Retail deposit reporting logic now uses the exact transaction and ACH dates to improve the accuracy of the data displayed. (30535)
Commas are now automatically removed when editing Residuals line items. (31404)
An issue with an incorrect signature date being imported back to the lead from the E-Signature application has been resolved. (31042)
The Commercial Card Error found in the First Data North TurboApp has been resolved. (31394)
A UI issue found on the Send Mass SMS preview popup has been fixed. (31371)
An issue where call recording stopped after the call was transferred has been resolved. (31433)
The First Data North Boarding API has been updated with new improvements and abilities as per the August API release from First Data. (29924)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the August API release from First Data. (30728)
Clicking on links on the TSYS Wholesale Default Values page no longer causes the page to save. (25985)
The Paysafe TurboApp now allows for 2 owners to be included. (31100)
An issue with users getting notified on new Helpdesk ticket comments without having been selected in the Notifications field has been resolved. (31122)
A discrepancy in the Chargeback amount found in the Dispute Responder popup title has been fixed. (31140)
Users are now notified by email and popup notification when a Merchant Data Sharing sync completes for the first time. (22964)
The USAePay API credentials validation has been updated with several improvements. (30887)
The TSYS Wholesale TurboApp equipment page now enables users to duplicate equipment during the merchant boarding process. (30483)
The Residuals Importer has been updated with several improvements and fixes. (30848)
An issue with Outlook calendar sync that caused appointments to reschedule unexpectedly has been fixed. (30963)
An issue with lead checkboxes not getting checked using a Pricing Template has been fixed. (31075)
The TSYS TurboApps with Owner address in Puerto Rico can now be submitted without validation errors. (30981)
A new API function has been added for deleting records from lead recordsets. (30845)
The Lead ID field is now logged only once in the Lead History and not each time the lead gets updated. (31065)
The TSYS Merchants Chargebacks are displayed in the Excel exports using the same sorting order as shown on the Merchant Details page. (30966)
An issue with the E-Signature page not loading on mobile devices has been resolved. (30992)
The City field in the Proposal Generator now allows for a maximum of 30 characters. (31014)
An issue with the Helpdesk ticket auto-populating an incorrect TSYS Terminal number has been resolved. (30973)

September

The Timezone Autofill is a new type of lead dropdown that automatically selects the appropriate time zone based on the ZIP code that has been entered in the associated ZIP field. (27594)
When processing ACH transactions with Paya integration, the total ACH amount is now displayed, removing the need to calculate the total payout when processing more than one payout or collection at a time. (31240)
An issue with the E-Signature page returning an invalid agreement ID error has been resolved. (31854)
If a user declines to sign the E-Signature document then the document is now shown with the "Rejected" status on the E-Sign tab. (31744)
An issue with users not receiving the SMS code for two-factor authentication has been resolved. (32037)
Non-admin users are now able to view residuals financials. (31321)
The Dupe Checker now shows the matched field labels instead of the "Multiple Field Matches" message. (31880)
Read-only lead fields can now be configured to apply when a lead is created in addition to an existing lead record. (25317)
An issue with the E-Signature page failing to load when password protection has been enabled has been resolved. (31741)
The names and labels of Helpdesk ticket attachments can now be edited on the ticket. (29660)
A lead highlight bar has been added at the top of the TurboApp page with key pieces of information about the lead associated with the application. (30396)
An issue with users not being able to copy/paste images in Helpdesk ticket comments section has been resolved. (31832)
An issue where a declined transaction showed up as an active transaction on the Merchant Details page has been resolved. (30894)
Files added to a Helpdesk ticket now appear automatically on the linked lead or merchant record too. (25042)
The 'Show only initial record' checkbox option has been added on the Chargebacks tab of the Merchant Details page. (31469)
A new option has been added to lead text fields to enable a maximum character limit. (23459)
The Pricing Templates can now be used to update read-only fields too. (27754)
An issue with some user classes not being able to save lead changes has been resolved. (31663)
Changes made to the Pricing Format type fields are now recorded correctly in the lead history. (30328)
An issue with the Transaction Count displayed incorrectly on the Viewing Merchants page has been resolved. (31527)
The First Data North Boarding API has been updated with new improvements and abilities as per the September API release from First Data. (31224)
The sales reps assigned in TurboApp can now be edited from the TurboApp header context bar. (30636)
Additional lead status settings have been added for controlling which user classes can use a particular status state and/or see the leads within the status state. (28843)
An error message found while attempting to mass download lead files has been resolved. (31251)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the API release from First Data. (31143)
The First Data North Boarding API has been updated with new improvements and abilities as per the API release from First Data. (31250)
The "Totals By Card Type" widget is now hidden on Netevia SignaPay merchants if the only data available is for "Other" card brands. (30519)
Toll-free phone numbers can now be searched and purchased from the Manage Communications Settings page. (31496)
An issue with card brand pass-through fees being displayed as HTML code has been resolved. (31479)
An issue with voice mail drops being shown with 0:00 duration on the Dialer Metrics page has been resolved. (31513)

October

A few UI issues found in the TurboApp have been resolved. (32272)
An issue with the Calendar search has been resolved. (32517)
The TSYS Wholesale TurboApp has been updated with new improvements and abilities as per the October 2021 Express SDK update. (31449)
The Merchant Data Sharing will now be paused when there are too many unprocessed snapshots on the Receiver. (31588)
The length of the Company field on invoices has been extended to a maximum of 50 characters. (32420)
The "Multi Currency" field in the Fiserv North TurboApp is now only displayed when the Business Category is set to MOTO/Internet. (32433)
The Logo image is now displayed correctly on lead Invoices. (32408)
An issue with invoices being set with an incorrect due date has been resolved. (32356)
A new field for HQ MID has been added to the TSYS ELAPP TurboApp. (32340)
The First Data North Boarding API has been updated with new improvements and abilities as per the October API release from First Data. (31380)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the October API release from First Data. (31382)
The lead invoice functionality has been updated with several new improvements including the ability to mark the invoice as paid. (18854)
An issue with Paysafe TurboApp attachments not being submitted along with the application has been resolved. (32098)
An issue with failed favicon upload has been resolved. (31948)
An error message received when attempting to add new equipment for TSYS MIDs with EBT has been resolved. (23070)
A discrepancy found in the Pass-Through Fees Verifier amounts has been resolved. (31480)
An issue found with uploading attachments bigger than 10 MB in quick email has been resolved. (32085)
An issue with the field tooltip not showing up on the lead field has been resolved. (32237)
Rates and fees set as read-only fields in the Fiserv North TurboApp are now shown as read-only fields on the additional location pages too. (32214)
An issue with the mobile app search not working when assigning users to leads has been resolved. (32171)
Deleting leads from the Viewing Leads in Status page no longer causes the lead search to reset. (32201)
Users can now set the Helpdesk Ticket SLA in AM. (32247)
An issue with missed calls registering duplicates in Dialer Metrics has been resolved. (31988)
An issue with the "Export Per Agent" function on the Residuals page failing to complete the export has been resolved. (30487)
The batch and transaction reports for TSYS Retail and Elavon merchants now include information on terminal numbers. (29729)
The TurboApp Context Bar now includes a link to the merchant and the ability to see which location the user is currently on. (31539)
An issue with applying incorrect residuals template adjustments when the 'Combine multiple merchant records into one' option is enabled has been resolved. (30014)
Attachments are no longer duplicated on the Email Details page. (32084)
The Business Type (Industry Type) is now automatically updated in the First Data Omaha Wholesale & First Data North TurboApp when the MCC code is selected. (30457)
The Timezone Autofill dropdown now populates correctly when the ZIP field is updated using the Google Maps search. (31788)
The TurboApp now supports merchant boarding to Priority Payments MX processor. (31802)
An issue with the status state trigger continuing to send follow-ups even after the status state was changed has been resolved. (31849)

November

Deleted residuals import files are no longer checked for duplicates. (33115)
ISOs can now receive daily reporting data and monthly statements for Paysafe merchants from both Fiserv and TSYS. (32372)
An issue with linked merchant record becoming unresponsive when the lead has 200+ recordsets has been resolved. (32828)
An issue found where lead duplication resulted in the creation of a blank lead page or page unable to load has been resolved. (32364)
An issue with chargeback dispute replies failing to submit correctly has been resolved. (32834)
The PASO Fee Verifier can now also be used after the residuals import has been completed. (32676)
The CRM now logs bounced emails in lead notes and in popup notifications. (24860)
The Statements tab on the Merchant Details page can be shown or hidden for Merchant users using the Statement Download user class permission. (25357)
An issue with the lead field label reverting to brackets after a save has been resolved. (32860)
The Percentage lead fields now allow for up to 5 decimal places. (32724)
Emailing selected lead attachments now works correctly and no attachments are dropped. (32554)
A new button has been added on the Esquire Application Uploads page to enable users to exclude failed records from subsequent file uploads. (32515)
The First Data North Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (31973)
An issue with the scrollbar not working and lead tabs missing in the E-Signature Visual Mapping tool has been resolved. (32796)
Error messages received when updating TSYS equipment using the Helpdesk TSYS maintenance ticket have been resolved. (32682)
A column shift UI issue found on the Retrieval and Chargeback tabs of the Merchant Details page has been resolved. (32526)
An issue with exported lead data shifting to incorrect columns in the generated Excel file has been resolved. (32617)
An issue with incorrect Batch Close Time being passed in TSYS TurboApp has been resolved. (32560)
The Case Number column is now displayed correctly on the Chargebacks tab for TSYS Merchants when the Merchant Data Sharing feature is deployed. (31660)
Hard-bounced email addresses are now automatically excluded from sent emails. (32548)
An issue found with mapping recordset fields for e-Signature in the Visual Mapper tool has been resolved. (32537)
An issue with TurboApp creating duplicate accounts has been resolved. (32651)

December

Lead Importer activity is now correctly recorded in the Lead History and field revisions report. (33605)
The Buy Rate Verifier page has been updated with several fixes and improvements. (33340)
An issue with updating default values without making any changes on the Default Values page for Fiserv North has been resolved. (33579)
An issue with creating and linking a lead from the merchant record has been resolved. (33606)
A few UI issues found in the TSYS Dispute Responder have been resolved. (31866)
The merchant Group Name is now shown in a new column in the per-agent residual summary reports. (31710)
The Group Settings email accounts can now also be connected via SMTP or IMAP protocols. (33270)
Secure lead fields are now decrypted for TurboApp interactions. (33403)
The DBA, contact, contact_1, contact_2, phone, and email special lead fields can no longer be saved as secured fields. (33439)
An issue with copying mappings from one E-Signature application to another has been resolved. (33230)
An error found while attempting to board a Fiserv Wholesale FSP account without Amex has been resolved. (32717)
A new TurboApp subscription API endpoint has been added to receive notifications when new Fiserv North equipment is created. (30922)
The Type of Goods Sold field in the TSYS TurboApp is now automatically trimmed to 50 characters. (33314)
The TSYS Boarding API has been updated according to the October 2021 Clearing and Settlement Card Brand Enhancements released by TSYS. (30865)
Secure fields are now masked in dashboard widgets. (33300)
The TSYS Auto Import is now triggered based on the type of processor and not type of report. (33298)
An issue with the TSYS merchant name flipping back and forth between the DBA and Legal Name in the Change History has been resolved. (33286)
The Flat Rate Yes/No option has been added to Paysafe TurboApp. (33229)
The Seller URL field in the TSYS Wholesale TurboApp now accepts URLs without the HTTPS part. (33143)
An issue with address field validation in ELAPP TurboApp has been resolved. (33068)
The agent split information is now available in the residuals reporting, enabling sub-ISOs to easily export the detailed report from the CRM site of the ISO they’re working with and import it into their own. (30914)
The TurboApp Highlight Bar fields can now be edited. (32582)
A few UI issues found in the TSYS TurboApp have been resolved. (33033)
The export functionality on the Residuals Details page now exports all rows as expected and not only the first ten rows. (33240)

2020

January

Email placeholders can now be set up with fallback values to be used when the lead field is empty. (19550)
The missed call indicator in the Power Dialer is now only removed when the number is called back or the Mark As Seen button is clicked. (19278)
An issue with saving a blank field in the First Data North TurboApp has been fixed. (19830)
An issue with submitting duplicate ELAPP TurboApps has been fixed. (20474)
A new PCI vendor based on SecureEdge (the new ControlScan API) has been added. (15572)
The First Data North Boarding API has been updated with new improvements and abilities as per the January API release from First Data. (19765)
The mouse cursor now turns to a pointer when hovering over the Pending Transactions popup rows, indicating that the rows are clickable. (20373)
The Lead Importer now provides the ability to assign groups to the imported leads. (20172)
A UI issue with slideshow slider controls has been fixed. (20201)
Double-clicking on the SMS icon no longer causes two SMS popups to appear but only one popup may be opened at a time. (20332)
The Discover MIDs in TSYS Wholesale TurboApp can now be used only once. (19998)
A column sorting issue on the My Leads page has been fixed. (20241)
The Paya receipts no longer show the wrong account number after the number is updated on the Paya profile. (20456)
The TurboApp dropdown menus containing the "/" character in the dropdown items can now be mapped to the lead fields normally. (20304)
An error with scraping the merchant account information via the FD API reporting has been resolved. (20367)
Users can now view Action and Preparation logs for imported Residuals Reports. (19313)
The Dupe Checker no longer checks on empty lead fields when finding potential lead duplicates. (20124)
The email and SMS payment notifications now contain links to the invoice page which shows both the Pay button and the invoice item breakdown. (20327)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the January API release from First Data. (19766)
The Lead Group Name and Contact Name placeholders now populate correctly on the E-Signature confirmation page. (20285)
The Helpdesk Ticket Checklists now come with new options that require the user to enter a comment before creating a ticket or to complete a checklist item. (19064)
Numbers containing commas as thousands separators in the imported residuals reports are now processed correctly. (20182)
FD API schemas have been updated to reduce the likelihood of errors appearing due to monthly code updates released by First Data. (19568)
The files imported into the CRM using the Lead Importer can now be downloaded by clicking on the file name in the imported files table. (19382)
The Save button on the lead page is now disabled when no changes are detected. (18306)
An issue with some Helpdesk ticket comments received via the Gmail integration getting cut off has been resolved. (20286)
The invoices are now populating the Lead Group Name correctly. (20283)
The Pending Transactions report no longer displays voided transactions. (19776)
When a user replies to an email from the incoming email notification popup, the sending lead's page now opens up with the email response popup launched automatically (in cases where the user is currently viewing a different lead). (20039)
An issue with the "Exclude Unassigned Leads" option on the My Leads page not returning the correct number of leads has been resolved. (20082)
The AMEX Mid-Qual and Non-Qual rates are now displayed correctly under "Discount Rates" on the Merchant Details page. (20234)
The Residuals Reports have been updated with several UI improvements. (20258)
An issue with the system sending out duplicate Stopped Processing alerts has been resolved. (20224)
New lead fields created using the Duplicate button are now positioned correctly at the bottom of the tab. (20203)

February

An issue with the Discover MID disappearing after being saved and reopened during the TSYS Wholesale TurboApp boarding process has been fixed. (20711)
The Email Opened notifications no longer appear if the "Alert on Opened" setting is disabled on the email template. (20807)
Changes made to the lead's group are now validated to ensure that the selected lead campaign and source also belong to the newly selected group. (19797)
A UI issue with date pickers on the Calendar page has been fixed. (21003)
An issue with duplicate statement download alerts being sent out has been fixed. (20994)
The Bank FIID field in the First Data North TurboApp no longer gets stuck on loading. (20497)
Incoming calls are no longer dropped when the user opens the CRM in a new tab or refreshes a tab. (20972)
Scheduled emails are now shown with the correct timestamp in the Sales Metrics. (20967)
Exports from the Merchant Management page now include information on deactivated merchants if the Show Deactivated Merchant checkbox is selected. (20934)
Nuvei transactions are no longer duplicated on the Deposits tab on the Merchant Details page. (20910)
The lead history changes are now sorted in descending order, showing the most recent changes first. (20948)
Users with limited access to TurboApp can no longer see other users on the Submitted Apps page that they don't have access to. (20843)
The Authorize.Net Reseller Credentials page now includes additional fields for contact email and ticket type(s). (20769)
The lead field revisions and the activity log are now shown in a single popup window on the lead. (17532)
The Open API has been extended with new functions for managing Helpdesk tickets. (19660)
The Global Search field now prioritizes exact search results. (15732)
The Helpdesk Checklists have been updated with several minor improvements. (20260)
Notes posted on the lead now also show a list of notified users. (20666)
The lead history report now also includes information on user assignments and un-assignments. (20085)
Chinese characters are now displayed correctly in the incoming SMS email notifications. (20884)
The start processing alert is now sent only if the first deposit is made within the last 7 days. (20758)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the February API release from First Data. (20288)
The First Data North Boarding API has been updated with new improvements and abilities as per the February API release from First Data. (20254)
An issue with Agent Net rules incorrectly applied to a multi-line residuals report has been fixed. (20457)
The "Location Number" field is now included in the TurboApp email notification sent with the TSYS wholesale equipment info. (20540)
Several minor UI issues found in the email templates have been fixed. (20761)
The lead's Date Created value is now correctly saved in the CRM after a lead import. (20405)
The Map Field button on the Manage POST Lead Data page now works correctly. (20584)
A UI issue found on the lead Dropdown field with more than 100 option items has been fixed. (20593)
The CRM is now integrated with the Vantiv IQ portal. (18322)
When a residuals report type is changed to the PASO format the complete fees list is automatically imported. (20394)
A new Help link shown in the username dropdown now provides quick help resources for each CRM page. (19350)
The ability to create additional PASO fees based on Level 3 has been added. (20393)
The DDA numbers shown on the Accounts Status tab of the Merchant Details page are now masked. (20661)
If Vantiv account fields are empty then the merchant information will be pulled from WorldPay fields instead. (20612)
An issue where raw HTML code was displayed in the residuals line items has been fixed. (20582)
The "Discount charge record must not expire" error message which appeared while updating the annual volume on a TSYS merchant has been resolved. (20217)
Quick Emails are now correctly showing the lead data in new emails and not the placeholders. (20701)

March

An error found while submitting a First Data multi-location TurboApp has been fixed. (21370)
The merchant welcome emails now show the primary sales rep or the merchant's group name in the Rep Name placeholder. (21358)
Permissions checks have been added for tickets shown on the ticket tab of the Merchant Details page. (21363)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the March API release from First Data. (20690)
The First Data North Boarding API has been updated with new improvements and abilities as per the March API release from First Data. (20702)
The ELAPP TurboApp has been updated with several general improvements. (20950)
The leads returned in Global Search now also show the lead's current status state. (5272)
The "Who Is Online Activity" page now includes information on merchant users in the Activity Lookup section. (202)
The Helpdesk tickets now include information on the ticket's Assignment History. (17066)
The MerchantTracker URL has been added to stopped processing alerts. (254)
An error that appeared when attempting to copy the group settings on the Manage Groups page has been resolved. (21349)
The API function used to retrieve a list of Helpdesk tickets now returns the lead and merchant ID information. (21352)
The Merchant Details page now shows the Batch Date column instead of the Settlement Date column on the Batch tab. (21166)
The PASO reporting feature now comes with the ability to add Level 3 income fees. (21171)
The mobile app now shows the custom Notes tabs on the lead. (21315)
The Manage Line Items page now shows the Merchant's MID number when hovering over the DBA name. (15989)
The merchant reports exported from the Merchant Management page now include four columns for each user assigned to the merchant (User's Full Name, Username, User Split and User Groups). (21257)
The merchant reports exported from the Merchant Management page now show if the assigned percentage is gross or split. (20372)
The Edit icon is no longer shown on ticket comments posted by the system or other users. (16120)
The Email template placeholders for Helpdesk ticket comments now come in sizes of 1, 3, 5, 10 or All comments. (21156)
An issue with duplicate SMS messages being sent out has been resolved. (21122)
The Agent Net and % columns now sort correctly on the Residuals page when viewed as an agent. (21118)
The invoice tax is now calculated correctly when a discount is applied. (21168)
Email notifications on paid invoices are now being sent out correctly. (21206)
The maximum size of the lead fields updated through Zapier integration has been increased. (21167)
Users no longer receive notifications when they assign a new ticket to themselves. (20932)
The E-Signature Conflicting Info Dialogue now also reports on changes made to checkboxes in the E-Signature application. (20670)
Requests sent to update a lead field from Zapier or an API function are now correctly logged in the field's history. (20852)
The "Add Multiple Users" button has been added to the user management page. (8855)
The TSYS Association field special has been added to the lead special fields. (20786)
The spacing between the lead checkboxes and the checkbox labels has been reduced for better readability. (19763)
A new Group column has been added to the merchant report on the My Merchant page. (16436)
Users are now prompted for confirmation when they try to navigate away from a lead page that has an unsaved Note on it. (21009)
A new warning message has been added to indicate that a maximum of 50.000 lead records may be exported at a time. (21073)
The SIC number used for boarding a merchant through TurboApp is now added to the associated merchant record automatically. (201449)
An error that appeared when attaching files to a new email launched from the merchant's Profile tab has been resolved. (21089)
The ELAPP TurboApp now has additional validation to ensure the DBA and Legal Name fields do not exceed the maximum allowed field length. (21137)
Visitor tracking durations are now shown correctly on the Lead and in the Email Metrics reports. (21127)
The Status States Customization page has been updated with several UI improvements. (14685)
Hidden lead fields no longer appear in search results on the My Leads page. (20871)
An issue with Status Age Triggers not triggering once the preset age is reached has been fixed. (20968)
Emails sent using the Chrome Gmail extension are no longer incorrectly marked as requiring a follow-up. (20943)
The dashboard report columns order is now saved correctly and does not reset to a default order on page refresh. (20792)
Validation has been added for the highest ticket field in the First Data North TurboApp to ensure the entered value does not exceed the maximum allowed size. (20662)
The missing Amex Annual Volume field has been added to the TSYS Direct TurboApp field mapping page. (20971)
Client URLs are now returned with the API subscription responses. (21037)

April

The Merchant Portfolio Overview dates are now exported to Excel format correctly. (21908)
The Ascentium Capital integration has been enabled in the TSYS ELAPP TurboApp. (21154)
An issue where the phone number could not be deleted in the mobile app has been fixed. (21154)
The "Undefined Error" which occurred when previewing an email has been resolved. (21610)
The new ticket popup in the Helpdesk has been improved to provide for cases where a lead is linked to more than one merchant. (21643)
An issue with the comment edit icon disappearing from the Helpdesk ticket on hover has been resolved. (21761)
An issue with the internal chat window failing to load in Chrome on tablets and phones has been resolved. (21752)
An issue with raw HTML code appearing in quick emails and mass emails has been resolved. (21604)
New popup notifications are now shown when an E-Signature app is opened, signed, or signed with conflicting info. (21043)
New Helpdesk ticket comments now only show the last notified users in the notification box. (21454)
The Age Threshold in Status Triggers can now be set to a maximum of 999 days. (21105)
A new meta value has been added for showing deposit adjustment details. (21469)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the April API release from First Data. (21214)
The First Data North Boarding API has been updated with new improvements and abilities as per the April API release from First Data. (21215)
An issue with Chinese characters not being exported to CSV or Excel files correctly has been resolved. (10673)
The Global Search now works as expected when searching for phone numbers using different number formats. (5720)
Attachment download is now enabled in the Helpdesk API. (21589)
Users with non-sysadmin roles are no longer able to see or select System Admins in the permissions list on the Manage Home Tabs page. (21562)
An issue with downloading and uploading files through the mobile app has been resolved. (19768)
Incoming POST API requests now create new leads or update existing ones, depending on if the request's email matches a non-bindable or bindable lead email field. (21500)
The upload checkboxes are now displayed correctly in the Ascentium Capital section of the TSYS TurboApp. (21513)
The mobile app has been updated with several UI improvements. (21522)
The First Data TurboApp now has a new option for selecting the Authorize.Net gateway in the Nashville front end. (20019)
The Sandbox page used to send SMS messages has been removed from the system (the SMS messages are now sent from the lead). (6896)
The Helpdesk ticket due dates can now be edited. (18886)
The Manage Groups page has been updated with several UI improvements. (21178)
Placeholders saved in System Email templates are now populating correctly with lead data. (21662)
An issue with checkboxes in E-Signature applications being incorrectly reported on as modified has been resolved. (21520)
The "No phone found... skipping" error received while playing an outbound call queue has been resolved. (21586)
The Lead Importer now supports several additional date formats. (19475)
The Call Outcome popup can no longer be closed by clicking on the side of the popup. (21432)
An issue with the Lead Status Updates trigger in Zapier sending only some of the status info has been resolved. (21204)
The Parent Merchant ID field in the TSYS ELAPP TurboApp is now a required field. (21343)
The Card Brand Services rates are now displayed in the TSYS ELAPP TurboApp if the selected Pricing Plan requires it. (21362)
An issue with pasting text in email templates in Firefox has been resolved. (21340)
The residuals templates now allow for 100% negative net to be passed on to the agent. (20441)
The Tickets tab on the Merchant Details page now comes with a search box. (20369)
The call information and outcome are now also logged in the lead notes. (20030)
A few field validation issues found in the Self Enrollment question fields have been resolved. (21300)
A group can no longer be created with empty group settings. (21360)

May

An issue with the Dialer error message appearing when using the dialer from remote locations has been resolved. (21741)
A new option has been added in the Lead Importer and Merchant Importer to enable copying of the default Group's settings into a new Group that's being created during the import. (21530)
The Fiserv North TurboApp shipping address fields are now displayed only when the Shipping Location flag is set to “Other”. (22062)
The Clover Station Pro options have been added to the Fiserv North TurboApp. (21952)
Amex Registration is no longer required in the TSYS TurboApp if the merchant is not set up with OptBlue. (21924)
An issue with cleared Date fields not being properly saved (the original info appeared again after a page reload) has been resolved. (22292)
An issue with the modified ticket due date not being saved correctly has been resolved. (22176)
New Merchant users created from an enrollment invite are now added to the group from where the invite originated, and not the default group. (22076)
The Clover Station Pro Bundle TurboApp options have been updated. (21952)
The missed call notifications now include call duration. (20074)
The first search result in the Global Search field is now automatically selected and highlighted. (20040)
Additional validation has been added in the Fiserv North TurboApp to ensure that the International and Association fees are filled in correctly before submitting an application. (21216)
The leading and trailing spaces are now removed from lead fields when the lead is saved. (21680)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the May API release from First Data. (21723)
The First Data North Boarding API has been updated with new improvements and abilities as per the May API release from First Data. (21724)
The ability to add existing lead files to the TurboApp's additional file section has been added. (21441)
The lead's address fields are now automatically filled in with addresses retrieved from Google Maps. (16597)
The Edit DBA Address button on the Merchant Details page (Account Status tab) now works correctly. (22090)
The "Equipment FE - Value of Peripheral must be specified" error which occurred while submitting a Fiserv North TurboApp has been resolved. (21325)
The TSYS TurboApp field mappings now allow for the owner's first and last name to be mapped either to separate lead fields or to a single field (with the owner's full name). (21644)
The option to generate 14-digit MIDs has been added to the TSYS TurboApp. (22059)
The merchant reports history dialog now shows the most recent reports first. (22030)
A UI issue found with the Delete button in the Generated Proposals table has been fixed. (21200)
An issue found when a user without assign permission assigns other users to tickets using the round-robin method has been fixed. (22063)
Additional validation has been added to prevent the creation of duplicate payments on lead invoices. (22081)
The due date in an existing ticket now changes automatically when a new ticket type is selected, based on SLA settings in the newly selected ticket type. (21727)
New API subscriptions have been added for E-Signature document generated, opened, and completed events. (21719)
An issue with the Lead Importer page crashing due to a large number of mapped fields has been resolved. (21150)
An issue with the Portfolio Overview page not matching the information within ClientLine has been resolved. (21815)
The invoice tax rates have been updated for various destinations. (21886)
An issue in the Power Dialer where a user was not able to barge in on a call and listen has been resolved. (21947)
Lead fields now load correctly in Zapier when there is a large number of fields. (21841)
A Serial Number error found in the TSYS TurboApp has been resolved. (21966)
The lead user assignment history now tracks all assignments, and not just the last one. (20776)
The Access One API North integration has been added. (21813)
The residual reports are now exported to Excel/CSV correctly for non-admin users. (21901)

June

An issue with the Ticket Type order not getting saved after making changes has been resolved. (22544)
The table name is now displayed in the custom table widgets on the Dashboard Group Customization page. (17007)
The user is now redirected back to the Manage User Classes page after editing and saving user class permissions. (22542)
The Show Mobile Application Link permission has been moved to the Security section on the user class permissions page. (22812)
The Email Metrics page has been optimized for faster loading. (22324)
The Residuals menu is no longer shown in the mobile app if the user does not have Residuals permissions enabled. (22658)
When a user group is deleted, a note about the newly assigned group will be added to the Helpdesk tickets and on the merchant pages. (22686)
An issue with users not being able to print the PDF invoices downloaded from the Billing page has been resolved. (22661)
An issue where a user gets logged out when trying to use the View As feature has been resolved. (22622)
The invalid character validation in the TurboApp comment fields has been improved. (22500)
A new Source column has been added in the Assignment Changes section on the Lead History popup. (20828)
The merchant's Change History now includes the information on who the merchant account was created by. (20797)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (22078)
The First Data North Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (21888)
An issue with expired Helpdesk ticket email notifications being sent out incorrectly for tickets whose due date was modified has been resolved. (22741)
The "Current Day" placeholder has been added to the email templates, to show the weekday of when an email was sent. (22361)
An issue with a false date format validation warning appearing in the Lead Importer has been resolved. (22628)
SIC Code 6153 has been added to the SIC Code dropdown on the Editing Merchant popup. (22551)
The Contact Name placeholder now works correctly in emails sent using Status Triggers. (22417)
An issue with incorrect activity dates appearing in leads after a lead import has been resolved. (22046)
A discrepancy where the user who modified the ticket was reported on as the ticket creator in the Helpdesk API has been fixed. (22404)
The 2-Step Authentication page now shows the information pulled from the user's primary group. (22568)
When a merchant user is selected in the Helpdesk ticket comment notification field, the "Comment visible to Merchant" checkbox is now also automatically selected. (22493)
Calls to your SMS number can be forwarded to your company phone number. Contact Support to enable this. (21974)
The TSYS MID generator can now be configured with a starting MID range number. (22402)
The User Class Permissions page now has a search box for locating the required permission faster. (22289)
Additional validation has been added to the TurboApp to prevent the uploading of zero-byte files. (22326)
The Clear button on the Enrollment (Auto) ticket type now works correctly. (22526)

July

The Residuals mappings page now has two new columns for Pass-Through and SIC Code. (23543)
If a user changes their IP address while using the mobile app they will now be logged out automatically. (23559)
The ability to board Canadian merchants with TSYS Wholesale using DataSource Canadian Bank has been added. (21838)
The TurboApp read-only default values are now applied correctly in the TSYS TurboApp. (22147)
A new API endpoint has been added for retrieving a list of document labels. (23341)
An issue with the Net Income calculation in residuals reports has been resolved. (23441)
Recordsets are now exported as a flat Excel or CSV file. (23395)
An issue with the mapped discount rates not populating correctly in the First Data Wholesale TurboApp has been resolved. (23502)
The First Data Fee Classes for the SIC code 8661 have been updated. (23558)
The columns in the Payment widget tab on the Home Page are now sorted correctly. (23414)
IP access restrictions are now also applied to the mobile app. (23532)
The ELAPP TurboApp now provides options for adding "Other" equipment. (21527)
Several missing parameters have been added to the TSYS Wholesale TurboApp. (23245)
Status Age and Status Change notifications can now be sent to email addresses from any email field. (22429)
The Discover Registration page has been added to the TSYS wholesale default values page. (22844)
The View More button in the Calendar Month View now opens the Day View showing all of the day's events. (23361)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (22468)
The First Data North Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (22469)
The Pricing Templates are now applied correctly in the mobile app. (23104)
The recordset titles can now be composed using the first one, two, or three fields in the recordset. (20561)
The lead payments tab has been updated with several new improvements. (23315)
The Manage Lead Fields page has been updated with several UI improvements. (17370)
The TSYS Merchant address field limit has been updated to be a maximum of 32 characters. (20714)
The Site Info, Transaction Info, and MOTO/BB/Internet Info sections in the First Data Wholesale TurboApp are now optional. (11190)
The "Due Date" parameter has been added to the Helpdesk API functions. (21532)
An issue where a long CRM chat text overlaps the chat toolbar has been resolved. (23260)
The Global Search field now shows a list of ticket types that can be searched in a dropdown. (23126)
If the new SMS template window is closed without saving the changes a new warning message now appears asking the user to confirm the action. (23116)
Additional documents uploaded in TurboApp applications using the Attach Lead Files option are now saved correctly. (23294)
The Attach Lead Files option in the TurboApp is now automatically disabled after the TurboApp gets submitted. (23314)
The Helpdesk Ticket SLAs can now be configured to count only the business days. (197)
An invoice can no longer be paid for twice when it is open in two different browser tabs. (22976)
The Mass Email popup window now includes the tab information in the recipient email field selection dropdown. (23016)
An error found during merchant enrollment ("Unable to enroll merchant") has been resolved. (22818)
An error preventing a user from sending mass emails ("The sender email id must be a number") has been resolved. (22945)
An error found when creating a new lead recordset using the API calls has been resolved. (23062)
The TurboApp percent fields no longer accept the % symbol and now allow for a maximum of 4 decimal places. (23008)
The TSYS-ELAPP TurboApp now requires the information on Individual With Control to be entered. (22961)
The Encytro PCI page now exports symbols correctly. (23705)
The pass-through functionality has been enabled on PASO templates. (22300)

August

The "BAS" manufacturer option has been added to the TSYS TurboApp equipment boarding page. (23856)
New user class permissions have been added for Merchant User Enrollment Notifications. (23920)
The Mark Declined button on Paya payments now allows users to reconcile a payment and mark it declined with reason code. (24206)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the August API release from First Data. (23454)
The First Data North Boarding API has been updated with new improvements and abilities as per the August API release from First Data. (23027)
The email template placeholder IDs can now be viewed by hovering the mouse over the placeholders. (21787)
The Scoop page now loads correctly when a different agent is selected. (24107)
Secured E-Signature fields are now masked in the lead Notes on app submission. (23725)
An issue with users not being able to clear the last person from the ticket notifications box has been resolved. (24292)
An issue with incorrect Priority MX approval/open dates has been resolved. (24333)
All calls made to lead using the Dialer are now logged as lead notes along with the call outcomes. (23875)
New field mapping options on TurboApp field mapping page now provide the ability to map dollar values with a precision of up to 5 decimal points. (22854)
The Mass Email feature is now limited to sending up to 500 emails per user per day. (23606)
If a user clicks the Refresh VARs button under the Equipment accordion of a TSYS merchant after the hourly TSYS API limit has been exceeded, a warning message is now displayed asking the user to try again later. (23949)
The dropdown menus on the new ticket dialog now show more rows making it easier to view and scroll through the menu options. (23961)
An issue with the Lead Group email placeholder not populating in sent emails has been resolved. (24057)
The Top Merchant By Volume and Top Merchant By Net Income reports on the Residuals Analytics page now also show the merchant MID numbers. (24127)
The Same Day Funding option has been added to the TSYS Wholesale TurboApp. (22552)
Auth Source Structure table items can now be selected by pasting a list copied from a text or Excel file (where each row corresponds to the item being selected). (23494)
The "Edit Pricing" button has been added inside the Pricing accordion of Merchant Details page -> Account Status tab (for TSYS Wholesale merchants). (23746)
An issue with merchants loading very slowly in the mobile app has been resolved. (23611)
A merchant search in the Summary tab of a residuals report now automatically carries over into the Details tab too. (23849)
The residuals reports tables can now be scrolled without hiding the table headers from view. (23846)
If changes are made to a lead via the lead actions in the Dialer during a call, then the lead will remain open in the Dialer after the call is completed, so that the user can finish their edits. (23667)
The Logo & Domain settings popup has been updated with UI changes and the ability to use the primary group's logo if it exists. (10630)
The Lead Importer can now be used to update the user, campaign, source, status state, and group assignments for existing leads. (23440)
The Manage POST Token URLs page has been updated with UI improvements and the ability to duplicate tokens. (22080)
Javascript errors that occurred when multiple payment widgets were present in the same dashboard tab have been resolved. (23460)
The "CC Last Four" email template placeholder is now available which shows the last four digits of a credit card number in the chargeback notification email. (23756)
An issue where the system changed the appointment start & end time after the appointment was confirmed by the invitee has been resolved. (23546)

September

Hidden lead fields are no longer displayed on the TurboApp field mapping page. (24245)
The User Defined Grid (UDG) Level selection has been added to the Fiserv Omaha TurboApp. (22471)
AccessOne memos are now shown with a full timestamp. (25023)
An issue with sorting tickets without a selected SLA time has been resolved. (25030)
Payee ACH account names can now be saved with numeric characters. (23435)
An issue with email tracking notification failing to appear when a tracked email is opened has been resolved. (24994)
Files uploaded in the Custom Media widget are now checked for access permissions correctly. (25034)
An issue with voicemail drops not getting delivered after the call is ended has been resolved. (24881)
Files uploaded to Helpdesk tickets via comments, emails, or checklists now all appear in the ticket's file list. Also, existing lead files can now be added to the ticket without re-uploading them. (20358)
Incoming SMS notifications are now accompanied by an audio tone. (11609)
The "Select All" option has been added in the User Groups field on the Add New User page. (23499)
The User Group selection menu has been added to the TurboApp and defaults to the primary user's default group. (23374)
Long DBA and City names are now trimmed to 32 and 13 characters when launching a new TSYS Wholesale TurboApp from the lead. (24823)
An issue with the body of a scheduled email not being shown when the email is edited has been resolved. (24855)
The Copy User Profile option on the Add New User page now provides the ability to copy existing user's settings to the new user. (22985)
The date columns in lead and merchant Excel exports are now automatically formatted in date format. (23957)
The Helpdesk dashboard now includes the SLA column which shows the SLA times for each ticket. (23220)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the September API release from First Data. (23873)
The First Data North Boarding API has been updated with new improvements and abilities as per the September API release from First Data. (23826)
The API retrievals function now returns additional fields including original amount, dispute amount, response due, reason, action, and status. (24481)
The API chargebacks function now returns additional fields including original amount, dispute amount, response due, reason, action, and status. (24480)
Several new fees have been added to the Fiserv North TurboApp. (24419, 24805)
System Administrators can now create API subscriptions with HTTP protocol. (24591)
The residuals report import timestamp is now displayed in the reports table. (24301)
A field misalignment issue caused by the Invoice tab on the lead has been resolved. (24496)
The TSYS equipment authenticator code no longer disappears when the equipment list is refreshed on the Merchant Details page. (24482)
An issue with the VIMAS statements retrieval task failing has been resolved. (24579)
The filter name selections on the dashboard tabs are no longer reset when the page is refreshed. (24561)
A new action on the Bulk Template Actions tab on the Manage Residuals page now provides the ability to unassign templates from selected users. (23986)
An issue with broken symbols found on leads and reports has been resolved. (24727)
An issue with Worldpay statements appearing to be broken has been resolved. (24629)
The Pass Through Fees option can now be toggled in the Fiserv Omaha TurboApp. (24335)
Residuals templates can now be deleted normally after the sys prin is disabled. (23893)
The Priority MX tab has been added to the Account Status Sections Customization page. (24367)
The "Merchant doesn't currently exist in WorldPay IQ under Organization Name" error has been resolved. (24487)
Document size validation is now also performed when a document is uploaded to the TurboApp from the lead, to prevent maximum document size errors from occurring. (24295)
Transaction counts are now displayed correctly for the TSYS - UMS datasource. (24452)
A flickering seen during the loading of the Manage Site Domains page has been fixed. (24033)
The merchant list loading time has been improved. (24142)
An issue where a 100% manager split was not applied correctly to the user has been resolved. (21221)

October

The lead Attachments tab now comes with a new search box to help locate attached files faster. (25040)
A UI issue found in the new email template popup has been resolved. (25033)
The mobile app now requires the user to authenticate with fingerprint each time the app is minimized or after 30 minutes of inactivity if fingerprint authentication is not enabled. (23828)
PASO rate calculations are now performed using 6 decimal places. (25130)
The TSYS Wholesale TurboApp now comes with the option of adding the merchant's email address that's used for receiving dispute alerts. (24012)
An issue where negative numbers in currency format were displayed incorrectly in the Detailed residuals view has been resolved. (25443)
The invoices widget has been added to the lead Payments tab with the same user class permissions. (25518)
The Clover Care option has been added to Fiserv TurboApp. (25569)
The Helpdesk ticket report table now includes the new Group column. (23424)
The users who have line items are now correctly listed in the user selection dropdown on the Manage Residuals page. (25403)
The PDF page sizes are now validated when uploading the file to the Dispute Responder, to prevent the pages from being cut off. (25260)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the October API release from First Data. (24421)
The First Data North Boarding API has been updated with new improvements and abilities as per the October API release from First Data. (24569)
The Bulk-Assign Templates tab on the Manage Residuals page now also shows usernames in addition to the actual names of the users. (23859)
The Copy button has been enabled for lead email fields. (25377)
An issue with displaying an incorrect ticket due date for users in a different time zone has been resolved. (25283)
The date sorting now works correctly on the Manage POST Token URLs page. (25136)
An issue with incorrect percentage values being imported using the Residuals import has been resolved. (24371)
A UI issue found on the email template attachments has been fixed. (24239)
"This user manages" section on the user settings page now shows disabled users with a red dot. (25262)
Document tooltip no longer stays stuck on screen after previewing/downloading file. (24665)
The ticket number placeholder has been added to email templates. (23428)
The Email Domain Checker now allows administrators to check email addresses for proper domain configuration. (22596)
An issue with a single invoice being charged twice has been resolved. (25168)
An issue with duplicate merchant approval notifications has been resolved. (25148)
An issue with required lead Percentage fields not accepting zero value as the default has been resolved. (25143)
Several minor UI issues on Residuals and Calendar pages have been resolved. (24746, 25167)

November

The push notifications in the mobile app now show the DBA name in the notification title. (26532)
A javascript error found in the Power Dialer has been resolved. (26376)
The Helpdesk Viewing Tickets report now also shows the lead statuses in a new column. (25361)
When the lead labels are being duplicated the text of the new label will also be duplicated unless the user adds a new text. (26349)
The Merchant Data Sharing email notifications now include the URL of the receiver. (23703)
The Residuals Summary table now shows the MID and the profitability tooltips when hovering over the DBA name or the $ symbol. (24126)
The MX Connect percentage values are now displayed correctly. (26465)
PASO Level 2 is now hidden in the detailed view and PASO template when level 3 is enabled. (25209)
An issue where users received SMS notifications even though such notifications were disabled in user settings has been resolved. (25917)
The Helpdesk ticket view now defaults to the current user so that they can immediately see the tickets that are relevant for them. (23639)
The Mobile App download links are now available under the username menu in the top-right corner. (22342)
The Ticket Types can now be saved with a default ticket priority. (24485)
The Appointment Board now has a new filter for viewing the "Set By" or "Set For" appointments. (25241)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (25252)
The First Data North Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (25256)
The Mobile Phone field has been added in the North TurboApp. (22943)
The Group column has been added to the E-App dashboard on the home page. (22091)
The email subject field character limitation has been increased to a maximum of 250 characters. (26037)
The Gmail and Outlook integrations now work correctly when sending emails from the mobile app. (25923)
The Pricing Format lead field now supports dynamic pricing formats like TSYS and TSYS ELAPP. (22691)
An issue with some PDF files showing up broken when using PDF preview on the Attachments tab has been resolved. (25714)
The page styles on User Settings, User Accounts, Edit User Account and Manage User pages have been updated. (18346)
The Top Performers widget UI has been updated. (18648)
Sent emails can now be merged together into conversation threads using the new Thread Email button in lead notes. (23006)
A new message now informs the user if there are multiple "Per Agent Export Status" exports already in the queue. (25316)
The line item preparation code has been optimized for faster performance. (24313)
Remove All Groups button has been added on the Manage User page. (25071)

December

The E-Signature report now has a new column for lead status. (10690)
An issue with ticket search on lead and merchant views has been resolved. (27175)
The TSYS TurboApp has been updated with several improvements and fixes. (27056)
The Sales Agent ID field in the Fiserv North TurboApp now accepts alpha-numeric values. (27162)
Paysafe TSYS residuals reports can now be imported from two Excel tabs. (26727)
An issue with API subscription not firing on lead status update has been resolved. (27108)
The Add Ticket button on a new Helpdesk ticket is now disabled until a ticket type is selected. (26956)
The TSYS Wholesale TurboApp now supports a new option for adding American Express ESA. (24110)
The password fields have been removed from the MX Connect API Datasource settings. (24353)
The Manage eSignature page has been updated to show user-friendly error messages. (26930)
E-Signature apps with password protection enabled no longer cause an error with Adobe services. (26514)
An issue with the SIC Code Description field in the Paysafe TurboApp always showing the same value has been resolved. (26708)
The Export Per Agent feature now comes with the option of disabling the Detail Report for selected users. (26883)
The View As feature is now hidden if there are no users to select. (26986)
The Helpdesk ticket used for Authorize.Net merchant boarding now automatically pulls banking information from the merchant's profile. (25407)
The TSYS Wholesale TurboApp now comes with the option of disabling MasterCard and Visa cards. (25978)
Automatic DBA name override via scheduled TSYS SFTP task has been disabled. (25233)
An issue with a valid email not being accepted in the lead field due to the underscore character has been resolved. (26788)
The Last Batch Date column has been added to the Merchant Management page. (23409)
An issue with Adobe services returning an error when generating an E-Sign app has been resolved. (26838)
An error that occurred when attempting to upload recordings to the IVR has been resolved. (26981)
Users can now send E-Signature applications from the mobile app. (24926)
The MOD10 algorithm check can now be disabled in the TSYS Wholesale TurboApp. (26347)
The Payments report table now shows a new column for the lead ID. (25038)
New notifications settings have been added to the User Settings page to enable sending notifications to the same user who initiated the action. (21383)
The Helpdesk API now comes with additional functions for working with ticket checklists. (25359)
The TSYS Wholesale TurboApp now allows for a custom start date to be set as default in Fee Item Details. (26314)
The TurboApp page now displays the DBA name in the browser window title. (25987)

2019

January

The "Stop Processing" alert option has been enabled for non-merchant users. (14421)
The Sales Metrics permission has been enabled for the Basic User Class (14742)
Users who create a new account from an email invite will now see an error message if they attempt to use a password with leading spaces. (15809)
The calculated fields in the Calculations section on the Residuals Mapping page are now saved as expected. (15908)
Changing the batch date on the Merchant Details page no longer causes the account name to change to the first linked account. (15928)
Leading or trailing zeroes are now preserved during the lead report export. (15666)
An issue where the Dialer call transfers take around 30 seconds to complete has been resolved. (15904)
An issue with the Fundomate button not working for users with group-wide or associated lead permissions has been resolved. (15761)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the January API release from First Data. (15452)
The CRM now tracks and logs the opening of media or document files by users. (15714)
The First Data North TurboApp is now submitted correctly when the Discover and Incremental Auth Indicator options are set to "None". (15799)
The First Data North Boarding API has been updated with new improvements and abilities as per the January API release. (15412)
The Stop Date field on the TSYS Default Values Page is now validated to ensure it doesn't contain a date in the past. (15603)
The Lead API now has a new function to "Send an Email to lead with template". (15607)
The Residuals Templates now provide the ability to increase or decrease the Agent Net by a set amount after the split. (15544)
Labels set as required no longer block a lead from being created via Lead API. (15608)
The Chrome Extension subject line placeholders and email attachments are now correctly pulled from the CRM. (15610)
The cursor in the lead Phone Field is now correctly positioned at the end of the phone number when clicking to another window and back. (15594)
Attachments are no longer required in the Merchant Welcome email. (545)
Several errors that occurred when the First Data North application was being submitted with different types of equipment have been resolved. (14973)
The Lead API response for a newly created lead now also includes the lead ID property. (15668)
The merchant search on the Merchants Page now works correctly for merchants whose DBA name contains special characters. (15728)
Changes made to recordset dropdowns in the Merchant Profile Tab are now correctly saved. (15712)
The Merchant API now comes with several new endpoints and filters. (15548)
The Lead API no longer returns deleted leads. (15719)
An issue where some of the imported leads were not showing up in the Global Search immediately after the import is completed has been resolved. (15675)

February

An issue with the View Existing Templates filter on the Manage Residuals page not working correctly has been resolved. (16258)
The Net Split is now calculated correctly when new line items are added. (16186)
The Amex Direct field in the TurboApp is now shown with four decimal places by default. (16247)
The Merchants Status Change Log now supports pagination for faster loading. (15769)
The TSYS TurboApp has been updated with new improvements and abilities as per the February 2019 PPM updates. (16114)
E-Signature applications can now be signed from any client domain. (14990)
The IVR Call Queue routing has been improved to reduce the number of missed calls. (15739)
A managing user is now able to see the Dialer Call Queues for all users who report to them. (16126)
The Dialer's incoming call notification now shows the caller phone number and lead name correctly when IVR is set up to accept calls to the current user. (17066)
Added support for Visa Debit 105 when SIC 8661 is used in the First Data TurboApp. (16048)
The "Create new lead" API function now saves field alignments correctly. (15873)
An issue with the email tracker snippet being removed from emails has been resolved. (16164)
The filter on the Manager Splits and Overrides tab on the Manage Residuals page has been fixed. (16161)
The residuals mappings table no longer breaks when new columns are added. (16138)
The pagination list no longer disappears in the Power Dialer's Voicemail tab after a new page is opened. (16159)
Logging into the Gmail Extension no longer causes the user to be logged out of the CRM. (16117)
The First Data North Boarding API has been updated with new improvements and abilities as per the February API release. (15636)
The Action Logs no longer show duplicate logs for an action performed by a user in the Media Widget. (15800)
The "Get Fields" Lead API function now returns fields that are sorted as per the same tab order that's shown on the client. (16139)
A new tab called Manage Groups has been added to the Manage Communications Settings page. (16172)
The API requests with date filters now also return timestamps in the response body. (16104)
New API functions have been added for generating and emailing E-Sign apps and retrieving a list of E-Sign documents. (15710)
Several Lead API functions have been updated to provide additional features such as creating dropdown fields, changing the field order, etc. (15623)
The POST API now comes with support for recordsets. (15413)
The SMS Templates can now be configured with two new special fields including Appointment Time and Task Time. (16121)
An issue where each keypress in the Dialer got duplicated has been resolved. (15013)
The SMS Templates and CRM Chat features have been updated with minor improvements and fixes. (15991)
The Lead API requests now return 1000 results per page. (16055)
The API rate limit has been increased to 120 requests per minute. (16048)
The Power Dialer now features the ability to create call queues enabling sales to make calls one after the other without dialing. (14364)
The Setup Wizard now sends Administrator invitations normally. (16107)
The "Create a new Lead Field" Lead API function now shows the correct field special options. (15872)
The "Get Field Tabs" Lead API function now returns only the tabs that the user has permissions for. (16108)
Error handling for failed Authnet webhooks has been improved. (15523)
A discrepancy with the created and account history dates caused by time zone differences in the First Data Underwriting has been fixed. (14668)
The Manage Groups page load time has been improved. (15798)
After a user gets a total of 100 notifications a new incoming notification will automatically delete the oldest notification. (15638)
The From field in the new Send SMS popup can now be searched by state or city. (16087)
If a call tree is set up in the IVR Settings, the initial recorded message is now played only once and not each time a call gets transferred. (15481)
If a site has not been set up with a domain, then the Home Page title will show the site title instead. (16050)
Residuals Reports can now be uploaded with custom columns which are calculated using formulas such as IF, SEARCH, CODE, LEN, LEFT, RIGHT, MID, and CONCATENATE. (14556)
The Helpdesk ticket notification emails now show the ticket type in the email Preview Text. (15930)
Helpdesk ticket notifications can now be sent out to external email addresses. (15897)
The "Expense Rate Group" dropdown has been added to the TSYS Default Values page. (15510)
An issue with Dialer users having difficulty hearing calls has been resolved. (15926)
The Dialer now displays the correct contact and DBA names when the call is made to a contact saved in a recordset. (15892)
The Residuals Reports page now loads correctly in Safari. (15963)
The "Get list of available Lead fields" Lead API function now checks for field and field category permissions as well as the field category status. (15871)
The Manage Groups option is now displayed under the Manage menu for non-admin users with backend and manage_groups permissions. (16028)
Saving a duplicate phone number in the Dialer no longer causes a server error. (16047)
The scheduled email edit popup now shows the correct email validation result if the email was already validated. (16060)
Helpdesk notifications no longer cause duplicate tickets to be created when they are sent from a synced email account. (15807)
Residual Template user assignments can now be removed normally. (15956)
The Lead Importer has been updated with several minor UI improvements. (15676)

March

The Lead Importer now validates special field types such as number, phone, and email before updating existing leads. (16574)
The Campaign, Source, and Group parameters are now set as optional parameters in the API Lead Create function. (16546)
When the "View As..." link is clicked the focus now automatically moves to the auto-complete dropdown to select a user. (16604)
The Recurring Line Items Description column now shows the correct number of line items. (16624)
The email which is sent out after the Lead Importer completes a new import now contains additional information on the import including a link to the report which shows the leads that failed to import. (16558)
Changes made to the Lead Group setting are now logged and shown in the activity log report. (14396)
The Power Dialer ring and line busy signals have been improved. (15955)
The Power Dialer now shows a notification bar if the incoming call ring sound is not enabled. (16479)
An issue with incorrect datatable sorting and totals calculation on the Dialer Metrics page has been resolved. (16614)
The file email and delete actions on the Lead attachments tab now appear immediately after a file is generated, and not only after a page reload. (16537)
The API Token management tab UI has been updated with several improvements. (16349)
The Seasonal Merchant TurboApp radio button is now correctly mapped to the lead. (16531)
If the Helpdesk Ticket notification is sent to an external email address, then only the latest comment will be sent. (16443)
A new option has been added to the Status Age trigger settings to count only the business days in order to avoid sending notifications during weekends. (14596)
An issue with the slides in a Slideshow not appearing in the correct order has been resolved. (16362)
When a user changes the "MapSpecial" type back to "Default" for a field mapping on the Form Mappings page the "Save" button is now displayed as expected. (16497)
The validation of Lead number fields has been improved so that users are not able to add non-numeric characters. (19096)
When a lead is automatically linked to the merchant then the users assigned to the lead will also be assigned to the merchant. (16304)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the March API release from First Data. (15637)
The First Data North Boarding API has been updated with new improvements and abilities as per the March API release. (16191)
The group deletion procedure has been improved making it easier to re-assign users and user classes to a new group. (13756)
An issue with approval notification emails being sent out before the account has been approved by First Data North has been resolved. (16387)
The error message ("An internal error has occurred. Please contact support.") reported in the First Data Retail TurboApp has been resolved. (16464)
The Helpdesk TSYS DBA & Address ticket now allows several new symbols to be used in the DBA name and address. (16476)
When a merchant is linked to a lead by the system, users assigned to the lead will be assigned to the merchant at their default split %. (16305)
New Lead API calls have been added for retrieving the lead campaign, source, and status activity information. (16179)
When the 'Access To Payment History' permission is added to a specific user class then the Payments tab will be automatically enabled for that class. (15804)
When an item is selected in a dropdown the focus now moves to the next field automatically. (15497)
The Documents page now shows the download and preview icons for each document. (15770)

April

The Lead Importer now validates imported fields such as Phone, Email, Dropdown, Checkbox, Number, and Date. (16920)
An issue where some SMS images were not displayed in the SMS Metrics page has been resolved. (16677)
A new Lead API function has been added for downloading a blank E-Sign app. (16684)
New API routes have been implemented based on the new Elavon API updates. (17086)
A new Lead API function has been added to send an SMS to a lead with a selected SMS template. (16822)
The Lead Importer now supports 5 new date formats. (16920)
Helpdesk Tickets can now be set up with checklists that need to be completed before a ticket's status can be set to Resolved. (11560)
The Power Dialer UI has been redesigned and new shortcuts have been added to perform actions while on a call such as adding a note or setting up a task or an appointment. (15365)
The Residuals pages have been updated with several UI improvements. (16037)
Bounced emails are now bound to the lead like normal emails. (16913)
The Lead Importer now provides additional date formats to select from. (16839)
The dropdowns overflow issue on the Dupe Check page has been fixed. (17066)
When a dropdown menu is created or edited on the Manage Lead Fields page, the menu items can now be updated right on the Edit Field popup (below the Field Type field). (16774)
Several UI issues found in custom tables added via the Home Dashboard Customization page have been fixed. (16866)
An issue with the Proposal Generator "Skip" button incorrectly linking the proposal to the lead has been resolved. (16847)
The Manage dropdown on the top navigation bar now shows the Dialer Settings option for Admin users. (16754)
The line breaks in the Time column on the Calendar page have been removed. (16868)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the April API release from First Data. (16117)
The First Data North Boarding API has been updated with new improvements and abilities as per the March API release. (16178)
The Display Name special field can no longer be deleted. (16805)
An issue with approved accounts showing up in the wrong month on the Manage Merchant page has been resolved. (16751)
The North TurboApp can now be submitted with the EBT rate set to zero. (16872)
Merchants with 0% split are now correctly listed in the No percentage assigned report on the User Assignment Exception Reports page. (16846)
The newly created Lead phone fields are now automatically enabled with the Dialer & SMS field options. (16766)
Lead values filled in using the Lead Importer (with the "fill in field if empty" option enabled) are now correctly indexed in Elastic Search. (16730)
The underwriting "not found" exception in the TurboApp (which occurs when the North and Omaha are in the same feed) has been resolved. (16781)
The "PCI Compliance LLC - Auto Board" scheduled task has been improved to process each MID (and report any errors) individually. (16635)
The "maximum allowed leads reached" error which appeared incorrectly in some instances has been resolved. (16767)
The Send SMS popup on the Calendar page now works correctly. (16750)
The Residuals Report calculations now work correctly where there is a comma separator in a number. (16675)
The saved Paya Terminal ID is now correctly displayed on the Paya administration page. (16708)
Helpdesk Tickets shown on the Merchant Details page are now sorted correctly with the newest tickets shown on top. (16718)
The recent call list in the Power Dialer is now updated dynamically without reloading the Dialer. (16786)
When a file is deleted from the lead, the confirmation prompt now displays the file's name. (16536)

May

The Payments tab on the lead now comes with Group and Person filters. (17555)
The Profitability reporting calculations are now processing the Line Items correctly. (17566)
Helpdesk Ticket Checklists are now displayed correctly on tickets created via incoming emails. (17567)
The Residuals Reports LEFT calculation formula now processes the 16-digit MID numbers correctly. (17601)
A new Zapier action has been added to enable sending of emails to leads. (17236)
The default logo is now created using the SITE_TITLE meta value. (17397)
An issue with the auto-enrollment email notifications not going out to merchants after their first batch was processed has been resolved. (17220)
The Verifone Terminals for Priority TurboApp have been updated to match the current list from VIMAS. (17520)
A few UI issues found in the email editor have been fixed. (17521)
The Lead Notes no longer show duplicate visitor tracking data. (17509)
The Last Task date in the Viewing Leads reports is now displayed correctly. (17390)
The Group Filter functionality has been improved and updated. (17362)
Paya Gateways can no longer be deleted if there are profiles associated with them. (17564)
The MOTO Addendum questionnaire is now required in the Priority TurboApp if Mail Order or Internet percentage is >= 20%. (17565)
The Global Search merchant results now include the merchant's state. (17290)
The Residuals Reports BPS column now correctly shows the $ symbol for Managers. (17296)
An issue with Slideshows Statistics failing to register clicks and views has been fixed. (17251)
The Lead Importer limit has been increased to 600K records per import. (17298)
New Helpdesk Checklist items are no longer also added to the Misc ticket type. (17399)
The merchant Line Items Net is now correctly included in the Grand Total calculation on the Residuals Reports page. (17375)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the May API release from First Data. (17008)
The First Data North Boarding API has been updated with new improvements and abilities as per the May API release from First Data. (16701)
A new field has been added to the Lead API mappings endpoint to include information on the PDF form fields. (16899)
The Forms Mappings page now correctly shows the lead fields in the mapping dropdowns when the fields are saved on different tabs that have the same name. (17134)
The Business Track reports can now be run on a schedule. (17262)
A few UI issues found in the Dialer have been fixed. (17259)
Users can now reply to emails in the CRM using a template without losing the chain of emails. (16982)
Managers are no longer able to see the "Add Line Item" button in the "Manager Residuals View". (17295)
Additional validation has been added for the date field type to prevent the entry of non-date values. (17248)
The Residual Analytics page now loads correctly when an adblocker is enabled. (17297)
The dropdown menus on My Leads page no longer get misaligned when the browser zoom level is higher than 100%. (16837)
The Business Category dropdown menu in the First Data Wholesale TurboApp can now be changed normally. (17288)
The validation messages for custom lead fields in the REST API have been improved. (17198)
The Dialer UI has been updated with several new improvements. (17138)
The ZIP auto-complete feature now correctly selects the state when the state field is a dropdown. (17292)
The Group Splits tab on the Manage Residuals page now loads faster when there are many groups. (17080)
Files imported into the TurboApp from the lead no longer cause the "File has been deleted" error to show. (17119)
The REST API function used to Get Detailed Merchant Information now orders the associated leads by the date the lead was linked to the merchant so that the primary lead is always shown first. (17015)
When the agent or manager filter is applied to the Net Profit dashboard on the Residuals Analytics page, the report will show either the user's contribution or the user's earnings (depending on who is running the report). (17178)
If the Deposits tab is not visible on the Merchant Details page, then the first tab on the page will be opened by default. (17185)
The Changes Detected popup no longer appears on the lead page when a field is updated without a save, and a new note is added afterward. (17133)
The validation of the Lead API status update request now is done according to the Leads group. (16998)
The Create a New User popup is now shown normally when a lead is moved to a status which triggers the creation of a new user account. (17152)
An issue with the incorrect user being shown in the Live Calls tab on the Dialer Metrics page has been fixed. (16869)
Outgoing calls deleted from the Dialer are no longer removed from the Dialer Metrics page too. (17188)
The Google Calendar event description is now correctly synced with the CRM Calendar. (17141)
A UI issue with scrollbars on the Home Page has been resolved. (14957)

June

The History tab on the Lead Payments tab now has a new column which shows the transaction Description. (17943)
The Residual Templates are now applied after the Manager split. (17724)
An issue with scheduled emails sent out multiple times has been resolved. (17934)
The Create Lead REST API function no longer assigns subordinate users to new leads. (17477)
A UI issue on the Residuals mapping page has been resolved. (17873)
The Agent Net column sorting in the Residual Line Items report now works correctly. (17932)
Purged merchants are no longer displayed on the PCI Compliance tab on The Scoop page. (17849)
ACH and credit card profiles can now be edited from the Payment tab on the lead without admin access. Also, the History tab now shows the transaction description in a new column. (17714)
The Create New Lead & Link button in the Proposal Generator is now greyed out during the creation of the proposal to prevent the accidental creation of duplicate leads. (17741)
The Datawire Setup Helpdesk ticket now supports the "International" option. (17793)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (17366)
The First Data North Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (17364)
A dropdown overflow issue has been fixed for the Groups dropdown on the Manage Lead Sources page. (17856)
When an SMS is sent using the REST API a new note is now also automatically added to the lead. (17781)
If a user navigates to a non-existing page then a newly designed 404 page will be shown. (13529)
A new "API updated" event has been added to API Subscriptions. The event enables clients to be notified when a change or addition was made in the API. (17265)
SMS messages can now be sent out to leads via Zapier. (17493)
An issue with the Dupe Checker not displaying found results has been fixed. (17788)
It is now possible to prepare only selected residuals reports (instead of preparing all reports each time). (17711)
The Merchant Details page has been updated with several UI improvements. (17739)
An issue with imported merchants not being shown in Global Search has been resolved. (17695)
Synced appointments are now shown with the correct time zone. (17696)
The merchant lookup icon on the new ticket popup no longer redirects the user back to the Helpdesk page. (17735)
The "Sender Email" field is no longer blank when sending new merchant welcome letters. (17626)
Special characters potentially found in the name of the file that's being uploaded to First Data no longer cause internal errors in the TurboApp. (17807)
Underwriting comments are now collected for First Data North apps and shown in the underwriting page and email notifications. (17754)
The Global Search has been improved to avoid displaying duplicate entries. (17806)
An issue with credit card payment refunds not being processed has now been fixed on the lead Payments tab. (17676)
The Default Gateway toggle switch is now displayed correctly on the Payments tab. (17702)
When an email template is sent using REST API a new lead note is now automatically added which shows the sender and the name of the template. (17500)
The TurboApp application for a manager with a global split now doesn't include the agent's split (which is instead included in the manager's split). (17669)
Lob addresses are now verified only when new addresses get added. (17751)
The Dialer has been updated with several UI improvements. (17353)
The CRM now enables the creation of multiple Paya and Authorize.Net gateways which can be used for different payment scenarios. (16472)
The payment lead notes now come with a new icon which can be clicked to display the transaction detail. (17571)
A new column for Token Name has been added in the Manage Incoming Post Leads report. (17522)
An issue with the Round Robin method not assigning campaigns to different users has been fixed. (17570)
The information on the first recordset is no longer lost when two recordsets are added at a time on the merchant record profile tab. (17556)
The Lead Dashboard filter now defaults to the current user when the "Lead Search Default to Me" permission is enabled. (17720)
The Helpdesk Ticket Type option on the Manage Groups page no longer throws a "field required" error. (17620)
An issue with incorrect Status Age being shown in lead reports has been resolved. (17598)
The "WRIGHT EXPRESS" card type has been added to the Paysafe integration. (17652)
Spaces are now allowed in the City field in the ACH Profiles. (17629)
Non-expired tasks are no longer shown as expired on the My Leads page. (17590)
Nested table search on the Dialer Metrics page now works correctly. (17611)
Additional call participants are now displayed in the Dialer consistently. (17268)
The autocomplete feature in the Link Lead field on the Edit Task popup now works faster. (17400)

July

The Dupe Checker has been optimized for faster search. (18298)
The Manage Communications Settings page now shows the content placeholders while loading. (18302)
Several visual issues found on the Lead Payments tab have been fixed. (18208)
The Manage Incoming POST Leads page now has two new columns called Data (shows the raw request) and Assigned Users. (18224)
The misaligned search bar and the filter button on the Portfolio Activity Page have been fixed. (18148)
The ampersand character (&) is now displayed correctly in URLs copied into Helpdesk Checklist items. (18205)
Helpdesk ticket comments containing a URL with an ampersand symbol can now be edited again normally after saving. (18201)
The Vantiv TurboApp card rate fields now accept 3 decimal places instead of 2. (17858)
The Residuals Import calculations have been optimized to improve processing times. (18228)
The Edit Document popup has been updated to better differentiate the original and new file names. (18200)
Email placeholders are now replaced properly when sending an email to a lead via API. (18202)
Several new options have been added to API subscriptions and Zapier triggers. (18087)
The API documentation has been updated to include a change log. (18146)
An issue with SSN validation in the TurboApp with Ascentium Capital service has been resolved. (18295)
The Pricing Templates applied from the Merchant Profile page are now saved correctly (18220)
The Calculated Columns feature now supports the TRIM function and the AND (&) and OR (|) logical operators. Also, the Equation field has been expanded to provide more space for editing formulas. (17946)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (17818)
The First Data North Boarding API has been updated with new improvements and abilities as per the July API release. (17813)
The email notifications now display the user's main group correctly. (18181)
Queued jobs are no longer duplicated if they don't start at a set time due to a different job still running at that same time. (17987)
The user Exception Report can now be exported to CSV/Excel format. (15415)
The top Navigation Bar has been updated with several visual improvements. (18064)
The order of the emails added to the ACH Profile Notifications setting now stays the same after a save (and not re-sorted alphabetically). (18012)
The Lead delete permission logic has been improved. (18138)
The Residuals Line Items created for a user and then linked to a merchant are now correctly attributed to the linked merchant group. (18008)
The Ascentium equipment list has been updated with current equipment models. (18163)
A new column for SIC code has been added to the Merchant Management and Viewing Merchant reports. (17913)
The new SIC code field has been populated with the appropriate codes for all merchants where such information is available. (17107)
Imported phone numbers are now displayed correctly with a phone mask. (17885)
The Residuals Analytics page has been updated with several visual improvements. (17246)
The Zapier app now supports dropdown field mapping by labels and setting lead statuses via the “Lead Status Updated“ event. (18038)
The search input field on the Documents page is now auto-focused on page load. (18065)
Two new API subscriptions have been added for TurboApp Application Submitted and Application Updated. (17249)
Permissions checks have been added when trying to access a Calendar task via task ID. (17949)
The FleetCor Authorization field in the TurboApp now supports three decimal places. (17966)
The Manage Unassigned Leads and the My Leads page filters now return the same number of search results. (17593)
The Manage Leads page now provides the ability to add additional columns in the lead report. (17317)
Unnecessary permission checks for getting lead field and tab info in the Lead API have been removed. (18056)
The name and the description of the crm_apptonly permission have been updated and the crm_manage permission is now responsible for deleting leads, including Mass Delete. (17904)
The Previous and Next buttons on leads with multiple locations have been restored. (18081)

August

Merchants imported via residuals import can now be deactivated only if the merchant's account existed in the CRM for more than 60 days and if no batches or transactions were registered during the last 60 days. (18601)
The Appointment Board Play button now plays the call recordings correctly. (18581)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (18164)
The First Data North Boarding API has been updated with new improvements and abilities as per the July API release. (18143)
An issue with duplicate alerts being sent when a user downloads a statement has been resolved. (18428)
The local presence numbers now show the local most-owned area code to the called location on a statewide basis. (18498)
The /merchants API endpoint now includes a list of associated lead IDs. (16892)
Images from incoming emails (such as signature line images) are now saved only once in the Attachments tab on the lead. (18529)
The lead Primary Documents tab has been updated with several visual improvements. (18052)
The Residuals Reports table no longer exceeds the frame width when the Merchant's DBA name is very long. (18408)
Two new fields have been added to the iPayment TurboApp according to the latest iPayment boarding API updates. (18449)
An issue with the "Next Step" email being sent to the incorrect recipient (after an E-Signature application has been signed) has been resolved. (18472)
An issue with users receiving POST notifications on leads they were not assigned to has been resolved. (18464)
The % column in the Residuals Reports can now be sorted correctly in ascending or descending order. (18494)
Newly created email templates are now shown on the Email Templates page immediately (without a page refresh). (18226)
The ability to copy an existing residual reports mapping into a new mapping has been added. (16518)
The iPayment TurboApp equipment section has been updated based on the latest iPayment boarding 2019 API updates. (17954)
An issue with the Lead Status Table Widget displaying zero results even though multiple records exist has been resolved. (18382)
The TinyMCE email editor no longer rewrites URLs using relative paths. (18397)
Quick Emails sent with an image as the first element in the email body are now displayed correctly when viewed in the lead Notes. (18411)
An issue with the Groups filter not loading on the Residuals Reports page has been resolved. (18389)
System-generated lead notes are now also displayed in the Lead Overview widget report. (18363)
New recordsets added on the Profile tab of the Merchant Details page are now saved correctly. (18349)
PDF files containing fields with non-ASCII tooltip characters can now be imported for E-Signature normally. (18170)
All users assigned to a lead will now receive POST API update notifications for that lead by default. (18353)
The Quick Email Editor has now been replaced with the TinyMCE editor, which comes with a spell checker. (17186)
The "Pay" checkbox in the Summary View of the Residuals page is now grayed out once payment has been issued to a user. (18016)
The Newfoundland time zone option has been added to the Time Zone dropdown on the User Settings page. (17968)
An issue with calls not routing through IVR as expected has been resolved. (18229)
The "Anyone" option in the Lead Overview user filter no longer resets to the "Me" option. (18312)
The Slideshow Statistics reports are now tracking the merchant users as expected. (18300)
The calculation operators in residuals mappings are now case-insensitive. (18358)
Users can no longer see files on the lead Attachment tab if they were uploaded to a Merchant that the users do not have access to. (18264)
A few UI issues found on the "Who Is Online Activity" page have been fixed. (18328)
Changing a user's time zone setting now automatically updates the user's working hour settings too. (18174)
An issue caused by a Chrome bug where random fields are auto-filled with usernames has been resolved. (18339)
The User Settings dropdown menu is no longer obscured by notification popups. (18340)
MeritCard merchants with a canceled, withdrawn or declined status are now marked as closed. (18343)

September

If a merchant's data source is changed then the account information will now also be updated automatically. (18858)
The underwriting page for ELAPP now includes the equipment information. (18834)
A UI issue on the Edit User Account page has been fixed. (18820)
An issue with users not being able to save new API Subscriptions has been fixed. (18833)
The ability to board North merchants through PCI Compliance LLC (Encytro) has been added. (18629)
The lead checkbox design has been updated and improved for easier use. (18788)
1099k scraping for AccessOne data sources with a secondary BT Datasource is now allowed. (18888)
An issue with the Email History filter searching the wrong column has been fixed. (18874)
The misalignment of lead fields caused by a new checkbox styling has been fixed. (18882)
Documents downloaded from the CRM are now saved on disk with the correct file names. (18117)
Duplicate Helpdesk Tickets are no longer created when there is an email response to a ticket. (18781)
Special fields are now correctly replaced by lead field values while sending an SMS through Zapier. (18756)
The top navigation menu on the User Settings page now works correctly on mobile devices. (18670)
Reporting on open and pending batches is now supported for First Data North. (15171)
The cursor position in phone number fields can now be changed normally in Safari browser using keyboard arrow keys. (18737)
The iPayment Sales Rep ID mappings to Merchant Central users can now be managed from the Manage Administration > TurboApp > Sales IDs page. (18307)
Duplicate notification popups and dialogs no longer appear on the API Settings tab. (18753)
An issue with the default checkbox values not being set when new leads are created has been fixed. (18744)
An issue with Underwriting Account records not being synced as expected and sending unnecessary notifications has been fixed. (18748)
The Dialer scrollbar is now displayed correctly in the Firefox Browser allowing the call outcomes popup to be viewed in full. (18793)
The Dialer call outcomes popup options have been moved inline. (18782)
The Calendar events can now be filtered by lead status. (18584)
The IVR maximum ring time has been increased to 200 seconds. (18732)
The My Leads page has two new shortcuts for creating a new lead or importing a list of leads from a CSV or Excel file. (18758)
An issue where publishing one residuals report unpublishes a different one has been resolved. (18701)
The round-robin status trigger is now correctly assigning leads to selected users. (18400)
Email notifications on lead status changes can now be sent using the email address of the user who made the change. (17525)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the September API release from First Data. (18433)
The First Data North Boarding API has been updated with new improvements and abilities as per the September API release. (18370)
An issue with the Export button not working correctly on the Merchant Status Change Log page has been resolved. (18653)
An issue where the residuals mapping disregards the calculated column that's used as a split has been resolved. (18667)
The Zapier Integration now allows the creation of leads with fields that contain the $ and % symbols. (18684)
A "View Original Email" button has been added to Helpdesk tickets enabling users to view the original email that the ticket was created from. (18640)
The Chargebacks tab on the Merchant Details page is now sorting correctly. (18682)
The Residual Mappings Calculated Fields are now working correctly for imported columns that have blanks set instead of zeros. (18722)
The new System Status Page at https://status.iriscrm.com provides real-time updates on the CRM uptime and incident reports and resolution. (16629)
A rendering issue in Dialer Activity and Agent Activity tabs on the Dialer Metrics page (when viewed from a mobile device) has been fixed. (18549)
The Zapier Integration has been updated with several UI improvements. (18489)
An issue with the CRM Calendar synchronization has been fixed. (18500)
Canceled calls are now tracked in Dialer Metrics and on the Dialer missed calls tab. (18620)

October

The Manage Extensions tab on the Manage Communications Settings page has been renamed to Dialer User Settings. (19181)
The Pricing Templates option has been added to the Manage dropdown in the top navigation bar. (19229)
The system email notifications sent to System Admin users are no longer displayed on the Email History page for non-admin users. (19231)
The Discount Fee in the North TurboApp has been changed to the percent field type. (19273)
The residuals mapping page now provides the option to create a calculated column with a zero or other number value that can be used for calculations. (19226)
Keyers with permission to create Priority Payments TurboApps (but not submit them) now have access to the underwriting parameters on the review page. (18852)
A Portfolio Activity volume discrepancy for multi-location merchants has been fixed. (19053)
An issue with uploading lead documents in Safari has been resolved. (19178)
The Sales Rep names shown on the Manage First Data Retail Sales Reps page no longer get truncated if the name contains parentheses. (19036)
An issue where Start Processing Alerts were sent out for merchants who have not yet started processing has been resolved. (19200)
The Batch Threshold is now assessed using the cumulative daily transaction amounts. (19122)
The Annual Sales column on the Underwriting Status page now shows the correct totals. (18829)
The supporting documents can now be selected in the TurboApp using several additional document labels. (14620)
The North TurboApp now supports the Bundled PIN / Non-PIN Debit service. (18864)
A UI issue found on the User Class Permissions page when viewed on a mobile device has been fixed. (19089)
The advanced search options in the Global Search have been optimized for faster loading. (15642)
The email editor now has a new button for the insertion of special fields. (18911)
The system now sends out automated notifications to users if a published residuals report is modified and re-published. (18761)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the October API release from First Data. (18685)
The First Data North Boarding API has been updated with new improvements and abilities as per the October API release. (18683)
The {%SIC%} placeholder has been added to TurboApp email templates. (19038)
The slideshow popup height now adjusts automatically to fit the height of the current slide. (19091)
Users are now notified when a residuals report has been prepared or published. (17293)
A time zone conversion issue found in the TSYS ELAPP TurboApp underwriting comments timestamp has been fixed. (19177)
Missed call notifications and logs are no longer duplicated in case the IVR tree is set up to call a group and then a user from that group. (19058)
The user's primary phone number is now displayed in the username settings menu in the top right corner. (18840)
The {%UPLOADED_BY%} placeholder has been added to the email templates to show the name of the user who uploads a file to the lead. (19078)
An issue where the username auto-fills in the Global Search box when using a third-party password manager extension has been fixed. (18997)
The E-Signature reporting widget now displays the E-Signature stats correctly. (18855)
The Paytrace integration has been updated to support Level 3 data. (18239)
An issue with users not being able to use Mass Actions on the Manage Unassigned Leads page has been fixed. (18919)
Leads with inactive users assigned can now be updated or deleted from the Manage Unassigned Leads page. (18940)
The date and currency fields are now formatted correctly when exported to CSV from the My Leads widget or the Manage Leads page. (18839)
An issue where the lead status shown on the My Leads page was different from the actual lead status has been resolved. (18749)

November

The Additional Email section on the Manage Emails popup in the user settings is no longer displayed when additional emails have not been set. (19662)
The Email Template editor now has a new option for changing the font color. (19679)
When a ticket type is changed for an existing ticket, email notifications are now sent to the users that are assigned to that ticket type. (19401)
The Email History table search now shows the correct results when the "All" option is selected. (19549)
The Association dropdown in the new TSYS TurboApp now correctly shows the first few associations when it is expanded. (19607)
The ability to search for a ticket type while editing a ticket has been added. (18925)
The email notifications on re-preparing a Residuals report are now sent only if the change was higher than $500. (19666)
Two new sections have been added to the TSYS - ELAPP TurboApp for Chargeback Information and Statement Information, with additional address options. (17217)
The merchant enrollment process has been updated to use the contact email if the DBA email or Corporate email is not found. (19639)
The default pricing values in the First Data North TurboApp can now be configured separately for each card brand. (19611)
The voice recognition feature now adds the spoken words in the position of the cursor, and not only at the end of the text field. (19394)
An issue on My Leads Page that caused an incorrect number of leads to be displayed in the lead accordions has been fixed. (19557)
The Dialer recordings now stop playing when the recordings popup is closed. (19494)
A UI issue found where the Next button overlaps the Search options on the Lead page has been fixed. (19562)
Several UI issues found on the Setup Wizard page have been fixed. (19474)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (18970)
The First Data North Boarding API has been updated with new improvements and abilities as per the November API release. (19092)
A User Notes field has been added on the User Settings page for saving quick notes about the user. (15863)
Two new TurboApp API subscriptions have been added for notifying users when an application has been approved or rejected. (18654)
Unseen voicemails and missed calls are now shown in a different color in the Power Dialer. (18812)
Emoticons are now displayed correctly in Lead notes and new task notification emails. (19324)
The REST API e-Signature functions have been updated to follow the same application creation rules as in the GUI. (16302)
E-Signature applications can now be submitted from iPhones/Safari browsers without needing to disable the 'Prevent Cross-Site Tracking' security setting. (19511)
The maximum length of the Annual Volume field in the TSYS TurboApp has been increased by one place. (19552)
Deactivated users can no longer be assigned to leads via POST API requests. (19512)
Users assigned to a lead will now receive only one notification when multiple files are uploaded at the same time. (19408)
Changes made on the Site Settings (Manage Options) page can now be viewed via the View History button. (19131)
The TXP requirement has been removed from Auth.Net setups in the TSYS TurboApp. (17217)
If no mapping is defined for an imported Residuals report then a "Mapping not found" page will be shown, from where the user can opt to create a new mapping, or go back and change the import settings. (19194)
A Monthly and Setup POS fees section has been added to the TSYS ELAPP TurboApp. (17217)
The payment input fields on the Lead, ACH History, and ACH Profiles pages can now only be set with amounts that do not exceed $1,000,000. (18688)
The MasterCard Interchange Downgrade Fee has been added to the First Data North TurboApp. (19424)
Merchant self-enrollment is no longer possible if there is insufficient information available in the system on the merchant. (18848)
Several UI issues found on the Administration page have been fixed. (19592)
A new user class permission has been added for enabling or disabling appointment confirmations by SMS or email. (19037)
The "Lead Status Updated in Merchant Central" Zapier trigger now allows users to select all lead fields, including the group, source, campaign, and status information. (19456)
When a new sales rep is added in the First Data TurboApp both the rep's name and ID now have to be entered. (19493)
The latest PPM card brand fees have been added to the TSYS TurboApp. (19288)
Users assigned to a TurboApp that have the 'TurboApp Notification All' permission enabled now receive email notifications normally after the TurboApp is submitted. (19236)
The Monthly Gross column under the Financials tab on the Merchant Details page is now sorted correctly. (19395)
After removing leads on the Manage Leads page the lead count is updated correctly at the bottom of the lead table. (19406)
An issue with the reply header with time stamp missing from an email being replied to has been fixed. (19363)
AccessOne chargebacks are now correctly pulled into the Deposits tab on the Merchant Details page. (18185)
The new SMS popup now has an additional checkbox option that automatically assigns the sender to the lead, so that the user can receive notifications on SMS responses. (19441)
The Dialer Activity reports are now exported with the correct date range. (19312)
The Alto Processing integration features have been updated with several visual improvements. (19234)

December

An issue with the date range selector not working as expected on the Viewing Merchants page has been fixed. (20016)
A user with the Administrator set of permissions and without Administrator options is now able to create Residuals Line items. (20075)
The "$" sign in the daily SMS deposit notifications is no longer duplicated. (20157)
"A non well formed numeric value encountered" error that occurred when a residuals report was being prepared has been resolved. (20175)
The lead fields mapped in the POST API Token settings are now shown with the lead tabs in addition to the field names. (19963)
An issue with the recording player seek bar width has been fixed. (19984)
The TSYS TurboApp fees which are already selected in other fees in the same category and pricing format are now marked with an asterisk, making them easier to spot. (19680)
Helpdesk tickets created from an email sent to a synced Gmail account now display the email's images correctly. (19982)
A discrepancy found in the monthly statistics placeholder in the Start Processing Alert email template has been fixed. (19970)
The Pricing Templates option under the Manage menu is now visible to non-admin users (with appropriate template permissions) and admin users without backend manage permissions. (19945)
An issue with the second signer receiving the completed E-Signature application before signing it has been fixed. (19827)
An issue with the mapping of shipping fields in the North TurboApp has been fixed. (19870)
An issue with PASO report expenses getting rounded has been fixed. (19891)
The lead phone numbers dropdown in the Dialer is no longer cut off when it is close to the bottom of the Dialer window. (19863)
Residuals mappings have been updated to support one mapping per processor. (18438)
The Pricing Format dropdown on the lead now includes the Flat Rate option if First Data North is enabled. (19825)
The Annual Sales email template placeholder now correctly shows the Annual MC/VISA/Discover/PayPal/Amex volume found on the Underwriting Status tab. (19759)
An issue with opening attachments on the SMS Metrics page has been fixed. (19760)
CORS access has been enabled for client sites enabling clients to make AJAX calls with the POST API. (19677)
The 'Total Gross Income' and 'ISO Net Income' are now hidden for users with no access to Net in the Residuals Report. (19799)
Underwriting comments for multi-location applications are now logged only once. (19232)
The TurboApp field mapping page now shows only the enabled processors in the processor selection dropdown. (19713)
The Underwriting Status page now shows the Decision Dates for canceled applications too. (19787)
The 'Publish & Notify Users' button is no longer shown on reports for which user notifications have already been sent out. (19708)
The Residuals Templates feature has been updated with several UI and other functional improvements. (19066)
A new option has been added on the Manage Processors page which if enabled automatically trims the MID numbers imported through Residuals Import or the Merchant Importer to 15 characters. (19449)
Call Queues are now created only with leads that have valid phone numbers set. (19828)
The Underwriting Status page has been enabled for ELAPP-only clients. (19771)
Helpdesk notifications are now sent out correctly to outside users when the email address is preceded by the recipient's name. (19317)
Users assigned to a lead are no longer notified when an email sent from a lead is opened, but only the sender will receive such notifications. (19773)

2018

January

The Lead fields that have been configured as hyperlink fields now show the hyperlink globe icon even if the field is empty. (12919)
A new error message has been added to the Lead E-sign tab to indicate if the uploaded PDF form is not in AcroForm format. (12907)
Lead fields no longer extend beyond the form boundaries when the field length property is set to a very large number. (12886)
Images may now be added to Email Templates by copy/pasting or by dragging the image files from the disk into the template editor. (12829)
If only one group is found on the Status States Customization page then it will be automatically selected after the page is opened. (12918)
The Lead Importer speed has been improved. (12796)
The Group setting on the Manage User page no longer reverts to the previously cached value. (12798)
The contact email for self-enrolled TSYS merchants is now correctly retrieved and saved in the merchant's settings. (12852)
The "MID has already been assigned" error in the TurboApp has been resolved. (12818)
The Speech Recognition feature now supports three new commands including the "Open Residuals", "Upload Residuals", and "Add Line Item" commands. (12801)
The Leads Search widget on the Reports tab on the Home Page now also comes with a "Group" filter. (12443)
The Manage Unassigned Leads page and the View Leads in Status page (My Leads > Manage Leads) now provide the ability to view or select 100, 500, or 1000 leads. (12858)
User's split percentages on the Residuals Reports page are now shown correctly without decimals. (12755)
The unnecessary scroll bar in the Account Status tab on the Merchant Details page has been removed. (12476)
The Lead Importer now provides more detailed information on invalid fields that were not imported. (12653)
The Lead statuses with very long names no longer expand the Current Lead Status widget beyond the page margins. (12687)
User Classes without the "Sales Rep" Permission are now excluded from the exception reports on the User Assignment Exception Reports page. (12634)
The reports on the Manage Residuals page now come with an auto-complete Search box and the option to filter reports by Username, Class, or Group. (12779)
The date selection drop-down menus in the Top Performers widget and on the Viewing Merchant page now work correctly when both the From and the To date contain the same date. (12821)
Unanswered calls are no longer counted as Inbound Connects on the Dialer Metrics page. (12805)
The TurboApp now supports the First Data Grid Wholesale grids on SYS level. (12677)

February

The Residuals line items are now displayed correctly for merchants that have no assigned users. (13103)
After the "Assign" button is clicked on the Lead, it will be automatically disabled so that the user may not click on it multiple times while the page is refreshing. (13137)
The Lead Records Sets functionality has been updated with several different improvements and fixes. (4992)
Changes made by using only the "Copy" button on the Profile tab of the Merchant Details page are now saved correctly. (13152)
The Media Categories permissions can now be set on group-level. (13023)
If the All Calendar view shows more than the maximum of 20 user calendars, the superfluous calendars can now be removed manually. (13138)
The required fields on the Discover Registration page in the TSYS TurboApp are now marked with a red asterisk and must be filled in. (13069)
The Status Trigger email templates now also support the contact name placeholder whose value is pulled from the contact field which is associated with the Lead's email address field. (13112)
The "Edit" button in the Current Lead Status widget now takes the user directly to the corresponding status group and category when clicked. (13164)
The Global Search now displays the correct user and leads when searching for leads assigned to a specific user. (13010)
The TSYS transactions which are shown on the Deposits tab on the Merchant Details page and which do not have a reference number are now associated with the correct released deposits. (13119)
The PCI Compliance information for sub-MIDs is now retrieved from the parent MID's PCI record in order to ensure that the correct info is being displayed. (12938)
Helpdesk tickets created through inbound emails using Gmail groups are now automatically assigned a creator and can be edited. (13045)
After a Facility Grade is received from an Ascentium Capital submission, an email notification will be sent to all linked users in the TurboApp. (13070)
The Dialer and the SMS buttons are now hidden on the New Lead page and will be shown only after the new lead is saved. (13098)
The TSYS chargebacks report on the Merchant Details page now contains two additional columns – "Item Type" and "Case Type". (13087)
The assigned users drop-down on the Lead will automatically change to a dynamically populated dropdown when there are more than 100 users to show, in order to improve the page loading speed. (12929)
The TSYS TurboApp has been updated with several minor UI improvements. (13071)
When the E-Signature is enabled the Enable Audit Trail will also be enabled by default. (12877)
Leading and trailing spaces found in the email fields on the User Settings page now get automatically trimmed. (13019)
The Dialer now comes with an Online/Offline switch, enabling users to stop receiving incoming calls by setting their status to Offline. (12190)
First Data TurboApp has been updated with new improvements and abilities per the February API release from First Data. (12906)
Empty items no longer appear in the Dropdown Options list when editing a field in Manage Lead Fields. (12409)
When Calendar task dates are changed using mass reschedule, the original task times will be preserved. (12945)
Helpdesk tickets are now being correctly created after an email is forwarded to a linked Gmail account, and the new ticket notifications are sent to the assigned users. (12962)
SIC fields in Vantiv TurboApp have been renamed to MCC. (12902)
Images originating from incoming emails that are less than 1KB in size (e.g. signature images and similar) will no longer be saved in the Lead Attachments tab. (12963)
Images copied into the Email Editor which exceed the maximum allowed image width will now be automatically resized. (12982)
Searching for names in the Sales Rep column in the results table of the Reports home page tab now works correctly. (12857)

March

The links in email previews started from an inbound notification popup are now clickable and work correctly. (13443)
Comments posted on a Helpdesk ticket which was generated via a synced Gmail account will now also be automatically emailed to the original sender. (13456)
Clicking on the Back to Administration button will now take the user back to the administration category that was previously opened. (13370)
The Notification field on the "Misc" ticket type in Helpdesk is now correctly populating with assigned users. (13461)
Plain-text emails are now shown correctly in the Lead and not as empty emails. (13380)
The Email Templates have been improved to prevent loss of formatting when the sent emails are viewed in Outlook. (13382)
The Dupe Checker now ignores the leading and trailing spaces when looking for duplicates. (13185)
The fields located in the bottom tabs on the Lead may now be mapped to TurboApp fields normally. (13419)
Special HTML characters are now decoded and displayed properly in the Helpdesk ticket description field. (13391)
When a new SMS popup or the Quick Email popup is opened, the cursor will be automatically positioned within the popup so the user can start typing immediately. (13406)
The Merchant Details page no longer shows information on inactive or hidden card types. (13378)
Non-admin users can now download email attachments from the Lead notes without getting an "Access Denied" error. (13345)
Discrepancies in TSYS Merchant transaction counts and discount calculations have been fixed. (13280, 13244)
First Data TurboApp has been updated with new improvements and abilities per the March API release from First Data. (13043)
Listening in on an active call in the Dialer no longer creates silence until the call is connected or until the listening supervisor disconnects. (13099)
The Email Metrics page now comes with email preview functionality. (13184)
The Dispute Reporting page now has a new report column called Item Type if at least one TSYS data source exists. (13245)
The quick emails now correctly load the placeholder values from the tabs that are located on the bottom of the Lead. (13277)
The History Log for the Record Sets is now correctly recorded for all record sets and not just the last modified record. (13210)
An issue which prevented an Articulate project from being uploaded has been resolved. (13342)
A new placeholder called %SUPPORT_COMMENTS% has been enabled for TSYS email templates. (13254)
The Dispute Reporting page now has a new "Item Type" column if at least one TSYS data source exists. (13245)
The reports exported from the Email Metrics page now contain only the enabled columns and not all columns. (13220)
The Helpdesk tickets now show the email From, To, and Subject information in the ticket description. (13225)
Dragging the Lead Record Sets into a new position on the page can now be done only by clicking on the record set's header, and not anywhere else on the record set. (13212)
The false alert which shows up when adding a Live Merchant Graph component to the Dashboard Group Customization page has been removed. (13173)
Changing the Lead tab type from Record Set to a different type will collapse all records into one and the user will see a warning indication that the action may cause data to be lost. (13169)
Users may now mass assign themselves to multiple leads, and not just other users. (13201)
If a user no longer has permissions to view another user's Calendar (due to the second user being disabled or is no longer subordinate) then such a Calendar will be removed from the list of enabled calendars automatically. (13177)

April

The Email Metrics reports now correctly include the rows with zero values when calculating averages. (13590)
If the MID Number being added while creating a new merchant is longer than 19 digits a corresponding error message will be shown. (13283)
A confirmation message will now be displayed on the Lead when a Lead Note is saved or edited, or when fields are copied using the Copy button. (13523, 13458)
The Lead tab permissions list in the Edit Permission popup on the Manage Lead Fields page now stays within the popup boundaries when there is a large number of user classes to select from. (13691)
The report column sorting on the Portfolio Activity page now works correctly. (13716)
The Helpdesk ticket comments are now added without reloading the entire page. (13495)
The ability to adjust the VIM threshold has been added. (13600)
The JavaScript errors on the Preview Residuals page that caused the page to render incorrectly have been fixed. (13667)
Inactive users will no longer receive Email Notifications. (13633)
The asterisk character is now an allowed character in the TSYS TurboApp DBA field. (13513)
The Edit action on the Manage Lead Fields page now opens the edit dialog without undue delay when used repetitively. (13558)
The issue with an unresponsive Copy Fees button in the TurboApp has been resolved. (13669)
Spaces are no longer stripped from the Amex Sales Channel Name field in the TSYS TurboApp. (13610)
The missing Amex Rate section has been added to the Vantiv TurboApp preview page. (13425)
The "If Duplicate Found: fill in Field if empty" option in the Lead Importer now functions as expected. (13612)
The notes on the Portfolio Activity page are now scrollable and formatted correctly. (13579)
The Campaign placeholder in Quick Email Templates is now correctly populated with the campaign name. (13518)
The MPA uploaded in the TSYS TurboApp will now be transferred to Ascentium Leasing together with the other uploaded documents (when the Ascentium option is selected). (13288)
The Self Enrollment email will now be sent with the Sender Email and Sender Name which are set in the Group Settings. If the group settings have not been configured, then the Sender information will be pulled from meta values instead. (13498)
The First Data Boarding API has been updated with new improvements and abilities. (13074)
The Discount Rates table in the Account Status tab on the Merchant Details now shows a new Amex OptBlue discount row for Clientline/Business Track merchants (if the AMEX SALES DISCOUNT fee exists in the Account Fees section). (13606)
Duplicates that match the same search criteria are now correctly grouped together in the Dupe Checker. (13723)
Resizing the browser window no longer causes the filter drop-down to become detached from the gear icon in data tables. (13366)
When the Notifications Bubble in the top-right corner is clicked it will mark all notifications as read, and when the VIEW ALL link in the bubble drop-down is clicked it will display all notifications with pagination. (13308)
The User Classes and Users filters on the Dialer Metrics page no longer get disabled after the Groups filter is reset. (13460)
The Quick Email template selection dropdown on the Lead now correctly shows all the templates that the user has access to and not just the ones that are linked to the user's primary group. (13485)
Users with merchant_groupwide access can now only see merchants from own group(s) and merchants of subordinates on the Portfolio Activity page. (13284)
The Lead Dashboard now correctly shows all assigned users in the Assigned Users column, and not only the user that was selected in the user filter. (13500)
Changing the username and deactivating the user in the same Save action on the Edit User Account page no longer causes the activation email to be sent out. (13504)
The Lead Status Table Widget on the Homepage now correctly displays unassigned leads in addition to assigned leads. (13557)

May

Adding a comment in a Helpdesk Ticket no longer causes the list of assigned users to go blank temporarily. (14041)
The data table loading speed of Lead widgets has been significantly improved when the maximum setting of 1000 entries per page is selected. (13939)
The Lead Importer now ignores inactive users that may appear in the CSV file being imported and does not assign such users to leads. (13997)
When the First Data Wholesale TurboApp applications are approved an email notification will now be sent to all linked users in the same way as with retail applications. (13975)
The PDF attachments opened from an email popup are now correctly displayed in a lightbox and not downloaded to disk. (13915)
Changing a Lead tab which contains special fields to the Recordset type no longer causes the page functionality to break. (13963)
The Email Popup window is now displayed correctly when opened from the incoming email alert popup. (13884)
The Group filter no longer gets reset to the user's primary group on The Scoop page. (13940)
The Lead Filter has been optimized and no longer displays incorrect filter counts when users click on the filter checkboxes quickly. (13752)
An issue with some users not being shown in the Lead assign drop-down has been resolved. (13985)
The Manage Residuals page has been optimized to load faster. (9819)
The Link Merchant action on the Lead now automatically populates the lead's group to the new merchant. (14005)
The Vantiv TurboApp now provides the option to add the information for a maximum of 5 owners. (13955)
The Scoop page has been updated for better performance and load times. (13874)
The Lead Importer no longer creates empty recordsets if a row being imported to a record set has no values in it. (13509)
Users can now correctly see the status states from all the groups that they belong to in the Leads Search table and not just the states from the primary group. (13902)
Basic users can now change the groups on the Leads assigned to them, but they cannot access Leads that are assigned to groups that they don't belong to. (13857)
The display option to show 50 merchants on the Residuals page now works correctly. (13426)
The ability to duplicate lead fields has been added to the Manage Lead Fields page. (13959)
The Lead Importer now has the ability to auto-assign multiple users to leads and to show the field mappings after the job is completed. (13594)
When a Lead Appointment is set for a user, the user will also get assigned to the lead automatically. (3860)
The merchant Profitability Report is now generated also taking into account the manually entered line items. (8956)
Users are now able to delete TurboApp logins normally. (13903)
A partially completed TSYS TurboApp application can now be deleted normally, and a warning message will show the parts of the application that have been boarded. (13672)
An issue with empty Welcome Emails being sent out to merchants has been resolved. (13830)
The Manage Documents page now allows for dynamic adding, editing, deleting, and reordering of documents without reloading the page. (13566)
The "Read" and "Received" columns on the Sales Metrics report are now clickable and show a preview of the read or received emails. (13351)
The recordsets are now shown in the Lead Overview report as nested tables. (12901)
The Quick Email now populates the contact information from the correct recordset and not always from the first recordset (when a new email is launched from a recordset tab). (13572)
Updating and linking a Pricing Template now works correctly when no fields have been defined. (13831)
The broken Email Validation icon on records sets has been fixed. (13794)
The Email Validation tooltip which is shown next to the validated emails now also shows the date when the email was last validated. (13777)
The Email Validation feature now supports unlimited validation credits. (13774)
The First Data Boarding API has been updated with new improvements and abilities. (13281)
The Manage Lead Sources & Manage Campaign pages have been updated with several minor improvements. (12600)
The Copy button is no longer hidden when placed next to a drop-down menu. (13814)
Saving the default option in a Lead drop-down menu now works properly. (13806)
A user who is a member of multiple Groups, has the Groupwide permission, and has the ability to manage leads is now able to change the group designation on an individual lead. (13591)

June

A new option has been added in the User Settings which allows the user to enable or disable popup alerts for incoming leads. (14229)
The Volume and Average Ticket values are now correctly displayed on the Portfolio Activity page for Priority merchants. (13974)
The Email Template page no longer reloads when an attachment is added to a template. (14135)
The Lead field creation and editing functions no longer require the page to refresh, enabling faster editing. Also, a new option is available which enables automatic opening of the new field dialog once the previous field is saved. (14014)
The Helpdesk Ticket buttons no longer get displaced in IE when a very long strand of characters is entered in the ticket comment. (8044)
The Visitor Tracking feature now also shows the information on the lead's historical activity from even before they clicked on a tracked link, by reading the information stored in the lead's cookies. (13736)
The maximum number of characters in Vantiv TurboApp address fields has been increased to 50. (14088)
The First Data TurboApp has been updated with new improvements and abilities per the June API release from First Data. (13839)
The ticket report in the Tickets tab on the Lead has been converted to a datatable, enabling the sorting of tickets using any table column. (13829)
New Email Template placeholders have been added for Monthly Volume, Number of Monthly Transactions and Average Ticket. (13176)
A new Helpdesk Ticket Type has been added to update pricing for existing TSYS merchants. (13073)
If failures occur with tasks involving datasources, the administrator will now receive a notification email once a day showing the failure count. (14038)
The Excel report generated from the Residual Reports page now displays the MID column correctly as an integer without a dot, and with a zero at the end. (13990)
The Quick Email now provides the ability to preview or download the email attachments. (14134)
The Sales Rep and the Assigned Users columns on the Home Page Tabs are now sortable. (14006)
The Chat feature has been updated with several improvements including: new groups and new private messages will now appear at the top of the list; hovering on a user will show the user's profile name; the group chat window will now show the private chat icons next to each member of the group. (13951)
The Status States Customization page now provides quicker editing by not requiring the page to reload after each change is saved. (13564)
The ability to download attachments linked to Email Templates has been added. (14085)
A new merchant account will no longer be created if the Priority TurboApp application submission does not return a live MID. (14129)
Each Pricing Type drop-down in a record set now correctly populates based on the value of the Pricing Template drop-down in the corresponding record. (13957)
Merchant users can no longer edit their comments in Helpdesk tickets. (14116)
The names and descriptions of the User Classes on the Permissions page have been updated for easier navigation. (14050)
The Helpdesk ticket comments are now correctly cleared after the comment gets posted. (14098)
The "calculated" fields in Residuals Imports can now be formatted as integer, float, percent, date, or string fields. (14053)
The Proposal Email Template subject line placeholders are now correctly populated after the email is sent out. (14063)
The missing Sales Code page has been added back to the TurboApp menu on the Administration page and is available to the users with appropriate user class and permissions. (12665)
If a user has unsaved changes on a Lead and tries to navigate to a different page, the 'Stay' button (in the "Leave or Stay" confirmation popup) no longer opens the new page, but it keeps the user on the same page. (14040)
If an E-signature application can't be generated due to the lead email address being incorrect, a new error message will be shown displaying the incorrect email. (14044)
A user who doesn't have the Label Permission to download a document will now also not be able to email the document from the Lead either. (13713)
When a Priority Payment TurboApp is approved and a merchant is created, the merchant will be linked to a Priority Datasource. (14097)

July

Your CRM is now integrated with Microsoft Outlook. ISOs who use Outlook as their primary email client can now manage their communications both from Outlook or the CRM. Emails sent or received via a connected Outlook account will sync and be displayed on the corresponding leads or Helpdesk tickets. (13033)
The Lead status is now shown in the linked merchant's Profile tab (on the Merchant Details page) and can be changed from there. (5164)
The Vantiv (WorldPay) TurboApp now comes with the FastAccess Funding feature which provides daily funding for merchant settlement, typically within 5 hours every day. (13172)
Fixes/Improvements
Changes made on the Lead are now saved faster without reloading the entire page. (13567)
The Manage User page has been updated with several visual enhancements. (14281)
The Visitor Tracking cookies can now be saved in the Lead's browser after they've opened an email containing the visitor tracking code. (14277)
Lead Emails now correctly show the emoji images in the subject line, instead of the emoji HTML codes. (14427)
Additional users assigned to a Lead are now automatically added to the Lead notification list. (14393)
When the company logo or favicon is being uploaded on the Manage Site Domains page the upload popup will show the correct name of the uploaded file. (14195)
The Lead page now shows the number of days that a lead has spent in its current status. (14347)
The Ascentium Capital service from the TSYS TurboApp has been added to the First Data Retail application. (14210)
A link has been added to the Merchant Details page which takes the user to the merchant's submitted TurboApp. (316)
The Scoop page has been updated with several UI improvements. (14274)
The image preview is now shown correctly in the Chat window after an image is uploaded via the upload button. (14334)
The First Data TurboApp has been updated with new improvements and abilities per the July API release from First Data. (14102)
When a Residuals Report is being uploaded using an Excel file, the Excel cell formats will be automatically recognized and applied to the mapped CRM fields. (14181)
The ability to export users has been added to the User Accounts page. (14313)
The lead fields on the Manage Lead Fields page now show additional information on each field including the field usage, mapped status, and the default value. (11736)
If a merchant is linked to 10 or more accounts, then the Merchant dropdown on the My Business tab will change to a searchable dropdown in order to make it easier to locate an account. (14310)
The Income and Expense Program Fee columns have been added to the TSYS Residual Report. (14295)
The Leads Search widget user filter now shows only the users who can be accessed by the user that is performing the search. (14335)
Several unnecessary items have been removed from the Merchant users' views and pages. (14309)
An issue with the Reports not being sorted correctly by columns showing dollar values has been fixed. (14268)
The First Data Retail TurboApp Discover Fee Classes which are not supported for the entered MCC will no longer appear as selectable drop-down options. (14293)
If a Processor is being deleted, the user will now be required to move any merchants already associated with that processor to a different processor. (14133)
The Dialer notifications have been improved for missed calls, queued calls, and call waiting, and the Live Queue tab has been added on the Dialer Metrics page. (13742)
The ControlScan table on the PCI Vendors - API Logins Management page now has a new column called MC Level. (14103)
When replying to a ticket comment from a synced Outlook or Gmail account, only the reply portion of the email will be saved in the ticket's comments, and not the entire conversation thread. (14270)
An issue with the dropdown mapping where the first drop-down option does not populate the corresponding PDF checkbox after a new lead is created has been fixed. (14236)
The "Show Primary User Data Only" option has been added on The Scoop page. (13973)
The whole rows on the Merchant Management page are now clickable and open the merchant's profile page in a new tab. (14226)
The outdated "Eclipse A200" option listed for SwipeSimple in the Vantiv TurboApp has been replaced with the "Swift B250" option. (14179)
The TSYS Retrievals report on the Merchant Details page now also shows the retrieval Case Number. (14212)
When a merchant's MID number is changed, then the number will also be updated on the tickets associated with that merchant. (11742)
Posting leads through POST API now populates the contact name field correctly when the contact_1 or contact_2 special fields are enabled. (14299)
The Record Set tab can now only be changed to the Tab/Category tab type. (13223)

August

The First Data North TurboApp review page now includes the equipment information. (14548)
The CRM now integrates with Diversified Acquiring Solutions (DAS) for transaction and chargeback reporting. (14203)
The round-robin users are now correctly assigned to new leads coming in via POST API. (14565)
An issue with the Helpdesk comments being partially deleted when saved has been resolved. (13699)
The Default Values page has been added to the First Data North TurboApp. (14401)
The TurboApp now supports scheduling of underwriting status reports for First Data North applications. (14400)
The Administration page now correctly shows the Quick Access section each time it is opened, and not the last section opened by the user. (13702)
The option to add a Net Split to the user profile has been added. (13780)
A "Hide Inactive Merchants" checkbox option has been added on the Residual Reporting page. (9205)
The leads coming in via POST API are now checked for duplicates via the email fields. (14261)
The Email button is now shown correctly on the lead next to the documents uploaded via the Profile tab on the linked merchant's detail page. (14525)
Google Calendar events no longer get duplicated in the CRM after the Google Calendar is re-synced due to an expired token. (14486)
The 24-hour timestamps are no longer shown with AM/PM in the generated CSV Lead reports. (14324)
The Lead Activity Log has been re-built using AJAX in order to display changes on the fly, and additionally the lead group changes are now also logged. (14385)
A new Fundomate permission has been added to control which user classes are allowed to view the Fundomate commissions. (14522)
The horizontal scrollbar is now correctly displayed in Firefox. (14555)
The Merchant Self Enrollment feature now works correctly for Priority/VIMAS data source. (14460)
The First Data Boarding API has been updated with new improvements and abilities as per the August API release from First Data. (14308)
The Authentication Code in the TSYS TurboApp is no longer auto-generated and the field will be empty by default. (14504)
The user count on the User Accounts page now shows the correct total. (14473)
The MFC grids are now enabled for Alphanumeric characters in the First Data Retail and Wholesale TurboApp. (14484)
The Setup Wizard progress bar now changes to 100% when the user completes all the required configuration steps (regardless if the Finish button on the last step is clicked or not). (14436)
The Proposal Generator has been updated with several UI fixes. (14453)
Several inconsistencies in the My Leads page filters have been fixed. (14468)
The "Sending Email Failed (Outlook API): 401" error when sending an email from a synced Outlook account has been resolved. (14428)
The incoming group call desktop notification will disappear if one of the users in the group picks up the call or if the call goes to voicemail. (14379)

September

The Missed Call email templates now have the option of including lead fields. (14866)
Unanswered calls placed to number extensions or through the IVR menu will be sent to user's voicemail (or to the call queue if voicemail is not enabled). (14827)
The 'Start Processing Date' and 'Last Batch' fields on the Manage Merchant page are now also editable for unsupported processors. (14002)
The Tickets tab on the Merchant Details page now supports searching with non-Latin characters. (14786)
The Vantiv TurboApp now allows only PDF files to be uploaded. (14808)
The Merchant Account Linked emails are no longer sent out to inactive users. (14797)
The last selected Online/Offline status in Dialer will be automatically enabled when the Dialer is opened the next time. (14818)
Opening a TSYS account via the TSYS - Update Status ticket now works correctly. (14816)
The line breaks in a text area field inserted into an email template are now correctly preserved when the email is sent out. (14851)
HTML elements are no longer stripped when copied into an email template. (14862)
The Residuals Report access permissions can now be configured for groups, user classes, and users on a per-report basis. (4673)
An issue has been resolved where closing Chrome or shutting down the computer before closing the CRM chat pop-out caused the chat to no longer appear in the CRM on the next sign-in (unless the cache was cleared). (14874)
The "Call" and "Send SMS" buttons on the visitor tracking notifications now show the correct phone numbers in cases where there are different phone numbers on different recordsets. (14754)
The Global Search field now provides the ability to use the Up and Down keys to select the search results. (14224)
The Subject column in Helpdesk tickets now shows the subject as a hyperlink with the ticket's URL. (14676)
The TSYS TurboApp now supports the creation of 12-digit MIDs. (14607)
The "Merge Duplicates" option has been enabled in POST Tokens. (14792)
Administrators can now view other users' lead Import Activity. (7007)
The Echosign Widget now correctly shows the application names for both signed and unsigned applications. (14738)
The residuals line items in the Sales Rep and Manager views on the Residuals Reports page are now correctly added to the Grand Total. (14803)
The Lead UI has been updated with several visual improvements. (14766)
The user line items in the Residual Reports are now correctly applied to ISO's net income. (14442)
The Merchant Profitability tab now shows the username in the line item's description (for user line items). (14191)
A new option that enables users to set an expiration date on user splits has been added. (12960)
The Create Lead popup on the Merchant Details page has been updated with several visual improvements. (14681)
The Change Lead Status option on the Merchant Details page now saves changes in asynchronous mode, which does not require a page refresh. (14680)
An error message has been added to warn the user if they don't select a processor while uploading a Residuals report. (17421)
The Set Sender Email option in Status Triggers now comes with a user selection drop-down (in addition to the existing “custom sender email” option).
The Open API has a new call which gets a list of users that can be assigned to leads. (14643)
Documents can now be uploaded normally on the Merchant Profile page. (14659)
The arrows used to expand record sets in a homepage dashboard table now show up correctly on the first load. (14587)
The system now shows only one notification popup and sends out only one email when an incoming call is missed. (14652)
Several UI improvements have been added for compatibility with mobile devices. (11956)
The First Data Boarding API has been updated with new improvements and abilities as per the September API release from First Data. (14564)
The group chat user list now correctly displays all the users that the current user has permissions for. (14634)
The Sales Metrics report has been updated with several visual improvements and the ability to export Appointments Set and Appointments Seen information to Excel/CSV. (14632)
A new option has been added in the Status Triggers enabling automatic assignment of users to a lead based on the lead's age or status change. (9288)

October

Data Source Task Notifications no longer send out duplicate alerts when there are multiple failures during the execution of a task. (15091)
Non-admin users can no longer add or delete System Email Templates. (6995)
The TSYS Debit Network and Interchange fees are now shown next to the rate descriptions on the TSYS Default Values page and in the TSYS TurboApp. (15020)
Editing merchants during the Merchant Import process now works correctly and without exceptions. (15110)
An issue with the Field Label values not being saved correctly on the Manage Lead Fields page has been resolved. (15134)
Helpdesk tickets are now grouped correctly on the Tickets tab of the Merchant Details page. (15121)
The Merchant Importer now correctly updates the user splits when the months being imported are saved in textual form (e.g. January, Jan, etc.) (15113)
Discover Debit discount is now pulled from the correct Business Track field. (15123)
The Portfolio Activity page now also shows information on merchants with no linked datasources. (15108)
Leads found using Dupe Checker now open in a new tab when clicked. (11016)
Long task descriptions are no longer cut off on the Lead page. (15107)
The look and proportions of merchant graphs on the home dashboard tables have been improved. (14980)
The Manage Lead Fields page has been updated with several UI improvements. (14150)
Several issues found with the Start Date drop-down on the TSYS Default Values page have been fixed. (15073)
Adding comments with attachments to Helpdesk Tickets now works without errors. (14987)
The Total Duplicate Leads number link on the Lead Importer page now opens the list of duplicate leads correctly. (15079)
The ability has been added to pull the lead information via the Lead API based on a lead field. (14964)
The Vantiv TurboApp now has options for EBT fees. (14719)
The Merge Duplicates option on the POST Token has been extended with the options to update Status, Users, and Campaign & Lead Source. (15032)
The number of imported leads shown in the Lead Importer after an import has been completed now links to the My Leads page where the new leads can be reviewed. (7008)
The Pricing Grid ID fields in the First Data TurboApp have been replaced by a Credit and a Debit MPG ID field for each card brand. (13002)
The Top Performers widget on the Home Page now shows only the primary datasources in the Datasources List. (11489)
The Add Ticket and the Add Comment buttons on the Helpdesk ticket are now greyed out when clicked in order to prevent users from clicking on them again while the ticket or the comment is being added. (15103)
The Deposits tab on the Merchant Details no longer shows duplicate batches. (15062)
Tickets shown in the Helpdesk Tickets view can now be opened by clicking anywhere in the table row, and the rows can be right-clicked to get the ticket address. (15110)
The Imported Residuals Reports tab now has a new column for Deactivated Merchants. (13613)
The Helpdesk email templates now have a new placeholder for ticket assignees. (13248)
Clicking on the Back button no longer causes the same TurboApp to be created again from the lead page. (15080)
The incoming chat tone volume has been increased. (15002)
The rules for applying default splits for past and future months in the Merchant Importer have been improved to account for several typical scenarios. (14992)
Files with special characters can now be uploaded to lead correctly via POST API. (15037)
The imported leads now show with the correct status on the My Leads page. (14835)
The filters on the My Leads page are now correctly re-applied after the user returns to the page. (15030)
A validation error message will now be shown if a user submits the First Data TurboApp with the combined size of the attachments exceeding 11MB. (15011)
The time formatting for file uploads and proposals on a lead has been adjusted to standard 12-hour formatting. (10553)
The Sales Metrics page now includes information on confirmed appointments. (14828)
When the owner type in the First Data Retail TurboApp is set to "Sole Proprietorship" then the TIN type will be automatically set to SSN. (14501)
An issue has been resolved where a user was assigned to a Helpdesk ticket multiple times. (14627)
The TSYS TurboApp has been updated with several improvements for managing equipment information and default values. (14336)
Disabled users are now marked with a red dot in the lead or merchant assignments, in group splits, and on the Merchant Details page. (186)
The SMS notifications for deposits, retrievals, and chargebacks are now sent out correctly. (15017)
The tasks and appointments widget UI has been improved on the home, lead, and calendar pages. (14935, 14943, 14944)
The First Data Boarding API has been updated with new improvements and abilities as per the October API release from First Data. (14704)
The TSYS TurboApp now supports fields with three decimal places. (14609)
The validation of the Amex Sales Channel Name in the TSYS TurboApp has been updated to allow special characters. (14933)
Line items now show correctly for managers with Global Split. (14937)
The mass-reschedule option and the dialer/SMS icons have been added on the Calendar page. (14903)
The SMS notifications now show the $ sign for dollar amounts. (14997)
The Vantiv TurboApp now has an option for Ingenico iPP310. (10058)
The disabled user indicator is now correctly shown on the Manage User page. (14916)
The North TurboApp now shows the Statement Email Address field when the Statement Delivery option is set to "Online". (14974)
The listened calls are now correctly reported to the system and their duration updated. (14885)
The Proposal Generator preview no longer scrolls too far down. (10815)
When boarding merchants from the lead to the TurboApp, the default TurboApp field values will no longer be removed in cases where the corresponding lead fields are empty. (14924)
Updates have been deployed to TSYS Express as per the October 2018 Express SDK. (14814)
A new permission has been added to Disable User Settings Edits. (6998)
Several UI issues found in the Email Details popup have been fixed. (13996)
An incoming group call answered by one of the users in the group is no longer sent to the call queue. (14891)
The table on the Underwriting Status page no longer overflows due to very long DBA or legal name. (14842)
After a residuals report with unknown merchants is imported, a confirmation popup will appear on the currently active tab to inform the user that new merchants have been added. (14819)
The transaction lookup window on the Merchant Details page now comes with pagination which enables faster loading time. (14170)
The Pricing Templates can now also include checkboxes (in addition to text fields and dropdowns). (14837)
The leads can now be deleted without first removing assigned users, and restored within 30 days of deletion. (5730)
The Calendar tasks and appointments can now be set with a time duration. (12632)
The Residuals Line Items are no longer shown rounded in the line item reports. (14896)
Updated mappings are now shown correctly on the Manage Mappings tab in Residuals Reports. (14915)
An issue with redundant spaces appearing in the Helpdesk emails has been fixed. (14988)
Users no longer show up in the merchant's notes drop-down if they don't have notification permission or have not been assigned to the merchant. (14879)
The Manage User page now has a new option to "Allow Split To Exceed 100%". (14870)
Leading zeroes in Residuals calculations will now be trimmed. (14246)

November

Processor data is no longer pulled in for Elavon merchants which are marked as inactive. (15084)
Deleted leads are no longer updated when a new lead is created via POST API with the same email address, but a new lead is created instead. (15357)
A new minimize/maximize button has been added to the quick email dialog. (15360)
The row background color hover issue which occurred on the Calendar page in Edge and IE has been fixed. (15306)
An issue with the TSYS beneficial owners validation throwing an error when the ownership percentage is set to zero has been fixed. (15406)
The visibility and priority filters on the Calendar page were fixed for low-access level users. (15342)
A new user class permission called "API Access" has been added to the Security category. (13889)
The Merchant users are now shown with a different icon next to their usernames to help differentiate the merchant from in-house users in various reports. (10697)
The residuals report line item export now includes a separate column for the MID when a line item is attributed to the merchant. (15242)
The First Data North TurboApp boarded merchants now show the correct processor/data source. (15246)
The TSYS TurboApp has been updated with several fixes and improvements. (14507)
The Datasource Type List has been updated with minor improvements and also the Add MeritCard option has been added to the list. (13097)
A new option has been added which enables copying of the residuals report column visibility settings into a new user class which is being created from an existing one. (15277)
The Documents page is now visible even if no documents have been uploaded. (15260)
Administrators will now receive automated reminders if the uploaded residuals reports were not made visible to users. (6980)
The TSYS TurboApp no longer shows both the "percent" and "per item" fields when a "per item" fee is being created. (15290)
Advanced users are now able to access the Manage Incoming POST Leads page normally. (15288)
Leads with an invalid email address will be created normally via the POST API even if there is already a lead with the same invalid address. (15275)
Users set in the "This user sets appointments for" section in the User Settings are now correctly displayed in the viewing dropdown and the user list on the right side of the calendar. (15120)
The Calendar view options are no longer highlighted when the CRM is opened in Firefox. (15258)
The loader icon is now correctly displayed in the center of the screen in the Last Viewed Merchant widget. (15321)
The colors and the readability of events on the Calendar Page have been improved. (14948)
A new option called "Office IP Security" has been added to the Administration Page which enables admins to add IP addresses from which the CRM may be accessed. (10928)
An issue with the checkboxes selected in an E-Signature Application being reported as not selected has been resolved. (15270)
The Single Sign-On feature (SSO) now supports segmentation by group. (15237)
Closed merchants are now marked with a red dot in the Last Viewed Merchants widget. (15264)
Users can no longer create new merchant accounts if they don't have the MID Assign Permission enabled. (13401)
Calendar tasks are now hidden from the Calendar page when the Tasks checkbox is unselected. (15315)
An issue with multiple Start Deposit Notifications being sent out for the same Elavon merchant has been fixed. (15303)
While the Calendar page is being loaded a spinning loader will be shown in the center of the screen with the message "Loading Content..." (15307)
The columns in the CSV/Excel reports exported from the E-Apps tab on the Homepage are now ordered correctly. (15090)
An issue with an unresponsive Calendar task toggle button has been fixed. (15347)
The Administration page items are now sorted alphabetically for easier access. (15238)
After a new lead note is posted from a calendar task or appointment, the popup will be correctly closed. (15230)
Trailing spaces are now removed from all lead fields when a lead is boarded to North TurboApp. (15159)
The user activation email can now show the domain specified in the sender's primary group. (15137)
The TSYS TurboApp has been updated with additional express volume and owner fields. (15099)
When a user is deactivated they will also be automatically logged out of any active sessions. (15233)
An issue with Dialer Recording playback and download caused by incorrect date has been resolved. (15280)
Several minor email editor issues have been fixed. (15192)
A new warning message has been added to indicate if the E-Signature application being generated is set up with differently named email fields for the first signer. (15268)
Several UI issues found on the Documents page have been fixed. (15269)
Optional signer fields in an E-Signature Application no longer cause the "Missing Signature Field" error to appear when the application is being generated. (15225)
The hash sign (#) is now displayed correctly in the Lead Importer field names. (15157)
The leading and trailing spaces, tabs, and new line breaks are now automatically trimmed from the lead MID special field. (14381)
An issue with the Merchant Importer not importing/updating the group information correctly has been resolved. (14515)
The Annual Amex One Point Sales Volume option is now excluded from the First Data Omaha multi-location applications. (15227)
The email fields in the First Data Retail TurboApp will now be hidden for additional owners if the business type is an international organization, public or private partnership, private LLC, or a private corporation. (15195)
The Residuals Reports CSV/Excel export has been updated with a few minor improvements and it now also includes the Grand Total information for the Manager View. (15188)
The new option has been added to the user view, user edit view, and the manage merchant page which allows the split to exceed 100%. (14854)
The First Data Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (14967)
The First Data North Boarding API has been updated with new improvements and abilities as per the November API release. (14900)
Columns in the Residuals Summary Table can now be hidden from selected users, user classes, and groups. (4463)
The Fee Item Details dialog in the TSYS TurboApp now comes with Start and End date options. (15154)
Email notifications for due and expired Helpdesk tickets now show more information on the ticket including the ticket type, subject, and assigned users. (14576)
The "Menu Needed" option has been added for Clover Station in the First Data TurboApp. (14465)
The "Hide Inactive Merchants" checkbox on the Residuals Reports page has been restored. (15213)
An issue with the "Export All" button on the Residuals Reports page not exporting the data has been resolved. (15217)
E-Signature Applications can now also be assigned to user classes and user groups. (14440)
Logos and favicons can now also be uploaded in GIF, PNG, or JPG formats. (6833)
The creator of a Helpdesk ticket is no longer added to the ticket notification list by default. (14430)
The "Please enter tab name" error message no longer appears when a new lead tab is being added and the tab name is entered correctly. (15212)
After a Helpdesk ticket field is set, the focus will automatically shift to the next required field on the ticket. (15109)
The API Settings UI on the Settings page has been improved. (15165)
A very long username no longer causes the page elements to be misaligned when the user is being assigned to a lead. (15184)
First Data CMV batches with no transaction information are now displayed in the Pending Transactions report on the Merchant Details page. (15040)
The Payeezy Setup Fee field in the First Data North TurboApp now accepts two decimal places. (15163)
The Merchant Importer now correctly updates the Closed Date information. (15132)
Users that have been deactivated and then activated again are now again shown in the Residuals Report without having to re-prepare the report. (15126)
The Helpdesk ticket auto-assign feature now works correctly when the ticket is created by a merchant user. (14361)
An issue where the lead search filter defaults to an incorrect group has been fixed. (14372)

December

An issue with the merchant records showing a larger total residual split percentage on the Merchant Management page (than the added splits should equal) has been resolved. (15577)
The Check Date in the ACH Payment File is now displayed correctly for non-recurring payments. (15512)
The Merchant User Class has been removed from the lead tab and lead field permissions. (14619)
An issue with the First Data TurboApp sending wrong ACH Detail values to First Data has been corrected. (15533)
The Lead API has been updated with several new functions for managing lead fields and application mappings. (14581)
The field usage counts on the Manage Lead Field page are now shown only on request, increasing the page load speed. (15553)
Information on exports performed by System Administrators is no longer visible to non-administrator users on the Exports Logs page. (15514)
If an email address is removed from the lead, new emails are no longer bound to that lead. (15537)
The E-Signature popup for selecting multiple signers is now displayed correctly when the signer emails are not created in order. (15535)
When the DBA, Address, and MCC information is updated for a TSYS merchant using a Helpdesk Ticket, the changes will also be saved in the AMEX and Discover registrations. (15431)
If a client has an active CEMV, FAPS and/or FD Messageway datasources, the Deposit Exceptions page will be enabled. (15508)
The Residual Summary report no longer shows the payment checkbox for users that have no ACH Profile set up. (15585)
A user in an Advanced-type user class with Groupwide Merchants and Residuals Manager View permissions can now correctly see merchants listed in the House or Summary View on the Residuals page. (14414)
Several additional fee classes have been enabled for the Amex SIC Code 4789 in the TurboApp. (15569)
Disabled users or users without Assignable to Tickets permission can no longer be auto-assigned to tickets. (15541)
The Gmail Extension has been updated with several fixes and improvements. (15531)
An issue with the Start and End-Time conflict when an appointment is being rescheduled has been resolved. (15564)
The Proposal Generator Statement Date now defaults to the previous month. (15472)
The Ascentium Capital leasing option has been added to the Vantiv TurboApp. (15462)
A new option has been added in the Setup Wizard enabling Admins to automatically send activation emails to imported users. (15229)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (15236)
The First Data North Boarding API has been updated with new improvements and abilities as per the November API release. (15173)
The Submitted Month drop-down on the TurboApp Submitted Apps page now has an option to select the current month. (15383)
The User Disabled message is no longer shown for active users who fail to log in. (15482)
The Manage Unassigned Leads page has been updated with several UI improvements and fixes. (15499)
Clicking on the Send Later Gmail extension button in a scheduled email now allows the user to reschedule the sending of the email. (15476)
An issue with some events not being displayed when Working Hours are enabled has been resolved. (15480)
The ACH Void/Refund button on the lead now works correctly. (15491)
Users can now select their working hours to default the calendar's Week & Day view. (15022)
Leads created using the Lead API are now correctly indexed. (15395)
Email notifications for expired tickets are no longer sent to merchant users. (15442)
The City and State fields in the Merchant Profile tab (which are filled in automatically after the Zip number is added) now get saved correctly. (15428)
The EBT options are now submitted correctly in the Vantiv TurboApp. (15408)
The Bank FIID option has been added to the First Data North TurboApp. The option is required when the Buypass network is selected. (15387)
While the Manage Group Settings page is loading a group of gray placeholder bars is shown instead of a blank page. (15446)
Emojis are now displayed correctly in the Calendar Appointment Notes. (15410)
A View More button has been added in the Day View on the Calendar. The button shows a list of the day's tasks and appointments. (15378)
The metadata that has to be copied during the single sign-on setup is now shown right on the Manage SSO Settings page. (15370)
A UI issue with the dropdowns on the Dialer Metrics Page has been resolved. (15414)
Expired Ticket notification emails are no longer sent out to disabled users. (15429)

2017

January

A Group can no longer be deleted if leads are assigned to it.
The Week view of Calendar now shows the date when it is the default view.
The EBT indicator for First Data Omaha merchants is now properly set based on info from Client.eMerchantView (CEMV).
The State dropdown in the Proposal Generator will be set from the lead if using two-letter abbreviation.
Letters inside Merchant IDs will now be stripped from the number in addition to leading letters that were already being removed.
An errant prompt to save the lead after selecting a Dialer recording and attempting to leave the page has been corrected.
Residuals Line Items will not show for a given month if that report is not yet visible to users.
In the Helpdesk, when adding Datawire for a merchant's PAX terminal, the Device ID may now contain letters.
Last Batch Date, Deactivation Date, and VIM have been added as columns in the Merchant Management page. Filters can now be applied by VIM status and Last Batch Date.
For First Data TurboApp, the Auto close time for a terminal is now required if visible; Vx805 pinpad is selected with FD Vx520 Dial and IP terminal.
Added support for the following grids used in TurboApp for First Data: MSTLCTNF, MRCTAS03 TransArmor Sol Bndl w/o TA Data Protect, MRCTAS21 TransArmor Essentials Solution Non Clover, and MRCTAS22 TransArmor Essentials Solution for Clover
The Group selection is now defaulted to All Groups when the View All Merchants page loads.
The View All Merchants page had improvements made to the search to include all matches.
The wording in the "Link Proposal to Lead" pop-up in the Proposal Generator was improved for clarity.
The date and time picker for the From and To fields on the Agent Activity tab of Dialer Metrics was corrected to no longer show a "Please select a valid date range" error.
The default field selections for adding a new document in the Manage Lead Applications page have been corrected to only show the E-Signature options when selected.
Updates to Residuals access to ensure that: 1) User must have both 'Residuals Access' and 'Administrator Options' enabled to have access to pages and links for 'Import Residuals' and 'Manage Residuals' and 2) 'Manage Line Items' link and page required either 'Administrative Options' permission or a combination of 'Residuals Access' and 'Manager Permissions'.
The SSN field in Authorize.net boarding has been changed to "Tax ID / SSN" as it may contain either.
The error message displayed when attempting a First Deploy file build with no credentials added to the site has been improved for clarity.
The file upload process on a lead, merchant, and Helpdesk ticket has been made consistent to include a cancellation option and warning when refreshing or leaving the page during the upload.
To help users see the most recent comments and add a comment quicker, the posted comments on Helpdesk tickets and in Helpdesk ticket notifications are now sorted with the most recent at the top. In the emails, the most recent comment is in blue text. The Comment box in Helpdesk tickets is now above the comments rather than below.
The time to load the Top Performers table and Approved Deals graph (typically under the Portfolio Overview tab) on the home page has been improved.
The Manage Principals page was renamed Manage First Data Sys/Prins and within the page the term "Principal" was updated to be "Sys/Prin" where used to describe the combination of System # and Principal #.
The Last Task date description under a lead on the My Leads page has been changed to show "# Days Ago" to match the Last Updated description format.

February

The counter in the MerchantTracker now correctly begins at 26 on page 2.
An issue with the Group not being set on leads created after implementation of Elasticsearch was corrected.
Debit card transactions mislabeled as Discover transactions.
The E-Sign form list would not open when the tab was in the Bottom section of the lead page unless scrolled up.
Helpdesk exporting (XLS, CSV, PDF, Copy) now works in Safari. PDF and Copy require Flash browser plugin.
The Details tab in Residuals will now be completely hidden if disabled for any user, including those in Admin-type user classes.
The automatic password updates for CEMV logins was updated to match First Data's upcoming requirements.
The Approval Date for a merchant will update on the Portfolio Activity page if changed on the account's Manage Merchant page.
A plus sign (+) may not be entered in an Email field in TurboApp for First Data applications.
Corrected an issue where the Helpdesk was refreshing and displaying incorrect results after a filter was applied.
Added support for the following MFC grid fees used in TurboApp for First Data: MSTRCLAS, MSTRCLRF, VSARCLRF, VSARCLAS, DSCRCLAS, and DSCRCLRF.
Users with only one Proposal Generator template can now email the generated document.
The Dialer call player had a display issue corrected.
Attachments on emails sent from a lead now show when viewing the email afterward from the lead.

March

The "Automated Invitations" are now enabled as a System Email. (9445)
The 'Create New Lead & Link' button is now correctly aligned in the Proposal Generator page. (3471)
Resolved issues with slow First Data application submission. (10107)
Resolved an issue on the Edit Tab pop-up under Manage Home Tabs where the users listed in the permission section were not formatted properly and the user list extended beyond the pop-up window limits. (8499)
Hovering over Appointments now shows the "Seen By [User]" or "Marked Not Seen By [User]" tooltips. (10002)
Fields on the Lead Importer that a user doesn't have access to will now be hidden on the mapping drop-downs. (9861)
Resolved issue with the Sent Emails pop-up window or the long text within the pop-up window being truncated in Sales Metrics. (10109)
The Slideshow buttons now show additional information to users on the initiated tasks, such as starting a slideshow preview or deleting a slideshow. (10050)
Resolved issue with Drag and Dropping immovable "Default" document label under Manage Document Labels. (10108)
A new permission has been added for disabling the Helpdesk pop-up notifications per User Class. (9512)
A beep sound will now play when an added participant connects to the call. (9865)
Deleted phone numbers will now also be removed from the CallerID and IVR. (9820)
Resolved errors which occurred when an application was being submitted with the First Data TeleCheck entitlement option enabled. (9692)
Users can now select 'View As' permission options for Basic User Class on the New Permissions page. (10072)
Resolved issue with the Appointment board showing different amounts when clicked on. (10020)
Resolved issue with duplicate SMS notes showing up. (9994)
Resolved issue with sorting a table in Sales Metrics using the Time column. (9992)
Resolved minor UI issues under Manage Dialer Extensions. (9866)
Resolved issue of data being exported to incorrect columns using the Export option in the Reports tab on the Home Page. (9837)
Resolved issue of users not being able to see each other's calendars. (9500)
Resolved issue with note image preview opening in full screen with no scrollbars to enable viewing of larger images. (9836)
Resolved error which occurred in the Lead Overview table which contained a maximum allowed number of columns. (7831)
Resolved a discrepancy between Sales Metrics and Appointment board totals. (9881)
Resolved a formatting issue on My Leads page when using iOS. (9660)
User with Talk Time will now show in Sales Metrics even if no other data for them is present. (9783)
The User page now loads faster when there are thousands of users to load in the relationship lists. (9709)
The Authorize.net option for Nashville front-end equipment boarding in First Data Retail TurboApp has been removed following removal from AccessOne API. (8663)
The ClientLine data source scraper was updated to work with the new interface. (9776)
Quick SMS icon is now enabled for all phone fields. (9805)
The CRM will switch to a new server region in case of AWS downtime. (9720)
Resolved issue with Agent Activity not counting inbound calls. (9730)
Resolved issue with inactive users not appearing on residuals report when activated. (9460)
Resolved issue with media not shown in the CRM after being uploaded. (9893)
When selecting a Processor for a new merchant and only one Data Source option is available, the option will be automatically selected. (9665)
The value entered in the field search in My Leads will be retained if the field selection is changed. When searching a dropdown-type field, the available options will show. When searching a checkbox-type field, a checkbox will show. (9693, 9624)
The table in the User Accounts page has been updated to load thousands of users faster. (9162)
When Calendar tasks are updated throughout the CRM, the Last Task info on the My Leads page will update. (9653)
Long text no longer overflows the Favorites tiles in Dialer. (9656)

April

First Data boarding API has been updated with new improvements and abilities. (10337)
A new placeholder can now be used in the Chargeback/Retrieval email template to show the last 4 digits of a credit card number used in a transaction. The placeholder is {%cc_last_four%}. (10637)
Status trigger emails can now only be configured with Quick Email type. (9732)
Retrieval/Chargeback emails can now contain a dynamically filled-in processor contact number (previously only a single phone number could be hard-coded in the template). (10390)
Resolved issue with Manage Lead Field pop-ups disappearing or moving down the page. (4073)
Dialer Activity now shows the correct call duration for unanswered calls. (10430)
Calls transferred to external line are now logged as different calls. (10611)
Resolved issue with Deposit Exceptions date filter inaccuracy (filter included records from a little further back than it should have). (10663)
Tasks displayed in leads and email notifications now show the latest incomplete task and not the latest completed task. (9996)
Resolved issue with search drop-downs changing the text size and width of the list. (10485)
Several new UX improvements have been introduced, including showing of success messages for a few actions where there were no such messages before, better configuration of the default shortcut keys, quicker switching between form fields using keyboard keys and screen refresh improvements. (9770)
The Merchant CSV Import function in the Merchant Management page now has improved validation and error reporting. (10312)
Sales Metrics page now has new filter options (similar to Dialer Metrics filters). (9862)
Improved loading speeds when there are too many leads under a single status. (9818)
Contact Name field containing Chinese characters no longer causes Quick Email send error. (10498)
Recording duration minutes in the Dialer are now shown correctly. (10424)
Inconsistencies on "Seen" and "Not Seen" button behaviors between List View and Lead page are now fixed. (10266)
The "Confirm" button now correctly becomes inactive when appointments in the List View on the Calendar page are rescheduled. (10265)
Selecting an automated ticket type in Helpdesk no longer causes inconsistent behavior in other tickets. (10368)
When a Proposal Template is enabled for a new group, a label will be also automatically enabled for that group, removing the need to set the label manually. (9592)
Improved loading speed on the TurboApp Underwriting Status page. (9889)
Resolved issue with duplicate merchant linking by the system on a lead. (10388)
Merchant facing LiveChat is now working normally. (10193)
Merchant Management page now loads faster. (10449)
Leads are no longer being automatically moved to other status states by the system. (10451)
Users with Reporting Only-type access can no longer be given access to the Home Page tabs. (10026)
Disabled users are grouped together for selection when creating a Residuals Line Item. (599)
The Created Date filter now includes Status Updated, Last Task, and Last Note options in the Reports tab on the Home page. (10174)
The Dialer and SMS icons have been added to more places for making calls and sending texts. (9751)
The lead dashboard tables on the Home page now have the option to show the most recent note from the lead in a new column (Last Note). (9970)
Duplicate lead sources and campaigns are no longer allowed. (9678)
Merchant approvals are now counted correctly in The Scoop page. (10084)
Resolved issue with the Add New Recording feature which did not work in some instances. (10284)
An edited media title in the Manage Media page is now saved correctly. (9987)
The Lead fields are now correctly aligned in the Manage Pricing Templates page when more than 100 fields are added in pricing template (3473)
Resolved issue with operation time-out when user selects a lead in an email on the Email History page. (3654)
Tables on the Leads and Email History pages are now aligned correctly. (3731, 3732)
When an e-sign link is opened, the browser tab will show the correct document title. (10194)

May

Duplicate users no longer appear on the Who Is Online Activity page after a user used the "View As" action to log in as a different user. (10834)
Resolved an issue with user account fields being inadvertently populated with warning message text if left empty. (10922)
Three-digit SIC codes are now automatically pre-pended with a zero in order to conform to TurboApp's requirement of 4 digits in the SIC code.
When moving pricing templates into a different position on the Pricing Templates (Lead Fields) page they will no longer be inadvertently opened. (10885)
If the time zone field on the user's profile is left empty an error message will be correctly shown. (10943)
The 'Activity Lookup' table on the Who Is Online page now correctly detects and display the users' browsers. (10823)
The First Data Retail and Wholesale default values page is now being rendered correctly. (11024)
Fixed an issue with blocked pop-up when clicking on a Lead on the My Leads page. (10770)
Merchants can now be assigned with a primary user in cases where there is more than one user assigned. If no user has been set as the primary user, then the user who was last assigned to the merchant will be set as the primary user automatically. (10837)
Managers can now change the unassigned leads' group using Mass Actions. (10523)
The Dialer tiles are now linked to the correct Lead via the Lead's ID and not by looking up Lead's phone number. (10182)
The Review page in TurboApp now has two additional "Created By" and "Modified By" columns. (10800)
On the Proposal Generator several rows have been excluded from the volume total. (10561)
New fields have been added for Omaha boarding in TurboApp which provide the ability to enter information about an American Express contact who is not the primary or the secondary owner. (10717)
In TurboApp for First Data Retail, now only valid Discover MCC and fee class combinations may be submitted for boarding. (10717)
The Social Security Number (SSN) field in TurboApp has been updated to be an optional field when a specific business type is selected. If the selected business type is not on the allowed business type list, then the SSN field will be required. (10717)
A required Auto Close field will be added on the Equipment and FE tab when Clover products are selected. (10717)
Support has been added for the new Clover Flex device. (10717)
The Omaha Terminal configuration logic has been improved by providing precedence to MCC instead of Business Category. (10717)
The "Application add-ons for new user" pop-up on the Manage Application Add-ons page now correctly appears in the center of the page. (10772)
Made several visual and page refresh improvements on the Manage Lead Status States and Configure Sites/Tokens to enable users to add certain items on the pages faster. (10818)
The Delete icons on the TurboApp In Review page now work correctly. (10807)
Application categories can now be edited or deleted on the Manage Applications page. (4145)
Support has been added for Business Track Non-Merchant logins (10764)
Leads in the POST API section on the Manage Imported Leads page can now be opened in a new tab normally, using right-click or Ctrl key. (6977)
If an SMS message contains an attachment, a thumbnail of the attachment will be shown on the SMS Metrics page. (10336)
Current Lead Status section on the Lead page now shows the correct Last Saved time. (10070)
The Manage Leads page now has the option to remove Campaigns/Lead Sources. (5480)
A progress bar is now available on the Manage Unassigned Leads page which shows the progress of actions such as mass lead assignment or un-assignment. (10501)
Resolved an issue which prevented users from updating the merchant group in the Edit Merchant pop-up on the Manage Merchant page (received "Nothing has been updated" message). (10721)
Lead cache is now updating properly when special fields Contact 2 and Contact 3 are used. (10736)

June

An issue with report widgets not working properly if there are multiple report widgets on the dashboard has been resolved. (11231)
System Admin users are no longer visible to non-System Admin users in Helpdesk. (11142)
The "Changed" time column is now being sorted correctly in the assigned user's history on the Manage Merchant page. (11167)
The default residual month selected on the Manage Merchant page is now correctly set to the current month. (11260)
All four columns in the Deposits tab on the Merchant Details page are now being sorted correctly. (10693)
The "Application Processor" dropdown is now shown on the New Application page in Turboapp allowing users to select a different processor if needed. (11279)
A new ability has been added to the Calendar allowing users to assign a Lead to a created task. Once assigned, the task will appear on the Lead, and any changes made in the task on the Lead will automatically be shown in the calendar task as well. (11199)
Email addresses used during sign-up are now correctly showing up in Group Settings on the Manage Groups page. (11123)
When assigning a user to a merchant from the Manage Merchant or Manage Users pages the user will be marked as the Primary user by default (if no other "non-Merchant" users have already been assigned). (11124)
The "Modified By" information on the Pricing Templates (Lead Fields) page now gets correctly updated only when a template has been modified and not for any other events, such as changing the position of the template on the page. (10884)
An issue with the Residuals report import failing when the report has more than 2500 rows has been fixed. (11036)
Content of drop-down fields in the Lead Overview and Lead Report widgets is now appearing correctly in search results. (10848)
Adding a comment and an attachment in a Helpdesk ticket no longer causes an error to occur. (11029)
When a new group is created on the Manage Groups page the entered group name will now also automatically populate the Group Display Name field. (11070)
When updating their passwords users now will not be able to re-use any of the previously used four passwords or to use a password which starts with a space. (10923)
Residuals imports can now be performed with a minimum of 3 columns (except for First Data Omaha residuals which require a minimum of 5 columns). (10970)
An error message stating "PayPal Opt-Out Reason Must Be "05" (Unsolicited)" and which occurred in TurboApp even when reason was set to "Unsolicited" has been fixed. (11096)
The "Residuals - Prepare Residual Reports" task is now correctly created for reports affected when a template is assigned in the "Bulk-Assign Templates" tab on the Manage Residuals page. (11084)
The Modified date now stays unchanged after the order of the processors has been changed on the Manage Processors page. (375)
The "Lead Fields Mappings to TurboApp" page has been refactored to improve the loading speed and make it easier to use. The Lead and Turboapp columns have been swapped and all Turboapp fields are now shown on three tabs that correspond to TurboApp pages. Each tab features a pagination widget at the bottom. (10466)

July

Canceling the Welcome Email preview on the Manage Merchant page now no longer causes the Welcome Email form to disappear. (10653)
The Chat button width has now been reduced so it doesn't interfere with other functions when the CRM is used on a mobile device. (11471)
While managing fields on the Account Status Sections Customization page, the "Back to Account Status Sections" now correctly takes the user back to the tab they were working on previously, instead of the first tab. (11344)
Searching Accounts for Contact Names in the Global Search box now works correctly. (11423)
If a chat is initiated by a merchant then the merchant's MID and DBA information will be displayed in the chat window. (11488)
When a new line item is being added on the Manage Line Items page and the "Schedule repeating line item" check box is selected, then the Month and the Year drop-down menus at the top of the dialog box will be automatically grayed out (as the "Start Date" drop-down is used instead). (10816)
Users who don't have permissions to edit other users can now correctly save notifications settings. (11433)
Appointment notifications are now appearing correctly for users who have never visited the Calendar page before. (11422)
A task assigned to a Helpdesk ticket and re-scheduled will now remain linked to the ticket. (11439)
When custom fees are added to the Proposal Generator and the Volume check box is selected, the Volume will now be correctly displayed in the proposal preview pane. (11356)
Several improvements were introduced in the Google Calendar sync procedure. (11418)
Unallowed '$' or the '%' characters are now automatically stripped from numbers being copy/pasted in the Proposal Generator. (11223)
An issue has been resolved in the Dialer where favorite tiles were shown incorrectly or in random order if more than one lead was assigned with the same phone number. (11368)
After a Google Calendar is synced the user will be correctly re-directed back to the calendar. (11330)
All users with Manage Merchant permissions can now view the Merchant unlink history. (11254)
Google Calendars in different time zones are now synced correctly. (11271)
Email rescheduling now works properly for users in different time zones. (11290)
Several improvements have been introduced in the Google Calendar sync selection procedure, including a maximum limit of 35 synced calendars. (11322)
Several improvements and fixes have been added in Google Calendar event syncing. (11301)
The Calendar widget functions and formatting have been improved. (11298)

August

Selected lead fields can now be set as required when the lead is being created and updated. (7813)
The lead page now reloads correctly in Internet Explorer after the lead has been saved. (11680)
The Copy field feature on the lead is now also available for the Phone field type. (11788)
The merchant name in the CRM now gets automatically updated if the name is changed in TSYS. (11656)
TSYS merchants' DDA information is now shown on the Account Status tab on the Merchant Details page (under Settlement Information). (11686)
A new Helpdesk ticket type has been added which enables users to change the Merchant's DDA information for a TSYS merchant. (11526)
The standard drop-down menu used to select a Template on the Quick Email popup has been replaced with the searchable drop-down so that users may type the name of a Template to locate it. (11640)
The TSYS datasource pop-up now also has fields for the Bank and BIN information. (11762)
TSYS batches with the same reference numbers are no longer merged. (11774)
The <i> tag is no longer displayed on (un)assigned users in the Application History in the Manage Applications page. (11785)
When a new lead is being created the email field will now be validated before the lead is saved. (11473)
The Copy field feature on the lead is now also available for the Google Maps field type. (11770)
If a Merchant's MID number is changed the Helpdesk tickets linked to the previous MID will now be automatically linked to the new MID. (11712)
The Merchant Importer now accepts non-numeric Month entries (e.g., Sep or September) and Yes is accepted for "Apply to Future Months". (11773)
An Outlook Calendar Sync Error (invalid_grant) has been resolved. (11657)
If unknown fees are detected while a new grid is being added in Manage First Data Grids, the resulting error message will show a list of all such fees. (11610)
An error with the loading of the E-Sign Document Listing widget has been resolved. (11558)
If a CSV file being imported with the Lead Importer contains invalidly structured email, phone number, dropdown, or checkbox values, the user will be notified of such occurrences before initiating the import.
The rules for creating and updating usernames have been updated. (11083)
The Proposal Preview pane in the Proposal Generator now stays visible even if the user scrolls down. (11235)
When a Merchant is closed, the Merchant users who have access to a single Merchant account will be deactivated. Merchant users with multiple closed Merchants access will also be deactivated. (11494)
Non-System Admin users are no longer able to view user sessions for System Admin users on the "Who Is Online Activity" page. (11315)
When a page is refreshed on a lead it will open in the same tab that was open before the page refreshed, and not in the first tab. (11306)
Elavon Applications now show the correct statuses in TurboApp Underwriting Status. (11632)
The Proposal Generator now correctly includes the AMEX rates and savings in its calculation. (11484)
First Data Wholesale TurboApp now has a new option for selecting the MFC Grid Level. (11466)
The Lead Importer now has the ability to apply default values to selected fields when the CSV file being imported does not contain any values for such fields. (11034)
The residual year on the Manage Merchant page can now be set in the future. (9997)
The Proposal Generator's Effective Rate is now correctly cleared if the Volume is removed. (11335)
An issue where more than 5 popup notifications appeared on a user's screen in some instances has been resolved. (11528)
The Formats page which is shown while importing residual reports has now been visually modified in order to be easier to understand and use. (2763)
When a Merchant account is closed the merchant users will be automatically unassigned. (10851)
TransFirst batch/transaction dates are now being correctly parsed regardless for all time zones. (11588)

September

Users will no longer be able to create two or more Primary Notes tabs on the lead. Instead, only one Primary tab is allowed. (11977)
The wording on the warning message which appears when the Lead Importer detects invalid data has been improved in order to be easier to understand and use. (12038)
Users can now be assigned with all inbound extensions by choosing "For All Numbers" option in the user's settings on the Manage Communications Settings page. (11811)
Introduced improved handling of emails which exceed the maximum total attachment size of 25 MB. If user attempts to add files totaling over 25 MB, they will receive a warning. If the system attaches files when generating an email and they total over 25 MB, the most recently attached file(s) will be left off to get the total under 25 MB. (11884)
If the required Lead field(s) have not been filled in and a user tries to save the Lead, an error message will be shown and the focus will be automatically placed on the first empty required field. (11907)
When a Manager Split is being edited, a new "Apply to Future Months" checkbox can now be used in order to apply the saved changes to all subsequent months and up to the current date. (11952)
In email subjects using placeholders to display a merchant name, non-alphanumeric characters such as apostrophes are now displayed correctly. (11821)
Calendar List View is now ordered chronologically by default. (11905)
First Deploy integration was updated to support the First Deploy interface change. (11905)
The merchant report on the Merchant Management page now contains an additional Group column, enabling users to sort merchants by groups or to export merchant group information. (11933)
Several issues with initialization of TSYS Deposits tables on the Merchant Details page have been resolved. (11996)
Very long DBA names shown on top of the Lead are no longer cut off at the 30-character limit but are shown with as many characters as can fit in the provided space. (11904)
Support has been added for First Data SysPrins with leading zeroes. (12028)
Whenever the MOTO transactions are greater than 20% the First Data Retail (or Wholesale) TurboApp Business Category will be automatically changed to MOTO. (11865)
The Vantiv processor in the TurboApp now supports an additional Sales Rep code in the format of X0000-X0000X000, where 'X' can be any letter and '0' can be any number. (11890)
Temporary errors no longer deactivate the North or Business Track data sources. (11520)
The Merchant column on the Portfolio Activity page no longer expands when the Merchant's name is over 26 characters long but instead feeds down to the next line. (11683)
The Lead's name is now shown on top of the Lead page, and the "Lead Saved" and the "Lead Not Saved" notifications will appear in the top right corner. (7081)
New tickets are no longer being created with the default ticket type option set to "Misc". (11820)
The "Add New Merchant" button on the Administration page now brings up the New Merchant popup instead of opening the Merchant Management page, improving the loading speed. (10506)
The Visa Mid-Qual and Non-Qual values which appear on the Proposal Generator preview now also appear in the proposal document correctly. (11789)
When importing residuals the merchants with zero amounts will be automatically deactivated, and the previously deactivated merchants with non-empty amounts will be automatically reactivated. (11818)
Calls and SMS messages can now be sent to Canadian area codes. (11881)
When uploading a residuals report, merchants that don't have a name set in the report (but have a MID number) will be imported normally. (11427)
Merchants with MID numbers longer than 16 digits can now be normally added and edited. (11619)
The secure fields on the Merchant Details page are now displayed correctly when the field's Key icon is clicked and do not disappear from the view. (11831)

October

An option has been added to set a default for the Amex Registration sales channel and representative ID in TSYS TurboApp. (12208)
A new field has been added in the TSYS TurboApp enabling users to enter a custom software name for "Stage Only" equipment. (12204)
When assigning users to merchants using the Merchant Importer, the leads linked to those merchants will have the same users assigned. (11781)
Several improvements have been added in the Merchant Importer including a new progress bar for imports in progress, the ability to update the Data Source for existing merchants, automatic disabling of the fields on the mapping page after the "Save & Continue" button is clicked, and label/notification text changes. (11917)
An issue with slow loading of the TurboApp has been resolved. (12339)
The Lead Overview widget on the Home Page now shows the correct number of Merchants when one of the cells in the report tables is clicked. (12043)
A new processor option was added for the Vantiv TurboApp processor to specify the "App Version". (12105)
The Select Sales Rep drop-down in the Application Options dialog in the First Data Retail TurboApp now loads the reps correctly. (12264)
The First Data status labels are now correctly applied to wholesale and retail processors on the Underwriting Status page in the TurboApp. (11883)
Users with a zero payout are now also displayed in the Summary report on the Residuals page. (12123)
The "Create & Link" button on the Lead page is now working correctly. (12233)
Apostrophes in the Merchant Name/DBA fields in a Lead no longer cause the text to be truncated in the Subject of an email sent for or from the lead. (11985)
The "View More" link in the Calendar now shows all events correctly when there are more than 10 events in the Day view. (11958)
The search feature on the Manage Unassigned Leads page now supports search by Lead dropdown items and search by Lead checkboxes. Any subsequent searches performed on the page will refresh only the report table and not the entire page. (12120)
The annual volume and average ticket values entered in TurboApp are now being validated so as to not exceed the maximum allowed values. (12016)
Dialer Metrics is now available to Basic-type User Classes. (11942)
First Data Retail TurboApp has been updated with new improvements and abilities per the October API release from First Data. (11746)
An issue with invalid date formats being entered on the Dispute Reporting page has been resolved. (12112)
First Data Wholesale TurboApp now supports 16-digit MID numbers. (11886)
The Show Errors link in Email History now displays error messages correctly. (12126)
An issue where an imported Residuals report was being processed multiple times has been resolved. (12194)
Email templates now have new "Auto Edit Mode" option which opens the Quick Email in edit mode automatically. (11862)
White spaces are now shown correctly on the Map to Lead Fields drop-down items in Lead Importer. (12060)
The Dispute Reporting page search now works correctly when searching for phrases starting with zeros or containing special characters. (11825)
Phone number validation has been added to the Mobile field on the User Settings page. (11976)
Clients who do not use SSL or the HTTPS protocol can now receive E-signature applications signed by their merchants normally. (12032)
New/recent Helpdesk tickets are now correctly indexed and appear in the Global Search normally. (12017)
The user interface has been updated with several visual improvements including improved pop-up messages, a warning prompt for canceled Notes, and improved file upload function on the lead. (11906)

November

The Search by Field option on the My Leads by Status State page now works correctly. (12559)
The TSYS - Manage Demographics (Auto) ticket type no longer shows a log of merchant's seasonal months if they were not changed or updated. (12576)
The Tier Discount Fee Classes report in the TurboApp now correctly shows a scrollbar and no longer overlaps with other elements on the page. (12198)
The Residuals detail page now correctly shows all merchants who are associated with the Manager's reps and who are shown in the Summary View. (12505)
The Social Security Number field in the First Data Wholesale TurboApp is now a required field. (11971)
An issue with uploading files in the First Data TurboApp ("A file already exists for the label" error) has been resolved. (11946)
The Last Lead Note is now shown correctly on the Viewing Merchants page. (12274)
The merchant's current Amex Plan is now shown on the Account Status tab on the Merchant Details page. (12494)
PDF files uploaded to a Lead without a Title are now saved on the disk with the correct file extension when downloaded. (12005)
A Calendar sync issue with Office 365 accounts has been resolved. (12440)
The Lead Calendar widget tasks that have very long names and no spaces will no longer cause the widget to expand beyond the allowed proportions. (12422)
The users that have a Global Split applied are now excluded from the reports on the User Assignment Exception Reports page. (12370)
First Data TurboApp now displays duplicate equipment correctly on the preview page. (12136)
The address information on the Underwriting Status page in TurboApp is now shown in correct order. (6935)
Users who are not Administrator-type now can set a Net Split on the Manage Merchant page for an account. (12365)
The Manage Campaigns and the Manage Lead Sources pages now provide the option to delete campaigns and lead sources. (3233)
The Permissions tab on the Manage Chat Settings page has been updated with several visual improvements. (12351)
The Clover Employee Access Cards option has been enabled for all appropriate Clover terminals in First Data TurboApp. (12355)
The Speech Recognition feature now correctly capitalizes words such as I'll, I'd, and I've. (12347)
The default date value when creating a new Calendar event is set to "now". (12352)
The Lead Report Widget now has a "Created By" column. (10926)
The Documents option in the Menu will be hidden from non-Administrator users if there are no documents. (111)
The date/time picker on the Lead task or appointment now recognizes numbers 1-10 when they are written as words (e.g. "in five days"). (12366)
Users can now edit the "For" field on a Helpdesk ticket. (11237)

December

The Top Performers widget and the Viewing Merchants page now use the latest deposits date and not the current day. (12760)
The Add Note button on the Lead has been replaced with the note textbox which is now shown by default. (12242)
The Merchant Importer now provides the ability to view the field mappings and download the files used during import. (12740)
The Custom Media widget now provides friendly download URLs. (12761)
An empty inbound phone number error in the Dialer has been resolved. (12695)
The Escape and Enter keys are now correctly closing or saving the Lead Status State or Status Category popups. (12712)
Using the Ctrl+A or Ctrl+C keys in masked Lead fields no longer causes the "Save Changes" prompt to appear. (12708)
Tasks created for Leads in Helpdesk tickets can now be deleted normally. (12756)
New messages sent from a Gmail address linked to Helpdesk no longer create new tickets. (12777)
The User Assignment Exception Reports page now displays exceptions in residuals reports accurately for users with a global split. (12683)
Users removed from Helpdesk ticket notifications no longer receive notifications. (12727)
The redundant scrollbar has been removed from the Status States drop-down on the Lead. (12389)
The Lead Importer now shows a confirmation message once the import has been completed. (12684)
The Lead Status States are now limited to a maximum of 27 characters. (12558)
Lead notes containing only the "0" number are now saved and displayed correctly. (12661)
Gmail sync no longer changes the user's primary email address. (12730)
The Lead Importer page now prompts the user to confirm that they wish to leave the page and abandon changes when the page is closed (if the field mappings were not saved). (12698)
Hyphens can no longer be used in usernames. (12726)
The Social Security, driver's license, and the Federal Tax ID numbers are now hidden on the TSYS Manage Demographics form. (12534)
The TurboApp dropdown menu mapping is now working and saving correctly. (12660)
The TSYS merchant seasonal status option has been moved from the Manage Demographics ticket to the Update Status ticket type in accordance with the business logic. (12601)
The default TSYS merchant seasonal option on the TSYS - Update Status (Auto) ticket is now set to "No". (12681)
The TSYS merchant changes made using the Manage Demographics Helpdesk ticket are now shown with the correct date formatting. (12647)
The Social Security Number option on the iPayment TurboApp is now shown only for the sole proprietor owner type. (12682)
The CRM Chat now comes with the options to delete chat messages and ban users from public chat rooms. (12407)
The Administration Page has been redesigned to be easier and faster to use. (392)
The CRM Chat now supports desktop notifications. (12397)
An HTML purifier functionality has been enabled in the email editor to prevent the occurrence of broken or insecure HTML code in emails. (11615)
The Merchant Importer no longer removes splits for users who have already been assigned. (12548)
An empty-value dropdown item on the Lead no longer disappears from the menu after a different item has been selected. (12396)
Several TSYS TurboApp validation errors have been resolved. (12605)
The financials graph on the Merchant Details page is now rendering the data correctly. (12619)
The users are no longer prompted to save Lead changes after adding a Note. (12635)
Phone field changes on the Lead are now correctly logged in the field's history. (12612)
An issue with the "Not Processing" filter showing processing merchants on the Portfolio Activity page has been resolved. (12550)
Changes made on the Merchant Details are now saved faster. (12456)