July 2026 Updates

Looking for the 2026 new features list? Click here.

Released: 07/29/2026 – 07/31/2026

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)

Released: 07/22/2026 – 07/28/2026

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)

Released: 07/15/2026 – 07/21/2026

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)

Released: 07/08/2026 – 07/14/2026

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)

Released: 07/01/2026 – 07/07/2026

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)