Your CRM provides the ability to easily add and manage processors, and set residuals report column visibility rules for each processor.
Add a New Processor
To add a new processor follow these steps:
1. Go to Manage > Processors > Processor Settings.
2. You should see a list of all your processors. This list can be sorted and/or filtered.
3. Click the Add New Processor Button.
4. Enter the name of the processor. If applicable, select a data source and/or PCI Vendor:
5. Once complete, click the "Create" button.
Editing an Existing Processor
To edit an existing processor follow these steps:
1. Navigate to Manage > Processors > Processor Settings.
2. Locate the processor you wish to edit and use one of the provided Actions:
Depending on the processor and their configuration, the Actions column shows some or all of the following actions:
- Disable Datasource
- Update Password
- Edit Datasource
- Edit Note
- Remove Processor
- Manage Column Visibility In Reports
- Edit Processor
- Assign Datasource
Manage Column and Custom Property Visibility
For each residual report mapping, you can configure the report columns on the residuals report Summary tab so that only selected users, user classes, or groups may access the columns.
To configure the column visibility permissions for a specific processor navigate to Manage > Processors > Processor Settings, and click on the Column Visibility icon as shown in this screenshot:
A popup window appears showing a list of the available columns.
Click on the Gear icon on the column that you wish to edit:
You can now select the users, user classes, and groups who will be allowed to access the column:
If no users, user classes, or groups have been selected then the column will be visible to everyone.
After you’ve assigned a column to specific users, the Gear icon turns red to indicate that visibility permissions are set on that column:
Here is an example of the Summary tab with the TXN # column hidden from view (based on the column visibility setting for the current user):
Hidden columns are also excluded from CSV or Excel reports exported from the residuals page.
Custom Property Visibility
The column visibility popup window also allows you to enable specific custom properties:
In a custom property is not selected here, then its permissions are inherited from the Custom Property settings under Manage > Leads > Custom Properties.
When you choose a custom property, you also have the option to specify which custom property fields to include by clicking Edit Field Selection:
The fields you select will appear in the Excel or CSV export from the residuals page, along with the custom property name:
Reordering Processor Names
1. Navigate to Manage > Processors > Processor Settings and click the Order Processors button.
2. Drag and drop the names of the processors into the desired order.
This affects the order of the processor names in drop-down options where a user needs to select a processor, as well as the order of the processors on the residual reports page: