New Features

Released 03/15/2021 - 03/21/2021

• The Email Metrics page now shows the Email Deliverability metrics for selected date ranges. (27138)
• The Status States and Status Categories can now be color-coded to prioritize lead outreach and enhance the overall lead management process. (27231)

Released 03/01/2021 - 03/07/2021

• ISOs can now onboard merchants to USAePay using existing merchant profile information to increase boarding speed and accuracy. The USAePay integration comes with support for First Data Nashville, First Data North, TSYS, Heartland, Paymentech, MerchantE, Vantiv, and Global Payments. (18253)

Fixes/Improvements

Released 03/22/2021 - 03/31/2021

• 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)

Released 03/15/2021 - 03/21/2021

• 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)

Released 03/08/2021 - 03/14/2021

• 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)

Released 03/01/2021 - 03/07/2021

• 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)