New Features

Released 04/22/2021 - 04/28/2021

• The Merchant User Details icon added to the Merchant Details page now enables ISOs to view key metrics on merchant accounts, such as the total number of active users, date & time of last user login, and the number of logged helpdesk tickets. (25253)

Released 04/08/2021 - 04/14/2021

• Lead status categories and status states can now be color-coded to make it easier for your team to prioritize lead outreach and enhance your overall lead management process. (28509)
• The new Esquire Bank Document Compliance Automation integration now accelerates the merchant boarding process through seamless and automated submissions using data automatically transferred from TurboApp and/or the Lead. (27896)
• Users can now download all lead attachments quickly using the Download All option on the attachments tab. (22842)

Fixes/Improvements

Released 04/29/2021 - 04/30/2021

• 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)

Released 04/22/2021 - 04/28/2021

• 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)

Released 04/15/2021 - 04/21/2021

• 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)

Released 04/08/2021 - 04/14/2021

• 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)

Released 04/01/2021 - 04/07/2021

• 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)