New Features

Released 05/05/2021 - 05/14/2021

• The new "Find a Transaction" button on the Daily Deposits section of the Merchant Details page now enables users to search for transactions by card number. (23229)
• The new CardConnect CoPilot reporting integration now enables Fiserv North and Omaha ISOs and agents to view the CoPilot deposits, batches, account status, retrievals, chargebacks, and statements right in the CRM. (28825)

Released 05/05/2021 - 05/14/2021

• ISOs can now combine and stack multiple e-sign documents such as MPAs, POS agreements, lease agreements, and gateway agreements on the fly when sending documents for merchants to e-sign. (7003)

Released 05/01/2021 - 05/07/2021

• The lead ID number can now be displayed in the lead using the new Lead ID field type. (28580)

Fixes/Improvements

Released 05/29/2021 - 05/31/2021

• 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)

Released 05/22/2021 - 05/28/2021

• 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)

Released 05/15/2021 - 05/21/2021

• 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)

Released 05/08/2021 - 05/14/2021

• 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)

Released 05/01/2021 - 05/07/2021

• 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)