New Features

Released 06/15/2021 - 06/21/2021

• A Search box has been added to the lead Notes tab enabling users to find lead notes faster. (25282)
• The attachment names and tags can now be edited on the Lead attachments tab. (23433)

Released 06/08/2021 - 06/14/2021

• Lead status can now be automatically updated to a new status when the linked merchant account starts processing or closes down, making it easier to track the processing status of merchants. (6965)

Fixes/Improvements

Released 06/29/2021 - 06/30/2021

• The signer's IP address can now be viewed by hovering over the Signed icon for the E-Signature application shown on the E-Sign tab. (29703)
• The volume and average ticket data for non-integrated processors are now included in the Portfolio Activity page. (13977)

Released 06/22/2021 - 06/28/2021

• An issue where the TSYS Merchant Volume shown on the Viewing Merchants page did not match the volume shown on the Merchant Details page has been resolved. (30288)
• The Summary Residuals View now includes two new columns for Agent Net and sum of Line Items. (28855)
• Site admins will now receive a low minutes notification when they reach 200 Dialer minutes or less. (29934)
• The expected Business Category for the entered SIC is now automatically selected in the Risk page of the First Data Wholesale TurboApp. (30411)
• The approval and closure dates retrieved from TSYS TransFirst are now reflected correctly on the merchant records. (30298)
• Dispute Responder SMS notification templates can no longer be deleted by non-sysadmin users. (30283)
• Incorrect column labels found in the "Locate a transaction by Card Number or Auth Code" popup window have been updated. (30364)

Released 06/15/2021 - 06/21/2021

• Voicemails are now saved correctly for users with numeric usernames. (30191)
• A download recording button has been added to several Dialer configuration pages where voicemail and other recordings can be uploaded. (29962)
• The First Data Omaha Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (29464)
• The First Data North Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (29463)
• An issue with the generic voicemail message being played instead of the selected group voicemail recording has been resolved. (30378)
• An issue with the URL for a public document (published from the E-Signature settings page) redirecting users to the login page has been resolved. (30174)
• The View TurboApp links are now shown on the Merchant Details page and the Manage Merchant page for multi-location merchants. (30028)
• The /helpdesk API function now retrieves the MID number correctly when the merchant is linked to the lead after the ticket had been created. (29968)

Released 06/08/2021 - 06/14/2021

• A new option has been added to zero out total income/expense using residuals templates. (26076)
• When a TSYS merchant account is closed then the merchant's equipment is now also displayed with a closed status. (30166)
• The TurboApp now shows a lock icon and a help tooltip for fields that have been set as read-only fields. (28915)
• A validation error found in the Paysafe TurboApp has been resolved. (30143)
• A discrepancy found with the Total Net Income in the residuals reports export has been resolved. (28795) 
• A missing "Vendor Website" required field has been added for "Other Integrated Product" in the TSYS ELAPP TurboApp. (29909)
• Closed merchants are no longer displayed in the Top Performers widget on the Home Page. (30163)

Released 06/01/2021 - 06/07/2021

• An issue with the assigned user field on the Helpdesk ticket showing up empty after the ticket gets saved has been resolved. (30088) 
• The Search User field is now automatically placed in focus when the View As feature is enabled. (30132)
• The Last Name field in the TSYS Wholesale TurboApp is now required if the First Name field has been filled in. (29890)
• An issue with notification emails showing an incorrect DBA name when a new lead is created has been resolved. (29883)
• Field tooltips are now displayed correctly on the lead. (30002)
• The TSYS Wholesale TurboApp now provides the option of mapping the Open Date to the lead. (29695)
• An issue with syncing of MS Outlook calendar with the CRM calendar has been resolved. (29115)