New Features

Released 06/22/2020 - 06/28/2020    

• The integration of Priority Payments MX Connect Merchant Portfolio Reporting now enables ISOs to view the MX Connect merchant information, chargebacks, and daily batches with transactions. (22480)
• The User Permissions page has been updated with several UI improvements. (14686)

Released 06/15/2020 - 06/21/2020    

• Users can now add new equipment to existing TSYS merchants by using the new TSYS - Add Equipment (Auto) Helpdesk ticket type. (21258)
• Existing email templates can now be copied into new templates using the Copy Existing Template button. (21726)
• The Merchant Data Sharing feature enables ISOs to transfer selected merchant data from one CRM site to another quickly and securely, based on easily configurable data-sharing rules. (21930)

Released 06/08/2020 - 06/14/2020    

• Users can now shape the CRM's roadmap by voting on feature requests and bug fixes using the "Give Feedback" option under the username menu. (22195)
• The new Aurora Payments datasource enables ISOs to retrieve transaction reporting data for accounts that are processing through the Fiserv (First Data) and TSYS networks. (20386)

Fixes/Improvements

Released 06/22/2020 - 06/28/2020    

• An issue with the Ticket Type order not getting saved after making changes has been resolved. (22544)
• The table name is now displayed in the custom table widgets on the Dashboard Group Customization page. (17007) 
• The user is now redirected back to the Manage User Classes page after editing and saving user class permissions. (22542)
• The Show Mobile Application Link permission has been moved to the Security section on the user class permissions page. (22812)
• The Email Metrics page has been optimized for faster loading. (22324)
• The Residuals menu is no longer shown in the mobile app if the user does not have Residuals permissions enabled. (22658)
• When a user group is deleted, a note about the newly assigned group will be added to the Helpdesk tickets and on the merchant pages. (22686) 

Released 06/15/2020 - 06/21/2020    

• An issue with users not being able to print the PDF invoices downloaded from the Billing page has been resolved. (22661)
• An issue where a user gets logged out when trying to use the View As feature has been resolved. (22622)
• The invalid character validation in the TurboApp comment fields has been improved. (22500)
• A new Source column has been added in the Assignment Changes section on the Lead History popup. (20828)
• The merchant's Change History now includes the information on who the merchant account was created by. (20797)
• The First Data Omaha Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (22078)
• The First Data North Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (21888)
• An issue with expired Helpdesk ticket email notifications being sent out incorrectly for tickets whose due date was modified has been resolved. (22741)

Released 06/08/2020 - 06/14/2020    

• The "Current Day" placeholder has been added to the email templates, to show the weekday of when an email was sent. (22361)
• An issue with a false date format validation warning appearing in the Lead Importer has been resolved. (22628)
• SIC Code 6153 has been added to the SIC Code dropdown on the Editing Merchant popup. (22551)
• The Contact Name placeholder now works correctly in emails sent using Status Triggers. (22417)
• In issue with incorrect activity dates appearing in leads after a lead import has been resolved. (22046)
• A discrepancy where the user who modified the ticket was reported on as the ticket creator in the Helpdesk API has been fixed. (22404)
• The 2-Step Authentication page now shows the information pulled from the user's primary group. (22568)

Released 06/01/2020 - 06/07/2020    

• When a merchant user is selected in the Helpdesk ticket comment notification field, the "Comment visible to Merchant" checkbox is now also automatically selected. (22493)
• Calls to your SMS number can be forwarded to your company phone number. Contact Support to enable this. (21974)
• The TSYS MID generator can now be configured with a starting MID range number. (22402)
• The User Class Permissions page now has a search box for locating the required permission faster. (22289)
• Additional validation has been added to the TurboApp to prevent the uploading of zero-byte files. (22326)
• The Clear button on the Enrollment (Auto) ticket type now works correctly. (22526)