February 2020 Updates

New Features

Released 02/01/2020 - 02/07/2020

Users can now send mass emails and SMS messages to leads selected on the My Leads page or the Calendar page. (18150)

Fixes/Improvements

Released 02/22/2020 - 02/29/2020

An issue with the Discover MID disappearing after being saved and reopened during the TSYS Wholesale TurboApp boarding process has been fixed. (20711)
The Email Opened notifications no longer appear if the "Alert on Opened" setting is disabled on the email template. (20807)
Changes made to the lead's group are now validated to ensure that the selected lead campaign and source also belong to the newly selected group. (19797)
A UI issue with date pickers on the Calendar page has been fixed. (21003)
An issue with duplicate statement download alerts being sent out has been fixed. (20994)
The Bank FIID field in the First Data North TurboApp no longer gets stuck on loading. (20497)
Incoming calls are no longer dropped when the user opens the CRM in a new tab or refreshes a tab. (20972)
Scheduled emails are now shown with the correct timestamp in the Sales Metrics. (20967)
Exports from the Merchant Management page now include information on deactivated merchants if the Show Deactivated Merchant checkbox is selected. (20934)
Nuvei transactions are no longer duplicated on the Deposits tab on the Merchant Details page. (20910)
The lead history changes are now sorted in descending order, showing the most recent changes first. (20948)
Users with limited access to TurboApp can no longer see other users on the Submitted Apps page that they don't have access to. (20843)

Released 02/15/2020 - 02/21/2020

The Authorize.Net Reseller Credentials page now includes additional fields for contact email and ticket type(s). (20769)
The lead field revisions and the activity log are now shown in a single popup window on the lead. (17532)
The Open API has been extended with new functions for managing Helpdesk tickets. (19660)
The Global Search field now prioritizes exact search results. (15732)
The Helpdesk Checklists have been updated with several minor improvements. (20260)
Notes posted on the lead now also show a list of notified users. (20666)
The lead history report now also includes information on user assignments and un-assignments. (20085)
Chinese characters are now displayed correctly in the incoming SMS email notifications. (20884)
The start processing alert is now sent only if the first deposit is made within the last 7 days. (20758)

Released 02/08/2020 - 02/14/2020

The First Data Omaha Boarding API has been updated with new improvements and abilities as per the February API release from First Data. (20288)
The First Data North Boarding API has been updated with new improvements and abilities as per the February API release from First Data. (20254)
In issue with Agent Net rules incorrectly applied to a multi-line residuals report has been fixed. (20457)
The "Location Number" field is now included in the TurboApp email notification sent with the TSYS wholesale equipment info. (20540)
Several minor UI issues found in the email templates have been fixed. (20761)
The lead's Date Created value is now correctly saved in the CRM after a lead import. (20405)
The Map Field button on the Manage POST Lead Data page now works correctly. (20584)
A UI issue found on the lead Dropdown field with more than 100 option items has been fixed. (20593)

Released 02/01/2020 - 02/07/2020

The CRM is now integrated with the Vantiv IQ portal. (18322)
When a residuals report type is changed to the PASO format the complete fees list is automatically imported. (20394)
A new Help link shown in the username dropdown now provides quick help resources for each CRM page. (19350)
The ability to create additional PASO fees based on Level 3 has been added. (20393)
The DDA numbers shown on the Accounts Status tab of the Merchant Details page are now masked. (20661)
If Vantiv account fields are empty then the merchant information will be pulled from WorldPay fields instead. (20612)
An issue where raw HTML code was displayed in the residuals line items has been fixed. (20582)
The "Discount charge record must not expire" error message which appeared while updating the annual volume on a TSYS merchant has been resolved. (20217)
Quick Emails are now correctly showing the lead data in new emails and not the placeholders. (20701)