New Features
Released 05/22/2020 - 05/28/2020
- The Helpdesk ticket's comment history can now be viewed in the Comment History popup. (8042)
- The PDF files sent to merchants in confirmation emails following the singing of a document through Adobe E-Sign can now be password protected. (21501)
Fixes/Improvements
Released 05/29/2020 - 05/31/2020
- An issue with the Dialer error message appearing when using the dialer from remote locations has been resolved. (21741)
- A new option has been added in the Lead Importer and Merchant Importer to enable copying of the default Group's settings into a new Group that's being created during the import. (21530)
- The Fiserv North TurboApp shipping address fields are now displayed only when the Shipping Location flag is set to “Other”. (22062)
- The Clover Station Pro options have been added to the Fiserv North TurboApp. (21952)
- Amex Registration is no longer required in the TSYS TurboApp if the merchant is not set up with OptBlue. (21924)
Released 05/22/2020 - 05/28/2020
- An issue with cleared Date fields not being properly saved (the original info appeared again after a page reload) has been resolved. (22292)
- An issue with the modified ticket due date not being saved correctly has been resolved. (22176)
- New Merchant users created from an enrollment invite are now added to the group from where the invite originated, and not the default group. (22076)
- The Clover Station Pro Bundle TurboApp options have been updated. (21952)
- The missed call notifications now include call duration. (20074)
- The first search result in the Global Search field is now automatically selected and highlighted. (20040)
- Additional validation has been added in the Fiserv North TurboApp to ensure that the International and Association fees are filled in correctly before submitting an application. (21216)
Released 05/15/2020 - 05/21/2020
- The leading and trailing spaces are now removed from lead fields when the lead is saved. (21680)
- The First Data Omaha Boarding API has been updated with new improvements and abilities as per the May API release from First Data. (21723)
- The First Data North Boarding API has been updated with new improvements and abilities as per the May API release from First Data. (21724)
- The ability to add existing lead files to the TurboApp's additional file section has been added. (21441)
- The leads address fields are now automatically filled in with addresses retrieved from Google Maps. (16597)
- The Edit DBA Address button on the Merchant Details page (Account Status tab) now works correctly. (22090)
Released 05/08/2020 - 05/14/2020
- The "Equipment FE - Value of Peripheral must be specified" error which occurred while submitting a Fiserv North TurboApp has been resolved. (21325)
- The TSYS TurboApp field mappings now allow for the owner's first and last name to be mapped either to separate lead fields or to a single field (with the owner's full name). (21644)
- The option to generate 14-digit MIDs has been added to the TSYS TurboApp. (22059)
- The merchant reports history dialog now shows the most recent reports first. (22030)
- A UI issue found with the Delete button in the Generated Proposals table has been fixed. (21200)
- An issue found when a user without assign permission assigns other users to tickets using the round-robin method has been fixed. (22063)
- Additional validation has been added to prevent the creation of duplicate payments on lead invoices. (22081)
- The due date in an existing ticket now changes automatically when a new ticket type is selected, based on SLA settings in the newly selected ticket type. (21727)
Released 05/01/2020 - 05/07/2020
- New API subscriptions have been added for E-Signature document generated, opened, and completed events. (21719)
- An issue with the Lead Importer page crashing due to a large number of mapped fields has been resolved. (21150)
- An issue with the Portfolio Overview page not matching the information within ClientLine has been resolved. (21815)
- The invoice tax rates have been updated for various destinations. (21886)
- An issue in the Power Dialer where a user was not able to barge in on a call and listen has been resolved. (21947)
- Lead fields now load correctly in Zapier when there is a large number of fields. (21841)
- A Serial Number error found in the TSYS TurboApp has been resolved. (21966)
- The lead user assignment history now tracks all assignments, and not just the last one. (20776)
- The Access One API North integration has been added. (21813)
- The residual reports are now exported to Excel/CSV correctly for non-admin users. (21901)