New Features

Released 03/22/2020 - 03/28/2020    

• Residuals line items can now be imported into the CRM by uploading an Excel file containing the line item information. (6992)

Released 03/01/2020 - 03/07/2020   

• The Quick Email editor now provides the ability to track any link inserted into the email. (20877)

Fixes/Improvements

Released 03/26/2020 - 03/31/2020   

• An error found while submitting a First Data multi-location TurboApp has been fixed. (21370) 
• The merchant welcome emails now show the primary sales rep or the merchant's group name in the Rep Name placeholder. (21358)
• Permissions checks have been added for tickets shown on the ticket tab of the Merchant Details page. (21363)
• The First Data Omaha Boarding API has been updated with new improvements and abilities as per the March API release from First Data. (20690)
• The First Data North Boarding API has been updated with new improvements and abilities as per the March API release from First Data. (20702)

Released 03/22/2020 - 03/28/2020   

• The ELAPP TurboApp has been updated with several general improvements. (20950)
• The leads returned in Global Search now also show the lead's current status state. (5272)
• The "Who Is Online Activity" page now includes information on merchant users in the Activity Lookup section. (202) 
• The Helpdesk tickets now include information on the ticket's Assignment History. (17066)
• The MerchantTracker URL has been added to stopped processing alerts. (254)
• An error that appeared when attempting to copy the group settings on the Manage Groups page has been resolved. (21349)
• The API function used to retrieve a list of Helpdesk tickets now returns the lead and merchant ID information. (21352)
• The Merchant Details page now shows the Batch Date column instead of the Settlement Date column on the Batch tab. (21166)
• The PASO reporting feature now comes with the ability to add Level 3 income fees. (21171)
• The mobile app now shows the custom Notes tabs on the lead. (21315)

Released 03/15/2020 - 03/21/2020   

• The Manage Line Items page now shows the Merchant's MID number when hovering over the DBA name. (15989)
• The merchant reports exported from the Merchant Management page now include four columns for each user assigned to the merchant (User's Full Name, Username, User Split and User Groups). (21257)
• The merchant reports exported from the Merchant Management page now show if the assigned percentage is gross or split. (20372)
• The Edit icon is no longer shown on ticket comments posted by the system or other users. (16120)
• The Email template placeholders for Helpdesk ticket comments now come in sizes of 1, 3, 5, 10 or All comments. (21156)
• An issue with duplicate SMS messages being sent out has been resolved. (21122)
• The Agent Net and % columns now sort correctly on the Residuals page when viewed as an agent. (21118)
• The invoice tax is now calculated correctly when a discount is applied. (21168)
• Email notifications on paid invoices are now being sent out correctly. (21206)
• The maximum size of the lead fields updated through Zapier integration has been increased. (21167)

Released 03/08/2020 - 03/14/2020   

• Users no longer receive notifications when the assign a new ticket to themselves. (20932)
• The E-Signature Conflicting Info Dialogue now also reports on changes made to checkboxes in the E-Signature application. (20670)
• Requests sent to update a lead field from Zapier or an API function are now correctly logged in the field's history. (20852)
• The "Add Multiple Users" button has been added to the user management page. (8855)
• The TSYS Association field special has been added to the lead special fields. (20786)
• The spacing between the lead checkboxes and the checkbox labels have been reduced for better readability. (19763)
• A new Group column has been added to the merchant report on the My Merchant page. (16436)
• Users are now prompted for confirmation when they try to navigate away from a lead page that has an unsaved Note on it. (21009)
• A new warning message has been added to indicate that a maximum of 50.000 lead records may be exported at a time. (21073)
• The SIC number used for boarding a merchant through TurboApp is now added to the associated merchant record automatically. (201449)
• An error that appeared when attaching files to a new email launched from the merchant's Profile tab has been resolved. (21089)
• The ELAPP TurboApp now has additional validation to ensure the DBA and Legal Name fields do not exceed the maximum allowed field length. (21137)
• Visitor tracking durations are now shown correctly on the Lead and in the Email Metrics reports. (21127)

Released 03/01/2020 - 03/07/2020   

• The Status States Customization page has been updated with several UI improvements. (14685)
• Hidden lead fields no longer appear in search results on the My Leads page. (20871)
• An issue with Status Age Triggers not triggering once the preset age is reached has been fixed. (20968)
• Emails sent using the Chrome Gmail extension are no longer incorrectly marked as requiring a follow-up. (20943)
• The dashboard report columns order is now saved correctly and does not reset to a default order on page refresh. (20792)
• Validation has been added for the highest ticket field in the First Data North TurboApp to ensure the entered value does not exceed the maximum allowed size. (20662)
• The missing Amex Annual Volume field has been added to the TSYS Direct TurboApp field mapping page. (20971)
• Client URLs are now returned with the API subscription responses. (21037)