November 2020 Updates

New Features

Released 11/22/2020 - 11/28/2020

Released 11/08/2020 - 11/14/2020

The lead can now be configured to move to a selected status state automatically after an E-Signature document is signed. (23041)
Bounced email reports received from Gmail or Outlook integrations are now displayed in the lead notes, and the sent email is marked as failed in the email history. (25661)
Users can now upload their profile photo on the user settings page. (23991)

Released 11/01/2020 - 11/07/2020

The new Implementation Dashboard page in the Administration area now allows System Administrators to easily manage and monitor the progress of their CRM implementation and user adoption. (24850)

Fixes/Improvements

Released 11/29/2020 - 11/30/2020

The push notifications in the mobile app now show the DBA name in the notification title. (26532)
A javascript error found in the Power Dialer has been resolved. (26376)

Released 11/22/2020 - 11/28/2020

The Helpdesk Viewing Tickets report now also shows the lead statuses in a new column. (25361)
When the lead labels are being duplicated the text of the new label will also be duplicated unless the user adds a new text. (26349)
The Merchant Data Sharing email notifications now include the URL of the receiver. (23703)
The Residuals Summary table now shows the MID and the profitability tooltips when hovering over the DBA name or the $ symbol. (24126)
The MX Connect percentage values are now displayed correctly. (26465)
PASO Level 2 is now hidden in the detailed view and PASO template when level 3 is enabled. (25209)

Released 11/15/2020 - 11/21/2020

An issue where users received SMS notifications even though such notifications were disabled in user settings has been resolved. (25917)
The Helpdesk ticket view now defaults to the current user so that they can immediately see the tickets that are relevant for them. (23639)
The Mobile App download links are now available under the username menu in the top-right corner. (22342)
The Ticket Types can now be saved with a default ticket priority. (24485)
The Appointment Board now has a new filter for viewing the "Set By" or "Set For" appointments. (25241)

Released 11/08/2020 - 11/14/2020

The First Data Omaha Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (25252)
The First Data North Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (25256)
The Mobile Phone field has been added in the North TurboApp. (22943)
The Group column has been added to the E-App dashboard on the home page. (22091)
The email subject field character limitation has been increased to a maximum of 250 characters. (26037)
The Gmail and Outlook integrations now work correctly when sending emails from the mobile app. (25923)
The Pricing Format lead field now supports dynamic pricing formats like TSYS and TSYS ELAPP. (22691)

Released 11/01/2020 - 11/07/2020

An issue with some PDF files showing up broken when using PDF preview on the Attachments tab has been resolved. (25714)
The page styles on User Settings, User Accounts, Edit User Account and Manage User pages have been updated. (18346)
The Top Performers widget UI has been updated. (18648)
Sent emails can now be merged together into conversation threads using the new Thread Email button in lead notes. (23006)
A new message now informs the user if there are multiple "Per Agent Export Status" exports already in the queue. (25316)
The line item preparation code has been optimized for faster performance. (24313)
Remove All Groups button has been added on the Manage User page. (25071)