New Features

Released 01/28/2019 - 01/31/2019  

• The CRM now enables users to select pre-defined SMS Templates when sending text messages to leads. (14320)

Released 01/08/2019 - 01/14/2019  

• The First Data North TurboApp now enables boarding with up to 15 locations. (14709)

Fixes/Improvements

Released 01/29/2019 - 01/31/2019

• The "Stop Processing" alert option has been enabled for non-merchant users. (14421)
• The Sales Metrics permission has been enabled for the Basic User Class (14742)
• Users who create a new account from an email invite will now see an error message if they attempt to use a password with leading spaces. (15809)
• The calculated fields in the Calculations section on the Residuals Mapping page are now saved as expected. (15908)
• Changing the batch date on the Merchant Details page no longer causes the account name to change to the first linked account. (15928)
• Leading or trailing zeroes are now preserved during the lead report export. (15666)
• An issue where the Dialer call transfers take around 30 seconds to complete has been resolved. (15904)

Released 01/22/2019 - 01/28/2019

• An issue with the Fundomate button not working for users with group-wide or associated lead permissions has been resolved. (15761) 
• The First Data Omaha Boarding API has been updated with new improvements and abilities as per the January API release from First Data. (15452)
• The CRM now tracks and logs the opening of media or document files by users. (15714)
• The First Data North TurboApp is now submitted correctly when the Discover and Incremental Auth Indicator options are set to "None". (15799)
• The First Data North Boarding API has been updated with new improvements and abilities as per the January API release. (15412)
• The Stop Date field on the TSYS Default Values Page is now validated to ensure it doesn't contain a date in the past. (15603)
• The Lead API now has a new function to "Send an Email to lead with template". (15607)
• The Residuals Templates now provide the ability to increase or decrease the Agent Net by a set amount after the split. (15544)

Released 01/15/2019 - 01/21/2019

• Labels set as required no longer block a lead from being created via Lead API. (15608)
• The Chrome Extension subject line placeholders and email attachments are now correctly pulled from the CRM. (15610)
• The cursor in the lead Phone Field is now correctly positioned at the end of the phone number when clicking to another window and back. (15594)
• Attachments are no longer required in the Merchant Welcome email. (545)
• Several errors that occurred when the First Data North application was being submitted with different types of equipment have been resolved. (14973)
• The Lead API response for a newly created lead now also includes the lead ID property. (15668)
• The merchant search on the Merchants Page now works correctly for merchants whose DBA name contains special characters. (15728)
• Changes made to recordset dropdowns in the Merchant Profile Tab are now correctly saved. (15712)
• The Merchant API now comes with several new endpoints and filters. (15548)
• The Lead API no longer returns deleted leads. (15719)
• An issue where some of the imported leads are now showing up in the Global Search immediately after the import is completed has been resolved. (15675)

Released 01/08/2019 - 01/14/2019 

• A successful POST submission now also returns the Lead ID which can be added to the success URL via the {LEAD_ID} placeholder. (15605)
• A visual issue with the report graph on The Scoop page has been fixed. (15631)
• The TSYS API limit reserve range has been updated to include the first hour. (15698)
• An issue with the incorrect address being shown in the Calendar Appointment has been fixed. (15723)
• The TSYS TurboApp has been updated with several visual fixes and improvements. (15336)
• The Residuals page, ACH Page, and the Dialer have been optimized for faster loading. (15643, 15645, 15652)
• The Residuals Reports can now be filtered by user group. (11787)
• A visual issue with the borders in multi-day events on Calendar Page has been fixed. (15561)
• The lead recordset options can now be edited normally. (15558)
• The TSYS API requests are now subject to rate limiting to improve performances. (15571)
• Additional validation has been added for PPM fees in the TSYS TurboApp to make sure that all previous levels have the corresponding item selected in the next tier. (15549)
• The TSYS TurboApp page now loads correctly when TSYS is the only enabled processor. (15702)
• A new Administration page has been added for managing the Email Binding Configurations. (15550)

Released 01/01/2019 - 01/07/2019 

• The report table in the "Find a Transaction" popup on the Merchant Details page is now initialized correctly. (15593)
• The TSYS merchant close date is now set to the date when the merchant was set as closed by the system. (15552)
• The Primary Signer's contact name is now correctly pulled into the signers popup for multi-signer e-sign apps. (15599)
• Users with the "Merchant_Backend" permission disabled can now link existing merchants to the lead, but cannot create new merchants. (15567)
• Reports based on DAS feeds now show the return transactions as negative numbers. (15582)
• The Clover Go Addendum documents can now be sent as Clover Addendum documents to First Data. (15555)
• Notifications older than 30 days are now deleted to improve the page load speed. (15574)
• The Incoming POST Data page has been improved to show more detail. (15515)
• The "Last Year" filter in the TurboApp is now working as expected. (15622)