New Features
Released 02/01/2019 - 02/07/2019
- The North TurboApp Default Values page now has the option to create and save equipment templates. (15199)
Fixes/Improvements
Released 02/22/2019 - 02/28/2019
- An issue with the View Existing Templates filter on the Manage Residuals page not working correctly has been resolved. (16258)
- The Net Split is now calculated correctly when new line items are added. (16186)
- The Amex Direct field in the TurboApp is now shown with four decimal places by default. (16247)
- The Merchants Status Change Log now supports pagination for faster loading. (15769)
- The TSYS TurboApp has been updated with new improvements and abilities as per the February 2019 PPM updates. (16114)
- E-Signature applications can now be signed from any client domain. (14990)
- The IVR Call Queue routing has been improved to reduce the number of missed calls. (15739)
- A managing user is now able to see the Dialer Call Queues for all users who report to them. (16126)
- The Dialer's incoming call notification now shows the caller phone number and lead name correctly when IVR is set up to accept calls to the current user. (17066)
Released 02/15/2019 - 02/21/2019
- Added support for Visa Debit 105 when SIC 8661 is used in the First Data TurboApp. (16048)
- The "Create new lead" API function now saves field alignments correctly. (15873)
- An issue with the email tracker snippet being removed from emails has been resolved. (16164)
- The filter on the Manager Splits and Overrides tab on the Manage Residuals page has been fixed. (16161)
- The residuals mappings table no longer brakes when new columns are added. (16138)
- The pagination list no longer disappears in the Power Dialer's Voicemail tab after a new page is opened. (16159)
- Logging into the Gmail Extension no longer causes the user to be logged out of the CRM. (16117)
- The First Data North Boarding API has been updated with new improvements and abilities as per the February API release. (15636)
- The Action Logs no longer show duplicate logs for an action performed by a user in the Media Widget. (15800)
- The "Get Fields" Lead API function now returns fields that are sorted as per the same tab order that's shown on the client. (16139)
- A new tab called Manage Groups has been added to the Manage Communications Settings page. (16172)
- The API requests with date filters now also return timestamps in the response body. (16104)
- New API functions have been added for generating and emailing E-Sign apps and retrieving a list of E-Sign documents. (15710)
- Several Lead API functions have been updated to provide additional features such as creating dropdown fields, changing the field order, etc. (15623)
- The POST API now comes with support for recordsets. (15413)
- The SMS Templates can now be configured with two new special fields including Appointment Time and Task Time. (16121)
- An issue where each keypress in the Dialer got duplicated has been resolved. (15013)
Released 02/08/2019 - 02/14/2019
- The SMS Templates and CRM Chat features have been updated with minor improvements and fixes. (15991)
- The Lead API requests now return 1000 results per page. (16055)
- The API rate limit has been increased to 120 requests per minute. (16048)
- The Power Dialer now features the ability to create call queues enabling sales to make calls one after the other without dialing. (14364)
- The Setup Wizard now sends Administrator invitations normally. (16107)
- The "Create a new Lead Field" Lead API function now shows the correct field special options. (15872)
- The "Get Field Tabs" Lead API function now returns only the tabs that the user has permissions for. (16108)
- Error handling for failed Authnet webhooks has been improved. (15523)
- A discrepancy with the created and account history dates caused by time zone differences in the First Data Underwriting has been fixed. (14668)
- The Manage Groups page load time has been improved. (15798)
- After a user gets a total of 100 notifications a new incoming notification will automatically delete the oldest notification. (15638)
- The From field in the new Send SMS popup can now be searched by state or city. (16087)
- If a call tree is set up in the IVR Settings, the initial recorded message is now played only once and not each time a call gets transferred. (15481)
- If a site has not been set up with a domain, then the Home Page title will show the site title instead. (16050)
Released 02/01/2019 - 02/07/2019
- Residuals Reports can now be uploaded with custom columns which are calculated using formulas such as IF, SEARCH, CODE, LEN, LEFT, RIGHT, MID, and CONCATENATE. (14556)
- The Helpdesk ticket notification emails now show the ticket type in the email Preview Text. (15930)
- Helpdesk ticket notifications can now be sent out to external email addresses. (15897)
- The "Expense Rate Group" dropdown has been added to the TSYS Default Values page. (15510)
- An issue with Dialer users having difficulty hearing calls has been resolved. (15926)
- The Dialer now displays the correct contact and DBA names when the call is made to a contact saved in a recordset. (15892)
- The Residuals Reports page now loads correctly in Safari. (15963)
- The "Get list of available Lead fields" Lead API function now checks for field and field category permissions as well as the field category status. (15871)
- The Manage Groups option is now displayed under the Manage menu for non-admin users with backend and manage_groups permissions. (16028)
- Saving a duplicate phone number in the Dialer no longer causes a server error. (16047)
- The scheduled email edit popup now shows the correct email validation result if the email was already validated. (16060)
- Helpdesk notifications no longer cause duplicate tickets to be created when they are sent from a synced email account. (15807)
- Residual Template user assignments can now be removed normally. (15956)
- The Lead Importer has been updated with several minor UI improvements. (15676)