Fixes/Improvements
Released 06/22/2019 - 06/28/2019
- The History tab on the Lead Payments tab now has a new column which shows the transaction Description. (17943)
- The Residual Templates are now applied after the Manager split. (17724)
- An issue with scheduled emails sent out multiple times has been resolved. (17934)
- The Create Lead REST API function no longer assigns subordinate users to new leads. (17477)
- An UI issue on the Residuals mapping page has been resolved. (17873)
- The Agent Net column sorting in the Residual Line Items report now works correctly. (17932)
Released 06/15/2019 - 06/21/2019
- Purged merchants are no longer displayed on the PCI Compliance tab on The Scoop page. (17849)
- ACH and credit card profiles can now be edited from the Payment tab on the lead without admin access. Also, the History tab now shows the transaction description in a new column. (17714)
- The Create New Lead & Link button in the Proposal Generator is now greyed out during the creation of the proposal to prevent the accidental creation of duplicate leads. (17741)
- The Datawire Setup Helpdesk ticket now supports the "International" option. (17793)
- The First Data Omaha Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (17366)
- The First Data North Boarding API has been updated with new improvements and abilities as per the June API release from First Data. (17364)
- A dropdown overflow issue has been fixed for the Groups dropdown on the Manage Lead Sources page. (17856)
- When an SMS is sent using the REST API a new note is now also automatically added to the lead. (17781)
- If a user navigates to a non-existing page then a newly designed 404 page will be shown. (13529)
- A new "API updated" event has been added to API Subscriptions. The event enables clients to be notified when a change or addition was made in the API. (17265)
Released 06/08/2019 - 06/14/2019
- SMS messages can now be sent out to leads via Zapier. (17493)
- An issue with the Dupe Checker not displaying found results has been fixed. (17788)
- It is now possible to prepare only selected residuals reports (instead of preparing all reports each time). (17711)
- The Merchant Details page has been updated with several UI improvements. (17739)
- An issue with imported merchants not being shown in Global Search has been resolved. (17695)
- Synced appointments are now shown with the correct time zone. (17696)
- The merchant lookup icon on the new ticket popup no longer redirects the user back to the Helpdesk page. (17735)
- The "Sender Email" field is no longer blank when sending new merchant welcome letters. (17626)
- Special characters potentially found in the name of the file that's being uploaded to First Data no longer cause internal errors in the TurboApp. (17807)
- Underwriting comments are now collected for First Data North apps and shown in the underwriting page and email notifications. (17754)
- The Global Search has been improved to avoid displaying duplicate entries. (17806)
- An issue with credit card payment refunds not being processed has now been fixed on the lead Payments tab. (17676)
- The Default Gateway toggle switch is now displayed correctly on the Payments tab. (17702)
- When an email template is sent using REST API a new lead note is now automatically added which shows the sender and the name of the template. (17500)
- The TurboApp application for a manager with a global split now doesn't include the agent's split (which is instead included in the manager's split). (17669)
- Lob addresses are now verified only when new addresses get added. (17751)
- The Dialer has been updated with several UI improvements. (17353)
Released 06/01/2019 - 06/07/2019
- The CRM now enables the creation of multiple Paya and Authorize.Net gateways which can be used for different payment scenarios. (16472)
- The payment lead notes now come with a new icon which can be clicked to display the transaction detail. (17571)
- A new column for Token Name has been added in the Manage Incoming Post Leads report. (17522)
- An issue with the Round Robin method not assigning campaigns to different users has been fixed. (17570)
- The information on the first recordset is no longer lost when two recordsets are added at a time on the merchant record profile tab. (17556)
- The Lead Dashboard filter now defaults to the current user when the "Lead Search Default to Me" permission is enabled. (17720)
- The Helpdesk Ticket Type option on the Manage Groups page no longer throws a "field required" error. (17620)
- In issue with incorrect Status Age being shown in lead reports has been resolved. (17598)
- The "WRIGHT EXPRESS" card type has been added to the Paysafe integration. (17652)
- Spaces are now allowed in the City field in the ACH Profiles. (17629)
- Non-expired tasks are no longer shown as expired on the My Leads page. (17590)
- Nested table search on the Dialer Metrics page now works correctly. (17611)
- Additional call participants are now displayed in the Dialer consistently. (17268)
- The autocomplete feature in the Link Lead field on the Edit Task popup now works faster. (17400)