New Features

Released 05/01/2019 - 05/07/2019   

• The new Zapier Integration now enables you to connect your CRM with over 1,500 web apps such as Microsoft Office 365, Google Docs, MailChimp, and Quickbooks. By connecting your CRM to third-party apps, you can automate many of the inter-related tasks which are otherwise performed manually in both the CRM and the apps. (16823)
• The new Residuals Analytics dashboards now enable you to track your residual income trends across multiple processors easily and make decisions quickly. (8440)

Fixes/Improvements

Released 05/29/2019 - 05/31/2019   

• The Payments tab on the lead now comes with Group and Person filters. (17555)
• The Profitability reporting calculations are now processing the Line Items correctly. (17566)
• Helpdesk Ticket Checklists are now displayed correctly on tickets created via incoming emails. (17567)
• The Residuals Reports LEFT calculation formula now processes the 16-digit MID numbers correctly. (17601)

Released 05/22/2019 - 05/28/2019   

• A new Zapier action has been added to enable sending of emails to leads. (17236)
• The default logo is now created using the SITE_TITLE meta value. (17397)
• An issue with the auto-enrollment email notifications not going out to merchants after their first batch was processed has been resolved. (17220)
• The Verifone Terminals for Priority TurboApp have been updated to match the current list from VIMAS. (17520)
• A few UI issues found in the email editor have been fixed. (17521)
• The Lead Notes no longer show duplicate visitor tracking data. (17509)
• The Last Task date in the Viewing Leads reports is now displayed correctly. (17390)
• The Group Filter functionality has been improved and updated. (17362)
• Paya Gateways can no longer be deleted if there are profiles associated with them. (17564)
• The MOTO Addendum questionnaire is now required in the Priority TurboApp if Mail Order or Internet percentage is >= 20%. (17565)

Released 05/15/2019 - 05/21/2019   

• The Global Search merchant results now include the merchant's state. (17290)
• The Residuals Reports BPS column now correctly shows the $ symbol for Managers. (17296)
• An issue with Slideshows Statistics failing to register clicks and views has been fixed. (17251)
• The Lead Importer limit has been increased to 600K records per import. (17298)
• New Helpdesk Checklist items are no longer also added to the Misc ticket type. (17399)
• The merchant Line Items Net is now correctly included in the Grand Total calculation on the Residuals Reports page. (17375)
• The First Data Omaha Boarding API has been updated with new improvements and abilities as per the May API release from First Data. (17008)
• The First Data North Boarding API has been updated with new improvements and abilities as per the May API release from First Data. (16701)
• A new field has been added to the Lead API mappings endpoint to include information on the PDF form fields. (16899)
• The Forms Mappings page now correctly shows the lead fields in the mapping dropdowns when the fields are saved on different tabs that have the same name. (17134)
• The Business Track reports can now be run on a schedule. (17262)
• A few UI issues found in the Dialer have been fixed. (17259)

Released 05/08/2019 - 05/14/2019   

• Users can now reply to emails in the CRM using a template without losing the chain of emails. (16982)
• Managers are no longer able to see the "Add Line Line Item" button in the "Manager Residuals View". (17295)
• Additional validation has been added for the date field type to prevent the entry of non-date values. (17248)
• The Residual Analytics page no loads correctly when adblocker is enabled. (17297)
• The dropdown menus on My Leads page no longer get misaligned when the browser zoom level is higher than 100%. (16837)
• The Business Category dropdown menu in the First Data Wholesale TurboApp can now be changed normally. (17288)
• The validation messages for custom lead fields in the REST API have been improved. (17198)
• The Dialer UI has been updated with several new improvements. (17138)
• The ZIP auto-complete feature now correctly selects the state when the state field is a dropdown. (17292)
• The Group Splits tab on the Manage Residuals page now loads faster when there are many groups. (17080)

Released 05/01/2019 - 05/07/2019   

• Files imported into the TurboApp from the lead no longer cause the "File has been deleted" error to show. (17119)
• The REST API function used to Get Detailed Merchant Information now orders the associated leads by the date the lead was linked to the merchant so that the primary lead is always shown first. (17015)
• When the agent or manager filter is applied to the Net Profit dashboard on the Residuals Analytics page, the report will show either the user's contribution or the user's earnings (depending on who is running the report). (17178)
• If the Deposits tab is not visible on the Merchant Details page, then the first tab on the page will be opened by default. (17185)
• The Changes Detected popup no longer appears on the lead page when a field is updated without a save, and a new note is added afterward. (17133) 
• The validation of the Lead API status update request now is done according to the Leads group. (16998)
• The Create a New User popup is now shown normally when a lead is moved to a status which triggers the creation of a new user account. (17152)
• An issue with the incorrect user being shown in the Live Calls tab on the Dialer Metrics page has been fixed. (16869)
• Outgoing calls deleted from the Dialer are no longer removed from the Dialer Metrics page too. (17188)
• The Google Calendar event description is now correctly synced with the CRM Calendar. (17141)
• An UI issue with scrollbars on the Home Page has been resolved. (14957)