Fixes/Improvements

Released 07/29/2019 - 07/31/2019   

• The Dupe Checker has been optimized for faster search. (18298)
• The Manage Communications Settings page now shows the content placeholders while loading. (18302)

Released 07/22/2019 - 07/28/2019   

• Several visual issues found on the Lead Payments tab have been fixed. (18208)
• The Manage Incoming POST Leads page now has two new columns called Data (shows the raw request) and Assigned Users. (18224)
• The misaligned search bar and the filter button on the Portfolio Activity Page have been fixed. (18148)
• The ampersand character (&) is now displayed correctly in URLs copied into Helpdesk Checklist items. (18205)
• Helpdesk ticket comments containing an URL with an ampersand symbol can now be edited again normally after saving. (18201)
• The Vantiv TurboApp card rate fields now accept 3 decimal places instead of 2. (17858)
• The Residuals Import calculations have been optimized to improve processing times. (18228)
• The Edit Document popup has been updated to better differentiate the original and new file names. (18200)
• Email placeholders are now replaced properly when sending an email to a lead via API. (18202)
• Several new options have been added to API subscriptions and Zapier triggers. (18087)
• The API documentation has been updated to include a change log. (18146)
• An issue with SSN validation in the TurboApp with Ascentium Capital service has been resolved. (18295)
• The Pricing Templates applied from the Merchant Profile page are now saved correctly (18220)

Released 07/15/2019 - 07/21/2019   

• The Calculated Columns feature now supports the TRIM function and the AND (&) and OR (|) logical operators. Also, the Equation field has been expanded to provide more space for editing formulas. (17946)
• The First Data Omaha Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (17818)
  The First Data North Boarding API has been updated with new improvements and abilities as per the July API release. (17813)
• The email notifications now display the user's main group correctly. (18181)
• Queued jobs are no longer duplicated if they don't start at a set time due to a different job still running at that same time. (17987)
• The user Exception Report can now be exported to CSV/Excel format. (15415)
• The top Navigation Bar has been updated with several visual improvements. (18064)
• The order of the emails added to the ACH Profile Notifications setting now stays the same after a save (and not re-sorted alphabetically). (18012)
• The Lead delete permission logic has been improved. (18138)
• The Residuals Line Items created for a user and then linked to a merchant are now correctly attributed to the linked merchant group. (18008)
• The Ascentium equipment list has been updated with current equipment models. (18163)

Released 07/08/2019 - 07/14/2019   

• A new column for SIC code has been added to the Merchant Management and Viewing Merchant reports. (17913)
• The new SIC code field has been populated with the appropriate codes for all merchants where such information is available. (17107)
• Imported phone numbers are now displayed correctly with a phone mask. (17885)
• The Residuals Analytics page has been updated with several visual improvements. (17246)
• The Zapier app now supports dropdown field mapping by labels and setting lead statuses via the “Lead Status Updated“ event. (18038)
• The search input field on the Documents page is now auto-focused on page load. (18065)
• Two new API subscriptions have been added for TurboApp Application Submitted and Application Updated. (17249)
• Permissions checks have been added when trying to access a Calendar task via task ID. (17949)

Released 07/01/2019 - 07/07/2019   

• The FleetCor Authorization field in the TurboApp now supports three decimal places. (17966)
• The Manage Unassigned Leads and the My Leads page filters now return the same number of search results. (17593)
• The Manage Leads page now provides the ability to add additional columns in the lead report. (17317)
• Unnecessary permission checks for getting lead field and tab info in the Lead API have been removed. (18056)
• The name and the description of the crm_apptonly permission have been updated and the crm_manage permission is now responsible for deleting leads, including Mass Delete. (17904)
• The Previous and Next buttons on leads with multiple locations have been restored. (18081)