New Features

Released 10/22/2019 - 10/28/2019   

• The CRM now has new user profile controls for enabling or disabling popup and email notifications for all CRM events. (8325)
• The CRM now integrates with Alto Global Processing for merchant reporting. (17640)
• New notifications have been added to inform users when a TurboApp has been submitted or updated. (17294)
• The ELAPP TurboApp default values can now be configured for each association separately. (17846)

Released 10/15/2019 - 10/21/2019   

• The lead field alignment and length can now be modified right from the lead form making it easier to organize the form's layout. (19034)
• The TSYS pricing formats and fees are now stored separately for each bank in the TSYS TurboApp. (19040)

Released 10/01/2019 - 10/07/2019   

• The CRM introduces integration with TSYS ELAPP for merchant boarding. (17569)

Fixes/Improvements

Released 10/29/2019 - 10/31/2019   

• The Manage Extensions tab on the Manage Communications Settings page has been renamed to Dialer User Settings. (19181)
• The Pricing Templates option has been added to the Manage dropdown in the top navigation bar. (19229)
• The system email notifications sent to System Admin users are no longer displayed on the Email History page for non-admin users. (19231)
• The Discount Fee in the North TurboApp has been changed to the percent field type. (19273)
• The residuals mapping page now provides the option to create a calculated column with a zero or other number value that can be used for calculations. (19226)
• Keyers with permission to create Priority Payments TurboApps (but not submit them) now have access to the underwriting parameters on the review page. (18852)
• A Portfolio Activity volume discrepancy for multi-location merchants has been fixed. (19053)

Released 10/22/2019 - 10/28/2019   

• An issue with uploading lead documents in Safari has been resolved. (19178) 
• The Sales Rep names shown on the Manage First Data Retail Sales Reps page no longer get truncated if the name contains parentheses. (19036)
• An issue where Start Processing Alerts were sent out for merchants who have not yet started processing has been resolved. (19200)
• The Batch Threshold is now assessed using the cumulative daily transaction amounts. (19122)
• The Annual Sales column on the Underwriting Status page now shows the correct totals. (18829)
• The supporting documents can now be selected in the TurboApp using several additional document labels. (14620)
• The North TurboApp now supports the Bundled PIN / Non-PIN Debit service. (18864)
• A UI issue found on the User Class Permissions page when viewed on a mobile device has been fixed. (19089)
• The advanced search options in the Global Search have been optimized for faster loading. (15642)
• The email editor now has a new button for the insertion of special fields. (18911)

Released 10/15/2019 - 10/21/2019   

• The system now sends out automated notifications to users if a published residuals report is modified and re-published. (18761)
• The First Data Omaha Boarding API has been updated with new improvements and abilities as per the October API release from First Data. (18685)
• The First Data North Boarding API has been updated with new improvements and abilities as per the October API release. (18683)
• The {%SIC%} placeholder has been added to TurboApp email templates. (19038)
• The slideshow popup height now adjusts automatically to fit the height of the current slide. (19091)
• Users are now notified when a residuals report has been prepared or published. (17293)
• A time zone conversion issue found in the TSYS ELAPP TurboApp underwriting comments timestamp has been fixed. (19177)
• Missed call notifications and logs are no longer duplicated in case the IVR tree is set up to call a group and then a user from that group. (19058)

Released 10/08/2019 - 10/14/2019   

• The user's primary phone number is now displayed username settings menu in the top right corner. (18840)
• The {%UPLOADED_BY%} placeholder has been added to the email templates to show the name of the user who uploads a file to the lead. (19078)
• An issue where the username auto-fills in the Global Search box when using a third-party password manager extension has been fixed. (18997) 
• The E-Signature reporting widget now displays the E-Signature stats correctly. (18855)

Released 10/01/2019 - 10/07/2019   

• The Paytrace integration has been updated to support Level 3 data. (18239)
• An issue with users not being able to use Mass Actions on the Manage Unassigned Leads page has been fixed. (18919)
• Leads with inactive users assigned can now be updated or deleted from the Manage Unassigned Leads page. (18940)
• The date and currency fields are now formatted correctly when exported to CSV from the My Leads widget or the Manage Leads page. (18839)
• An issue where the lead status shown on the My Leads page was different from the actual lead status has been resolved. (18749)