August 2019 Updates

New Features

Released 08/22/2019 - 08/28/2019

The Authorize.Net and Paytrace gateways now support the Authorize & Capture feature which enables clients to authorize a transaction first and then capture it later. (18240)

Released 08/15/2019 - 08/21/2019

Fixes/Improvements

Released 08/28/2019 - 08/31/2019

Merchants imported via residuals import can now be deactivated only if the merchant's account existed in the CRM for more than 60 days and if no batches or transactions were registered during the last 60 days. (18601)
The Appointment Board Play button now plays the call recordings correctly. (18581)

Released 08/22/2019 - 08/28/2019

The First Data Omaha Boarding API has been updated with new improvements and abilities as per the July API release from First Data. (18164)
The First Data North Boarding API has been updated with new improvements and abilities as per the July API release. (18143)
An issue with duplicate alerts being sent when a user downloads a statement has been resolved. (18428)
The local presence numbers now show the local most owned area code to the called location on a statewide basis. (18498)
The /merchants API endpoint now includes a list of associated lead IDs. (16892)
Images from incoming emails (such as signature line images) are now saved only once in the Attachments tab on the lead. (18529)

Released 08/15/2019 - 08/21/2019

The lead Primary Documents tab has been updated with several visual improvements. (18052)
The Residuals Reports table no longer exceeds the frame width when the Merchant's DBA name is very long. (18408)
Two new fields have been added to the iPayment TurboApp according to the latest iPayment boarding API updates. (18449)
An issue with the "Next Step" email being sent to the incorrect recipient (after an E-Signature application has been signed) has been resolved. (18472)
An issue with users receiving POST notifications on leads they were not assigned to has been resolved. (18464)
The % column in the Residuals Reports can now be sorted correctly in ascending or descending order. (18494)
Newly created email templates are now shown on the Email Templates page immediately (without a page refresh). (18226)
The ability to copy an existing residual reports mapping into a new mapping has been added. (16518)
The iPayment TurboApp equipment section has been updated based on the latest iPayment boarding 2019 API updates. (17954)

Released 08/08/2019 - 08/14/2019

An issue with the Lead Status Table Widget displaying zero results even though multiple records exist has been resolved. (18382)
The TinyMCE email editor no longer rewrites URLs using relative paths. (18397)
Quick Emails sent with an image as the first element in the email body are now displayed correctly when viewed in the lead Notes. (18411)
An issue with the Groups filter not loading on the Residuals Reports page has been resolved. (18389)
System generated lead notes are now also displayed in the Lead Overview widget report. (18363)
New recordsets added on the Profile tab of the Merchant Details page are now saved correctly. (18349)
PDF files containing fields with non-ASCII tooltip characters can now be imported for E-Signature normally. (18170)
All users assigned to a lead will now receive POST API update notifications for that lead by default. (18353)

Released 08/01/2019 - 08/07/2019

The Quick Email Editor has now been replaced with the TinyMCE editor which comes with a spell checker. (17186)
The "Pay" checkbox in the Summary View of the Residuals page is now grayed out once payment has been issued to a user. (18016)
The Newfoundland time zone option has been added to the Time Zone dropdown on the User Settings page. (17968)
An issue with calls not routing through IVR as expected has been resolved. (18229)
The "Anyone" option in the Lead Overview user filter no longer resets to the "Me" option. (18312)
The Slideshow Statistics reports are now tracking the merchant users as expected. (18300)
The calculation operators in residuals mappings are now case insensitive. (18358)
Users can no longer see files on the lead Attachment tab if they were uploaded to a Merchant that the users do not have access to. (18264)
A few UI issues found on the "Who Is Online Activity" page have been fixed. (18328)
Changing a user's time zone setting now automatically updates the user's working hour settings too. (18174)
An issue caused by a Chrome bug where random fields are auto-filled with usernames has been resolved. (18339)
The User Settings dropdown menu is no longer obscured by notification popups. (18340)
MeritCard merchants with a canceled, withdrawn or declined status are now marked as closed. (18343)