September 2019 Updates

New Features

Released 09/15/2019 - 09/21/2019

The new Call Outcomes feature enables users to quickly record call dispositions for incoming and outgoing calls. (18425)
When the Global Search field is clicked it now displays the 5 most recently viewed accounts, leads, and tickets in a dropdown list. (18669)

Fixes/Improvements

Released 09/29/2019 - 09/30/2019

If a merchant's data source is changed then the account information will now also be updated automatically. (18858)
The underwriting page for ELAPP now includes the equipment information. (18834)
A UI issue on the Edit User Account page has been fixed. (18820)
An issue with users not being able to save new API Subscriptions has been fixed. (18833)
The ability to board North merchants through PCI Compliance LLC (Encytro) has been added. (18629)
The lead checkbox design has been updated and improved for easier use. (18788)

Released 09/22/2019 - 09/28/2019

1099k scraping for AccessOne data sources with a secondary BT Datasource is now allowed. (18888)
An issue with the Email History filter searching the wrong column has been fixed. (18874)
The misalignment of lead fields caused by a new checkbox styling has been fixed. (18882)
Documents downloaded from the CRM are now saved on disk with the correct file names. (18117)
Duplicate Helpdesk Tickets are no longer created when there is an email response to a ticket. (18781)
Special fields are now correctly replaced by lead field values while sending an SMS through Zapier. (18756)
The top navigation menu on the User Settings page now works correctly on mobile devices. (18670)
Reporting on open and pending batches is now supported for First Data North. (15171)
The cursor position in phone number fields can now be changed normally in Safari browser using keyboard arrow keys. (18737)
The iPayment Sales Rep ID mappings to Merchant Central users can now be managed from the Manage Administration > TurboApp > Sales IDs page. (18307)
Duplicate notification popups and dialogs no longer appear on the API Settings tab. (18753)
An issue with the default checkbox values not being set when new leads are created has been fixed. (18744)

Released 09/15/2019 - 09/21/2019

An issue with Underwriting Account records not being synced as expected and sending unnecessary notifications has been fixed. (18748)
The Dialer scrollbar is now displayed correctly in the Firefox Browser allowing the call outcomes popup to be viewed in full. (18793)
The Dialer call outcomes popup options have been moved inline. (18782)
The Calendar events can now be filtered by lead status. (18584)
The IVR maximum ring time has been increased to 200 seconds. (18732)
The My Leads page has two new shortcuts for creating a new lead or importing a list of leads from a CSV or Excel file. (18758)
An issue where publishing one residuals report unpublishes a different one has been resolved. (18701)
The round-robin status trigger is now correctly assigning leads to selected users. (18400)

Released 09/08/2019 - 09/14/2019

Email notifications on lead status changes can now be sent using the email address of the user who made the change. (17525)
The First Data Omaha Boarding API has been updated with new improvements and abilities as per the September API release from First Data. (18433)
The First Data North Boarding API has been updated with new improvements and abilities as per the September API release. (18370)
An issue with the Export button not working correctly on the Merchant Status Change Log page has been resolved. (18653)
An issue where the residuals mapping disregards the calculated column that's used as a split has been resolved. (18667)
The Zapier Integration now allows the creation of leads with fields that contain the $ and % symbols. (18684)
A "View Original Email" button has been added to Helpdesk tickets enabling users to view the original email that the ticket was created from. (18640)
The Chargebacks tab on the Merchant Details page is now sorting correctly. (18682)
The Residual Mappings Calculated Fields are now working correctly for imported columns that have blanks set instead of zeros. (18722)

Released 09/01/2019 - 09/07/2019

The new System Status Page at https://status.iriscrm.com provides real-time updates on the CRM uptime and incident reports and resolution. (16629)
A rendering issue in Dialer Activity and Agent Activity tabs on the Dialer Metrics page (when viewed from a mobile device) has been fixed. (18549)
The Zapier Integration has been updated with several UI improvements. (18489)
An issue with the CRM Calendar synchronization has been fixed. (18500)
Canceled calls are now tracked in Dialer Metrics and on the Dialer missed calls tab. (18620)