New Features
Released 02/15/2018 - 02/21/2018
- The Email Metrics report now provides ISOs with a detailed insight into the users' email activity, email delivery rates, clicks, and the site visitor activity. (12778)
- Your CRM now provides the ability to Forward SMS Messages to a user's mobile and also to keep a record of the conversation thread by saving inbound and outbound SMS messages as lead notes. (12895)
Fixes/Improvements
Released 02/22/2018 - 02/28/2018
- The Residuals line items are now displayed correctly for merchants that have no assigned users. (13103)
- After the "Assign" button is clicked on the Lead, it will be automatically disabled so that the user may not click on it multiple times while the page is refreshing. (13137)
- The Lead Records Sets functionality has been updated with several different improvements and fixes. (4992)
- Changes made by using only the "Copy" button on the Profile tab of the Merchant Details page are now saved correctly. (13152)
- The Media Categories permissions can now be set on group-level. (13023)
- If the All Calendar view shows more than the maximum of 20 user calendars, the superfluous calendars can now be removed manually. (13138)
- The required fields on the Discover Registration page in the TSYS TurboApp are now marked with a red asterisk and must be filled in. (13069)
- The Status Trigger email templates now also support the contact name placeholder whose value is pulled from the contact field which is associated with the Lead's email address field. (13112)
- The "Edit" button in the Current Lead Status widget now takes the user directly to the corresponding status group and category when clicked. (13164)
- The Global Search now displays the correct user and leads when searching for leads assigned to a specific user. (13010)
- The TSYS transactions which are shown on the Deposits tab on the Merchant Details page and which do not have a reference number are now associated with the correct released deposits. (13119)
Released 02/15/2018 - 02/21/2018
- The PCI Compliance information for sub-MIDs is now retrieved from the parent MID's PCI record in order to ensure that the correct info is being displayed. (12938)
- Helpdesk tickets created through inbound emails using Gmail groups are now automatically assigned a creator and can be edited. (13045)
- After a Facility Grade is received from an Ascentium Capital submission, an email notification will be sent to all linked users in the TurboApp. (13070)
- The Dialer and the SMS buttons are now hidden on the New Lead page and will be shown only after the new lead is saved. (13098)
- The TSYS chargebacks report on the Merchant Details page now contains two additional columns – "Item Type" and "Case Type". (13087)
- The assigned users drop-down on the Lead will automatically change to a dynamically populated dropdown when there are more than 100 users to show, in order to improve the page loading speed. (12929)
- The TSYS TurboApp has been updated with several minor UI improvements. (13071)
- When the E-Signature is enabled the Enable Audit Trail will also be enabled by default. (12877)
Released 02/08/2018 - 02/14/2018
- Leading and trailing spaces found in the email fields on the User Settings page now get automatically trimmed. (13019)
- The Dialer now comes with an Online/Offline switch, enabling users to stop receiving incoming calls by setting their status to Offline. (12190)
- First Data TurboApp has been updated with new improvements and abilities per the February API release from First Data. (12906)
- Empty items no longer appear in the Dropdown Options list when editing a field in Manage Lead Fields.(12409)
- When Calendar task dates are changed using mass reschedule, the original task times will be preserved. (12945)
Released 02/01/2018 - 02/07/2018
- Helpdesk tickets are now being correctly created after an email is forwarded to a linked Gmail account, and the new ticket notifications are sent to the assigned users. (12962)
- SIC fields in Vantiv TurboApp have been renamed to MCC. (12902)
- Images originating from incoming emails that are less than 1KB in size (e.g. signature images and similar) will no longer be saved in the Lead Attachments tab. (12963)
- Images copied into the Email Editor which exceed the maximum allowed image width will now be automatically resized. (12982)
- Searching for names in the Sales Rep column in the results table of the Reports home page tab) now works correctly. (12857)