March 2018 Updates

New Features

Released 03/08/2018 - 03/14/2018

The Email Templates and Lead Quick Email now come with a Preview Text field which enables ISOs to show custom email preview texts in the recipients' mailboxes. Using the email Preview Text can increase the chances of the email being opened by potential customers. (13135)
Your CRM now supports the Session Initiation Protocol (SIP) Integration. SIP is a standardized communications protocol that has been widely adopted for managing multimedia communication sessions for voice and video calls. (9729)

Fixes/Improvements

Released 03/29/2018 - 03/31/2018

The links in email previews started from an inbound notification popup are now clickable and work correctly. (13443)
Comments posted on a Helpdesk ticket which was generated via a synced Gmail account will now also be automatically emailed to the original sender. (13456)

Released 03/22/2018 - 03/28/2018

Clicking on the Back to Administration button will now take the user back to the administration category that was previously opened. (13370)
The Notification field on the "Misc" ticket type in Helpdesk is now correctly populating with assigned users. (13461)
Plain-text emails are now shown correctly in the Lead and not as empty emails. (13380)
The Email Templates have been improved to prevent loss of formatting when the sent emails are viewed in Outlook. (13382)
The Dupe Checker now ignores the leading and trailing spaces when looking for duplicates. (13185)
The fields located in the bottom tabs on the Lead may now be mapped to TurboApp fields normally. (13419)
Special HTML characters are now decoded and displayed properly in the Helpdesk ticket description field. (13391)
When a new SMS popup or the Quick Email popup is opened, the cursor will be automatically positioned within the popup so the user can start typing immediately. (13406)

Released 03/15/2018 - 03/21/2018

The Merchant Details page no longer shows information on inactive or hidden card types. (13378)
Non-admin users can now download email attachments from the Lead notes without getting an "Access Denied" error. (13345)
Discrepancies in TSYS Merchant transaction counts and discount calculations have been fixed. (13280, 13244)

Released 03/08/2018 - 03/14/2018

First Data TurboApp has been updated with new improvements and abilities per the March API release from First Data. (13043)
Listening in on an active call in the Dialer no longer creates silence until the call is connected or until the listening supervisor disconnects. (13099)
The Email Metrics page now comes with email preview functionality. (13184)
The Dispute Reporting page now has a new report column called Item Type is at least one TSYS data source exists. (13245)
The quick emails now correctly load the placeholder values from the tabs that are located on the bottom of the Lead. (13277)
The History Log for the Record Sets is now correctly recorded for all records sets and not just the last modified record. (13210)
An issue which prevented an Articulate project from being uploaded has been resolved. (13342)
A new placeholder called %SUPPORT_COMMENTS% has been enabled for TSYS email templates. (13254)
The Dispute Reporting page now has a new "Item Type" column if at least one TSYS data source exists. (13245)

Released 03/01/2018 - 03/07/2018

The reports exported from the Email Metrics page now contain only the enabled columns and not all columns. (13220)
The Helpdesk tickets now show the email From, To, and Subject information in the ticket description. (13225)
Dragging the Lead Record Sets into a new position on the page can now be done only by clicking on the record set's header, and not anywhere else on the record set. (13212)
The false alert which shows up when adding a Live Merchant Graph component Dashboard Group Customization page has been removed. (13173)
Changing the Lead tab type from Record Set to a different type will collapse all records into one and the user will see a warning indication that the action may cause data to be lost. (13169)
Users may now mass assign themselves to multiple leads, and not just other users. (13201)
If a user no longer has permissions to view another user's Calendar (due to the second user being disabled or is no longer subordinate) then such a Calendar will be removed from the list of enabled calendars automatically. (13177)