New Features
Released 05/15/2018 - 05/21/2018
- Your CRM introduces the Tech Hub — a central place where ISOs can come together to chat and share ideas, insights, and other industry-specific information. (11871)
Released 05/08/2018 - 05/14/2018
- The Merchant API now provides customers with the ability to access or update the merchant data stored in the CRM using REST calls. (13297)
Fixes/Improvements
Released 05/29/2018 - 05/31/2018
- Adding a comment in a Helpdesk Ticket no longer causes the list of assigned users to go blank temporarily. (14041)
Released 05/22/2018 - 05/28/2018
- The data table loading speed of Lead widgets has been significantly improved when the maximum setting of 1000 entries per page is selected. (13939)
- The Lead Importer now ignores inactive users that may appear in the CSV file being imported and does not assign such users to leads. (13997)
- When the First Data Wholesale TurboApp applications are approved an email notification will now be sent to all linked users in the same way as with retail applications. (13975)
- The PDF attachments opened from an email popup are now correctly displayed in a lightbox and not downloaded to disk. (13915)
- Changing a Lead tab which contains special fields to the Recordset type no longer causes the page functionality to break. (13963)
- The Email Popup window is now displayed correctly when opened from the incoming email alert popup. (13884)
- The Group filter no longer gets reset to the user's primary group on The Scoop page. (13940)
- The Lead Filter has been optimized and no longer displays incorrect filter counts when users click on the filter checkboxes quickly. (13752)
- An issue with some users not being shown in the Lead assign drop-down has been resolved. (13985)
- The Manage Residuals page has been optimized to load faster. (9819)
- The Link Merchant action on the Lead now automatically populates the lead's group to the new merchant. (14005)
Released 05/15/2018 - 05/21/2018
- The Vantiv TurboApp now provides the option to add the information for a maximum of 5 owners. (13955)
- The Scoop page has been updated for better performance and load times. (13874)
- The Lead Importer no longer creates empty recordsets if a row being imported to a record set has no values in it. (13509)
- Users can now correctly see the status states from all the groups that they belong to in the Leads Search table and not just the states from the primary group. (13902)
- Basic users can now change the groups on the Leads assigned to them, but they cannot access Leads that are assigned to groups that they don't belong to. (13857)
- The display option to show 50 merchants on the Residuals page now works correctly. (13426)
- The ability to duplicate lead fields has been added to the Manage Lead Fields page. (13959)
- The Lead Importer now has the ability to auto-assign multiple users to leads and to show the field mappings after the job is completed. (13594)
- When a Lead Appointment is set for a user, the user will also get assigned to the lead automatically. (3860)
- The merchant Profitability Report is now generated also taking into account the manually entered line items. (8956)
- Users are now able to delete TurboApp logins normally. (13903)
- A partially completed TSYS TurboApp application can now be deleted normally, and a warning message will show the parts of the application that have been boarded. (13672)
Released 05/08/2018 - 05/14/2018
- An issue with empty Welcome Emails being sent out to merchants has been resolved. (13830)
- The Manage Documents page now allows for dynamic adding, editing, deleting, and reordering of documents without reloading the page. (13566)
- The "Read" and "Received" columns on the Sales Metrics report are now clickable and show a preview of the read or received emails. (13351)
- The recordsets are now shown in the Lead Overview report as nested tables. (12901)
- The Quick Email now populates the contact information from the correct recordset and not always from the first recordset (when a new email is launched from a recordset tab). (13572)
- Updating and lining a Pricing Template now works correctly when no fields have been defined. (13831)
Released 05/01/2018 - 05/07/2018
- The broken Email Validation icon on records sets has been fixed. (13794)
- The Email Validation tooltip which is shown next to the validated emails now also shows the date when the email was last validated. (13777)
- The Email Validation feature now supports unlimited validation credits. (13774)
- The First Data Boarding API has been updated with new improvements and abilities. (13281)
- The Manage Lead Sources & Manage Campaign pages have been updated with several minor improvements. (12600)
- The Copy button is no longer hidden when placed next to a drop-down menu. (13814)
- Saving the default option in a Lead drop-down menu now works properly. (13806)
- A user who is a member of multiple Groups, has the Groupwide permission, and has the ability to manage leads is now able to change the group designation on an individual lead. (13591)