New Features
Released 07/22/2018 - 07/28/2018
- The CRM now enables you to provide a single sign-on (SSO) for your users via the Secure Assertion Markup Language (SAML) and using enterprise identity providers such as Active Directory or LDAP. (10618)
Released 07/15/2018 - 07/21/2018
- Your CRM is now integrated with Microsoft Outlook. ISOs who use Outlook as their primary email client can now manage their communications both from Outlook or the CRM. Emails sent or received via a connected Outlook account will sync and be displayed on the corresponding leads or Helpdesk tickets. (13033)
Released 07/08/2018 - 07/14/2018
- The Lead status is now shown in the linked merchant's Profile tab (on the Merchant Details page) and can be changed from there. (5164)
Released 07/01/2018 - 07/07/2018
- The Vantiv (WorldPay) TurboApp now comes with the FastAccess Funding feature which provides daily funding for merchant settlement, typically within 5 hours every day. (13172)
Fixes/Improvements
Released 07/29/2018 - 07/31/2018
- Changes made on the Lead are now saved faster without reloading the entire page. (13567)
- The Manage User page has been updated with several visual enhancements. (14281)
Released 07/22/2018 - 07/28/2018
- The Visitor Tracking cookies can now be saved in the Lead's browser after they've opened an email containing the visitor tracking code. (14277)
- Lead Emails now correctly show the emoji images in the subject line, instead of the emoji HTML codes. (14427)
- Additional users assigned to a Lead are now automatically added to the Lead notification list. (14393)
- When the company logo or favicon is being uploaded on the Manage Site Domains page the upload popup will show the correct name of the uploaded file. (14195)
- The Lead page now shows the number of days that a lead has spent in its current status. (14347)
- The Ascentium Capital service from the TSYS TurboApp has been added to the First Data Retail application. (14210)
- A link has been added to the Merchant Details page which takes the user to the merchant's submitted TurboApp. (316)
Released 07/15/2018 - 07/21/2018
- The Scoop page has been updated with several UI improvements. (14274)
- The image preview is now shown correctly in the Chat window after an image is uploaded via the upload button. (14334)
- The First Data TurboApp has been updated with new improvements and abilities per the July API release from First Data. (14102)
- When a Residuals Report is being uploaded using an Excel file, the Excel cell formats will be automatically recognized and applied to the mapped CRM fields. (14181)
- The ability to export users has been added to the User Accounts page. (14313)
- The lead fields on the Manage Lead Fields page now show additional information on each field including the field usage, mapped status, and the default value. (11736)
- If a merchant is linked to 10 or more accounts, then the Merchant dropdown on the My Business tab will change to a searchable dropdown in order to make it easier to locate an account. (14310)
Released 07/08/2018 - 07/14/2018
- The Income and Expense Program Fee columns have been added to the TSYS Residual Report. (14295)
- The Leads Search widget user filter now shows only the users who can be accessed by the user that is performing the search. (14335)
- Several unnecessary items have been removed from the Merchant users' views and pages. (14309)
- An issue with the Reports not being sorted correctly by columns showing dollar values has been fixed. (14268)
- The First Data Retail TurboApp Discover Fee Classes which are not supported for the entered MCC will no longer appear as selectable drop-down options. (14293)
- If a Processor is being deleted, the user will now be required to move any merchants already associated with that processor to a different processor. (14133)
- The Dialer notifications have been improved for missed calls, queued calls, and call waiting, and the Live Queue tab has been added on the Dialer Metrics page. (13742)
- The ControlScan table on the PCI Vendors - API Logins Management page now has a new column called MC Level. (14103)
- When replying to a ticket comment from a synced Outlook or Gmail account, only the reply portion of the email will be saved in the ticket's comments, and not the entire conversation thread. (14270)
- An issue with the dropdown mapping where the first drop-down option does not populate the corresponding PDF checkbox after a new lead is created has been fixed. (14236)
Released 07/01/2018 - 07/07/2018
- The "Show Primary User Data Only" option has been added on The Scoop page. (13973)
- The whole rows on the Merchant Management page are now clickable and open the merchant's profile page in a new tab. (14226)
- The outdated "Eclipse A200" option listed for SwipeSimple in the Vantiv TurboApp has been replaced with the "Swift B250" option. (14179)
- The TSYS Retrievals report on the Merchant Details page now also shows the retrieval Case Number. (14212)
- When a merchant's MID number is changed, then the number will also be updated on the tickets associated with that merchant. (11742)
- Posting leads through POST API now populates the contact name field correctly when the contact_1 or contact_2 special fields are enabled. (14299)
- The Record Set tab can now only be changed to the Tab/Category tab type. (13223)