Fixes/Improvements
Released 09/22/2018 - 09/28/2018
- The Missed Call email templates now have the option of including lead fields. (14866)
- Unanswered calls placed to numbers extensions or through the IVR menu will be sent to user's voicemail (or to the call queue if voicemail is not enabled). (14827)
- The 'Start Processing Date' and 'Last Batch' fields on the Manage Merchant page are now also editable for unsupported processors. (14002)
- The Tickets tab on the Merchant Details page now supports searching with non-Latin characters. (14786)
- The Vantiv TurboApp now allows only PDF files to be uploaded. (14808)
- The Merchant Account Linked emails are no longer sent out to inactive users. (14797)
- The last selected Online/Offline status in Dialer will be automatically enabled when the Dialer is opened the next time. (14818)
- Opening a TSYS account via the TSYS - Update Status ticket now works correctly. (14816)
- The line breaks in a text area field inserted into an email template are now correctly preserved when the email is sent out. (14851)
- HTML elements are no longer stripped when copied into an email template. (14862)
- The Residuals Report access permissions can now be configured for groups, user classes, and users on a per-report basis. (4673)
- An issue has been resolved where closing Chrome or shutting down the computer before closing the CRM chat pop-out caused the chat to no longer appear in the CRM on the next sign-in (unless the cache was cleared). (14874)
Released 09/15/2018 - 09/21/2018
- The "Call" and "Send SMS" buttons on the visitor tracking notifications now show the correct phone numbers in cases where there are different phone numbers on different recordsets. (14754)
- The Global Search field now provides the ability to use the Up and Down keys to select the search results. (14224)
- The Subject column in Helpdesk tickets now shows the subject as a hyperlink with the ticket's URL. (14676)
- The TSYS TurboApp now supports the creation of 12-digit MIDs. (14607)
- The "Merge Duplicates" option has been enabled in POST Tokens. (14792)
- Administrators can now view other users' lead Import Activity. (7007)
- The Echosign Widget now correctly shows the application names for both signed and unsigned applications. (14738)
- The residuals line items in the Sales Rep and Manager views on the Residuals Reports page are now correctly added to the Grand Total. (14803)
Released 09/08/2018 - 09/14/2018
- The Lead UI has been updated with several visual improvements. (14766)
- The user line items in the Residual Reports are now correctly applied to ISO's net income. (14442)
- The Merchant Profitability tab now shows the username in the line item's description (for user line items). (14191)
- A new option that enables users to set an expiration date on user splits has been added. (12960)
- The Create Lead popup on the Merchant Details page has been updated with several visual improvements. (14681)
- The Change Lead Status option on the Merchant Details page now saves changes in asynchronous mode, which does not require a page refresh. (14680)
- An error message has been added to warn the user if they don't select a processor while uploading a Residuals report. (17421)
- The Set Sender Email option in Status Triggers now comes with a user selection drop-down (in addition to the existing “custom sender email” option).
Released 09/01/2018 - 09/07/2018
- The Open API has a new call which gets a list of users that can be assigned to leads. (14643)
- Documents can now be uploaded normally on the Merchant Profile page. (14659)
- The arrows used to expand record sets in a homepage dashboard table now show up correctly on the first load. (14587)
- The system now shows only one notification popup and sends out only one email when an incoming call is missed. (14652)
- Several UI improvements have been added for compatibility with mobile devices. (11956)
- The First Data Boarding API has been updated with new improvements and abilities as per the September API release from First Data. (14564)
- The group chat user list now correctly displays all the users that the current user has permissions for. (14634)
- The Sales Metrics report has been updated with several visual improvements and the ability to export Appointments Set and Appointments Seen information to Excel/CSV. (14632)
- A new option has been added in the Status Triggers enabling automatic assignment of users to a lead based on the lead's age or status change. (9288)