New Features

Released 11/22/2018 - 11/30/2018  

• The ability to export a Master Residuals Report displaying all users/splits individually has been added. (10087)

Released 11/01/2018 - 11/07/2018  

• E-Signature agreements can now be delivered to multiple signers. (7002)

Fixes/Improvements

Released 11/22/2018 - 11/30/2018 

• Processor data is no longer pulled in for Elavon merchants which are marked as inactive. (15084)
• Deleted leads are no longer updated when a new lead is created via POST API with the same email address, but a new lead is created instead. (15357)
• A new minimize/maximize button has been added to the quick email dialog. (15360)
• The row background color hover issue which occurred on the Calendar page in Edge and IE has been fixed. (15306)
• An issue with the TSYS beneficial owners validation throwing an error when the ownership percentage is set to zero has been fixed. (15406)
• The visibility and priority filters on the Calendar page were fixed for low-access level users. (15342)
• A new user class permission called "API Access" has been added to the Security category. (13889)
• The Merchant users are now shown with a different icon next to their usernames to help differentiate the merchant from in-house users in various reports. (10697)
• The residuals report line item export now includes a separate column for the MID when a line item is attributed to the merchant. (15242)
• The First Data North TurboApp boarded merchants now show the correct processor/data source. (15246)
• The TSYS TurboApp has been updated with several fixes and improvements. (14507)
• The Datasource Type List has been updated with minor improvements and also the Add MeritCard option has been added to the list. (13097)

Released 11/15/2018 - 11/21/2018 

• A new option has been added which enables copying of the residuals report column visibility settings into a new user class which is being created from an existing one. (15277)
• The Documents page is now visible even if no documents have been uploaded. (15260)
• Administrators will now receive automated reminders if the uploaded residuals reports were not made visible to users. (6980)
• The TSYS TurboApp no longer shows both the "percent" and "per item" fields when a "per item" fee is being created. (15290)
• Advanced users are now able to access the Manage Incoming POST Leads page normally. (15288)
• Leads with an invalid email address will be created normally via the POST API even if there is already a lead with the same invalid address. (15275)
• Users set in the "This user sets appointments for" section in the User Settings are now correctly displayed in the viewing dropdown and the user list on the right side of the calendar. (15120)
• The Calendar view options are no longer highlighted when the CRM is opened in Firefox. (15258)
• The loader icon is now correctly displayed in the center of the screen in the Last Viewed Merchant widget. (15321)
• The colors and the readability of events on the Calendar Page have been improved. (14948)
• A new option called "Office IP Security" has been added to the Administration Page which enables admins to add IP addresses from which the CRM may be accessed. (10928)
• An issue with the checkboxes selected in an E-Signature Application being reported as not selected has been resolved. (15270)
• The Single Sign-On feature (SSO) now supports segmentation by group. (15237)
• Closed merchants are now marked with a red dot in the Last Viewed Merchants widget. (15264)
• Users can no longer create new merchant accounts if they don't have the MID Assign Permission enabled. (13401)
• Calendar tasks are now hidden from the Calendar page when the Tasks checkbox is unselected. (15315)
• An issue with multiple Start Deposit Notifications being sent out for the same Elavon merchant has been fixed. (15303)
• While the Calendar page is being loaded a spinning loader will be shown in the center of the screen with the message "Loading Content..." (15307)
• The columns in the CSV/Excel reports exported from the E-Apps tab on the Homepage are now ordered correctly. (15090)
• An issue with an unresponsive Calendar task toggle button has been fixed. (15347)

Released 11/08/2018 - 11/14/2018 

• The Administration page items are now sorted alphabetically for easier access. (15238)
• After a new lead note is posted from a calendar task or appointment, the popup will be correctly closed. (15230)
• Trailing spaces are now removed from all lead fields when a lead is boarded to North TurboApp. (15159)
• The user activation email can now show the domain specified in the sender's primary group. (15137)
• The TSYS TurboApp has been updated with additional express volume and owner fields. (15099)
• When a user is deactivated they will also be automatically logged out of any active sessions. (15233)
• An issue with Dialer Recording playback and download caused by incorrect date has been resolved. (15280)
• Several minor email editor issues have been fixed. (15192)
• A new warning message has been added to indicate if the E-Signature application being generated is set up with differently named email fields for the first signer. (15268)
• Several UI issues found on the Documents page have been fixed. (15269)
• Optional signer fields in an E-Signature Application no longer cause the "Missing Signature Field" error to appear when the application is being generated. (15225)
• The hash sign (#) is now displayed correctly in the Lead Importer fields names. (15157)
• The leading and trailing spaces, tabs, and new line breaks are now automatically trimmed from the lead MID special field. (14381)
• An issue with the Merchant Importer not importing/updating the group information correctly has been resolved. (14515)
• The Annual Amex One Point Sales Volume option is now excluded from the First Data Omaha multi-location applications. (15227)
• The email fields in the First Data Retail TurboApp will now be hidden for additional owners if the business type is and international organization, public or private partnership, private LLC, or a private corporation. (15195)
• The Residuals Reports CSV/Excel export has been updated with a few minor improvements and it now also includes the Grand Total information for the Manager View. (15188)

Released 11/01/2018 - 11/07/2018 

• The new option has been added to the user view, user edit view, and the manage merchant page which allows the split to exceed 100%. (14854)
• The First Data Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (14967)
• The First Data North Boarding API has been updated with new improvements and abilities as per the November API release. (14900)
• Columns in the Residuals Summary Table can now be hidden from selected users, user classes, and groups. (4463)
• The Fee Item Details dialog in the TSYS TurboApp no comes with Start and End date options. (15154)
• Email notifications for due and expired Helpdesk tickets now show more information on the ticket including the ticket type, subject, and assigned users. (14576)
• The "Menu Needed" option has been added for Clover Station in the First Data TurboApp. (14465)
• The "Hide Inactive Merchants" checkbox on the Residuals Reports page has been restored. (15213)
• An issue with the "Export All" button on the Residuals Reports page not exporting the data has been resolved. (15217)
• E-Signature Applications can now also be assigned to user classes and user groups. (14440)
• Logos and favicons can now also be uploaded in GIF, PNG, or JPG formats. (6833)
• The creator of a Helpdesk ticket is no longer added to the ticket notification list by default. (14430)
• The "Please enter tab name" error message no longer appears when a new lead tab is being added and the tab name is entered correctly. (15212)
• After a Helpdesk ticket field is set, the focus will automatically shift to the next required field on the ticket. (15109)
• The API Settings UI on the Settings page has been improved. (15165)
• A very long username no longer causes the page elements to be misaligned when the user is being assigned to a lead. (15184)
• First Data CMV batches with no transaction information are now displayed in the Pending Transactions report on the Merchant Details page. (15040)
• The Payeezy Setup Fee field in the First Data North TurboApp now accepts two decimal places. (15163)
• The Merchant Importer now correctly updates the Closed Date information. (15132)
• Users that have been deactivated and then activated again are now again shown in the Residuals Report without having to re-prepare the report. (15126)
• The Helpdesk ticket auto-assign feature now works correctly when the ticket is created by a merchant user. (14361)
• An issue where the lead search filter defaults to an incorrect group has been fixed. (14372)