New Features
Released 12/08/2018 - 12/14/2018
- A new Dashboard Component has been added for reporting on the credit card and E-Check payments. Also, the lead payment feature now supports multiple gateways. (14978)
- The Merchant Details page memos can now be edited or deleted by users with Edit/Delete Memos permission. (323)
- The First Data North and iPayment TurboApps now have with an option for Ascentium Capital Leasing. (15463, 15464)
Released 12/01/2018 - 12/07/2018
- Merchant Central for Gmail has been launched. You can now perform many of your CRM tasks—such as creating leads and events, tracking visitors, and posting notes—right from Gmail. (14316)
- The Administration page now has a new option for managing the First Data North Hierarchy. (14599)
Fixes/Improvements
Released 12/22/2018 - 12/28/2018
- An issue with the merchant records showing a larger total residual split percentage on the Merchant Management page (than the added splits should equal) has been resolved. (15577)
Released 12/15/2018 - 12/21/2018
- The Check Date in the ACH Payment File is now displayed correctly for non-recurring payments. (15512)
- The Merchant User Class has been removed from the lead tab and lead field permissions. (14619)
- An issue with the First Data TurboApp sending wrong ACH Detail values to First Data has been corrected. (15533)
- The Lead API has been updated with several new functions for managing lead fields and application mappings. (14581)
- The field usage counts on the Manage Lead Field page are now shown only on request, increasing the page load speed. (15553)
- Information on exports performed by System Administrators is no longer visible to non-administrator users on the Exports Logs page. (15514)
- If an email address is removed from the lead, new emails are no longer bound to that lead. (15537)
- The E-Signature popup for selecting multiple signers is now displayed correctly when the signer emails are not created in order. (15535)
- When the DBA, Address, and MCC information is updated for a TSYS merchant using a Helpdesk Ticket, the changes will also be saved in the AMEX and Discover registrations. (15431)
- If a client has an active CEMV, FAPS and/or FD Messageway datasources, the Deposit Exceptions page will be enabled. (15508)
- The Residual Summary report no longer shows the payment checkbox for users that have no ACH Profile set up. (15585)
- A user in an Advanced-type user class with Groupwide Merchants and Residuals Manager View permissions can now correctly see merchants listed in the House or Summary View on the Residuals page. (14414)
- Several additional fee classes have been enabled for the Amex SIC Code 4789 in the TurboApp. (15569)
- Disabled users or users without Assignable to Tickets permission can no longer be auto-assigned to tickets. (15541)
- The Gmail Extension has been updated with several fixes and improvements. (15531)
- An issue with the Start and End-Time conflict when an appointment is being rescheduled has been resolved. (15564)
Released 12/08/2018 - 12/14/2018
- The Proposal Generator Statement Date now defaults to the previous month. (15472)
- The Ascentium Capital leasing option has been added to the Vantiv TurboApp. (15462)
- A new option has been added in the Setup Wizard enabling Admins to automatically send activation emails to imported users. (15229)
- The First Data Omaha Boarding API has been updated with new improvements and abilities as per the November API release from First Data. (15236)
- The First Data North Boarding API has been updated with new improvements and abilities as per the November API release. (15173)
- The Submitted Month drop-down on the TurboApp Submitted Apps page now has an option to select the current month. (15383)
- The User Disabled message is no longer shown for active users who fail to log in. (15482)
- The Manage Unassigned Leads page has been updated with several UI improvements and fixes. (15499)
- Clicking on the Send Later Gmail extension button in a scheduled email now allows the user to reschedule the sending of the email. (15476)
- An issue with some events not being displayed when Working Hours are enabled has been resolved. (15480)
- The ACH Void/Refund button on the lead now works correctly. (15491)
Released 12/01/2018 - 12/07/2018
- Users can now select their working hours to default the calendar's Week & Day view. (15022)
- Leads created using the Lead API are now correctly indexed. (15395)
- Email notifications for expired tickets are no longer sent to merchant users. (15442)
- The City and State fields in the Merchant Profile tab (which are filled in automatically after the Zip number is added) now get saved correctly. (15428)
- The EBT options are now submitted correctly in the Vantiv TurboApp. (15408)
- The Bank FIID option has been added to the First Data North TurboApp. The option is required when the Buypass network is selected. (15387)
- While the Manage Group Settings page is loading a group of gray placeholder bars is shown instead of a blank page. (15446)
- Emojis are now displayed correctly in the Calendar Appointment Notes. (15410)
- A View More button has been added in the Day View on the Calendar. The button shows a list of the day's tasks and appointments. (15378)
- The metadata that has to be copied during the single sign-on setup is now shown right on Manage SSO Settings page. (15370)
- A UI issue with the dropdowns on the Dialer Metrics Page has been resolved. (15414)
- Expired Ticket notification emails are no longer sent out to disabled users. (15429)