March 2017 Updates

New Features

Released 03/22/2017 - 03/28/2017

Users can now view the CRM system from a different user's perspective in order to diagnose and troubleshoot specific system issues faster. More info: Using "View As" To Sign In As Another User (4917)

Released 03/15/2017 - 03/21/2017

Released 03/01/2017 - 03/07/2017

SMS text messages (and MMS messages with images and video) can be sent and received at no cost from leads, merchants, and users. More info: Send & Receive SMS (9348)

Fixes/Improvements

Released 03/29/2017 - 03/31/2017

The "Automated Invitations" are now enabled as a System Email. (9445)
The 'Create New Lead & Link' button is now correctly aligned in the Proposal Generator page. (3471)
Resolved issues with slow First Data application submission. (10107)
Resolved a issue on the Edit Tab pop-up under Manage Home Tabs where the users listed in the permission section were not formatted properly and the user list extended beyond the pop-up window limits. (8499)

Released 03/22/2017 - 03/28/2017

Hovering over Appointments now shows the "Seen By [User]" or "Marked Not Seen By [User]" tooltips. (10002)
Fields on the Lead Importer that a user doesn't have access to will now be hidden on the mapping drop-downs. (9861)
Resolved issue with the Sent Emails pop-up window or the long text within the pop-up window being truncated in Sales Metrics. (10109)
The Slideshow buttons now show additional information to user on the initiated tasks, such as starting a slideshow preview or deleting a slideshow. (10050)
Resolved issue with Drag and Dropping immovable "Default" document label under Manage Document Labels. (10108)

Released 03/15/2017 - 03/21/2017

A new permission has been added for disabling the Helpdesk pop-pup notifications per User Class. (9512)
A beep sound will now play when an added participant connects to the call. (9865)
Deleted phone numbers will now also be removed from the CallerID and IVR. (9820)
Resolved errors which occurred when an application was being submitted with the First Data TeleCheck entitlement option enabled. (9692)
Users can now select 'View As' permission options for Basic User Class on the New Permissions page. (10072)
Resolved issue with the Appointment board showing different amounts when clicked on. (10020)
Resolved issue with duplicate SMS notes showing up. (9994)
Resolved issue with sorting a table Sales Metrics using the Time column. (9992)
Resolved minor UI issues under Manage Dialer Extensions. (9866)
Resolved issue of data being exported to incorrect columns using the Export option in the Reports tab on the Home Page. (9837)
Resolved issue of users not being able to see each other's calendars. (9500)
Resolved issue with note image preview opening in full screen with no scrollbars to enable viewing of larger images. (9836)
Resolved error which occurred in the Lead Overview table which contained a maximum allowed number of columns. (7831)
Resolved a discrepancy between Sales Metrics and Appointment board totals. (9881)
Resolved a formatting issue on My Leads page when using iOS. (9660)

Released 03/08/2017 - 03/14/2017

User with Talk Time will now show in Sales Metrics even if no other data for them is present. (9783)
The User page now loads faster when there are thousands or users to load in the relationship lists. (9709)
The Authorize.net option for Nashville front-end equipment boarding in First Data Retail TurboApp has been removed following removal from AccessOne API. (8663)
The ClientLine data source scraper was updated to work with the new interface. (9776)
Quick SMS icon is now enabled for all phone fields. (9805)
The CRM will switch to new server region in case of AWS downtime. (9720)
Resolved issue with Agent Activity not counting inbound calls. (9730)
Resolved issue with inactive users not appearing on residuals report when activated. (9460)
Resolved issue with media not shown in the CRM after being uploaded. (9893)

Released 03/01/2017 - 03/07/2017

When selecting a Processor for a new merchant and only one Data Source option is available, the option will be automatically selected. (9665)
The value entered in the field search in My Leads will be retained if the field selection is changed. When searching a dropdown-type field, the available options will show. When searching a checkbox-type field, a checkbox will show. (9693, 9624)
The table in the User Accounts page has been updated to load thousands of users faster. (9162)
When Calendar tasks are updated throughout the CRM, the Last Task info on the My Leads page will update. (9653)
Long text no longer overflows the Favorites tiles in Dialer. (9656)