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
- Implemented the latest version of iPayment API. (8158)
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)