New Features
Released 02/24/2017
- Images may now be pasted into Notes on a lead. The files are then attached to the lead with the Label set when added to the note.
Released 02/24/2017
- Elasticsearch is now used in the global search in the navigation bar and the My Leads page.
- Images may now be pasted into Notes on a lead. The files are then attached to the lead with the Label set when added to the note.
Released 02/24/2017
- SwipeSimple Mobile is now available to use when boarding to Vantiv with TurboApp.
Released 02/21/2017
- The MyMerchantData.com fee is now available for entry when boarding to Vantiv with TurboApp.
Released 02/17/2017
- There is now a Contacts tab within the Dialer that allows you to keep track of additional numbers for people without them being a lead. It includes users and also lets you add contacts, for yourself or shared with others. A recent calls section was also added on the Call tab so to quickly call back recent inbound and outbound numbers. Learn more about Dialer contacts here.
Released 02/01/2017
- The Proposal Generator now has an American Express section for entering volume, rates, and fees.
- Multiple template documents can be uploaded in the Manage Proposal Generator Templates page for use by specific users and for different branding, styling, and merchant types.
Fixes/Improvements
Released 02/24/2017
- The counter in the MerchantTracker now correctly begins at 26 on page 2.
Released 02/23/2017
- An issue with the Group not being set on leads created after implementation of Elasticsearch was corrected.
- Debit card transactions mislabeled as Discover transactions.
- The E-Sign form list would not open when the tab was in the Bottom section of the lead page unless scrolled up.
Released 02/21/2017
- Helpdesk exporting XLS, CSV, PDF, Copy) now works in Safari. PDF and Copy require Flash browser plugin.
Released 02/20/2017
- The Details tab in Residuals will now be completely hidden if disabled for any user, including those in Admin-type user classes.
Released 02/17/2017
- The automatic password updates for CEMV logins was updated to match First Data's upcoming requirements.
- The Approval Date for a merchant will will update on the Portfolio Activity page if changed on the account's Manage Merchant page.
Released 02/08/2017
- A plus sign (+) may not be entered in an Email field in TurboApp for First Data applications.
- Corrected an issue where the Helpdesk was refreshing and displaying incorrect results after a filter was applied.
Released 02/06/2017
- Added support for the following MFC grid fees used in TurboApp for First Data: MSTRCLAS, MSTRCLRF, VSARCLRF, VSARCLAS, DSCRCLAS, and DSCRCLRF.
- Users with only one Proposal Generator template can now email the generated document.
- The Dialer call player had a display issue corrected.
- Attachments on emails sent from a lead now show when viewing the email afterward from the lead.