New Features

Released 07/15/2017 - 07/21/2017

• Your CRM is now integrated with Microsoft Outlook For Office 365 Calendar. Your Outlook events can now automatically pull in important Lead information from the CRM including the Lead’s contact person, phone, address and the Lead URL. When it’s time to update an appointment or a task with additional information, you can do so right inside Outlook and the information that you add will appear in the CRM automatically as a new Note. (9586)
• Users now have the ability to enable and configure pop-up reminders for Tasks and Appointments. (11357)
• The CRM introduces integration with TSYS for merchant portfolio reporting. TSYS ISOs can now view monthly merchant information, rate updates, and daily batches. (8280)

Released 07/22/2017 - 07/28/2017

• The Merchant Importer now features an enhanced import interface including the ability to select defaults, map fields and preview the information being imported prior to uploading and creating new merchants. (10567)

Fixes/Improvements

Released 07/29/2017 - 07/31/2017

• Canceling the Welcome Email preview on the Manage Merchant page now no longer causes the Welcome Email form to disappear. (10653)

Released 07/22/2017 - 07/28/2017

• The Chat button width has now been reduced so it doesn't interfere with other functions when the CRM is used on a mobile device. (11471)
• While managing fields on the Account Status Sections Customization page, the "Back to Account Status Sections" now correctly takes to user back to tab they were working on previously, instead of the first tab. (11344)
• Searching Accounts for Contact Names in the Global Search box now works correctly. (11423)
• If a chat is initiated by a merchant then the merchant's MID and DBA information will be displayed in the chat window. (11488)
• When a new line item is being added on the Manage Line Items page and the "Schedule repeating line item" check box is selected, then the Month and the Year drop-down menus at the top of the dialog box will be automatically grayed out (as the "Start Date" drop-down is used instead). (10816)

Released 07/15/2017 - 07/21/2017

• Users who don't have permissions to edit other users can now correctly save notifications settings. (11433)
• Appointment notifications are now appearing correctly for users who have never visited the Calendar page before. (11422)
• A task assigned to a Helpdesk ticket and re-scheduled will now remain linked to the ticket. (11439)
• When custom fees are added to the Proposal Generator and the Volume check box is selected, the Volume will now be correctly displayed in the proposal preview pane. (11356)
• Several improvements were introduced in the Google Calendar sync procedure. (11418)

Released 07/08/2017 - 07/14/2017

• Unallowed '$' or the '%' characters are now automatically stripped from numbers being copy/pasted in the Proposal Generator. (11223)
• An issue has been resolved in the Dialer where favorite tiles were shown incorrectly or in random order if more than one lead was assigned with the same phone number. (11368)

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

• After a Google Calendar is synced the user will be correctly re-directed back to the calendar. (11330)
• All users with Manage Merchant permissions can now view the Merchant unlink history. (11254)
• Google Calendars in different time zones are now synced correctly. (11271)
• Email rescheduling now works properly for users in different time zones. (11290)
• Several improvements have been introduced in the Google Calendar sync selection procedure, including a maximum limit of 35 synced calendars. (11322)
• Several improvements and fixes have been added in Google Calendar event syncing. (11301)
• The Calendar widget functions and formatting have been improved. (11298)