April 2017 Updates

New Features

Released 04/15/2017 - 04/21/2017

Emails being sent on a lead can now be scheduled to send at a later date and time, allowing you to write emails when it’s most convenient for you and choose the perfect time to send them out. (9437)

Released 04/01/2017 - 04/07/2017

The Tools menu now has an SMS Metrics section which shows information on SMS usage including the message dates, senders, receivers, SMS direction (inbound/outbound), SMS statuses, SMS content and attachments. Filtering options are also available, similarly as in the Dialer Metrics section. (9952)

Fixes/Improvements

Released 04/22/2017 - 04/30/2017

First Data boarding API has been updated with new improvements and abilities. (10337)
A new placeholder can now be used in the Chargeback/Retrieval email template to show the last 4 digits of a credit card number used in a transaction. The placeholder is {%cc_last_four%}. (10637)
Status trigger emails can now only be configured with Quick Email type. (9732)
Retrieval/Chargeback emails can now contain a dynamically filled-in processor contact number (previously only a single phone number could be hard-coded in the template). (10390)
Resolved issue with Manage Lead Field pop-ups disappearing or moving down the page. (4073)
Dialer Activity now shows the correct call duration for unanswered calls. (10430)
Calls transferred to external line are now logged as different calls. (10611)
Resolved issue with Deposit Exceptions date filter inaccuracy (filter included records from a little further back than it should have). (10663)

Released 04/15/2017 - 04/21/2017

Tasks displayed in leads and email notifications now show the latest incomplete task and not the latest completed task. (9996)
Resolved issue with search drop-downs changing the text size and width of the list. (10485)
Several new UX improvements have been introduced, including showing of success messages for a few actions where there were no such messages before, better configuration of the default shortcut keys, quicker switching between form fields using keyboard keys and screen refresh improvements. (9770)
The Merchant CSV Import function in the Merchant Management page now has improved validation and error reporting. (10312)
Sales Metrics page now has new filter options (similar to Dialer Metrics filters). (9862)
Improved loading speeds when there are too many leads under a single status. (9818)
Contact Name field containing Chinese characters no longer causes Quick Email send error. (10498)
Recording duration minutes in the Dialer are now shown correctly. (10424)
Inconsistencies on "Seen" and "Not Seen" button behaviors between List View and Lead page are now fixed. (10266)
The "Confirm" button now correctly becomes inactive when appointments in the List View on the Calendar page are rescheduled. (10265)
Selecting an automated ticket type in Helpdesk no longer causes inconsistent behavior in other tickets. (10368)

Released 04/08/2017 - 04/14/2017

When a Proposal Template is enabled for a new group, a label will be also automatically enabled for that group, removing the need to set the label manually. (9592)
Improved loading speed on the TurboApp Underwriting Status page. (9889)
Resolved issue with duplicate merchant linking by the system on a lead. (10388)
Merchant facing LiveChat is now working normally. (10193)
Merchant Management page now loads faster. (10449)
Leads are no longer being automatically moved to other status states by the system. (10451)
Users with Reporting Only-type access can no longer be give access to the Home Page tabs. (10026)

Released 04/01/2017 - 04/07/2017

Disabled users are grouped together for selection when creating a Residuals Line Item. (599)
The Created Date filter now includes Status Updated, Last Task, and Last Note options in the Reports tab on the Home page. (10174)
The Dialer and SMS icons have been added to more places for making calls and sending texts. (9751)
The lead dashboard tables on the Home page now have the option to show the most recent note from the lead in a new column (Last Note). (9970)
Duplicate lead sources and campaigns are no longer allowed. (9678)
Merchant approvals are now counted correctly in The Scoop page. (10084)
Resolved issue with the Add New Recording feature which did not work in some instances. (10284)
An edited media title in the Manage Media page is now saved correctly. (9987)
The Lead fields are now correctly aligned in the Manage Pricing Templates page when more than 100 fields are added in pricing template (3473)
Resolved issue with operation time-out when user selects a lead in an email on the Email History page. (3654)
Tables on the Leads and Email History pages are now aligned correctly. (3731, 3732)
When an e-sign link is opened the browser tab will show the correct document title. (10194)