New Features

Released 05/15/2017 - 05/21/2017

• The Proposal Generator now provides the ability to show the Effective Rate in the created proposals. By showing the Effective Rate in the proposals sales agents will be able to communicate savings to merchants more effectively. (10780)
• The group settings on the Manage Group Settings page now come with additional sender email and contact name fields which can be set for each group separately. In each group, different sender emails and names can be set for different types of notifications such as Lead, Calendar, TurboApp or Helpdesk notifications. With this feature clients are now able to further incorporate sub-sales group's own branding into their CRM. (7005)

Fixes/Improvements

Released 05/29/2017 - 05/31/2017

• Duplicate users no longer appear on the Who Is Online Activity page after a user used the "View As" action to log in as a different user. (10834)
• Resolved an issue with user account fields being inadvertently populated with warning message text if left empty. (10922)

Released 05/22/2017 - 05/28/2017

• Three-digit SIC codes are now automatically pre-pended with a zero in order to conform to TurboApp's requirement of 4 digits in the SIC code.
• When moving pricing templates into a different position on the Pricing Templates (Lead Fields) page they will no longer be inadvertently opened. (10885)
• If the time zone field on the user's profile is left empty an error message will be correctly shown. (10943)
• The 'Activity Lookup' table on the Who Is Online page does now correctly detects and display the users' browsers. (10823)
• The First Data Retail and Wholesale default values page is now being rendered correctly. (11024)
• Fixed an issue with blocked pop-up when clicking on a Lead on the My Leads page. (10770)
• Merchants can now be assigned with a primary user in cases where there is more than one user assigned. In no user has been set as the primary user, then the user who was last assigned to the merchant will be set as the primary user automatically. (10837)

Released 05/15/2017 - 05/21/2017

• Managers can now change the unassigned leads' group using Mass Actions. (10523)
• The Dialer tiles are now linked to the correct Lead via the Lead's ID and not by looking up Lead's phone number. (10182)
• The Review page in TurboApp now has two additional "Created By" and "Modified By" columns. (10800)
• On the Proposal Generator several rows have been excluded from the volume total. (10561)
• New fields have been added for Omaha boarding in TurboApp which provide the ability to enter information about an American Express contact who is not the primary or the secondary owner. (10717)
• In TurboApp for First Data Retail, now only valid Discover MCC and fee class combinations may be submitted for boarding. (10717)
• The Social Security Number (SSN) field in TurboApp has been updated to be an optional field when a specific business type is selected. If the selected business type is not on the allowed business type list, then the SSN field will be required. (10717)
• A required Auto Close field will be added on the Equipment and FE tab when Clover products are selected. (10717)
• Support has been added for the new Clover Flex device. (10717)
• The Omaha Terminal configuration logic has been improved by providing precedence to MCC instead of Business Category. (10717)
• The "Application add-ons for new user" pop-up on the Manage Application Add-ons page now correctly appears in the center of the page. (10772)
• Made several visual and page refresh improvements on the Manage Lead Status States and Configure Sites/Tokens to enable users to add certain items on the pages faster. (10818)
• The Delete icons on the TurboApp In Review page now work correctly. (10807)

Released 05/08/2017 - 05/14/2017

• Application categories can now be edited or deleted on the Manage Applications page. (4145)
• Support has been added for Business Track Non-Merchant logins (10764)
• Leads in the POST API section on the Manage Imported Leads page can now be opened a in new tab normally, using right-click or Crtl key. (6977)
• If an SMS message contains an attachment, a thumbnail of the attachment will be shown on the SMS Metrics page. (10336)
• Current Lead Status section on the Lead page now shows the correct Last Saved time. (10070)

Released 05/01/2017 - 05/07/2017

• The Manage Leads page now has the option to remove Campaigns/Lead Sources. (5480)
• A progress bar is now available on the Manage Unassigned Leads page which shows the progress of actions such as mass lead assignment or un-assignment. (10501)
• Resolved an issue which prevented users from updating the merchant group in the Edit Merchant pop-up on the Manage Merchant page (received "Nothing has been updated" message). (10721)
• Lead cache is now updating properly when special fields Contact 2 and Contact 3 are used. (10736)