August 2017 Updates

New Features

Released 08/29/2017 - 08/31/2017

A new Dispute Reporting page is now available which enables users to view retrieval and chargeback reports in a specific time range and for specific processors, users, and groups. The reports are available only for those processors that send the retrieval and chargeback data to your CRM.

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

The CRM introduces integration with TriSource for merchant portfolio reporting. TriSource ISOs can now view monthly merchant information, rate updates, and daily batches. (11013)

Released 08/01/2017 - 08/07/2017

Your CRM now provides the ability to make changes to existing TSYS merchant accounts through the Helpdesk. (11525)

Fixes/Improvements

Released 08/29/2017 - 08/31/2017

Selected lead fields can now be set as required when the lead is being created and updated. (7813)
The lead page now reloads correctly in Internet Explorer after the lead has been saved. (11680)
The Copy field feature on the lead is now also available for the Phone field type. (11788)
The merchant name in the CRM now gets automatically updated if the name is changed in TSYS. (11656)

Released 08/22/2017 - 08/28/2017

TSYS merchants' DDA information is now shown on the Account Status tab on the Merchant Details page (under Settlement Information). (11686)
A new Helpdesk ticket type has been added which enables users to change the Merchant's DDA information for a TSYS merchant. (11526)
The standard drop-down menu used to select a Template on the Quick Email popup has been replaced with the searchable drop-down so that users may type the name of a Template to locate it. (11640)
The TSYS datasource pop-up now also has fields for the Bank and BIN information. (11762)
TSYS batches with the same reference numbers are no longer merged. (11774)
The <i> tag is no longer displayed on (un)assigned users in the Application History in the Manage Applications page. (11785)
When a new lead is being created the email field will now be validated before the lead is saved. (11473)
The Copy field feature on the lead is now also available for the Google Maps field type. (11770)
If a Merchant's MID number is changed the Helpdesk tickets linked to the previous MID will now be automatically linked to the new MID. (11712)
The Merchant Importer now accepts non-numeric Month entries (e.g., Sep or September) and Yes is accepted for "Apply to Future Months". (11773)

Released 08/15/2017 - 08/21/2017

An Outlook Calendar Sync Error (invalid_grant) has been resolved. (11657)
If unknown fees are detected while a new grid is being added in Manage First Data Grids, the resulting error message will show a list of all such fees. (11610)
An error with the loading of the E-Sign Document Listing widget has been resolved. (11558)
If a CSV file being imported with the Lead Importer contains invalidly structured email, phone number, dropdown, or checkbox values, the user will be notified of such occurrences before initiating the import.
The rules for creating and updating usernames have been updated. (11083)

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

The Proposal Preview pane in the Proposal Generator now stays visible even if the user scrolls down. (11235)
When a Merchant is closed, the Merchant users who have access to a single Merchant account will be deactivated. Merchant users with multiple closed Merchants access will also be deactivated. (11494)
Non-System Admin users are no longer able to view user sessions for System Admin users on the "Who Is Online Activity" page. (11315)
When a page is refreshed on a lead it will open in the same tab that was open before the page refreshed, and not in the first tab. (11306)
Elavon Applications now show the correct statuses in TurboApp Underwriting Status. (11632)

Released 08/01/2017 - 08/07/2017

The Proposal Generator now correctly includes the AMEX rates and savings in its calculation. (11484)
First Data Wholesale TurboApp now has a new option for selecting the MFC Grid Level. (11466)
The Lead Importer now has the ability to apply default values to selected fields when the CSV file being imported does not contain any values for such fields. (11034)
The residual year on the Merchant Merchant page can now be set in the future. (9997)
The Proposal Generator's Effective Rate is now correctly cleared if the Volume is removed. (11335)
An issue where more than 5 popup notifications appeared on user's screen in some instances has been resolved. (11528)
The Formats page which is shown while importing residual reports has now been visually modified in order to be easier to understand and use. (2763)
When a Merchant account is closed the merchant users will be automatically unassigned. (10851)
TransFirst batch/transaction dates are now being correctly parsed regardless for all time zones. (11588)