September 2017 Updates

New Features

Released 09/22/2017 - 09/28/2017

The Lead Notes can now be filtered by categories including the Calendar, E-Sign, Status Triggers, Communications, Emails, and the User category. (11867)

Released 09/15/2017 - 09/21/2017

Terminal files for First Data merchants can now be generated using the Global Download System for the FD 100ti w/ FD 35 pp (EMV) and the FD 130 terminals. The terminal files are created by opening a new “File Build” ticket in the Helpdesk, selecting the build options, and submitting the ticket. (11905)
Existing Lead notes can now be edited by the notes' authors and selected users can be automatically notified about the changes. All changes will be tracked in the note's history and they can be accessed by clicking on the history button shown on the note. (11450)

Released 09/01/2017 - 09/07/2017

Administrators now have the ability to edit Usernames. When a username is being changed, the user's account will be automatically deactivated after which the user will receive an email containing a link and a temporary password for activating the new profile. Each time a username is modified the update will be recorded in a History log seen on their Manage User page. (11067)

Fixes/Improvements

Released 09/29/2017 - 09/30/2017

Users will no longer be able to create two or more Primary Notes tabs on the lead. Instead, only one Primary tab is allowed. (11977)
The wording on the warning message which appears when the Lead Importer detects invalid data has been improved in order to be easier to understand and use. (12038)

Released 09/22/2017 - 09/28/2017

Users can now be assigned with all inbound extensions by choosing "For All Numbers" option in the user's settings on the Manage Communications Settings page. (11811)
Introduced improved handling of emails which exceed the maximum total attachment size of 25 MB. If user attempts to add files totaling over 25 MB, they will receive a warning. If the system attaches files when generating an email and they total over 25 MB, the most recently attached file(s) will be left off to get the total under 25 MB. (11884)
If the required Lead field(s) have not been filled in and a user tries to save the Lead, an error message will be shown and the focus will be automatically placed on the first empty required field. (11907)
When a Manager Split is being edited, a new "Apply to Future Months" checkbox can now be used in order to apply the saved changes to all subsequent months and up to the current date. (11952)
In email subjects using placeholders to display a merchant name, non-alphanumeric characters such as apostrophes are now displayed correctly. (11821)

Released 09/15/2017 - 09/21/2017

Calendar List View is now ordered chronologically by default. (11905)
First Deploy integration was updated to support the First Deploy interface change. (11905)
The merchant report on the Merchant Management page now contains an additional Group column, enabling users to sort merchants by groups or to export merchant group information. (11933)
Several issues with initialization of TSYS Deposits tables on the Merchant Details page have been resolved. (11996)
Very long DBA names shown on top of the Lead are no longer cut off at the 30-character limit but are shown with as many characters as can fit in the provided space. (11904)
Support has been added for First Data SysPrins with leading zeroes. (12028)

Released 09/08/2017 - 09/14/2017

Whenever the MOTO transactions are greater than 20% the First Data Retail (or Wholesale) TurboApp Business Category will be automatically changed to MOTO. (11865)
The Vantiv processor in the TurboApp now supports an additional Sales Rep code in the format of X0000-X0000X000, where 'X' can be any letter and '0' can be any number. (11890)
Temporary errors no longer deactivate the North or Business Track data sources. (11520)

Released 09/01/2017 - 09/07/2017

The Merchant column on the Portfolio Activity page no longer expands when the Merchant's name is over 26 characters long but instead feed down to the next line. (11683)
The Lead's name is now shown on top of the Lead page, and the "Lead Saved" and the "Lead Not Saved" notifications will appear in the top right corner. (7081)
New tickets are no longer being created with the default ticket type option set to "Misc". (11820)
The "Add New Merchant" button on the Administration page now brings up the New Merchant popup instead of opening the Merchant Management page, improving the loading speed. (10506)
The Visa Mid-Qual and Non-Qual values which appear on the Proposal Generator preview now also appear in the proposal document correctly. (11789)
When importing residuals the merchants with zero amounts will be automatically deactivated, and the previously deactivated merchants with non-empty amounts will be automatically reactivated. (11818)
Calls and SMS messages can now be sent to Canadian area codes. (11881)
When uploading a residuals report, merchants that don't have a name set in the report (but have a MID number) will be imported normally. (11427)
Merchants with MID numbers longer than 16 digits can now be normally added and edited. (11619)
The secure fields on the Merchant Details page are now displayed correctly when the field's Key icon is clicked and do not disappear from the view. (11831)