New Features

Released 10/22/2017 - 10/28/2017

• The Speech Recognition feature now enables users to enter notes by speaking into a microphone. The feature is available on Lead notes, Merchant Profile notes, Helpdesk Tickets, and Quick Emails.  (10728)
• A new date/time parser now enables users to create Calendar events by typing common phrases such as "Next Monday" and "Tomorrow" in the Calendar date field. If the entered phrase is recognized, it will be automatically converted to the correct date & time. The date/time parser is available on Lead events, Helpdesk ticket tasks, Calendar appointments and tasks, and when Scheduling/Rescheduling emails. (9738)
• Lead notes now have a Note Filter and the ability to pin and un-pin notes on the top of the list (previously called 'Sticky'). (12104)

Fixes/Improvements

Released 10/29/2017 - 10/31/2017

• An option has been added to set a default for the Amex Registration sales channel and representative ID in TSYS TurboApp. (12208)

Released 10/22/2017 - 10/28/2017

• A new field has been in the TSYS TurboApp enabling users to enter a custom software name for "Stage Only" equipment. (12204)
• When assigning users to merchants using the Merchant Importer, the leads linked to those merchants will have the same users assigned. (11781) 
• Several improvements have been added in the Merchant Importer including a new progress bar for imports in progress, the ability to update the Data Source for existing merchants, automatic disabling of the fields on the mapping page after the "Save & Continue" button is clicked, and label/notification text changes. (11917)
• An issue with slow loading of the TurboApp has been resolved. (12339)
• The Lead Overview widget on the Home Page now shows the correct number of Merchants when one of the cells in the report tables is clicked. (12043)
• A new processor option was added for the Vantiv TurboApp processor to specify the "App Version". (12105)
• The Select Sales Rep drop-down in the Application Options dialog in the First Data Retail TurboApp now loads the reps correctly. (12264)

Released 10/15/2017 - 10/21/2017

• The First Data status labels are now correctly applied to wholesale and retail processors on the Underwriting Status page in the TurboApp. (11883)
• Users with a zero payout are now also displayed in the Summary report on the Residuals page. (12123)
• The "Create & Link" button on the Lead page is now working correctly. (12233)

Released 10/08/2017 - 10/14/2017

• Apostrophes in the Merchant Name/DBA fields in a Lead no longer cause the text to be truncated in the Subject of an email sent for or from the lead. (11985)
• The "View More" link in the Calendar now shows all events correctly when there are more than 10 events in the Day view. (11958)
• The search feature on the Manage Unassigned Leads page now supports search by Lead dropdown items and search by Lead checkboxes. Any subsequent searches performed on the page will refresh only the report table and not the entire page. (12120)
• The annual volume and average ticket values entered in TurboApp are now being validated so as to not exceed the maximum allowed values. (12016)
• Dialer Metrics is now available to Basic-type User Classes. (11942)
• First Data Retail TurboApp has been updated with new improvements and abilities per the October API release from First Data. (11746)
• An issue with invalid date formats being entered on the Dispute Reporting page has been resolved. (12112)
• First Data Wholesale TurboApp now supports 16-digit MID numbers. (11886)
• The Show Errors link in Email History now displays error messages correctly. (12126)
• An issue where an imported Residuals report was being processed multiple times has been resolved. (12194)
• Email templates now have new "Auto Edit Mode" option which opens the Quick Email in edit mode automatically. (11862)

Released 10/01/2017 - 10/07/2017

• White spaces are now shown correctly on the Map to Lead Fields drop-down items in Lead Importer. (12060)
• The Dispute Reporting page search now works correctly when searching for phrases starting with zeros or containing special characters. (11825)
• Phone number validation has been added to the Mobile field on the User Settings page. (11976)
• Clients who do not use SSL or the HTTPS protocol can now receive E-signature applications signed by their merchants normally. (12032)
• New/recent Helpdesk tickets are now correctly indexed and appear in the Global Search normally. (12017)
• The user interface has been updated with several visual improvements including improved pop-up messages, a warning prompt for canceled Notes, and improved file upload function on the lead. (11906)