New Features

Released 11/29/2017 - 11/30/2017

• The TSYS Express and PPM certificates can now be managed inside your CRM. (12261)

Released 11/15/2017 - 11/21/2017

• Changes made to lead fields are now tracked and may be viewed in the Field History report by clicking the Last Saved date/time in a lead. (8842) 

Fixes/Improvements

Released 11/29/2017 - 11/30/2017

• The Search by Field option on the My Leads by Status State page now works correctly. (12559)
• The TSYS - Manage Demographics (Auto) ticket type no longer shows a log of merchant's seasonal months if they were not changed or updated. (12576)

Released 11/22/2017 - 11/28/2017

• The Tier Discount Fee Classes report in the TurboApp now correctly shows a scrollbar and no longer overlaps with other elements on the page. (12198)
• The Residuals detail page now correctly shows all merchants who are associated with the Manager's reps and who are shown in the Summary View. (12505)
• The Social Security Number field in the First Data Wholesale TurboApp is now a required field. (11971)
• An issue with uploading files in the First Data TurboApp ("A file already exists for the label" error) has been resolved. (11946)
• The Last Lead Note is now shown correctly on the Viewing Merchants page. (12274)
• The merchant's current Amex Plan is now shown on the Account Status tab on the Merchant Details page. (12494)

Released 11/15/2017 - 11/21/2017

• PDF files uploaded to a Lead without a Title are now saved on the disk with the correct file extension when downloaded. (12005)
• A Calendar sync issue with Office 365 accounts has been resolved. (12440)
• The Lead Calendar widget tasks that have very long names and no spaces will no longer cause the widget to expand beyond the allowed proportions. (12422)

Released 11/08/2017 - 11/14/2017

• The users that have a Global Split applied are now excluded from the reports on the User Assignment Exception Reports page. (12370)
• First Data TurboApp now displays duplicate equipment correctly on the preview page. (12136)
• The address information on the Underwriting Status page in TurboApp is now shown in correct order. (6935)
• Users who are not Administrator-type now can set a Net Split on the Manage Merchant page for an account. (12365)

Released 11/01/2017 - 11/07/2017

• The Manage Campaigns and the Manage Lead Sources pages now provide the option to delete campaigns and lead sources. (3233)
• The Permissions tab on the Manage Chat Settings page has been updated with several visual improvements. (12351)
• The Clover Employee Access Cards option has been enabled for all appropriate Clover terminals in First Data TurboApp. (12355)
• The Speech Recognition feature now correctly capitalizes words such as I'll, I'd, and I've. (12347)
• The default date value when creating a new Calendar event is set to "now". (12352)
• The Lead Report Widget now has a "Created By" column. (10926)
• The Documents option in the Menu will be hidden from non-Administrator users if there are no documents. (111)
• The date/time picker on the Lead task or appointment now recognizes numbers 1-10 when they are written as words (e.g. "in five days"). (12366)
• Users can now edit the "For" field on a Helpdesk ticket. (11237)