New Features

Released 12/08/2017 - 12/14/2017

• Users can now open a specific CRM page, create a new task, add a lead note, and perform a number of other operations using speech commands. (12399)
• Your CRM is now integrated with Gmail. All inbound and outbound emails will appear in the CRM as new Lead Notes, including all email attachments and inline images. Additionally, your CRM is able to accept direct emails to internal email addresses like support@isoabc.com for Helpdesk Ticket creation and/or comments. Replies sent to these emails will have the responses posted directly to the corresponding ticket.
• The CRM Chat is now powered by Twilio Chat. (8888)

Fixes/Improvements

Released 12/29/2017 - 12/31/2017

• The Top Performers widget and the Viewing Merchants page now use the latest deposits date and not the current day. (12760)

Released 12/22/2017 - 12/28/2017

• The Add Note button on the Lead has been replaced with the note textbox which is now shown by default. (12242)
• The Merchant Importer now provides the ability to view the field mappings and download the files used during import. (12740)
• The Custom Media widget now provides friendly download URLs. (12761)
• An empty inbound phone number error in the Dialer has been resolved. (12695)
• The Escape and Enter keys are now correctly closing or saving the Lead Status State or Status Category popups. (12712)
• Using the Ctrl+A or Ctrl+C keys in masked Lead fields no longer causes the "Save Changes" prompt to appear. (12708)
• Tasks created for Leads in Helpdesk tickets can now be deleted normally. (12756)
• New messages sent from a Gmail address linked to Helpdesk no longer create new tickets. (12777)
• The User Assignment Exception Reports page now display exceptions in residuals reports accurately for users with a global split. (12683)
• Users removed from Helpdesk ticket notifications no longer receive notifications. (12727)

Released 12/15/2017 - 12/21/2017

• The redundant scrollbar has been removed from the Status States drop-down on the Lead. (12389)
• The Lead Importer now shows a confirmation message once the import has been completed. (12684)
• The Lead Status States are now limited to a maximum of 27 characters. (12558)
• Lead notes containing only the "0" number are now saved and displayed correctly. (12661)
• Gmail sync no longer changes the user's primary email address. (12730)
• The Lead Importer page now prompts the user to confirm that they wish to leave the page and abandon changes when the page is closed (if the field mappings were not saved). (12698)
• Hyphens can no longer be used in usernames. (12726)

Released 12/08/2017 - 12/14/2017

• The Social Security, driver's license, and the Federal Tax ID numbers are now hidden on the TSYS Manage Demographics form. (12534)
• The TurboApp dropdown menu mapping is now working and saving correctly. (12660)
• The TSYS merchant seasonal status option has been moved from the Manage Demographics ticket to the Update Status ticket type in accordance with the business logic. (12601)
• The default TSYS merchant seasonal option on the TSYS - Update Status (Auto) ticket is now set to "No". (12681)
• The TSYS merchant changes made using the Manage Demographics Helpdesk ticket are now shown with the correct date formatting. (12647)
• The Social Security Number option on the iPayment TurboApp is now shown only for the sole proprietor owner type. (12682)

Released 12/01/2017 - 12/07/2017

• The CRM Chat now comes with the options to delete chat messages and ban users from public chat rooms. (12407)
• The Administration Page has been redesigned to be easier and faster to use. (392)
• The CRM Chat now supports desktop notifications. (12397)
• An HTML purifier functionality has been enabled in the email editor to prevent the occurrence of broken or insecure HTML code in emails. (11615)
• The Merchant Importer no longer removes splits for users who have already been assigned. (12548)
• An empty-value dropdown item on the Lead no longer disappears from the menu after a different item has been selected. (12396)
• Several TSYS TurboApp validation errors have been resolved. (12605)
• The financials graph on the Merchant Details page is now rendering the data correctly. (12619)
• The users are no longer prompted to save Lead changes after adding a Note. (12635)
• Phone field changes on the Lead are now correctly logged in the field's history. (12612)
• An issue with the "Not Processing" filter showing processing merchants on the Portfolio Activity page has been resolved. (12550)
• Changes made on the Merchant Details are now saved faster. (12456)