April 2022 Updates

Released 04/22/2022 - 04/28/2022

The CRM now features a new integration with the NMI payment gateway that includes support for Chase Paymentech Tampa, Elavon, First Data Nashville, First Data Omaha, TSYS, and Worldpay networks. (31955)
The new Automated Helpdesk Ticket Workflows feature now enables ISOs to create Helpdesk tickets automatically based on where a lead is in the sales funnel, or how long a merchant has been live. By creating tickets automatically using Lead Status Age and State Triggers, users no longer have to create them manually for key stages of your workflows. (27344)

Released 04/29/2022 - 04/30/2022

The "Go To Lead" button has been added to the lead sharing notification popup. (31490)
The "View As" feature can now be enabled for a user class without also having to enable the Manager Options permission. (36017)

Released 04/22/2022 - 04/28/2022

The Fiserv Omaha Boarding API has been updated with new improvements and abilities as per the April API release from First Data. (35227)
The Fiserv North Boarding API has been updated with new improvements and abilities as per the April API release from First Data. (35226)
Helpdesk tickets can now also be automatically assigned to user classes every time or using the round-robin method. (29117)
The 'Show only initial records' filter/checkbox has been added to the Dispute Reporting page. (32924)
An issue with Helpdesk Tickets getting linked to incorrect leads has been resolved. (36065)
An issue with users not being able to delete recurring payments from the lead has been resolved. (36102)

Released 04/15/2022 - 04/21/2022

An issue where additional options are omitted when persistent residuals templates are assigned manually has been resolved. (35877)
The delegate E-Signature option has been removed from the E-Signature page. (35774)
The connection timeout for ControlScan sync operation has been increased from 60 to 120 seconds. (35827)
The per_page setting in the Residuals API now returns the correct number of results per page. (35978)
An issue with adding a start processing date for a closed MID has been resolved. (32536)
An issue with the invoice # and invoice description disappearing from a scheduled invoice after the payment is received has been resolved. (35906)

Released 04/08/2022 - 04/14/2022

The Case Number column on the Chargebacks tab of the Merchant Details page now shows the correct case number and not the record number. (31987)
An issue with duplicate users being listed in the Chat selection sidebar has been resolved. (35637)
An issue found with entering a date in a lead date field manually has been resolved. (34827)
An issue with user not being able to receive incoming calls has been resolved. (35627)
Visibility rules for submitted TurboApp applications have been updated to ensure that Basic users only see the information that they're supposed to. (32069)
The case numbers are now displayed correctly on the Chargebacks tab for Netevia merchants. (35324)

Released 04/01/2022 - 04/07/2022

Existing Helpdesk tickets no longer display users in the Assign To field if they are not in one of the user classes allowed by that ticket type. (35095)
An issue with the Visual PDF Mapper ceasing to function after a save has been resolved. (35461)
An issue with the states in the State dropdown being displayed as numbers in the Board Merchant popup instead of textual abbreviations has been resolved. (34166)
Copying secure fields on the lead using the Copy Fields feature is now possible so long as the field being copied is unlocked by the user. (34253)
Sales Volume Adjustments have been removed from the Risk Reporting page. (35514)
An issue with users not being able to set maximum length in the Text Area lead field type has been resolved. (35345)
A few issues found in the "TSYS - Manage Demographics (Auto)" ticket type have been resolved. (34393)