August 2022 Updates

New Features

Released 08/15/2022 - 08/21/2022

The new Westamerica integration now enables ISOs to automatically upload lead documents and data to Westamerica's SFTP server once the lead is moved to a designated status state. (36151)

Released 08/01/2022 - 08/07/2022

Automated SMS Status Triggers now enable ISOs to get their message directly into the palm of the prospect’s hands at just the right time without manually typing or sending texts one-by-one. (33613)

Released 08/29/2022 - 08/31/2022

Additional Clover equipment options have been added to Fiserv Omaha TurboApp. (38952)
An issue with the selected datasource switching to Paysafe has been resolved. (38897)

Released 08/22/2022 - 08/28/2022

The Dispute Reporting table now includes in additional column for closed date and a red dot indicator for closed merchants next to the DBA name. (33330)
The lead record set now comes with a new setting that prevents selected user classes from deleting record sets. (31709)
The NMI integration now comes with the ability to create new Fee Schedules on the fly. (38399)
The Manage Email feature in the mobile app now allows users to open the authorization web page without having to log into the browser. (38388)
The Paysafe TurboApp package sync operation has been improved by ignoring packages that are marked as deleted. (37074)

Released 08/15/2022 - 08/21/2022

The Fiserv North Boarding API has been updated with new improvements and abilities as per the August API release from First Data. (37824)
An issue with some merchants not getting synchronized with the receiving site when sharing merchant data between sites has been resolved. (38551)
The 'Upload a document' Open API function now includes an additional setting for notifying users when a document is uploaded. (37810)
The "New Fees Added" error message received when a new residuals report is uploaded has been resolved. (38734)
An issue with read-only lead fields still showing up as editable fields in the v2 UI has been resolved. (38629)

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

The Fiserv Omaha Boarding API has been updated with new improvements and abilities as per the August API release from First Data. (37010)
The E-Sign tab now shows a warning icon in case a completed e-signature document was not imported to the lead successfully. A user can click on the warning icon to import the document manually. (38076)
A new API subscription has been added to the Open API to notify users when a Helpdesk ticket is deleted. (29952)
An issue with lead notes failing to show up on the Notes tab after being created using an Open API call has been resolved. (38726)
An issue with submitted TurboApp applications being displayed as incomplete apps has been resolved. (38652)

Released 08/01/2022 - 08/07/2022

Landing Page Web Forms and Fillable Web Forms can now be inter-linked using the new settings on the Web Forms management page. (15701)
An error encountered in the TurboApp while boarding a Fiserv North merchant with Clover Mini Equipment has been resolved. (38474)
The name of the TurboApp processor shown in the SMS and email notifications when a merchant goes live can now be modified in the system settings. (28887)
An issue with lead recordsets not showing up in the new UI (although they are shown correctly in the old UI) has been resolved. (37798)
The account status details for Elavon merchants are now fetched automatically after the merchants are marked as closed. (38527)