Help Center Submit a Ticket

  1. Merchant Central
  2. CRM Feature Tour

CRM Feature Tour

Branding

  • SSL for Custom Domains
  • Site CSS
  • Logos & Domains
  • Calendar Colors

Chat

  • Chat Permissions
  • Chat Logs

Documents

  • Document Management
  • Document Labels

Email

  • Managing Visitor Tracking Sites
  • Manage Email Validation
  • Email Templates
  • Email History
  • Email Binding Configuration

E-Signature

  • E-Signature FAQ
  • Enabling Attachment Uploads In E-Signature Apps
  • Unlocking PDF Files
  • Secure E-Signature Applications
  • Manage PDF Applications
  • Manage E-Signature Settings
See all 12 articles

Helpdesk

  • Creating NMI Gateway Accounts
  • Updating NMI Gateway Accounts
  • Email Sync for Helpdesk Tickets
  • Helpdesk Access for Merchants
  • Manage Helpdesk Ticket Types (v1)

Home Page

  • Upload Media
  • Slideshows Statistics
  • Slideshows & Pop-Ups
  • Lead Dashboards
  • Home Tabs
  • Custom Tables
See all 7 articles

Integrations

  • NMI Gateway Reporting
  • Westamerica Bank Application Uploads
  • Clearent Integration Guide
  • Conformance Technology Integration

Leads

  • Lead Status Management v2
  • Campaigns
  • Lead Sources
  • Lead Tabs
  • Manage Lead Fields
  • Pricing Templates
See all 9 articles

Logs

  • Security Export Alerts
  • Secure Fields
  • Merchant Status Changes
  • How to Restore Deleted Leads
  • Export Logs

Merchants

  • Merchant Insight Tiles
  • Manage Merchant Settings
  • Merchant Details
  • Add Merchant
  • Hiding and Disabling Statements for Merchant Users
  • Merchant Importer
See all 13 articles

Payments

  • Paya ACH History
  • Paya ACH Profiles
  • Credit Card Profiles
  • Invoice Templates
  • Invoices Widget

POST API

  • Uploading Files With POST API
  • Manage POST Token URLs
  • Manage Incoming POST Leads
  • Manage Incoming POST Data

Processors

  • TSYS Reserve Funding Integration
  • Processor Tabs
  • Processor Settings
  • Memo Tracker Keywords
  • Contact Numbers
  • Batch Health
See all 8 articles

Residuals

  • Dynamic Splits
  • Quantity Based Payouts
  • Residuals Pay Order
  • Currency Conversion - BETA
  • Calculated Columns
  • Importing Residuals
See all 12 articles

TurboApp

  • TSYS FSP One-Click & Auto Boarding
  • Boarding NMI Gateway Accounts in TurboApp
  • Boarding APIs
  • Default Values
  • Field Mappings
  • First Data Grids
See all 7 articles

Users & Groups

  • Using Groups to Segment Access to Leads, Merchants, and More
  • Setup Wizard
  • Manage User Accounts (v2)
  • Setting Up SSO
  • CRM Billing
  • Controlling Access with User Class Permissions
Merchant Central
Powered by Zendesk