Merchant Portal

• Merchant Portal Overview
• Merchant Portal User Management Guide
• Merchant Portal - Connecting the NMI Gateway

Lead & Merchant Custom Properties

• Custom Properties Overview
• Creating and Configuring Custom Properties
• Email Automation and Branding with Custom Properties

Web Forms

• Web Forms Overview
• Creating & Managing Web Form Profiles
• Building the Web Form
• Sharing the Web Form
• Enabling E-Signatures in Web Forms

Helpdesk

• Helpdesk Overview
• Configuring Helpdesk Ticket Settings (v2)
• Automated Ticket Creation from Email
• Automated Ticket Creation from Status Triggers
• Importing Helpdesk Tickets
• Creating & Updating NMI Gateway Accounts

See all 7 articles

Getting Started For New Users

• Merchant Central Overview
• Getting Started Guide for Sales Reps
• Getting Started Guide for Sales Managers
• Getting Started Guide for Operations/Support
• Getting Started Guide for Administrators
• Sending Feature Requests

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Merchant Central API

• Open API Overview

Calendar

• Merchant Central Calendar Overview
• Google and Outlook Calendar Integration

Documents

• Document Management Overview
• Managing Document Labels

Domain, Email, and Branding Setup

• Setting up a Custom Sub-Domain
• Adding SPF, DKIM & DMARC Records
• Checking Your Email Domain Health
• Adding Your Logo
• Site CSS

E-Signature

• Setting E-Sign Application Fields to Read-Only or Required
• Sending Agreements for E-Signature
• Combine PDF Documents for Streamlined E-Signature
• Transferring Data From E-Signature Page To Lead
• E-Signature FAQ
• Enabling File Uploads In E-Signature Apps

See all 16 articles

Integration Guides

• Business Capital
• Enabling NMI Gateway for Credit Card Payments
• Elavon Boarding Integration Guide (Beta)
• Repay Boarding Integration Guide
• Manage North Hierarchy
• ScanX (Agreement Express) Integration Guide

See all 44 articles

Leads

• Lead Field Calculations
• User Hierarchy in Search and Filters (Beta)
• Import Lead Custom Properties
• Import Lead Record Sets
• Lead Field Thresholds (Beta)
• Lead Section Tab (Beta)

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Chat

• Merchant Central Chat

Merchants & Processors

• Manage Merchant Reports
• Risk Alerts
• Risk Reporting
• View and Export Merchant Account Information
• Vantiv Residuals File Number Formatting
• Sending Merchant Welcome Letters

See all 14 articles

PCI Compliance

• PCI Vendor Integration

Phone System Dialer

• Continuous Autodialing With Outbound Call Queues (v2)
• Prohibited SMS Content
• SMS Templates
• SMS Forwarding
• Sending & Receiving SMS/MMS Messages
• Porting Phone Numbers

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Proposal Generator

• Creating Merchant Pricing Comparisons in the Proposal Generator

Reporting

• Sales Metrics
• Portfolio Activity
• SMS Metrics
• Email Metrics
• The Scoop

Residuals

• Conditional Residuals Splits
• Residuals Report Column Configuration
• Residuals Visibility
• Residuals Analytics (v2)
• Viewing Residuals Reports (v2)
• Alternative Residual Templates

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Site Administration

• Viewing the User Activity History
• The Administration Page
• Configuring Your Site For Agent Recruiting

Support

• System Status
• Use LiveChat To Get And Provide Support
• Using "View As" To Sign In As Another User

TurboApp

• Boarding Repay Accounts With TurboApp
• Boarding to Priority Payments MX Connect with TurboApp
• Uploading Files In TurboApp
• Default Values
• Boarding Worldpay Vantiv Accounts With TurboApp
• Boarding Paysafe Accounts with TurboApp

See all 11 articles

User Accounts & Groups

• Custom User Fields
• Restricting User Access by IP Address
• Restricting User Access by Working Hours
• Custom Styles
• Changing Usernames
• User Settings and Notifications

See all 9 articles

v1 Articles

• Viewing Residuals Reports (v1)
• Residuals Analytics (v1)
• Linking Leads To Merchant Accounts (v1)
• Lead Importer (v1)
• Send Mass Emails And SMS Messages (v1)
• Continuous Autodialing With Outbound Call Queues (v1)

See all 9 articles