— A —
Accordion — A web design element which can be expanded or collapsed in order to display or hide information. Accordions are typically used to display categorized information which would otherwise take up too much space on a single page.
API — Application programming interface.
Application — A PDF file that can be accessed from the lead. When an application is mapped to the lead, it will automatically populate with lead data and can be sent to the lead for e-signature.
— B —
Boarding API — An interface which enables you to connect to a processor for boarding new accounts by simply adding your credentials and additional processor-specific information in your CRM.
Browser Cache — A temporary storage location on your computer for files downloaded by your browser (also referred to as Temporary Internet Files). When you're visiting a webpage your browser checks if a copy of the files on the page is already in its cache. If it is, your browser will access the local cache (instead of downloading the files from the server) in order to make the page load faster. Clearing the cache can often resolve many browser-related issues that come up over time.
— C —
Campaign — An organized advertising operation designed to find suitable merchants in numbers. Campaigns can be selected on leads and managed on the Manage Campaigns page.
Chargebacks — Credit card charges that reverse a transaction, withdrawing money from the merchant's account and depositing it into the customer's account usually as a result of an inquiry or a dispute by the customer. These types of transactions can be pulled into the CRM for First Data North and Omaha, and Vantiv merchants.
— D —
Datasource — A processor from which data is retrieved.
Datatable — A report table which displays different kinds of data in sortable columns. A datatable typically comes with one or more of the following features that allow you to analyze data and find required information quickly: table search, table filter, export to CSV/Excel, in-line record editing, adding/removing table columns, pagination.
DBA — Stands for "Doing Business As". DBA is the name that businesses are known by publicly as opposed to legally.
Dialer — A call center solution built into the CRM and featuring call queues, voicemail drops, call forwarding, call recording, IVR, local presence, and call metrics reporting.
Documents — Documents are files such as Merchant Processing Agreements or various forms that can be attached to the lead and displayed on the Documents tab. Documents may also be generated by the CRM (for example proposal documents, e-sign agreements etc.).
Duplicate Finder (or "Dupe Checker") — A feature enabling you to find and remove duplicate leads or merchants within the CRM.
— E —
Email Templates — Templates which are used to help users send consistent and quality messages. Templates can be created for Quick Emails, Quick Faxes, System Emails and Proposal Emails.
E-Signature — A signature applied to electronic documents and agreements. An agreement signed using E-Signature is considered legally binding just as its paper equivalent. The electronic signature is quickly becoming a status quo of doing business in a variety of industries.
— G —
Group — Within the context of the CRM, a Group is a collection of users who are categorized for purposes of different levels of information access. Members of a user group usually work in the same function, location or business unit.
— H —
Helpdesk — Helpdesk is an application within the CRM that allows users to communicate news, changes or problems with each other.
— I —
IVR — Interactive Voice Response. When an incoming call is received on an IVR-enabled phone number, the caller will hear a voice message which provides the caller with different menu options. For example, the caller may be prompted to press 1 to talk to sales, press 2 to talk to support, and so forth.
ISO — Independent sales organization.
Lead — In the context of the CRM, "Lead" is used intermittently to refer to the Lead Form where the lead's data is being stored and to a lead as a potential buyer of goods and services.
Lead Note — Lead notes are displayed at the bottom of the lead. They may be entered by users or generated by the system (for example email notes, SMS notes, visitor tracking notes, etc.).
Line Item — An income or expense adjustment that is assigned to a user or a merchant. Line items are an integral part of your residuals reports and can be scheduled to repeat.
List View — A function of the the CRM Calendar that enables you to view and manage appointments and task using a datatable (instead of the default Calendar view).
Local Presence — A system that enables sales reps to dial prospects using local area codes. This feature greatly improves call connection rates because prospects are much more likely to answer unknown calls from local numbers, rather than toll-free or long distance phone numbers.
— M —
MID — Merchant ID. The MID uniquely identifies a merchant account.
Merchant — A Merchant is a person or company involved in a wholesale trade, or supplying merchandise to a particular trade.
MTD — Month to day (used for reporting).
— P —
PCI Compliance — The Payment Card Industry Compliance is a security standard with a set of requirements that are created to ensure that merchants process, store and transmit credit card information in a safe manner.
Permissions — Permissions are the primary characteristics of what the user classes can do in your CRM which vary according to department, role, responsibility level or other parameters.
Pricing Templates — Templates are used to help users input the pricing information on the lead page or the TurboApp with just a few clicks, avoiding repetitive entry of standard data. The pricing templates may also be used to automate the entry of other types of non-pricing data.
Principal — the number assigned to signify the risk level of a group (usually referred to as a Tier) within an ISO.
Proposal Emails — Proposal Emails are emails sent via the Proposal Generator that can be typed up or chosen from a template and contain the generated proposal attached to them.
Proposal Generator — A feature in the CRM which enables reps to generate sales proposals with just a few clicks.
Quick Email — A CRM feature which enables you to launch a new email right from the lead.
Quick Fax — Similar to a Quick Email, a Quick Fax can be sent from the icon next to the Fax number field on the lead page and will populate according to the template that is selected.
— R —
Residuals — Residuals are a breakdown of the merchant's incomes and agent payouts.
— S —
Sandbox — Sandbox is a function that sends test email or text messages through the CRM.
Scraping — Scraping is a technique deployed to extract data from human-readable output coming from another program.
SIC Code — Stands for Standard Industrial Classification Code, which is used by the United States Department of Labor to classify the industries that merchants belong to.
Status Category — Status Categories encompass several Status States that involve the same action such as Merchant Qualifying, Urgent and Merchant Closing.
Status States — Status States are different stages of completion for leads within each category that tell the user what is going on and if something is required of them.
System Email — System Emails are prepared emails that are sent automatically in response to a certain event such as a welcome email, a password change notification or an update to a Helpdesk ticket involving the user or merchant.
SysPrin - A SysPrin is an eight digit number which consists of the System part (the first four digits) and the Pricinpal part (the last four digits). It is formatted as 1234/5678. SysPrins are specific to First Data Omaha ISOs and are used to portfolio organization and management.
— T —
Tasks — Tasks are basic items that can be added to the Calendar or a lead. Tasks are set to a specific time, user, priority level and can include an optional note. They usually denote to-dos that could be completed within the office such as sending emails and making calls.
Ticket — Helpdesk Tickets are requests for changes in information, billing, account status and other issues.
Two-Step Verification — Two-Step Verification is a process that adds an extra layer of security to a CRM account. When a user attempts to log in from an unrecognized location, or if the security option is set to "Two-Step Verification," a code will be sent to the mobile number on the user's profile for them to answer on the authorization page.
TurboApp — TurboApp is a tool that is used to send an application that describes the merchant to First Data for underwriting.
Ticket Types — Ticket Types are the variations of issues or requests that users encounter and deal with through the Helpdesk.
— U —
User Account — A User Account contains the details of a person accessing the CRM, such as contact information and security. The account also holds the primary permission and authorization build for the user.
User Class — A User Class is the identity of a group of users who will have similar access privileges in the CRM.
— W —
Who Is Online — A tool that allows Administrator-type users to view the users that are logged into the CRM and track their activity.