IRIS CRM enables you to keep track of when your merchants stop processing (and take appropriate follow-up actions if needed) by using the following tools:
MerchantTracker — Provides a report on merchants that have not processed any transactions for a certain number of days.
Stopped Processing Notifications — This is a scheduled task which sends out email notifications after a merchant has not submitted a batch for a certain number of days.
The MerchantTracker can be accessed via the Tools > MerchantTracker menu on the top navigation bar:
Here is an example of the MerchantTracker page:
You may filter your report using the filters shown on top of the page and hitting the Search button. Also, you can use the View Alerts Sent Today button in order to view the stopped processing email notifications that have been sent out today:
Inside the report, you can view the basic information on each merchant that has stopped processing. If you wish to mark a merchant as enabled or disabled, simply click on the toggle switch in the Enabled column:
The report also allows you to change the Alert Threshold for multiple merchants.
Simply enter the number of days that specific merchants can go without processing before triggering a notification, and click Save:
Note: The Alert Threshold can also be edited via the merchant's profile page:
- Navigate to Manage > Administration > Merchants > Merchant Management
- Search or filter to locate the desired merchant.
- Click the merchant's MID number on top of the page in order to open the merchant's profile page.
- Click the Edit Merchant link.
- Change the Days Until Notice number and click Save:
To add an activation note for a specific merchant in the MerchantTracker report, click on the Add Note button, and enter and save your note:
After you have saved your note, the Add Note button will change to the Edit button, which you can use to edit or delete the note later on:
To export your stopped processing merchant report to an Excel or a CSV file, click on the Export button:
Stopped Processing Notifications
In order to configure which users will receive the stopped processing notifications, go to Manage > Administration > User Classes, and click on the Permissions button for the desired user class:
On the Updating User Class page which opens, expand the Portfolio Activity Monitoring accordion, and select the Stopped Processing permissions as needed:
Once your permissions have been set up, the enabled users will start receiving the stopped processing notifications.
By default, the notifications are sent out every day at 12 pm using a scheduled task (the "Notifications - Stopped Processing Alerts" task).
The scheduled task is found on the Scheduled Tasks page which a System Administrator can open via the Manage > Administration > System Admin Tools > Scheduled Tasks menu.