New Enhancement: Helpdesk Ticket Checklists

We have just released two new enhancements in your favorite Merchant Services CRM, enabling users to add comments in Helpdesk Checklists and to reorder the checklist items.   A Helpdesk Checklist consists of one or more tasks that need to be completed before a helpdesk ticket can be changed to a Resolved status. Each checklist […]

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New Feature: Client Invoicing

We are excited to share that your favorite Merchant Services CRM now comes with support for client invoicing! Generate one-off or repeating invoices from the lead and send them to your clients in just a couple of clicks. The clients can pay for the invoices using a credit card or ACH payment. A complete history of […]

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New Feature: TSYS ELAPP Boarding Integration

We are proud to announce that your favorite Merchant Services CRM now supports the TSYS ELAPP processing platform for merchant boarding! TSYS ISOs can now submit a merchant from their CRM site without having to log into the different processor tools and re-key the data that’s already collected.   CRM-direct onboarding will save you time, […]

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New Integration: Merchant e-Solutions Portfolio Reporting

We are happy to announce that IRIS CRM has completed its integration of Merchant e-Solutions (MES) transaction reporting. MES ISOs are now able to view merchants’ deposits, batches, account status, retrievals, and chargebacks right inside the Merchant Services CRM. Below are a few highlights of the new integration.   Viewing Merchant Deposits To view the merchant’s […]

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New Enhancement: User Notification Settings

Your favorite Merchant Services CRM has received a new enhancement to the User Settings page, enabling users to exercise more control over the email and popup notifications they receive.   The email and popup notifications can now be enabled or disabled for every type of event that can occur in the CRM:     With the […]

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New Feature: Track Call Outcomes

Tracking your organization’s sales and customer support call outcomes can have a huge impact on call center productivity and user collaboration. By tracking the call outcomes your sales managers can get valuable information on call performances and use that information to optimize the sales process further.   We are pleased to announce that your favorite […]

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Fiserv PASO Reporting

As Fiserv on the Omaha and North platforms are aware, Fiserv is moving from the Legacy Residual reports to PASO (Product Reporting And Sales Compensation Overhaul) reporting.   PASO is a complete overhaul to the Fiserv residual program. One of PASO’s primary goals is to reduce the number of reports needed to reconcile an account, […]

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New Enhanchement: Global Search

We are back with a very quick and very useful new update to your favorite Merchant Services CRM.   The Global Search box in the CRM’s top navigation bar has just been updated to show the 5 most recently viewed Accounts, Leads, and Helpdesk Tickets.   To view the recently viewed items simply click on the […]

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New Enhancement: Status Trigger Notifications

IRIS CRM is pleased to announce the rollout of a new enhancement to your favorite Merchant Services CRM.   The new enhancement enables ISOs to send email notifications to selected users whenever a lead’s status changes—using the email address of the user who made the change.   The notifications are sent out automatically via the CRM’s […]

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