New Feature: Merchant Data Sharing

Have you ever needed to transfer one or merchants from another IRIS CRM site to your site to support your merchants through a single source? IRIS CRM’s  Merchant Data Sharing feature is here to deliver client-to-client transfers quickly and securely without requiring IT resources to set up and maintain these data transfers.   ISOs with […]

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New Integration: Vantiv IQ

We are pleased to announce that IRIS CRM has completed its integration of Vantiv IQ Portfolio Reporting. ISOs can enable the Vantiv IQ Portal integration to automatically retrieve Worldpay merchants’ account information, retrievals, chargebacks, and statements on a daily basis. In addition to the Vantiv IQ Portal data source, your CRM also retrieves the merchants’ […]

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New Enhancements: Lead Recordsets

We have just added two important enhancements to the Lead Recordsets functionality in your favorite Merchant Services CRM.   A Recordset is a group of fields you specify such as the business Contacts or Equipment which frequently has more than one object.   Recordsets are shown on a special type of tab in IRIS CRM […]

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New Feature: Helpdesk API

We are excited to announce that your favorite Merchant Services CRM now features a Helpdesk API.   The latest API extensions come as an addition to our extensive Lead and Merchant API which can be used to create and manage leads and merchants.   The Helpdesk API now enables you to manage and update your IRIS […]

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New Enhancement: Set Helpdesk Ticket SLAs In Business Days

We have just released a new enhancement to the IRIS CRM Helpdesk. Users can now set Helpdesk Ticket SLAs in business days on Helpdesk Ticket Types.   Helpdesk Ticket Types are custom types of tickets that you can set up with different workflows for resolving specific types of issues. For example, a ticket type used […]

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New Feature: TSYS Equipment and VAR Management on Demand

We are excited to share that your favorite Merchant Services CRM now comes with the ability to Manage TSYS Equipment and VARs On Demand. TSYS Wholesale ISOs can now view up to date information on merchants’ TSYS terminals and software, as well as add new equipment as required. You can find the list of the […]

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New Feature: Copy Existing Email Templates

Your favorite Merchant Services CRM has just received a new feature update—the ability to copy existing Email Templates.   By creating email templates in your CRM, you can save your sales reps tons of time and ensure consistent messaging from your team to your clients. You can also add your brand identity to your messages […]

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New Feature: Shape IRIS CRM’s Roadmap by Voting on Feature Requests and Bug Fixes

We are super excited to share that your favorite Merchant Services CRM now comes with a built-in feedback tool! CRM users can now share their feedback with the IRIS CRM team and other users by sending feature requests or bug reports right from the CRM. We encourage users to use the new feedback tool to […]

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New Integration: Aurora Payments Merchant Portfolio Reporting

We have just completed the integration of Aurora Payments Merchant Reporting into your favorite Merchant Services CRM!   ISOs can now add a new Aurora Payments datasource in the CRM and use it for retrieving transaction reporting data for accounts that are processing through the Fiserv (First Data) and TSYS networks.   Let’s see how you can enable […]

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