New Enhancement: Residuals Reports Calculated Columns

We are excited to announce that the Calculated Columns feature in the CRM Residuals Reports has just received a major new enhancement! The feature enables ISOs to automatically add additional columns to a CSV or Excel file being imported into the system for residuals reporting. Up until now, adjustments to columns could only be made […]

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New Enhancement: Send Ticket Notifications To External Emails

We just added the ability to notify external emails when new Helpdesk tickets are created or updated! Up to now, you could only select existing CRM users to send Helpdesk notifications to. With the new update you can now add users who are not registered in the CRM by simply entering their email addresses in […]

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New Feature: SMS Templates

Your favorite Merchant Services CRM now comes with SMS Templates!! Enable your sales reps to quickly send text messages by using our new Manage SMS Templates functionality! Using SMS Templates will save time for your sales reps and other departments by streamlining communication with leads and clients. Creating a new SMS template takes only a few minutes. […]

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New Enhancement: First Data North Multi-Location Merchant Boarding

Boarding First Data North multi-location merchants has just gotten easier!! When you start a new First Data North TurboApp you will now see a new menu allowing you to select the number of locations: Depending on how many locations you select, the next step will show a tab for each location where you can upload […]

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Why Your Goals Will Fail, and What You Can Do About It

(photo credits) “Chains of habit are too light to be felt until they are too heavy to be broken.” — Warren Buffet If you’re like most people, you have a New Year’s resolution in place and you may have even stuck to it so far this year. Good for you! Realistically though, you’re going to fail. How long […]

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22 Things Big Tech Companies Know About You Right Now

You’d be surprised just how much big tech companies like Google, Facebook, Apple, Twitter and Amazon know about you. They’re collecting information about you and your habits right now. This information is being used to market specifically to your preferences. Wondering just how much they know about you? Here are 22 things they’re collecting data on. 1. Personal Information […]

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3 Habits Ruining Your Focus And Relationships

Whenever I walk into a library, something clicks in my brain. The sight of an unmistakable banker’s desk lamp with a green glass shade primes me to focus and concentrate. And I’m sure that’s the result of about a decade’s worth of higher education. Thousands of hours in the quiet section of the library have taught […]

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8 Productivity Strategies You Can Use To Take On The Most Hectic Days

There’s no such thing as a slow day when you’re an entrepreneur. To me, the most anxiety-producing days are the ones where a lot of people need my time. These are days filled with a never-ending stream of meetings, calls, requests, and interactions — with little time to reflect in between. And when the work backlog keeps […]

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