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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New Enhancement: Residuals Group View

Your favorite Merchant Services CRM has just received a new enhancement—the ability to filter residuals reports by user group! With the new filter, you can now easily determine the portfolio earnings for particular groups or sub-ISO’s! Here is a screenshot of the new Group filter on the Residuals Reports page: Your CRM enables you to […]

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