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 easily create multiple user groups based on brand, location, business unit (or other criteria), and assign appropriate users to each group.
You can set the various access permissions for each group individually, and in that way control what your users, merchants, and agents see in the CRM.
Learn more about user group set up management in our knowledge base article on Using Groups To Segment Access To Lead, Merchants, And More.
More new exciting features and enhancements are on the way so stay tuned!!
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