Category: Featured Functionality

We are pleased to announce the release of the Dispute Responder—IRIS CRM’s revolutionary new solution that offers complete, end-to-end dispute management.   The Dispute Responder ensures that your merchants will always be alerted the instant a new dispute is entered with Fiserv so that no merchant will ever again lose a case because they failed to […]

We’re excited to announce that your favorite Merchant Services CRM now comes with the ability to perform Mass Actions on your merchants. With Mass Actions, you can now update groups, processors, data sources, assigned users, as well as perform many other actions on selected merchants. To use the new feature open the Merchant Management page […]

We are pleased to announce that your favorite Merchant Services CRM now includes an Open Residuals API!   Check out the latest IRIS CRM Residuals API Documentation.   The Residuals API is the latest of the Open API extensions added over the last 12 months, which also include the Lead, Merchant, and Helpdesk APIs.   […]

Since the beginning of 2020, IRIS CRM has been working on a complete application redesign. We are super excited to announce that your favorite Merchant Services CRM is getting a shiny new look and wanted to share some screenshots with you today during this sneak peek. We expect the design that is shown below to […]

Your favorite Merchant Services CRM has received a new enhancement—the ability to update lead assignments via the Lead Importer.   The Lead Importer enables ISOs to import leads into the system from CSV files, as well as to update fields on existing leads.   With the latest update, we have now added the ability to […]

Delivering top-quality support to clients on time every time is one of the hallmarks of every successful ISO. Your favorite Merchant Services CRM comes with numerous helpdesk tools to ensure that your team stays on top of their game and provides outstanding customer service at all times. A recent product update now also brings the […]

Managing the Helpdesk ticket files in your favorite Merchant Services CRM has just gotten easier! We are pleased to announce that we have released several updates to improve the way in which files are uploaded and viewed in helpdesk tickets. Users now have the ability to select multiple files to upload to a helpdesk ticket, […]

Your favorite Merchant Services CRM has just received a new enhancement—the ability to manage Group Options on the Manage Site Domains page.   The Manage Site Domains page allows ISOs to enable access to the CRM site from multiple domains. For example, by configuring your DNS and CRM settings you can have your users access […]

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 […]

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’ […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

We are pleased to announce that IRIS CRM has completed its integration of Priority Payments MX Connect Merchant Portfolio Reporting!   ISOs can now view MX Connect merchant information, chargebacks, and daily batches with transactions right inside their Merchant Services CRM.   Enabling the new integration on your site takes only a couple of easy steps. […]