Category: Featured Functionality

  We’re excited to announce a new feature for IRIS CRM: Custom Tooltips for Lead Fields! ISOs using IRIS CRM can now set up custom tooltips for lead fields. The custom tooltips will appear as an icon next to a lead field, which can be hovered over to gain additional information.  With the ability to […]

NMI is one of the payments industry’s top gateway service providers, offering businesses the electronic payment solutions necessary to link their merchant accounts with their end customers both online and in-store.  NMI’s powerful gateway software offers merchants everything they could possibly need to power their electronic payment processing, including a virtual terminal that can be […]

We’re proud to share an exciting new feature for your favorite Merchant Services CRM – the ability to set default ticket priorities! One of the most important things for ISOs is the ability to quickly respond to merchants when they are in need of assistance. By providing timely service and solutions, merchants are far more […]

We’re proud to announce an exciting new feature for your favorite Merchant Services CRM. Now ISOs can set their leads to automatically update to a Signed Lead Status of choice after the lead e-signs and submits an application. Manually updating lead data in your CRM takes up your administrative team’s time and attention. IRIS CRM […]

We’re excited to announce the addition of several new features for the IRIS CRM mobile app!  IRIS CRM’s recently updated mobile app is a powerful on-the-go solution for ISO administrators, sales agents, and merchants.  Sales agents are often on the move, so it’s important that they are able to access and update key information from […]

We have just added a new feature to your favorite Merchant Services CRM—the Invoice Widget! The Invoice Widget provides you with an easy way to view the status of invoices you send to your clients. Below is an example of an Invoice Widget shown on the Home Page tab. The widget shows the totals for […]

We have just added the ability to Update and Copy Equipment for TSYS merchants to your favorite Merchant Services CRM. The latest enhancements come on the heels of a recently released feature that enables TSYS Wholesale ISOs to manage TSYS equipment and VARs. Now in addition to the ability to view and add new equipment, we’ve […]

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 […]

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 SLA statuses to your Helpdesk dashboard, giving you a bird’s eye view of the tickets’ SLAs.   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 […]