Category: Featured Functionality
New Enhancement: Set Helpdesk Ticket SLAs In Business Days
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 […]
New Feature: TSYS Equipment and VAR Management on Demand
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 […]
New Feature: Copy Existing Email Templates
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 […]
New Feature: Merchant Data Sharing
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 […]
New Feature: Shape IRIS CRM’s Roadmap by Voting on Feature Requests and Bug Fixes
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 […]
New Integration: Aurora Payments Merchant Portfolio Reporting
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 […]
New Enhancement: Google Maps Integration
Entering a client’s address information has just gotten easier. We are pleased to announce that your favorite Merchant Services CRM now integrates with Google Maps. The new integration enables you to automatically fill in the address fields by selecting matching search results returned by Google Maps. Simply start typing the address in the address […]
Automated Fiserv North Boarding Pricing Warnings
We have now added an additional layer of data validation for Fiserv North merchants, to ensure that the International and Association fees are filled in correctly before submitting an application. An application for boarding new merchants to a payment processor typically consists of hundreds of fields that need to be filled in. If you’ve ever […]
New Enhancement: Upload Lead Files To TurboApp
The TurboApp has just received a new enhancement—the ability to upload lead files in new applications. The TurboApp offers a merchant boarding platform, enabling ISOs to board merchants to most of the major processors four to seven times faster than traditional manual entry, resulting in capacity improvements of up to 500%. With today’s update, we […]
New Feature: View Ticket Comments History
We are back with a quick update. Your favorite Merchant Services CRM now comes with the ability to show the history of the Helpdesk ticket comments. Viewing the history of the ticket’s comments is useful when you need to retrace your steps in order to get a better understanding of what has been happening […]