Category: Featured Functionality

Combine PDF Documents for E-Signature
Featured Article New Feature: Combine Multiple Documents for Streamlined E-Signature

We’re proud to share that we have added a powerful new feature to IRIS CRM’s e-signature workflow – Combine Multiple Documents for E-Signature! ISOs and ISVs can now combine and stack multiple documents such as MPAs, POS agreements, lease agreements, and gateway agreements on the fly when sending documents for merchants to e-sign. In the […]

IRIS CRM Vantiv IQ Integration New Integration: Vantiv IQ
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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’ […]

IRIS CRM Lead Recordset Enhancements New Enhancements: Lead Recordsets
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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 […]

New Feature: Helpdesk API New Feature: Helpdesk API
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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 […]

Set Helpdesk Ticket SLAs In Business Days New Enhancement: Set Helpdesk Ticket SLAs In Business Days
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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 […]

TSYS Equipment and VAR Management on Demand New Feature: TSYS Equipment and VAR Management on Demand
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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 […]

Copy Existing Email Templates New Feature: Copy Existing Email Templates
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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 […]

Feature Requests and Bug Fixes New Feature: Shape IRIS CRM’s Roadmap by Voting on Feature Requests and Bug Fixes
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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 […]

Aurora Payments Integration New Integration: Aurora Payments Merchant Portfolio Reporting
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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 […]

Priority Payments MX New Integration: Priority Payments MX Connect Reporting
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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. […]

Google Maps Integration New Enhancement: Google Maps Integration
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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 Automated Fiserv North Boarding Pricing Warnings
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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 […]

Upload Lead Files To TurboApp New Enhancement: Upload Lead Files To TurboApp
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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 […]

View Ticket Comments History New Feature: View Ticket Comments History
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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 […]

Send Secure PDFs New Feature: Send Secure PDFs
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We are pleased to announce that the E-Signature feature in your favorite Merchant Services CRM now comes with the ability to send the agreements as secure PDFs.   E-signature technology allows you to: automate a large portion of your workflows related to document preparation and management securely store and retrieve documents as needed from anywhere […]

New Enhancements: Import Line Items & Select Ticket Due Dates New Enhancements: Import Line Items & Select Ticket Due Dates
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Your favorite Merchant Services CRM has just received two new updates—the ability to Import Residuals Line Items and Select Ticket Due Dates.   The residuals line items help ISOs to make adjustments in their residuals reports by adding income or expense line items to users or merchants. Previously, the adjustments could only be made one […]

IRIS CRM – Now On Your Mobile Device IRIS CRM – Now On Your Mobile Device
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Your favorite Merchant Services CRM has just gone mobile!   You can now manage leads, merchants, and helpdesk tickets right from your iOS or Android devices on the go. Additionally, you can view residuals reports and make and receive calls using the CRM Power Dialer. How to Get the Mobile App Download your IRIS CRM […]

Mass Lead Actions & Email Template Improvements New Features: Mass Lead Actions & Email Template Improvements
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We are pleased to announce the release of two important features in your favorite Merchant Services CRM! The first feature enables users to send out Mass Lead Email and SMS Messages to leads selected on the My Leads or the Calendar page. The second one is an updated email template editor, which now makes it much […]

New Feature: Update Lead Status On TurboApp Status Change New Feature: Update Lead Status On TurboApp Status Change
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We’re back with a new feature update! IRIS CRM now provides the ability to automatically update a lead’s status whenever the related TurboApp application’s status is changed. For example, when a TurboApp application is approved, you can now move the related lead record automatically into a new status, such as “Conversion Pending”. Furthermore, once the […]

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