Category: IRIS CRM Blog

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 […]

New Feature: Edit CRM Lead Notes New Feature: Edit CRM Lead Notes
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We have just added a new important feature in your Merchant Services CRM — the ability to Edit CRM Lead Notes!   You can now update existing notes by adding/deleting text or images and you can also notify selected users about the new edits automatically. Additionally, all note edits are saved and can always be viewed in […]

New Feature: Merchant Dispute Reporting New Feature: Merchant Dispute Reporting
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As promised, we’re back with more updates! This time we’ve implemented a Merchant Dispute Reporting feature, enabling IRIS CRM users to view merchant’s retrieval and chargeback information in a single unified report! The ability to view retrievals and chargebacks in a centralized report will enable users to manage and monitor their merchant activity more easily and efficiently. […]

New Enhancement: Make Required CRM Fields New Enhancement: Make Required CRM Fields
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The IRIS CRM Lead form has just gotten a new addition – the ability to Make Required CRM Fields! With this enhancement, you can now ensure that leads will not be created with any missing information important to your business!   Let’s take a look at the new functionality.   Configuring a Required Field   Configuring a required […]

New Feature: IRIS CRM & Microsoft Outlook For Office 365 Calendar Integration New Feature: IRIS CRM & Microsoft Outlook For Office 365 Calendar Integration
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We are excited to announce the release of our Microsoft Outlook For Office 365 Calendar Integration with your Merchant Services CRM! Watch your IRIS CRM Calendar tasks and appointments appear in Outlook Calendar instantly and vice versa. Your Outlook events can now automatically pull in the important Lead information from IRIS CRM, including the Lead’s contact […]

New Enhancement – CRM Calendar Reminder Settings New Enhancement – CRM Calendar Reminder Settings
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IRIS CRM users are now able to manage their own CRM Calendar Reminder Settings!   Previously all reminders would pop up 15 minutes before the event due time and this was the default setting built into the system. With the new notification settings each user is now able to set their own reminder settings according to […]

New Integration: Elavon Merchant Portfolio Reporting New Integration: Elavon Merchant Portfolio Reporting
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We are happy to announce that IRIS CRM has completed its integration of Elavon Merchant Portfolio Reporting! With the new integration Elavon ISOs are now able to view monthly merchant information, chargebacks and daily batches with transactions right inside their Merchant Services CRM. IRIS users can see how to enable the Elavon integration on our […]

Helpdesk Enhancement: Link Lead And Merchant Tickets Helpdesk Enhancement: Link Lead And Merchant Tickets
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Managing your Lead and Merchant tickets in IRIS CRM has just gotten even easier! We have introduced the ability to automatically Link Lead and Merchant Tickets after you link a Lead to a Merchant account. Once the Lead is linked with a Merchant account, the Lead’s existing tickets will show up on the Merchant’s account automatically, […]

New Feature: IRIS CRM Calendar & Google Calendar Integration New Feature: IRIS CRM Calendar & Google Calendar Integration
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We are excited to announce our latest feature, the release of a Google Calendar Integration! With this new integration, you can now sync IRIS CRM Calendars with your Google Calendar and watch the events appear. What’s more, when you create a new appointment or task in IRIS CRM, the Lead’s important contact information will automatically […]

New Feature: CRM Security Alerts New Feature: CRM Security Alerts
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IRIS CRM now supports automated sending of CRM Security Alerts!   Get notified in real time about any suspicious activity on your site such as login attempts during non-office hours or from a non-office IP address, multiple failed login attempts or attempts to download large amounts of data.   As is the case with most of […]

New Feature: CRM Sales Group Email Branding New Feature: CRM Sales Group Email Branding
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We are pleased to announce the release of the new CRM Sales Group Email Branding feature! With this new feature, you are now able to further incorporate sub-sales group’s own branding into your IRIS CRM. Every email, system generated and user-generated, merchant facing and agent facing will be available for customization with your logo and contact […]

New Feature: CRM SMS Metrics New Feature: CRM SMS Metrics
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We are excited to introduce a new reporting feature in IRIS CRM — the CRM SMS Metrics! With SMS Metrics you can keep on top of your team’s SMS messaging activity, find the messages or numbers you’re looking for in seconds and export your SMS usage reports to Excel or CSV files.   Here is a […]

New Enhancement: Show Effective Rates In Proposals New Enhancement: Show Effective Rates In Proposals
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  The IRIS CRM Proposal Generator just got an important addition — the ability to Show Effective Rates In Proposals! The effective rates enable both the merchant and the sales agent to understand the language together as not everyone is savvy with processing pricing terms.   With this new enhancement, the sales agents can now communicate savings to merchants […]

New Feature: CRM Email Scheduling New Feature: CRM Email Scheduling
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Your favorite Merchant Services CRM now supports Email Scheduling!  Write your emails when it’s the most convenient and have IRIS CRM send them out at a later time automatically. Have the perfect follow up but do not want to send it just yet?  By scheduling an email to be sent out at the perfect time, […]

Your Merchant Services CRM Updates: View Last Note & Improved Date Filter Your Merchant Services CRM Updates: View Last Note & Improved Date Filter
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You spoke and we listened! Your Merchant Services CRM dashboard tables now have the option to show the most recent user note in a new column!   To display the latest user notes, click on the settings icon in the top right corner of your reporting table and then select the “Last Note” option:     Tip: […]

New Feature: View System As Another User New Feature: View System As Another User
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We are excited to announce our newest addition to IRIS CRM — the View System As Another User functionality! The “View As” feature now provides you with the ability to view the IRIS CRM system in exactly the same way as it appears to a particular user or a user class. Viewing the system from a different user’s […]

New Feature: Save & Play Media in IRIS CRM New Feature: Save & Play Media in IRIS CRM
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By some estimates, 74% of all Internet traffic in 2017 will be video. The use of online video will only continue to grow, even in the business environment.  Getting your message across by using video content provides distinct advantages to your business over other types of media.   For example, users are 41% more likely […]

IRIS CRM Receives PCI Version 3.2 Certification IRIS CRM Receives PCI Version 3.2 Certification
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IRIS CRM is pleased to announce it has updated its PCI certification to version 3.2. Integrated Reporting is Simple (IRIS CRM) is pleased to announce that they are now PCI version 3.2 compliant as a Level 1 Service Provider. The PCI Compliance is the highest level of security in the electronic payments industry, and businesses […]

Your Merchant Services CRM Updates: Copy & Paste Images Into Notes Your Merchant Services CRM Updates: Copy & Paste Images Into Notes
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Sharing images with your team members in your favorite Merchant Services CRM has just gotten super easy! We have introduced the ability to copy and paste images right in the lead note field. Take screenshots of your scribbles, instructions, questions or anything else that you wish to share and post the images in your notes without […]

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