New Enhanchement: Global Search

Global Search

We are back with a very quick and very useful new update to your favorite Merchant Services CRM. The Global Search box in the CRM’s top navigation bar has just been updated to show the 5 most recently viewed Accounts, Leads, and Helpdesk Tickets.

 

To view the recently viewed items simply click on the search box and the items will be shown in a dropdown list immediately:

 

Global Search dropdown list

 

The new feature can potentially save you a lot of time in your day-to-day by eliminating the need for running repetitive searches, and we hope you enjoy using it.

 

More cool updates are on the way so don’t go far!


Global Search Complete ISO CRM

IRIS CRM is your complete merchant services management solution. End-to-end sales, boarding, customer support, and residuals. Manage your ISO across many processors with IRIS CRM. IRIS CRM eliminates the need for multiple systems.

Agent Residual Income Calculations

Agent residual income calculations delivered accurately in minutes instead of days. Calculate residual reports from multiple processors. Follow your portfolio’s metrics, import agent Schedule As and manage agent splits. Stop the tedious, manual, and painful tasks of calculating residuals today.

Payments Sales Tools

Manage your pipeline, sell more, and work smarter. Impress your prospects with custom proposals and electronic contracts that take seconds to create. The best part? You’ll win merchant accounts faster, too.

 


Not Using IRIS CRM Global Search?  Let’s Talk!

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