Tag: edit lead notes

NMI Boarding is Better Together with IRIS CRM
Featured Article NMI Boarding is Better Together with IRIS CRM

After months of hard work and collaboration the NMI and IRIS CRM teams are proud to announce significant updates to the NMI payment gateway boarding integration. You are now able to use the power of the merchant data from your CRM in combination with the full suite of NMI boarding settings to make IRIS CRM […]

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Customizable Merchant Tab Permissions
December 2, 2022

IRIS CRM is excited to announce that you can now fully customize the visibility of merchant tabs based on Group, User Class, and User for each processor your ISO is working with.  Previously, the visibility settings only allowed you to make a tab visible or not for all users, with no fine-grained permissions. Now, you […]

Shopping Around: What a Waning Trend in Customer Loyalty Means for Payment Companies
December 1, 2022

Like all industries, technology has unquestionably had an enormous impact on payments and financial services. But, in a sea of new apps, ecommerce systems, and digital options, perhaps the biggest impact new payments tech has had on the space has been less visible – or at least easier to ignore: waning customer loyalty. Where once […]

Automated TSYS Daily Fee Indicator Maintenance
November 30, 2022

IRIS CRM is happy to share our newest functionality for TSYS FSP ISOs to update your merchants’ Daily Fee Indicator without having to switch platforms. We have added a new ticket type – TSYS – Update Daily Fee Indicator (Auto) – that works like our other automated TSYS maintenance tickets. These ticket types allow TSYS […]

How ISO Agent Programs Help Sales Professionals Succeed in Payments
November 28, 2022

ISO agent programs help pair talented salespeople with independent sales organizations (ISOs) looking for help recruiting new merchants. They’re just one method of entry into the merchant services space, but they offer some notable benefits to independent agents, including simplicity, structure, security, and more. The following is a brief rundown of what ISO agent programs […]

Featured Functionality New Feature: Edit CRM Lead Notes September 20, 2017

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 […]
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