Tag: helpdesk

Payment processing is a competitive industry. The second a merchant leaves your ISO to switch to a competitor, you lose an ongoing source of residuals, making it crucial to your ISO’s growth and long-term value that you keep your merchants as happy as possible. With that in mind, the following are four simple but highly […]

A merchant services CRM is a mission-critical piece of software for all modern ISOs looking to outcompete and outperform the rest of an extremely competitive industry. The core of any merchant services CRM is its suite of sales tools – lead management and sales process delivery tools that help your ISO find better leads and […]

After several feature requests and numerous weeks of work, IRIS CRM is thrilled to announce multiple new features for improving file management within your CRM. These improvements include: Helpdesk Files Linked to Lead Records Editing File Names and Labels Helpdesk File Permissions Helpdesk Files Linked to Lead Records Previously when a file was uploaded to […]

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 […]

Getting help in your favorite Merchant Services CRM has just gotten easier! We’re pleased to announce the release of a new feature that provides users with contextual help based on the page they’re viewing. To bring up help resources on any page, simply click on the Help link in the dropdown below your username:   […]

We have added the ability to copy and paste images when creating or editing Helpdesk tickets. Including images in tickets will help clarify any issues that may arise from only using text. It is one more way IRIS helps ISOs run their day-to-day operations. Using this enhancement is as easy as it gets.   To […]

Flexible Status States   We have released another enhancement to the IRIS CRM Helpdesk. Users can now move a ticket back forth between the available Ticket Status states listed below:   New – ticket has just been created. Probably not assigned and not yet being worked on. Open – ticket is seen by users and […]

New and Enhanced Helpdesk   We have released a new, enhanced version of our internal Helpdesk tool! Besides some great visual enhancements and speed, we have also added the ability for merchants to open tickets directly through your portal. Merchants and your staff can learn about the new Helpdesk by pressing the Take a Tour […]

IRIS CRM is proud to announce that we have added a new feature to our Helpdesk system called “Helpdesk Tasks”.   This will be useful for when a ticket is waiting on something. For example, a response back from a processor or a rep needing to collect a document.   Users can create a task so that […]