CRM Release Notes – Oct 2024

October 2024 Releases – 10.14.2024 & 10.28.2024

• ACH Reject Automation and IMAP Integration for CBCAL to streamline report adjustments and boost email handling efficiency.
• Merchant Portal VT and Merchant Tape enhancements, providing usability and transaction management improvements.
• Monthly Audit Report Enhancements for better insights and strategic support.
• Write-Off Automation to simplify financial processes.
• Demo Instances creation for training.
• Green screen AWS implementation.
• Elavon Processor set up and development.
• North MPA and boarding enhancements.
• Risk System Bin Review with refined indicators to assist with risk management.
• Tickets Module Enhancements for smoother user interactions.
• Multi-Tenancy Enhancements, enabling SaaS mode.
• Integration of MongoDB into CRM system.
• VP550 Device Rollout is now live across all CRM instances for expanded device support.