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CRM Release Updates

What's new

We’ve made a bunch of enhancements and improvements and some bug fixes that’ll hopefully save you some headaches. Enjoy the updates!

Feb 2025

Releases - 02.24.2025

  • Transaction Count to the Risk System for improved monitoring and analysis
  • Added functionality to restrict surcharge states in the CRM for enhanced compliance control
  • Improved risk file parsing to support more stringent risk monitoring and compliance
  • Accessibility controls in Settings, allowing more precise user and merchant management
  • Updated shared lists/views to remain private, ensuring only the creator can access them, including admins
  • Added option to enable ISO notifications in CRM Version 1.1 for improved communication and tracking
  • ACH Residual Paytool Enhancements – Updated GIACT-ISO Banking Verification to trigger re-verification and automatically update status for improved accuracy and compliance
  • ACH Residual Paytool Enhancements – Extended GIACT response storage to User documents for agents, aligning with the existing merchant process
  • ACH Residual Paytool Enhancements – Implemented PPD Transactions handling
  • Quick Boarding – Implemented Quick Boarding URL field in Roles with auto-generation, agent-level support, and visibility in My Preferences across all instances

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