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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!

Jan 2025

Releases - 01.13.2025, 01.27.2025

  • Quick Boarding Enhancements – Streamlined merchant onboarding with automated workflows, DocuSign integration, and real-time application status tracking.
  • ACH Residual Enhancements – Optimized agent payouts through improved categorization, customizable payment preferences, and enhanced payment tracking.
  • ACH Submission Screen Enhancements – Better user experience for submitting ACH requests.
  • ACH Report Filter Updates – Improved filtering options for better report insights.
  • ACH Submission History Changes – Enhanced historical tracking and visibility.
  • FDR Omaha Template Mapping – Faster and more accurate boarding for First Data North merchants.
  • SaaS Upgrade to Valor CRM Ver 1.1 – Ensures a robust, secure, and up-to-date platform for improved system performance.
  • Office Logo Enhancements – Updated branding options for better customization.
  • Annual Review Tickets – Automatic ticket generation for reviewing all instances.
  • Print Statement Suppression for Inactive TSYS Merchants – Efficient statement handling with suppression features.
  • AccessOne North Boarding API Updates – Master mapping enhancements for better API accuracy.
  • Discover Registration Enable/Disable – Flexible registration controls for streamlined boarding.
  • Custom Report Navigation Changes – Improved navigation for a seamless reporting experience.
  • Underwriting Customization – Enhanced workflows tailored for underwriting requirements.
  • MS Underwriter Lead Display Enhancements – Better lead visibility for underwriters.
  • Payment Gateway Agent Enhancements – Improved payment processing features for agents.
  • UPS Tracking Save Option – Save and track UPS shipment numbers easily.
  • Fixes for Faster Page Response Times – Optimized system performance for smoother operations.
  • Enhanced Stability for Uninterrupted Operations – Focus on seamless business processes.

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