Releases - 03.10.2025, 03.24.2025
- DocuSign SMS Notifications for User Documents – Introduced real-time SMS alerts with a direct link for instant signing, improving document completion rates.
- ISO Performance Report in CRM – Enabled real-time ISO performance tracking and insights directly within the CRM.
- Automated Credit Checks for High-Risk Agents – Auto-triggers post-signing credit checks for enhanced compliance and risk assessment.
- Added Average Transaction Count to the Risk System – Improved transaction tracking by auto-populating this field based on merchant onboarding and monthly volume updates.
- Risk System Enhancements – Improved risk file parsing to support more stringent risk monitoring and compliance.
- Restricted Surcharge States in CRM – Enhanced compliance by allowing surcharge restrictions based on state regulations.
- Updated Shared Lists/Views to Private – Ensured that shared lists/views remain accessible only to the creator, including admins.
- Accessibility Controls in Settings – Expanded user and merchant management capabilities with more precise access controls.
- System Optimization – Improved system stability and performance and reduced load times for a seamless experience.
