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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!

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.

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