New Feature: Edit Lead Notes

We have just added a new important feature in your Merchant Services CRM — the ability to edit Lead notes!   You can now update existing notes by adding/deleting text or images and you can also notify selected users about the new edits automatically. Additionally, all note edits are saved and can always be viewed in […]

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New Feature: Dispute Reporting

As promised, we’re back with more updates! This time we’ve implemented a new reporting feature, enabling IRIS CRM users to view merchant’s retrieval and chargeback information in a single unified report! The ability to view retrievals and chargebacks in a centralized report will enable users to manage and monitor their merchant activity more easily and efficiently. […]

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Lead Enhancement: Set Required Fields

The IRIS CRM Lead form has just gotten a new addition – the ability to set required fields! With this enhancement, you can now ensure that leads will not be created with any missing information important to your business!   Let’s take a look at the new functionality.   Configuring a Required Field   Configuring a required field […]

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New Integration: TriSource Transaction Reporting!

We are excited to announce the integration of TriSource transaction reporting into our Merchant Services CRM! With the new integration, we have moved yet another step forward in our endeavor to provide our customers with a means of consolidating their day to day operations into a single tool. TriSource ISOs are now able to view merchant statements in […]

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New Feature: IRIS CRM & Microsoft Office 365 Calendar Integration

We are excited to announce the release of our Microsoft Outlook For Office 365 integration to your Merchant Services CRM. Watch your IRIS CRM Calendar tasks and appointments appear in Outlook Calendar instantly and vice versa. Your Outlook events can now automatically pull in the important Lead information from IRIS CRM, including the Lead’s contact person, […]

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