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 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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Calendar Enhancement – User Reminder Settings

IRIS CRM users are now able to manage their own task and appointment reminder settings!   Previously all reminders would pop up 15 minutes before the event due time and this was the default setting built into the system. With the new notification settings each user is now able to set their own reminder settings according […]

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