UI Redesign – Part I

Your favorite Merchant Services CRM just got a newly redesigned Administration page!   The redesign is a part of a larger initiative to refresh the IRIS CRM user interface and make it more sleek, modern, and easier to use.   Redesigning the Administration page was the phase one of this initiative. Phase two will be […]

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New Enhancement: CRM Field Change History

IRIS CRM now provides you with the ability to track the CRM Field Change History!   Add more clarity to your sales processes and resolve potential issues faster by seeing exactly who changed what fields and when!   Here is the lowdown.   Viewing the Field Change History   In order to view the changes made […]

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CRM Chat Moderation and Desktop Notifications

We have added two important improvements to the IRIS CRM Live Chat Integration!   Administrators now have the ability to ban users from a public chat room if they violate a chat policy, and also the ability to delete messages.   Additionally, incoming chat notifications will now pop up on your desktop even if you are not looking at an active […]

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New Enhancement: Important CRM Note Tagging

As promised, we’re back with more updates! This time we’ve improved the CRM notes functionality by adding the important CRM note tagging feature.   During a sales cycle, users typically create a large number of notes.  Additionally, the system itself generates different types of notes such as event notes, status notes, and others.   Between all such notes, […]

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New Enhancement: CRM Chat Permissions

We have just released the ability to configure CRM Chat Permissions!   The IRIS CRM chat feature is one of several communication tools that provide your team with a seamless communication capability, both with internal users and with your merchants.   With the new update, you can now fine-tune the chat permissions according to your needs. The chat permissions […]

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