Category: New Features

Dex 1.61 Release Notes

Posted on
Release Date: Jan. 26, 2022

 

New Features/Improvements

 

Merchant Billed Monthly Invoices

  • Merchant Billed Monthly Invoices are available at the Location level of the Documents tab.
    • Path: Location>Location Detail>Documents tab
  • Only merchant admins and CSG Forte can view the documents.
  • Users with permissions can view/download the document file.
  • Documents tab includes the last 12 months of invoices.

Dex Merchant Approval Invites

  • An email is automatically sent to invitees who receive a Merchant Approval invite and have not registered/accepted the invite prior to the expiration date.
    • Invitation expires eight days from the date the reminder is sent.
    • Only one reminder is sent.
  • Reminder invite: Thank you for choosing CSG Forte. This is a friendly reminder that your payment account with Forte is ready for processing. Activate and log into Dex, your merchant portal platform, to manage your payment operations.

Attachment Updates

  • Updates to Application/Organization Detail
    • Renamed the Attachments tab to Documents.
    • These changes are only at the Location level.
    • Renamed “Attachment” references to “Documents” throughout the documents card.
      • “Upload Attachments” reference has been changed to “Upload Documents”.
      • “Change Attachment” reference has been changed to “Delete Attachments”.
      • “Delete Attachment” has been changed to “Delete Document”.
      • If no document has been uploaded within the Attachments tab the icon/attachment has been changed from “No Attachment” to “No Documents”.

Receipt Updates

  • Credit Card and eCheck Receipt Updates
    • A status for Transactions has been added under the amount to Credit Card Debit/Sale, Credit Card Authorize, Credit Card External Authorization, eCheck Sale/Debit, eCheck Authorize and eCheck Force receipts.
      • A status of Approved, Declined, or Voided for the Credit Card Transaction has been added to display on Detailed Receipts when printed in Dex.
    • Transactions with an unsuccessful response (Declined, Failed, Rejected, Voided or Unfunded) will now suppress the message “Thank you for your approved payment to “Merchant Name” in Dex.

Card Services Updates

  • Card Services updated to be automatically set to “Both” when the user manually activates Card Services @ Locations>Location Detail>Products and Services>Card Services.

Bugs Addressed

  • An improvement has been added to correct transaction amounts when performing a transaction or schedule in Dex. Prior to the improvement, if a user entered an amount of 10.00, the total amount would show 100.00. A new masking module has been added to correct the add transaction, add schedule, and edit modal.
  • A rounding issue was corrected to transaction amounts after masking module addressed.
  • MA template was corrected to include a missing Accept Invite link.
  • For a Deleted Location, the Migrate option has been removed if a parent org id exists.
  • Disabled the Transaction button until Total Amount of the credit card transaction has been calculated.

Known Issues

N/A

 

Dex 1.60 Release Notes

Posted on
Release Date: Nov. 17, 2021

 

New Features/Improvements for Merchants

 

Transactions Datagrid

  • Added a column for the latest settlement date for a transaction in the transaction download file.
  • Enabled the ability to print the Detailed Print Receipt from the Transaction Datagrid.
    • Users can click on the ellipsis on the right side of the Transaction Datagrid and select Print Detailed Receipt.

New Features/Improvements for Partners

 

Merchant Application Datagrid

  • Updated Partner Name filter to Portfolio Name.
  • Enabled the ability to search by Portfolio ID to more filter selections.
  • Replaced Partner ID with Portfolio ID and DBA Name in the application datagrid
  • Added Partner ID to datagrid export.

 Updates to Removing the SalesRep Role from a User

  • If the Sales Rep role is removed from a user or a user with a sales rep role has a status of suspended:
    • User is removed from the portfolios they are attached to.
    • Username/information is not available when Add New sales rep is selected in Portfolio>Sales Rep
    • Username/information is not available in the list of sales reps for the portfolio on the Sales Rep
    • User ID is not removed as a sales rep from existing rate plans or applications that have been created.
  • If a user’s status is set to “deleted”, their name/information is not available in the list of sales reps in the Portfolio>Sales Rep

Dex Invites

  • Updated the Merchant Approval invite template.
    • New graphics
    • Updated messaging

Application Updates

  • Enabled the ability to select Gateway and Forte Verify or Gateway, eCheck, and Forte Verify on an application.
  • Enabled the ability to enroll an application with Gateway and Forte Verify or Gateway, eCheck, and Forte.
  • Created new approval letter for Gateway and Forte Verify.
  • Created new approval letter for Gateway, eCheck, and Forte Verify.
  • Added Portfolio Name to the Application Detail

Risk Tab Added to Location Details

  • Added a Risk tab on the Location Details
    • Allows the ability to flag a merchant as high risk.
    • Users with the Base_Credit role can enable and disable the high-risk flag.
    • Users with Base_Forte can view the Risk

Rate Plan Updates

  • Enabled the ability to select Gateway and Verification Services when creating a rate plan.
  • Enabled the ability to select Gateway, eCheck, and Verification Services when creating a rate plan.

Technical Updates

  • Updated Dex Freshdesk configurations so that they reside in one place.
  • Improvement to add audit info when user does any updates on the location.

Bugs Addressed

  • Fixed the funding Reference ID search – all the Reference ID was not displaying in search grid
  • Unable to print a standard receipt for eCheck transactions – enabled the ability to print standard receipts for eCheck transactions.
  • Issue with the Funding Datagrid showing two transactions with the same funding ID for different years/merchants – updated the code to pass the Location ID along with the funding ID so that the corresponding details and transaction are pulled. FD #701206
  • eCheck Authorize Void not working with Bulk Void – enabled the ability to execute the bulk void feature for eCheck authorize transactions – FD #665920

Dex 1.59 Release Notes

Posted on
RELEASE DATE: OCT. 19, 2021

 

New Features/Improvements

 

Partner Profile Implementation

  • There is a new flow for creating a Rate Plan.
    • First, the user selects the Partner, then the user selects the Sales Rep, then the user will select the Portfolio, and then the general information will be input.
  • Portfolios will now display two new statuses based on their status in Webtools: Retired and Deleted.
  • Partner History will now show all Create, Update, and Delete actions that have been performed for that Partner.

Rate Plan Updates

  • New Rate Plan fee code. Rate Plans will now have the fee code NONCOM, Forte Non-Compliance Fee, in the Other section.
  • Pass-thru rates were made mandatory for rate plans with card services when the pricing model selected is Interchange Plus, 3 Tier or 4 Tier.
    • Visa/Mastercard/Discover Interchange “pass thru” is mandatory for Interchange Plus pricing models.
    • Visa/Mastercard/Discover Dues and Assessments “pass thru” is mandatory for Interchange Plus, 4 Tier and 3Tier pricing models.

Rebranding from Forte to CSG Forte

  • Replaced the Forte logo with the CSG Forte logo throughout Dex
  • Replaced existing copyright with updated CSG Forte copyright
  • References to Forte were updated to CSG Forts
  • Removed the link to VT Training on Approval Letter templates due to flash videos no longer being supported on most browsers
  • Updated links in Dex affected by the Forte website rebranding

Attachments

  • Increased the size limit for attachments to 25mb on the Application Detail, Location Detail, and Organization Detail attachments tabs.

Verification Services – Validate

  • Verify Settings
    • Added “Young Accounts” as a verify setting for Validate.
    • Users with Location Read permissions will be able to view the Validate settings.
    • Users with Location|ForteVerify Update permissions will be able to update the Validate settings.

Chase Merchant Services Integration

  • Chase Merchant Services is a new gateway-only integration that has been added to our CC processor list.
  • Transaction Division is a required field.

Location Level Debit Card /Credit Card Enabled Identifier

  • New fields added to Location Detail-Edit Card Services to allow the ability to update the card types (Debit Card/Credit Card) that a location is enabled to accept.
    • Debit Card and Credit Card fields are defaulted to enabled when an application is enrolled for Card Services.
    • Users with Admin, Credit_Enrollment_Supervisor and Credit_Enrollment_1 roles have been granted permissions to update the Debit Card/Credit Card fields.
  • Added identifiers to display if a location is enabled to accept Debit Cards and/or Credit Cards on the Add Transaction UI and the Add Payment Method UI.

Add Payment Method UI

  • Added check to validate if the location is enabled to accept the card network type (Visa/Mastercard/AMEX/Discover/Diners Club/JCB) of the card being entered.

Customers Data Grid

  • Updated search bar on the Customers data grid to search for customer and a location when the customer number is six digits

Bugs Addressed

  • Corrected an issue where existing users invited to a new organization were not visible on the Users data grid.
  • Corrected an AFD issue causing duplicate files to be sent to the customer.
  • Corrected an issue on the transaction details where echeck checking was displayed when an echeck savings was used for creating the transaction.

Dex 1.51 Release Notes

Posted on

 

New Features/Improvements

 

Transactions

  • Transaction status filters has been updated. The Transaction status filter allows users to filter transactions by Successful, In Progress, and Unsuccessful.
  • New receipt options in Dex: From the transaction details page and after a check is created users will be able to select whether they would like to view/print a standard receipt or a detailed receipt.
  • New fields and new receipt format: New standard receipt formatting and new fields Dex standard receipts will have new fields and formatting. The new fields we have added are: Time, Loc ID, Auth Code, and Account Holder’s Name
  • Introducing New Detailed Receipt: User will be able to print detailed receipt along with standard receipt. This will include billing and shipping info for merchant.
  • Item Description: This field has been added for Scheduled Transaction Receipt. All the scheduled transaction receipts will have a new field, Item Description.

Users

User Avatar: If users do not have a gravatar linked to their Dex account, their Avatar will always show as their initials.

Roles and Permission

Dispute Manager Role Update: Product Costs are visible to the Dispute Manager on the Location Detail Billing Tab. Zero cost services are not visible and “Free Quantity” is not displayed for the Dispute Manager role.

Introducing eDynamo for Dex

The MagTek eDynamo device is a USB card reader that connects to the merchant’s computer to allow the ability to accept EMV chip cards and traditional magnetic stripe credit cards without having to key the card information into Dex.