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.
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 1.57 Release Notes
Posted on
Release Date: June 9, 2021
New Features/Improvements
Transaction Datagrid Updates
On the Transaction datagrid, the label for the Verify Results filter field was changed to Bank Account Verification. This will also reflect on the transaction export file.
Customer ID was changed from a filter field to a searchable value in the Transactions datagrid search bar.
Freshdesk Requests
An issue arose where the Order Details line items were being truncated. A fix was implemented to resolve the truncation issue in the Order Details section of the receipt.
Bugs Addressed
A fix was implemented to resolve an issue with percentage convenience fee calculations during partial reverse transactions.
Dex 1.55 Release Notes
Posted on
Release Date: Jan. 28, 2021
New Features/Improvements
Transactions
In this release, we have added principal and service fee as optional columns on the Transactions Datagrid. This has also been included in the export when it is added to the Transactions Datagrid.
New Language for Money Transmitter License.
For receipts belonging to eCheck Credit transactions only, we have added new wording on the Dex transaction detail receipt preview screen. Please note, change for the receipt preview in Dex, no receipts will contain this language.
Organization
Name/terminology change from ‘ISO ID’ to ‘Portfolio ID’
Brand-new Portfolios tab is now under Organization Details
The Portfolios tab has all the Portfolios (formerly known as ISO IDs) that are associated with a Partner Organization. These Portfolios have Buy Rates, Rate Plans, and Bank Account information associated with them.
Wording Change
We have changed the Partner indicator from R to P and have replaced instances of Reseller with the term Partner
Comment Tab Enhancement
Right now, we are noticing that it is easy to miss the type of comment and information is being shared that should not be. To limit this confusion, we are introducing color-coded privacy settings that are set for each comment on the comments tab.
Verification and Password Updated Successfully Message
Previous verification code email only contained a verification code which made it confusing and unclear to the user. So, we have redesigned the verification email and updated the layouts and language.
We have also created a new email that is sent to the user when the password has been successfully changed.
IP ALLOW List Updates
To make IP Allow list notifications more informative so that the user does not discard them, we have updated the layout and included a footer on the email with the Forte logo and customer support info. We have made this update to the below notifications.
IP Allow list switch account message
IP Allow List Toaster Message when Accepting an Invitation.
IP Allow List Notification
IP Allow List Enabled Notification
IP Allow List Disabled Notification
IP Allow List Deleted Notification
Unauthorized Access Notification
IP Allow List Disabled Notification
Added Specific Chargeback Code to Credit Merchant
We have made some changes in Chargeback code. Previously when code CHGM CHBK 42 9 came in, we debited the merchant. Going forward, we will credit the merchant.
Dex 1.54 Release Notes
Posted on
Release Date: Nov. 18, 2020
New Features/Improvements
Location
Users can now see Credit and Debit Limits associated with ACH/eChecks for a Location in the ‘Products and Services’ section.
ACH cutoff time will show the actual time instead of Default.
Location Bank Account
We revamped our bank accounts so it easy to find the bank accounts and the activity it is used for.
We have added friendly description, so you know what kind of transactions goes into which account.
Organization Bank Accounts
Bank accounts are now available in the Organizations module as well. You can see all the bank accounts associated with all locations.
Dive into the details of each bank account to learn which locations use it and for what.
Transactions
To make it more simplified for users, “Unfunded” transactions will have the new status “Unfunded” in the Transactions DataGrid. Previously it showed as “Rejected”.
We have added an “Entered by” field to the transactions detail and the export to have more visibility in transaction detail.
Update to Calendars
We have updated calendars to allow the user to manually enter the date range.
Dispute
When a dispute with the status inquiry expires, we have changed the status of the dispute to Expired instead of Won.
User
Updated the Status filter so that when the filter is cleared all users will appear in the data grid.
Webhooks
We have added Webhooks for Schedule.Update and Schedule.Delete. Any status update in schedules should trigger the webhook.
Dex 1.53 Release Notes
Posted on
RELEASE DATE: Oct. 5, 2020
New Features/Improvements
Transactions
The Verify Results and Verify Advice displays in the transaction details for all Forte Verify Transactions.
Dex allows a transaction to be placed with a card that begins with 20, 50, or 59.
Enabled Additional Resubmit Transaction Types.
Enabled Additional “Add Transactions from Existing Transactions” Functionality.
All response codes have been added to the Response Code filter on the Transactions datagrid.
Locations
Attachments Tab Has Been Added to Location Details Screen.
When a Merchant Application is enrolled, the Merchant Application, corresponding Rate Plan, and corresponding Merchant Service Agreement are automatically uploaded as a pdf to the newly created location visible to merchant admininstrator and Forte employees only.
Customers
Search by Customer ID has been moved from “More Filters > Customer ID” to the Search bar above the filters.
User can search with a partial Customer name or Customer ID by using the %.
Disputes
Allow user to delete document they uploaded if the disputes status is Documents Needed.
Dex 1.52 Release Notes
Posted on
RELEASE DATE: Aug. 4, 2020
New Features/Improvements
Transactions
Dex users now can add a similar transaction from an existing transaction from the Transactions Datagrid or from the Transaction Details screen.
We have added resubmit transaction functionality in Dex.
Users can view all the Response codes on the Dex Transactions DataGrid.
The Settlement Response Code that appears on the Transaction Details page now appears when transactions are exported.
Users can view Verify Results and Verify Advice on the Details screen for all Forte Verify transactions (Debit/Sale, Refund/Disbursement, Authorize, Force).
We have updated the legal language on transaction receipts.
Users can perform the Void as a Bulk Transaction for all transactions in a status of Ready or Authorized (Review is an available status for users that have been granted the Review Void permission).
Users with permission now can reverse transactions from the Transactions Datagrid.
Customers
Added ability to search by Customer ID from the search bar on the Customer Datagrid.
Location
Added a new Attachments tab in Locations details.
The day-to-run setting in account updater is visible for all users now. This allows merchants to ensure their day-to-run is set to the correct day.
Application
We have added a link from the Location to the Application. When an application is enrolled with a TIN Mismatch, the Merchant Admin will see the status banners when they log in.
Other
Changed the styling for the Verify Code screen.
Updated the look and feel of the Corporate Template Invite.
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.
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