Dex 1.58 Release Notes
Release Date: Sept. 7, 2021
Partner Profile Implementation
Dex has added the ability to add a Sales Rep to a Portfolio.
- The roles Admin, Sales Manager, ISV Support, ISV no support, ISO no Support, Base Implementation, Credit Enrollment I, Cust_Relationship_Manager, Base_Cust_Relationship will be able to add Sales Rep to Portfolios.
- To add a Sales Rep to a Portfolio, the person must be a Dex user that accepted their invitation to join Dex. They must have the role Sales Rep and belong to the Partner Organization the Portfolio belongs to.
- When added, a Sales Rep ID will be generated and assigned to the user attached to this Portfolio.
- Sales_Manager role can be assigned to a portfolio
Create New Rate Plan
When creating a Rate Plan in Dex, the specific Portfolio will have to be selected.
Location Level Settings
- Updated the look of the card services section on the location detail>products and services tab
- Added the card network logos that the location is enabled to accept
- Added the card types that the location is enabled to accept:
- Accepts Credit Cards
- Accepts Debit Cards
- Accepts Credit and Debit Cards