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.
