Dex now offers the ability to include a copy of the receipt with payment status email notifications. Users with permissions to create and update notifications can also preview a sample receipt when creating or updating a payment status notification.
The PDF receipt attachment is available for the following notifications:
Sale Approved/Declined,
Refund/Credit Approved
Refund/Credit Declined
Dex 1.65 Release Notes
Posted on
RELEASE DATE: JUNE 8, 2022
New Features/Improvements
Payment Status Notifications
Forte has added a payment status notification feature to Dex to help merchants with the migration from Virtual Terminal (VT) to Dex. Payment status notifications are email notifications that are sent to merchant users and customers if a certain transaction event occurs. Merchants mainly use the notfications to update customers about payment statuses. The notifications are also useful for tracking payment statuses on the merchant side.
Payment status notifications are located in Dex at Manage > Notifications. Users must be at a merchant org level to access the notifications.
A default template is provided and may be customized using drag-and-drop fields. Users can also:
Add a logo to the notification.
Preview the notification.
Return the notification back to the default template.
Delete custom notifications.
Users with permissions can create the following notifications:
Sale Approved
Sale Declined
Refund/Credit Approved
Refund/Credit Declined
Schedule Created
Upcoming Scheduled Payment
Dex users with one of the following roles will be able to create, read, update, and delete custom notifications that have been created for their merchant organization:
Merchant Admin
Merchant Manager
Enterprise Admin
ISV-Support
Dex users with one of the following roles will be able to view custom notifications that have been created for their merchant organization
Enterprise User
Enterprise_View Only
Mechant User
Merchant View Only
Rate Plans
Two new columns were added to the Create Rate Plan template to display portfolio buy rates and the estimated profit margins when a user enters the pricing for fee items.
Added cost (the portfolio buy rate) and estimated profit margin to rate plans (create, edit and rate plan details)
Rate plans will display the portfolio buy rate in the rate plan and will calculate the estimated profica margin as the user enters the price in the rate plan.
The following roles will have visibility to the cost and profit margin columns in the rate plans:
Sales Reps
Sales Managers
Forte employees
Dex 1.63 Release Notes
Posted on
Release Date: April 19, 2022
New Features/Improvements
Funding
Added a new column, Return Date, to the Funding Datagrid. The column is populated when a funding entry has a status of failed.
Added a new field, Return Date, to the Funding general card. The field is populated when a funding entry has a status of failed.
Added a new column, Return Date, to the Funding Datagrid export file. The column is populated when a funding entry has a status of failed.
Freshdesk Requests
Canadian postal code throwing error in Business Info section of online applications – Routing Number must belong to the Company Country (State / Province) which user entered in the postal code field. If these conditions are not met, then the application displays a validation error, and the user is unable to submit the application. Updated the application form to highlight this error. (FD: 727396)
Increase Order Info display to 30 characters on the Transaction Datagrid due to truncation making it hard for the merchant to track refunds. Order info display on the Transaction Datagrid has been increased to 30 characters. (FD: 713056)
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 1.58 Release Notes
Posted on
Release Date: Sept. 7, 2021
New Features/Improvements
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
Dex 1.56 Release Notes
Posted on
Release Date: March 30, 2021
Benefit to Customers
Optimizing the Dex Transaction Datagrid improves its the load time and performance, giving the customer an improved experience with faster search results.
Auto-subscribing Merchant and Partner Admins to IP Allow List notifications makes Dex more secure and improves the user experience for the Admin.
Receipt enhancements provide additional transparency to the consumer and helps merchants with troubleshooting.
New Features/Improvements
Transaction Datagrid Optimization
To optimize performance and load times, improvements were made to the Transactions Datagrid:
Filters
The ability to select the Response Codes filter from More Filters was removed.
Amount Column
The card type (Debit/Credit) under the dollar amount was removed and moved to the Transaction Details screen.
The currency designation (i.e., USD) was removed from the dollar amount hover tooltip and moved to the Transaction Details screen.
Dispute Indicator
The dispute indicator was removed, but is still visible when viewing transactions related to a specific Funding ID.
Additional Columns
The ability to add Dispute ID as a column to the expanded Transactions Datagrid was removed.
The ability to add Principal and Service Fee columns at the corporate, partner, and enterprise level was removed.
Other
To improve data downloads times, a 500,000-record limit was implemented on the number of records allowed in an export request.
To improve the thoroughness of downloaded data files, the Transaction ID and Dispute ID columns were added to the Transaction Datagrid export file. Additionally, the Principal and Service Fee columns were added to all Transaction Datagrid export files at the corporate, partner, and enterprise levels. At the merchant level, the Principal and Service Fee columns are only added if they are displayed on the expanded Transaction Datagrid in Dex.
IP Allow List Notifications
To strengthen Dex security, the IP Allow List Notification subscription process was updated with the following improvements:
All IP Allow List notifications for current users with a Merchant Admin, Enterprise Admin, ISO No Support, ISV No Support, or ISV Support role are automatically enabled. Subscribing to IP Allow List notifications for these roles is only for the home organization and not the organization’s/enterprise’s hierarchy.
Dex automatically enables IP Allow List Notifications when a new user accepts a Dex invitation for a Merchant Admin, Enterprise Admin, ISO No Support, ISV No Support, or ISV Support role or when one of these roles is added to a user’s profile.
Dex will disable IP Allow List Notifications when a user is deleted from a Merchant Admin, Enterprise Admin, ISO No Support, ISV No Support, or ISV Support role or when one of these roles are removed from the user’s profile.
Partner Profile Implementation
Users with the proper permissions can now view all the Sales Representatives attached to a specific Portfolio.
Dex Receipt Enhancements
Location ID and Auth Code now display in the receipt preview within the Transaction Details screen.
If a transaction does not include a service fee, the Service Fee field will be hidden on all corresponding receipts.
Freshdesk Requests
Merchants reported receiving errors on the Add Transactions Modal when they did not enter the account holder’s name. To remedy this problem the Account Holder Name field is now mandatory on the Add Transaction Modal.
Users reported issues with opening transaction receipts. A fix was released to correct the print dialogue issues caused by a recent Google chrome update. This affected Transaction receipts, the MSA Details screen, and the MSA list.
Dex fix fix was released to capture the User ID when deleting a webhook.
The transaction detail receipt view now displays xdata fields 01-09 (FD-578691).
The Merchant Application in Dex had misspelled Vendor. This ticket updated the spelling and changed the term “Website” to “Business Website” (FD-603249).
Bugs Addressed
To improve the Attachments modal, a fix was released to warn the user that the selected file type was invalid. It also disabled the upload button until the invalid file type was removed from the modal.
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.
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.
