Partner Portal Release January 2022

Partner Portal Release January 2022

Partner Portal Updates

January 2022

To keep you up to date on all the latest improvements to the Partner Portal, we’re pleased to launch this first edition of Partner Portal Release Notes! In this month’s Release Notes, you’ll learn about our latest enhancements that will help you save time, navigate the Partner Portal with greater ease, and provide outstanding service to your clients. Here’s what’s new:

Improvements to Display and Navigation

1. Amex ESA Field Names Updated

For greater clarity, we have changed the following fields in the Amex Entitlement section of the MPA:

  • ESA Avg Ticket – > ESA Average Transaction Dollar Amount
  • ESA High Ticket -> ESA Highest Transaction Dollar Amount
Amex ESA Fields Names Updated image

2. Ticket Status Coloring Now Consistent

Previously, colors for ticket statuses displayed in Ticket Details were not consistent with one another. We have updated all ticket statuses to ensure that each status type corresponds with one color only.

3. FD North Changed to FD North FACS in the Setup Form

In the dropdown menu for selecting the processing bank in the Pricing Structure section of the Setup Form, we changed FD North to FD North FACS — the accurate name for this processing platform.
FD North Changed image

4. Voided Check Now Indicated as Required in the Doc Upload Section of MPA

To ensure that a voided check is provided with every new application, we’ve added a red asterisk to the voided check section of Doc Upload. Additionally, we resolved an issue in which users would always see an error message informing them that the voided check wasn’t added, even if it had been.

Voided Check image

5. New Confirmation Message for Banking Services Requests

To improve the user experience, we’ve added a confirmation message that displays upon submission of a Banking Services request (see below).
Banking Services Request Submitted Successfully image

6. Form Confirmation Layout Improved

We made several design updates to the App Summary Form Confirmation to ensure the proper formatting of data.

Updates to Improve Workflow and Efficiency

1. New Dropdown Menu to Select DBA For Ticket Submissions

To save time for agents and partners, we’ve added a dropdown menu to the “Add a new ticket” form so that the user can select the appropriate DBA rather than having to type it in.

Add a new ticket image

2. Phone Number Now Validated When Creating New Leads

To reduce the likelihood that a user will enter an incorrect phone number for a lead, we’ve added an error message that will display in the event that a number with less than 10 digits is entered in.
phone number validated image

3. New ‘Save’ Button Added to MPA and Setup Form

Previously, users who were in the process of filling out an MPA or Setup Form only had the option to click ‘Save and Next Step.’ We added a ‘Save’ button so that the user can save and revisit the app at a later date.
new save button

4. Ability for Users to Select Which Fields Are Required in the MPA

To give agents and partners more control over the onboarding process, we’ve added a setting so that users can choose which fields are required in the application. Note that by default, all fields are selected.

user select image

5. New Merchant and Agent/Partner Notifications for Expired eApp Links

Previously, if a merchant tried to access an eApp link that was expired, they saw a message on the page informing them that the link had expired. To minimize hassle for merchants and agents, we’ve given merchants the ability to request a new link with the click of a button. There is now a “Request New Application Link” button on the expired eApp webpage.

Upon clicking the button, an email will be generated that’s addressed to the merchant’s account executive and prefilled with account info. The agent or partner will then receive an email with the following information:

Hi (name), Your merchant tried to complete their eApplication, but the link had expired. Please follow up to ensure you provide them with an updated link. Here are the relevant account details:
Email:
AppID:
expired eapp image

New Equipment Added

1. Wireless Service

The Partner Portal now supports wireless service ordering, just as the Agent Portal had. To order wireless service, the user selects the desired service provider from the dropdown menu, completes the fields for the monthly fee and authorization fee (if necessary), and uploads a signed authorization form.
wireless service image

2. Verifone P200 and P400 (Cardknox Go Plus)

Users can now order the P200 or the P400 for Cardknox Go Plus accounts. This can be done either during the application submission process, or at a later date in the Equipment module.

3. P200 Plus

The P200 Plus, a slightly more feature-rich alternative to the P200, can now be ordered in the Equipment module for traditional and Cardknox Go Plus accounts.

4. ID TECH VP6800 and VP6300

These unattended terminal devices from ID TECH can now be ordered in the Equipment module for traditional Cardknox accounts.
devices photo

Bug Fixes

1. Ability to Enter in a Terminal Serial Number With Letters

When adding a customer-owned terminal to the Partner Portal, the user can now enter a serial code that has both letters and digits. Previously, users could only enter in digits.

2. Results With Greater Than 50 Entries Will Now Display

Previously, users were unable to view more than 20 merchants, leads, tickets, or equipment items in the corresponding module. When they selected more than 20 from the dropdown menu, ‘0 results’ would display. We have fixed this error, and now users can see more than 20 results at a time.

3. Setup From Displays “!” When Section is Incomplete

Previously, if a section in the application process was incomplete, the circle at the top of the screen would be empty, rather than filled in. To improve clarity, incomplete sections are now indicated with an exclamation mark.

4. Tax Exempt Email Only Sent When the Box is Checked Off.

In the MPA, there is a checkbox labeled ‘Request Tax Exemption.’ Previously, even if the user had left this box unchecked, the merchant would still receive an email requesting proof of tax exemption status. We have fixed this error so that now the email is only sent to the merchant when the box is checked.

5. Tier Information Prefills Automatically For Accounts With One Tier (Cardknox Go Plus)

Previously, the user needed to manually enter in tier information if they had one tier. Now, this information prefills automatically.

6. FideliPay Transaction Fee Can Now Be Edited

Previously, the FideliPay transaction fee was set to 0, and the user could not alter this. We’ve now updated the default fee amount to 0.02¢ and it can be edited by the user as needed.

7. ‘Save as eApp’ Button Disabled After Clicking once

Previously, if the user clicked the ‘Save as eApp’ button more than once, it generated multiple applications. Now, the button can only be clicked once and it is then disabled.

8. Missing Fields Added to App Summary Form Confirmation

There were several fields from the MPA and Setup Form that were not displayed on the App Summary Form Confirmation; this has been resolved.