This is the 2nd iteration of the file import system. It now has several “quality of life” features such as mirrored scrolling on the top and bottom, column filtering, XLSX imports to prevent CSV data corruption, internal validation, and user-friendly error reporting. Additionally, the global portfolio fields have been added as supplemental fields so that they no longer need to be included in the portfolio.
The new version will allow for accounts to be selected by any criteria and will no longer be limited to accounts with the ‘NEWBIZ’ status.
Admin - Manage Users/Permissions
Admin - Settings (General - API Keys and Client/Portfolios - Blank)
This screen acts as a ‘catch-all’ for other settings that are not yet in independent components. Currently, this is where you can manage your payment processing API keys and edit portfolio data. The ‘Client’ field is blank in this screenshot because this feature is in active development at the time this screenshot was taken.
Admin - API Key Integration (Payment Processors)
This will be a hub for all types of integrations in the very close future.
Features Currently In Development:
Email Campaigns, Individual Emails, Templates, and Event Driven Transactional Emails
SMS Messaging (Complete but unavailable during beta)
SMS ‘dialer’ (for approved agecies)
Multiple E-Signature Platforms
Additional Payment Processors:
Payment Risk Scoring
Payment Account Validation
Payment Method Swapping
HR Records For Employees
Email Validation (Prerequisite for email campaigns)