CategoryAnnouncements

New & Improved Way to Manage Your OrangeCRM Account

We are pleased to announce the release of our new Client Portal, which enables you to efficiently manage your OrangeCRM account and quickly perform multiple account related tasks all in one place.

What is the OrangeCRM Client Portal?

The Client Portal is where authorized software users can go to manage their client account with us, the software provider. Within the Client Portal, actions such as the following can be performed:

  • submit and view service request tickets
  • make and view payments
  • add or remove software modules
  • access the OrangeCRM Help Guide, Blog and Live Chat.

Important Changes

  • Service request tickets will no longer be submitted at tickets.aexxis.com.
  • You now have full control over who has access to our ticketing system rather than having to ask us to grant your users with ticket access.

How to Manage a User’s Level of Portal Access

The Client Portal offers tiered access levels, allowing you to control the level of access a user has based on their particular job function. By default, all OrangeCRM users will automatically have the minimum level of access to the Client Portal, which includes the Help Guide, Blog, and Live Chat. All other buttons will be grayed out and disabled unless a higher level of access is granted by a system admin.

To manage a user’s level of portal access, open the ACL User record in OrangeCRM and click the Client Portal Access button in the right panel.

A new window will pop-up where you can select the desired level of access. Select a Security Profile from the drop-down menu to view a description of
the level of access it will allow.

Once you have made your final Security Profile selection, click the Add Access button, which will auto-close the ACL User record.

To confirm Portal Access was successfully added, re-open the ACL User record and look at the big buttons in the right panel. You should now see the top button grayed out and the 2 middle buttons should now be orange.

Use the Update Portal Access button to edit the user’s level of access to the Client Portal.

Use the Remove Portal Access button to restore the minimum level of access, which includes the Help Guide, Blog, and Live Chat.

How Does a User Access the Client Portal?

To access the Client Portal from the classic user interface, go to the Home menu and click on Client Portal.

To access the Client Portal from the touch user interface, click on the red Client Portal button which can be found on the home page or in the Rubik’s Cube menu located in the upper left corner of any page.

For more information about how to use the Client Portal or manage user access, please click on the Help Guide button on the portal’s home page.

OrangeCRM Gets a New Look

We are pleased to announce an updated user interface for OrangeCRM version 6.0. This version comes with a number of interface changes, specifically targeted at touch devices. If you haven’t been upgraded to version 6 yet, you can expect it soon.

When you log into OrangeCRM, the classic interface that you’ve grown accustomed to will continue to appear by default. You will have the ability to toggle back and forth between the classic and touch interfaces as needed.

Each user is also able to set their own preferences by choosing which of the two interfaces they wish to set as their default.

How to Switch from Classic to Touch

In the classic interface, go to the Home menu and click on OrangeCRM Touch UI.

How to Switch from Touch to Classic

In the touch interface, click the Classic button located in the upper right corner of the home page.

How to Set Your Default Interface Preference

In the touch interface, click the Preferences button in the upper right corner of the home page.

Note: By default, all current users are set to the classic interface on login.

We will be updating and improving the touch interface as we move forward, so we encourage everyone to start using it.

Q2 2016 OrangeCRM Enhancements

Aexxis LLC is pleased to announce the following enhancements and updates, now available in OrangeCRM:

  • OrangeCRM now supports direct chargeback processing with CheckOut gateway via the batch job named CHECKOUT CB.
  • New Lead Commission records will now default to 0% Absorbed Un-Billables. The default value in this field can be edited as needed.
  • Fulfillments using XML Paste and Visual Editor RowCount now correctly reset when more than one fulfillment is run back to back in the same batch.
  • The API action CUSTFLD_ADD has been modified to update existing fields rather than duplicate them.
  • The API action TRAN_QUERY now returns Q_TRAN_TIMEISSUE as “YYYY-MM-DD HH:MM:SS”.

For more details on the API actions mentioned above, please refer to the OrangeCRM API Implementation Guide Version 3.76.

If you have any questions, please contact our technical support team at (770) 227-0036 Ext 1.

MasterCard’s New 2 Series BIN Initiative – Why It’s Important to be Compliant

Back in March we alerted merchants accepting MasterCard of the changes that are necessary to support the new 2 series Bank Identification Numbers (BINs) being released on October 14, 2016.

(To read that post, click the following link: Important Change for Merchants Accepting MasterCard – Don’t Get Slapped with Fines up to $25,000 Per Month!)

As a MasterCard mandated initiative, the credit card company will be monitoring 2 BIN acceptance rates and may impose non-compliance assessments to businesses that are unable to accept 2 BIN cards by the October deadline.

This BIN series will help to support the expanding payment industry and growing number of cardholders globally. Which means non-compliance can also result in a disruption to your business, along with the dissatisfaction of cardholders with a 2 series BIN who wish to do business with you, whose payments you are unable to accept.

With only 3 months remaining, it’s important for all industry stakeholders to take the needed actions to ensure your payment solution is equipped to recognize and process MasterCard 2 series BIN cards, if you haven’t already done so.

If you’re using OrangeCRM, you’ll have one less thing to worry about. Our software is already programmed to support the new MasterCard BINs.

Other systems that should be tested for compliance include point-of-sale (POS) terminals and payment processors/gateways used in both card present and card-not-present environments, such as web applications and online stores.

How to Use OrangeCRM’s New Visual Editor to Improve Customer Fulfillments

As we discussed last week, OrangeCRM has a new functionality that allows you to add an unlimited number of custom fields on customer records. But what good would that data be if you couldn’t use it?

In order to give our clients the ability to include an infinite number of fields in fulfillments, we have released a new fulfillment house style layout called Visual Editor. Unlike the existing Generic Delimited layout that most of you are familiar with – which only allows a maximum of 50 fields – the Visual Editor gives you the flexibility to include as many fields as you’d like!

The Visual Editor is easy to use. Start by selecting the Fulfillment House Style, then go to the Builder tab. The default Field Layout that automatically appears is the Visual Editor.

Visual Editor - Builder Tab

Use the drop down menus to select the Character Set, Encapsulation and Delimiter options that are required for this fulfillment. Fields added to the Detail Rows section will automatically be inserted with the selections you have made.

If the fulfillment requires a Header Row, be sure to set that option to Enable before adding any fields from the Chooser drop down list.

Visual Editor - Options

Now use the Chooser menu to select a field and click the Add Field button. Repeat this process for each field you wish to add.

Custom Field - Fulfillment Builder Tab

Each time a new field is added to the fulfillment, the field tag will be inserted in the next available space in the Detail Rows section. If the Header Row is enabled, the field description will be inserted in the Header Row section.

Visual Editor - Header & Detail Rows

Tip: Most of the field labels in the Chooser menu are pretty self-explanatory. However, you can enable the Header Row to temporarily view the field descriptions as you add each field. If the fulfillment needs to have no header row, you can simply delete everything in the Header Row section and set the Header Row back to Disable after you have finished adding all of the fields.

To assist you even further, we have created a cheat sheet that provides a more detailed description of each field tag, including each field’s location in the CRM (Example: Address tab of customer record).

Click the following link to download the OrangeCRM Field Tags & Descriptions for Fulfillments PDF.

The Header Row, Detail Rows and Footer Row sections are all fully editable, which gives you the flexibility to type, copy, paste and delete as needed. This makes it quick and easy to add constant fields, as well as make corrections and updates.

For more information, please visit our online help guide at help.orangecrm.com.

Exciting New Feature Now Available in OrangeCRM

Realizing that each business has its own unique needs, we continuously strive to enhance the flexibility and customization that we provide in OrangeCRM. To that end, we release quarterly updates of the OrangeCRM software, which include new features and enhancements that are designed to enrich its functionality.

The latest version of OrangeCRM came with an exciting upgrade – there is no longer any limit to the number of custom fields that can be added to customer records! Not only are you able to record all of the order data you could possibly need, but you will also be able to use that data in customer fulfillments.

There are two methods that can be used to create an infinite number of custom fields: the OrangeSOAP order entry module and the OrangeCRM API. This means whether your orders are manually entered, or your orders are posted to the CRM directly from your website or shopping cart, you will be able to take advantage of this new enhancement.

For instructions on how to use the API to add and update custom fields on customer records, please see page 23 of the OrangeCRM API Specification PDF v3.73.

To create custom fields in the OrangeSOAP order entry module, follow the steps listed below.

Step 1: Add Custom Fields to an Offer

In the Customer tab of the offer, click the Add Custom Field Template button.

Custom Field - Offer Customer Tab

A box will pop up where you will enter the details for the custom field.

Custom Field - Add New Pop-Up

  • Field Label is where you enter the custom name you want to assign to this field. This is the field name that will appear on the order form and on the customer record.
  • Field Tag is auto-populated by the CRM and should be left alone. This is what will allow you to include the custom field in a fulfillment.
  • Field Type can be text, date, numeric or currency. Choose the appropriate option from the drop down menu.
  • Field Required is where you dictate whether this custom field is optional or required. If a required field is left blank, the order will not be allowed to be processed.

When you are done, click the Add Custom Field Template button. You should now see the newly created field listed at the bottom of the Customer Tab, in the Offer.

Custom Field - Offer Customer Tab2

Repeat the above steps for any additional custom fields that are needed on this offer.

Note: Custom Field Templates are used only when you need to record specific order details for which there is not already an existing field on the order form. Before creating a new custom field, please be sure to check all tabs in the order form to make sure that field doesn’t already exist (Example: Date of Birth is a default field that appears in Tab #1 of the order form for all offers). Duplicate fields will cause conflicts within the CRM, which will result in errors.

Step 2: Use the Clone Offer Feature

If you need to create multiple offers that require the same set of custom fields, use the Clone Offer feature as a time-saving shortcut. This eliminates the need to repeatedly add the same custom fields one-by-one on each offer.

Simply open an existing Offer and click on the Offer Menu, located in the upper left corner. Then select the Clone Offer option.

Clone Offer in Offer Menu

A box will pop up where you will enter the name of the new offer and select what you want to be cloned from the existing offer.

Clone Offer Pop-Up

Note: The Clone Offer feature is limited to the Program level. This means that you can’t clone an offer from one program to another program. You can only clone offers within the same program.

Step 3: Train Agents to Fill In Custom Fields on the Order Form

An Offer’s custom fields will appear in tab #4 of the order form.

Custom Field - Order Form Tab 4

If a required field is left blank, the order will not be allowed to be processed. A pop up message will direct the agent to fill in the required field(s).

Custom fields and their values will automatically be transferred from the order form to the customer record.

How to Find and Update Custom Fields on a Customer Record

Regardless of their source – either API or OrangeSOAP – all custom fields and their values can be found in the Details tab of the customer record, where they can be referenced and edited as needed.

Custom Field - Customer Details Tab

Use Custom Fields in Customer Fulfillments

If you wish to use any of your custom fields in customer fulfillments, simply go to the fulfillment Builder tab and use the Visual Editor layout to select a custom field tag from the drop down list. Then click the Add Field button.

Custom Field - Fulfillment Builder Tab

We are confident that this new functionality will enable you to provide your customers with even more personalized, targeted content in your interactions with them.

If you need further assistance, please visit our online help guide at help.orangecrm.com.

Q1 2016 OrangeCRM Enhancements

Aexxis LLC is pleased to announce the following enhancements now available in OrangeCRM:

  • You can now create an unlimited number of Custom Fields on customer records, using the Custom Field Template in the Customer Tab of an Offer or via API. For API support of custom fields, please see the CUSTFLD_ADD and CUSTFLD_UPDATE actions in the OrangeCRM API Specification PDF v3.73.
  • The Generic Delimited fulfillment layout has been upgraded to the Visual Editor layout, which allows an unlimited number of fields.
  • API and Fulfillment customer email messages now support a 3rd party carbon copy email address.
  • The API action CUST_COPY now accepts a new date of last process using the ‘q_cust_lastproc=’ field.
  • OrangeCRM now supports the CheckOut.com v2 (JSON) gateway using the Merchant Bank API “CheckOutV2.”
  • The Acquisition Center – Lead Scrub tab – Lead Load Options now includes Customer Custom Field #6.
  • The restaurant.com fulfillment (RDC) now pulls the Policy Number from the fourth response field “restaurant code.”
  • Customer API Billing Plan and Billing Plan ID fields have been added to the SQL table.
  • Call Center and Call Center GUID have been added to the CUST_QUERY API action.
  • Optimal Payments transaction processing now accepts ACH and CAD payment types.
  • OrangeCRM now supports the custom fulfillment Paramount.
  • Revenue Shares may now be edited on a transaction using the TRANSACTION REVSHARE CHANGE event.
  • The OrangeCRM API actions TRAN_QUERY and CUST_TRAN_QUERY now return the field q_tran_cycle.

If you have any questions, please contact our technical support team at (770) 227-0036 Ext 1.

Q4 2015 OrangeCRM Enhancements

Aexxis LLC is pleased to announce the following enhancements now available in OrangeCRM:

  • OrangeCRM now supports Moneris Canada and Moneris US real-time transaction processing.
  • A SQL update has been issued to remove customer conflict records from SQL.
  • OrangeCRM now supports real-time transaction processing with PayPal Payments Pro.
  • OrangeCRM now considers non-Visa and non-Mastercard Maestro card numbers as Other Credit Card (OT) card type.
  • “Set Next Bill Date” has been removed from the list of available billing adjustment options on a master event.
  • Emails sent from Transaction API notifications will now format the %PKGAMT& field using two decimals.
  • “RecPlayback” has been added to the list of available security roles. If assigned to a user, it will allow access to the Recording Playback feature on the Customer Action menu.
  • The Event trigger RECORDING PLAYBACK has been added to master events, which enables the tracking and reporting of recording playback interactions.
  • OrangeSOAP Offers and Offer Upsells now support State and Country filters.
  • OrangeCRM now supports processing with the gateway QuickPay.
  • OrangeCRM now supports Restaurant.com as a custom direct fulfillment.
  • When processing USD transactions with iPay Gateway, the Currency Indicator field is now “0”. iPay Gateway merchant processing no longer uses the MRC field to check response codes, only the ARC field is used.
  • OrangeBI™ (Business Intelligence) v1.00 released. This new module provides an updated interface for managing, running and personalizing OrangeCRM reports. Additionally it allows for running 3rd party reports. Access OrangeBI from the Home -> OrangeBI menu option.
  • OrangeCRM now supports the ConCardis processing gateway. Note that the Global Security Parameter -> Hash Algorithm in the ConCardis processing gateway should be set to SHA-1.

If you have any questions, please contact our technical support team at (770) 227-0036 Ext 1.

Important Change for Merchants Accepting MasterCard – Don’t Get Slapped with Fines up to $25,000 Per Month!

MasterCard has announced that they will add a new 2 series BIN (Bank Identification Number) range effective October 2016. The new BIN range (222100-272099) will be processed with and in the same manner as the existing BIN range 510000-559999. Merchants must be able to accept and support the new 2-series BIN range in card-present and card-not-present payment acceptance channels by January 1, 2017.

According to a recent article posted by payment processing provider Vantiv, MasterCard will begin conducting field tests in June 2017, and any merchants they find that cannot properly support and accept cards starting with a 2 will be fined up to $25,000 – per month – until they are compliant. Ouch! Avoid these hefty fines by working with your third-party processor, shopping cart, terminal provider, etc. to make sure they are ready to support the new cards.

New Online Help Content Now Available

Aexxis LLC is pleased to announce our updated OrangeCRM help text available at help.orangecrm.com.

Although we are still in the process of modifying the order in which topics appear in the table of contents to make it easier and faster to find what you are looking for, the information is now up to date with instructions on how to use the latest features released in OrangeCRM.

Here is a list of some of the new online help content that will help you get the most out of your CRM:

  • How to create Events to track and manage CSR activity.
  • How to batch multiple master fulfillments at the same time and merge them into a single file using a Distribution Center.
  • How to define & generate Box IDs for fulfillment file sorting with the Combine Packaging feature.
  • How to create and print packing slips in OrangeCRM for pick and pack fulfillment.
  • How to convert an Inqueue capture to a purchase transaction when a preauth has expired before funds were captured.
  • How to resubmit a declined purchase transaction in real time.
  • How to manage your gateway response codes to control which transactions OrangeCRM recognizes as Approved, Declined, Error, Retried or Chargeback.
  • How to use the reports in the home page tabs to get a quick overview of your latest CRM data.
  • How to restrict CSR billing adjustments by Bill Plan type.
  • How to create a new offer in the OrangeSOAP module.
  • How to process a new OrangeSOAP order.

We also have a new document available for download to assist you in building advanced search expressions called Field Search Terms and Descriptions. This document provides a complete listing of the official search terms for the fields in each searchable record type (customers, comments, fulfillments, leads, events, tickets, transactions). To download the Field Search Terms and Descriptions document, go to the OrangeCRM Download Page or go to the Searching, Advanced page at help.orangecrm.com.

If you have any suggestions for more topics you would like to see in the online help manual, please feel free to submit a service request in the Help Text queue (Queue 9) at tickets.aexxis.com.

 

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