This release to the Training Site contains requested updates to the Holds and Terminations experience! This release will be added to your Live Site on Wednesday, September 16th. This new experience includes:

• Ability to extend a hold
• Step by step workflow
• Ability to write off and adjust overdue balances
• Removal of scheduled payments from the pending batch for both Holds and Terminations
• Finalize step with a summary of changes

… and more! Check out this release’s User Guide and try it out on your training site.

We also are releasing one small change to your Daxko Operations Live Site

This release also includes a small change to user permissions related to prospecting. The “Manage Forms” permission is now called “Manage Forms and Events”. The change gives only those users with this permission the ability to add, edit, or archive events used for prospects and prospect forms.

Questions, concerns, or feedback? Email support@daxko.com.