Adjust On Hold Conversions Directly

You can now manage and adjust your On Hold conversions with the same flexibility as standard conversions. This update resolves previous limitations by allowing you to edit financial values and update statuses directly from the On Hold report.

Introduction

This release introduces On Hold Conversions V2, bringing critical management tools to your On Hold report. Network operators and partners can now adjust potential payout, potential revenue, and sale amount values for conversions that are currently On Hold without needing to approve them first. Additionally, new dashboard cards and CSV import templates streamline how you monitor and batch-update these pending transactions.

Key Capabilities

• Direct Financial Adjustments: Edit the potential payout, potential revenue, and sale amount directly from the On Hold report or via the API for any unrealized On Hold conversion.
• On Hold Dashboard Cards: Track your On Hold metrics at a glance with new dashboard cards showing the total number of On Hold conversions, potential payout, and potential revenue across standard time intervals.
• Batch Status Updates: Select multiple rows in the On Hold report to update their statuses simultaneously, or upload a CSV template using On Hold IDs or Transaction IDs to apply status and financial changes in bulk.
• On Hold Notes: Add and update custom notes directly at the On Hold conversion level to keep track of internal reviews and adjustment reasons.