Edit Agent || Admin Panel Impact

Agents

Back

Update Agents

ID

Legal Name

Agent Code

Category

Active

Password

Adjust Negative Payout

Negative Payout Percentage

Info

First Name

Last Name

Address

City

ZIP

State

Country

Contact

Email(comma separated)

Work Phone

Extension

Home Phone

Cell

Flex

URL

File here *	Description *	Action
Insert file...

Date

Notes

Default Split Value %

Processor Wise Split %

Processor	Split	Remove
		Remove

Pay To (Legal)

Social Security Num.

Tax ID

Telemarketer

Default T. Commission

Bank Name

Bank Phone

Rounting Number

Account Number

Transaction Program

See Residual Detail

Agents who receive partial commission on all of Sherrie Daly Accounts (Overrides Default) Delete Overrides

Default Setup

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Processor wise Setup (Overrides Default)

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Select Processor *

Agent 1 Receives

%

on all Newly Inputted Accounts

Agent 2 Receives

%

on all Newly Inputted Accounts

Agent 3 Receives

%

on all Newly Inputted Accounts

Agent 4 Receives

%

on all Newly Inputted Accounts

Default Override

Agent

Month

Year

Sr. No.	DBA Name	MID	Date Added	Status	Status Change	Processor	Approval	Split	Is Override Is Merchant
1	Coleman Industries of Southaven	520003370463	May 09 2023	ACTIVE	-	-	Jan 01 1970	-	-
	Address : 88 Moore Drive					Phone : 662-349-6349		Contact : Nick Coleman
•	-		User: Mike Thomas -> Notes: Downloaded VX520 SN: 803-235-159 IP Auto settle on set at 10:00 pm.
•	-		User: Mike Thomas -> Notes: Took terminal to merchant (2/6/19) and trained on functions. Called merchant to check if there was any issues. All is well.
•	-		User: Morgan Withee -> Notes: Just received terminal back. Requested closure of account with $0 ETF
•	-		Terri called and needed to know how to refund a customer on the terminal. I was going to get her set up with the dashboard to make it easier on her but can't because she would have had access to all of the locations.
•	-		TT Terri walked her through a refund
2	Coleman Taylor Transmission	520003370347	May 09 2023	ACTIVE	-	-	Jan 01 1970	-	-
	Address : 7530 Winchester Road					Phone : 901-755-4454		Contact : Josh Wilburn
•	-		User: Mike Thomas -> Notes: Downloaded VX520 SN: 803-235-158 IP Auto settle on set at 10:00 pm.
•	-		User: Mike Thomas -> Notes: Reload terminal for larger font on receipts
•	-		User: Mike Thomas -> Notes: TT Renee sent her batches from this week and corrected settings in terminal for auto settle.
•	-		User: Mike Thomas -> Notes: Replaced terminal with VX520 SN: 803-225-352
•	-		User: Mike Thomas -> Notes: Programmed and shipped iCT220 SN: 15229CT24085656
•	-		User: Pennye McAnulty -> Notes: Renee called to verify a sale processed on 07/15/2019.
•	-		User: Pennye McAnulty -> Notes: Merchant called to cancel the account. I advised her that she needs to submit a cancellation letter and $300.
•	-		User: Emily Karawadra -> Notes: Spoke to Renee she is upset her account has not been cancelled. The note below was for the other location not hers. I told her we would need a letter and she would be billed the $300. WE are trying to figure ou tif there is still a machine missing before we close the account.
•	-		They are still having issues with their WiFi. Tricia is supposed to get back to me to tell me if they want to upgrade to the VL110, which has a sim card availability. She may call in about this while I am away so I wanted to update you both on this. I will also put this in the notes in CRM. The cost of the terminal is similar so all we would have to increase their monthly fee for is the sim card use which is a $12 monthly fee per MID/terminal. There is a one time $10 activation fee I am willing to waive for them so let her know we are doing this! We do not have any VL 110 in stock which I let her know. SBC does carry these so we will have to purchase 2 of those and have them debit our residuals for these devices. Ask them to also send us a sim card for each if they do not mind.

SBC

Sales Number

Sales Office

Owner Username

Vantiv

Sales Number

Sales Office

Owner Username

Rise CC

Sales Number

Sales Office

Owner Username

Rise PCS

Sales Number

Sales Office

Owner Username

Elavon

Sales Number

Sales Office

Owner Username

Tesla FD

Sales Number

Sales Office

Owner Username

FDR - Concord

Sales Number

Sales Office

Owner Username

Rev19 - AFS FD

Sales Number

Sales Office

Owner Username

PCS Direct

Sales Number

Sales Office

Owner Username

Clearent

Sales Number

Sales Office

Owner Username

Shift4

Sales Number

Sales Office

Owner Username

OLD RISE

Sales Number

Sales Office

Owner Username

Rev 19 - AFS TSYS

Sales Number

Sales Office

Owner Username

MAG

Sales Number

Sales Office

Owner Username

Test

Sales Number

Sales Office

Owner Username

istream

Sales Number

Sales Office

Owner Username