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Overrides who receive partial commission on all of Gregory Spielmann LLC Accounts
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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by Action
1 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Dr. Spielmann sent Charlotte an email to close out his account. He stated that we did not help him resolve his issues however we asked several times for his bank statement so that we could assist in resolving his issues with funding but he refused. We even offered to move him and he refused that as well. I have put in the SR to close out his account. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: MaryBeth called today and wanted to discuss why they are not getting their deposits next day. We picked a random day (Nov 3rd) confirmed the amount of the deposit and I told her she should have received the deposit on 11/4. She said they did not but she couldn't tell me which day they did get it as she would have to speak to Dr. Spielman to get the information. She will have to call me back once he's available to get that info for her. I asked her to send us the copy of his bank statement with everything else blacked out except for our deposits so that we would have something to go to Elavon with as proof. When she calls back we will pick a few more random days and then we will call Elavon and get trace numbers for those deposits so that he can take those to h is bank to find out what the delay is. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM User: Emily Karawadra -> Notes: We got your cancelation request late last night. We are sorry to see you leave us! Do you want this effective today? Just to give you a heads up it's the last day of the month and they may not cancel the account until after the first of the month. You may receive a monthly bill for December as it takes up to 7 days to process a cancellation. Please verify the date of closure and we will process the request to close your account. Also I see you called in and spoke to Charlotte today about an email we got after hours last night. I was emailing you when you called in today. Our service model is very hands on and we always return our emails and calls in a timely manner. You were calling the wrong place initially which I think caused you some confusion. We have an A+ BBB rating which is unheard of in the merchant service industry. I welcome you to search your new providers rating on BBB I am sure it won't be an A+. Our staff is here Monday thru Friday 8-5 CST to assist with any issues in the future. Please advise so we can process your cancellation. From Emily Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Tried to call Dr. Spielmann on Monday 11/15/2021 regarding his deposits being delayed/missing. He was with a patient so I left a detailed message with the trace number for that specific deposit of $4040.70 that he inquired about to Elavon. I also followed that voice message up with an email that I sent on 11/15 asking him to please call us that we want to help resolve his issues. 11/16/21 - today I tried to call Dr. Spielmann again and Kristen answered the phone. When I asked for Dr. Spielmann she asked who was calling and I told her and she said just a moment. I was on hold for 15 minutes and then all of a sudden someone picked up the phone and without saying anything hung up. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Got an email from Elavon stating merchant said they are not getting NDF. The deposit in question was sent out 11/05/2021 at 11:18 (CST) on our side. I did not find any history notes on the account that anything has changed on our side in terms of their banking etc. The ach trace number for the $4040.70 is 091000020021276 if you want to give it to the bank to look at why it took so long to place the funds in your account. I tried to call merchant but did not have any luck. I checked the USA epay settings and its set to batch at 7:15 pm PST so that is before cut off. Wanting to see if merchant was able to locate the deposit using the trace number. And want to know if we can help. If merchant calls back and I am unavailable check the email I saved in the document section or merchant file that goes over the ticket. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM User: Cheri Hansen -> Notes: Need EIN Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM User: Kay Arpin -> Notes: TT Johanna checking on PCI refund elavon stated it is approved should see in their account in a few more days. Merchant had no other questions Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM User: Aimee Jones -> Notes: Needs assistance with PCI. Transferred her to Kay. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
9 Aug 01 2023 12:00 AM User: Aimee Jones -> Notes: Mary Bell called needing to know how to use her equipment. I transferred her to Mike for further assistance. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
10 Aug 01 2023 12:00 AM User: Emily Karawadra -> Notes: Contacted Tabitha the Mp on this account. The merchant did receive the dongle. They have just misplaced it. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
11 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Mary Beth she says she received the PaySaber Go box but it was empty. Morgan reaching out to Tiffany. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
12 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Set up USA ePay Shipped PaySaber GO SN: 415T004063 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
13 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AnnualVolume FROM 372 TO 372000 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
14 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AnnualVolume FROM 372 TO 372,000.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
15 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : TO Percent FROM 0 TO 2 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
16 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 98 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
17 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 31000.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
18 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 372 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
19 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 390.00 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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