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Bank 2 Information

Overrides who receive partial commission on all of Coleman Taylor Transmission Inc 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 Terri called to make sure that her documentation for the chargeback was received. Called SBC and spoke to Ayana. She was able to see where our bank processed a reversal on the chargeback and uploaded all of the documentation Terri sent over. I told Terri this is a wait and see thing and that if she calles me back week of 22nd that I can get another upate on where things stand. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM Terri called in about a letter she received from SBC for a chargeback from trans date 3/30/23 for $3676.39. She wanted to know what she should do . I advised her to send in all documentation she had to the address on the letter as soon as possible. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM Terri called and needed her monthly statements sent to her since she began processing. Sent her Dec 2022 - Feb 2023. March statement is not out yet. Also sent her the QRG for Pioneer so that she could get registered and will be able to pull them herself going forward. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM Terri called and wanted to know if they could take ApplePay Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM TT Terri - she had an employee that ran a cash sale instead of the credit card. She did not get paid for it. We have deactivated the Cash option on her Valor 100 to prevent this from happening again. She's going to reach out to the customer to get his credit card info again Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM TT Terri and walked her through a void Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM SBC-Traditional-Valor VL 100-DIAL-Batch time 7:00pm Central-NDF Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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Owner 1 Information

Owner 1 Information