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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 User: Linda Billings from Sales - Notes: Recev'd cancellation request on 5/13. OSM Request ID: 289848 Dee Karawadra Jan 31 2024 01:39 PM Update Delete
2 Aug 01 2023 12:00 AM User: Virginia Blankenship from Operations - Notes: submitted OSM # 22078 to lower rates per Lindsay's email to me and have attached the spreadsheet that we HAVE to start sending to Paymentech to do these kinds of changes (it is under the app on the front page of this acct). Dee Karawadra Jan 31 2024 01:39 PM Update Delete
3 Aug 01 2023 12:00 AM User: First State Bank from Headquarters - Notes: Lindsay Felker went by and talked to Briana; they are staying with us. We lowered in a few areas. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
4 Aug 01 2023 12:00 AM User: First State Bank from Headquarters - Notes: Linda looked at statement and proposal; we can lower in a few areas; I talked to Brianna yesterday; they love our service, just need some help in a few areas; we had room to lower, so I sent an e-mail to Virginia to lower them. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
5 Aug 01 2023 12:00 AM User: First State Bank from Headquarters - Notes: Lindsay Felker-Brianna called and owner looking at lower rates with another company; she is happy with our services, but he is looking at price; I just went by and checked on them 2 weeks ago and all was well; Brianna is faxing the comparison from the other company to our office ATTN: Linda; we will see what we can do to save the account. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
6 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas - Department: 5 - Notes: TT Brianna walked her through a settlement. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
7 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas - Department: 5 - Notes: Shipped replacement Hypercom T7PT will advise Brianna to return defective terminal for repair Dee Karawadra Jan 31 2024 01:39 PM Update Delete
8 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas - Department: 5 - Notes: Tt Brianna, printer error will not clear, tried changing setting and re-setting printer module....will replace when terminal is in stock.....she has a programmed back up. Dee Karawadra Jan 31 2024 01:39 PM Update Delete
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