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Overrides who receive partial commission on all of GLENN LEGAL GROUP PC Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Sep 11 2024 06:43 PM Alexander Wilkins Spoke to Bret, was having issues with his EIN number. Informed me a good email for him is also bret@compasslegalplanning.com. Alexander Wilkins Sep 11 2024 06:44 PM
2 Feb 06 2024 04:06 PM Charlotte Groff Brett called this afternoon so that we can call Vantiv and get his banking information updated. Conferenced him in with Vantiv and they updated his account info. I also changed it in our system. Dee Karawadra Feb 06 2024 10:06 PM
3 Feb 06 2024 11:47 AM Charlotte Groff Brett sent over a voided check for his merchant deposits / debits to start going to. I replied to his email telling him that Vantiv has a strict process for changing bank accounts where he will need to be on the phone so that he can verify some personal information and get the DocuSign for the ACH change. I told him that when he has a few minutes, to call the office and I will facilitate the call to Vantiv so we can get that changed. I have saved the new voided check in the merchant's folder Dee Karawadra Feb 06 2024 05:47 PM
4 Oct 25 2023 12:00 AM Charlotte Groff Updated location address per email from Brett Glenn. Submitted SR 59449436 in NPCrm to have address changed on Vantiv Dee Karawadra Jan 31 2024 01:39 PM
5 Oct 25 2023 12:00 AM Charlotte Groff Brett called and wanted to do a bank account change and also update his business address. He also asked if there is someone he could call regarding his PCI compliance. I emailed him the PCI Support information. Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Got a text from bret. The account 520003695782. was never closed. And his swipe simple accoutns were not linked. In NPCRM it shows that they closed the sr requesting the account to be closed but they never closed it. I spoke with Internal support and they got the old mid cancelled right away. The swipe simple accounts switch did not take into effect either. So I got that taken care of. Now MID 520003975701 will be linked to 520003717839. and MID 520003695782 has been cancelled. Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM User: Aimee Jones -> Notes: Called Vantiv to assist with linking merchants swipe simple accounts. They sent a request to Swipe Simple support to have the accounts linked. I also submitted a request to close the old account MID 520003695782. Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Called Bret to see if he received Swipe Simple credentials not in...left voicemail. Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : TO Percent FROM 0 TO 90 Dee Karawadra Jan 31 2024 01:39 PM
10 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 10 Dee Karawadra Jan 31 2024 01:39 PM
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