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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Hildegard Bensheimer Accounts

                  

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Merchant CMS

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Told Mrs. Hilde that I will call her back to confirm her cancellation in 5 business days. Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM Morgan Withee User: Morgan Withee -> Notes: Merchant called very upset. She said she called in October to close her account. The account was never closed. She called again in January on the 9th and spoke to Aimee. She requested a refund for November and December monthly fees and requested to cancel again. Account was still not cancelled. I have gone into NPCrm and requested a 3 month refund for monthly fees and a request to cancel the account. Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Called Hilde on cell regarding reader. It cant be shipped to a po box. Left 2 message last week. her cell is 2073326811. Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : Swipe Percent FROM 0 TO 100 Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : MonthlyVolume FROM 0.00 TO 4200 Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : AnnualVolume FROM 0 TO 50000 Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Changed : AverageTicket FROM 0.00 TO 25.00 Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Moved to Vantiv put on Swipe Simple. Dee Karawadra Jan 31 2024 01:39 PM
10 Aug 01 2023 12:00 AM User: Pennye McAnulty -> Notes: Hildegard called in to cancel they changed processors back in November. She is sending something over. Dee Karawadra Jan 31 2024 01:39 PM
11 Aug 01 2023 12:00 AM User: Christina Sullins -> Notes: Ms. Hilde needed the card number for a transaction of $31.13 that was processed as a refund. Dee Karawadra Jan 31 2024 01:39 PM
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