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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: put in sr to close on elavon moved to sbc Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Converted to SBC - changed status to Cancel. Sent Morgan email today requesting cancellation on Elavon. Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: TT - Lori - she has been getting calls from someone saying that she's not PCI compliant. I showed her how to tell on her monthly statement. She didn't want to give out any information to the person that keeps calling as she didn't know who he was. I gave her the phone number for Elavon PCI Compliance so that she could call them herself. I took the opportunity to talk to her about moving her to a more preferred platform. I told her that I would send her an email with the details. She does not want to do IBUXX though as she doesn't want to pass the fee along to her customers. Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: TT Lori advised her to call her phone provider as we are getting calls from this area that have AT&T with coms errors Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Downloaded VX520 SN: 262-966-549 dial 6:00 pm auto settle Dee Karawadra Jan 31 2024 01:39 PM
6 Aug 01 2023 12:00 AM Mike Thomas User: Mike Thomas -> Notes: Walked David through a settlement and text transaction....all working. Dee Karawadra Jan 31 2024 01:39 PM
7 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : TO Percent FROM 0 TO 2 Dee Karawadra Jan 31 2024 01:39 PM
8 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : Swipe Percent FROM 0 TO 98 Dee Karawadra Jan 31 2024 01:39 PM
9 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : MonthlyVolume FROM 0.00 TO 33500 Dee Karawadra Jan 31 2024 01:39 PM
10 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AnnualVolume FROM 0 TO 400000 Dee Karawadra Jan 31 2024 01:39 PM
11 Aug 01 2023 12:00 AM User: Kay Arpin -> Changed : AverageTicket FROM 0.00 TO 70 Dee Karawadra Jan 31 2024 01:39 PM
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