Merchants

Back
View Merchant
File here * Notes * Status Date
No Records Found!!
Send Email to Merchant Send Email to Sales rep Send Email to Employee
Send Email to Merchant Send Email to Sales rep Send Email to Employee

Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of Mark Parsons Accounts

                  

Default Setup

                  
                  
                  
                  

Merchant CMS

%
%
%
%
  
  
  
Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Received confirmation of cancel email from Linda @ SBC Dee Karawadra Jan 31 2024 01:39 PM
2 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Cancelled Account per Mark Parsons. Received SBC Cancel Request form and forwarded to Linda at SBC. Lisa Taylor did pick up the equipment. Dee Karawadra Jan 31 2024 01:39 PM
3 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Called Mark today and left a voicemail message asking him to send the cancel form back to us so that we can cancel his account. Dee Karawadra Jan 31 2024 01:39 PM
4 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Mark Parsons called in to cancel his account. He said that he contacted his rep Lisa Taylor several months ago to take care of this but it's been 3 months and nothing has happened. I emailed him the SBC Cancellation request form and asked that he sign it and send it back to me. I also let him know that we could not fully cancel his account until we get the equipment back Dee Karawadra Jan 31 2024 01:39 PM
5 Aug 01 2023 12:00 AM User: Charlotte Goff -> Notes: Lisa Taylor called in and needed the SBC Cancellation request so she can send to this merchant Dee Karawadra Jan 31 2024 01:39 PM
.....
No Owner Found!!