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Bank 1 Information

  

Bank 2 Information

Overrides who receive partial commission on all of DAVID IVY Accounts

                  

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Sr. No. Date Reminder Date Employee Note Created by Updated at Updated by
1 Aug 01 2023 12:00 AM User: Lindsay Stallings - Department: 1 - Notes: Spoke to Mrs. Ivy and walked her through manually entering a card. Also advised her that she is not set up for American Express or Discover, but she can add those at any time. Dee Karawadra Jan 31 2024 01:39 PM
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