Enhancement Request

The Customer Engagement option in Client Maintenance (on Atlas), does not allow RMs to select "Customer Intelligence Suite Premium" as a product.

currently I can see and report on all SRM's - I have hired 2 area managers and they report to me. They each have 1/2 the USA of SRMs reporting to them. Midyear 2023 I will be hiring 2 more and dividing the USA into 4. To be able to see each team a...

We have a few updates that have been requested of the Gift product in Atlas. When placing a card order, if the order is priced below the minimum it's assumed that the difference is billed to the RM. We have several RMs who are not aware of this an...

Add installment payment information on the Billings & Funding ACH tabs in the Servicing Site. The team would like to have an indicator to show how many payments the merchant has made (e.g. "Equipment Billing 2 out of 6" to indicate 2 out of 6 ...

Pricing would like a Wireless Fee Field added to the pricing section of OMS when ordering a new device. If the device is going to be used wirelessly, or a SIM card is going to be ordered, the user would complete the Wireless Fee field. This would ...

Merchant Center is no longer used, so the name of the field is misleading & could confuse new contact center advocates.

If an agent saves a call log with a mistake or forgets to add something, they have to create a new call log with the corrected information.

The contact center agents would like the Chain MID to be easily visible on the Merchant Details tab.

There isn't an easy way to see all MIDs that are part of a chain. Each MID has to be opened one-by-one to see if they're included in a chain.

Security Verification tab should have hyperlinks on any page where security verification is needed (ex. Batches tab). When you hover over it, the security information pops up.