Enhancement Request

Instead of having Alternative Search & Advanced Search, have all fields under "Advanced Search."

Have gateway information be added in the Client Details pop up in OMS. This would help increase productivity for file builds in multiple areas.

When entering call logs, users can put a line break. But when they save it, the line break disappears & it becomes one big paragraph.

List the department next to name of the HPS employee that writes the call log on an account so we can better assist/redirect in any follow up calls.

The DDA change form is now called "Bank Account Change" but the names haven't been updated in the Servicing Site.

The contact center agents have to go into the pricing portal to obtain merchant PCI information, which takes up additional time.

In OMS when ordering equipment we have to link the device to a software. If we check out and the wrong software is selected we have no access of going back in and editing that.

New Client Services transitions accounts to a master list and then they are assigned to new specialists and then new client services transitions to said specialist. It's currently a messy process, and leads to a lack of accountability/visibility/e...

This field in the Client Support Information box on the Account page currently displays as "AE/SAE/RM/SRM Dealership" and is causing confusion as these merchants are direct sales and have no Dealership.

Currently admin tasks are driven by google form and side messages. Being able to have certain case types and tasks assigned to them would enable us to gauge workflow and create tracking.