All requests

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.

The Product team moved their CRM to Salesforce from a number of Excel spreadsheets about 6 years ago. There was not a lot of thought put into how these objects were setup and so there are a number of items that are in places that are making data m...

We would like to have the MID added to the subject line of our shipping notification emails that are automatically sent out. We send those out for both of our gift card providers that we order from "CMS" and "CFS" They are titled "CMS Shipping Not...

Currently, we have various emails used to communicate information and its both time consuming and doesn't accomplish data being tracked.

As a Payroll Operations team, when a department gets a case that involves multiple groups, we have no easy/efficient way to delegate portions of the case to other groups. This creates a time suck and reporting nightmare as cases can easily get los...