RMs need to be able to access Heartland Gift Standalone Applications, Coalition Agreements, Conversion Forms, and Centralized/Decentralized ACH Agreements in Atlas for new and existing accounts when submitting applications/addendums.
Coalition req if multiple locations with different owners - honor each others cards - if YES then we'd need each location signer to sign as well as the MIDs
This means for each signer we'd need name and email at least.
Hello, can get the status of this AHA?
Documents.
Hello, The documents are attached.
Thanks.
LOE pending due after reviewing forms - let's also add ability for the forms to save within atlas
Gift Standalone - no MID bc they don't have card but has a specific form
ACH settlement agreements - req for gift premium or add as additional feature
they select ACH settlement
select type - centralized or decentralized
signer and possible bank info - check attached forms
Coalition req if multiple locations with different owners - honor each others cards - if YES then we'd need each location signer to sign as well as the MIDs
This means for each signer we'd need name and email at least.