MX Connect Ideas

This platform is for you! Tell us what you think is needed for MX Connect!

1 Vote

As an Underwriter, I would like a pop-up for pending reasons when pending account with note section if needed

Would like a dropdown with the pending options for rep to select, automate communication with Merchant

Created 31 Jan 15:40 by Brad Morton

0
1 Vote

As an Underwriter, I would like a Pop-up for decline reasons when declining account with note section if needed

Would like a dropdown with the 9 decline options for rep to select, automate communication with Merchant

Created 31 Jan 15:38 by Brad Morton

0
1 Vote

As a user, I would like to see Graphs on my domain level reports

These could be added above the report grids to give a more visual look at the data and improve the UI. This would be an external facing report

Created 31 Jan 15:22 by Guest

Reports

0
1 Vote

As an Underwriter, I would like a Rolling Reserve % addition

No description provided

Created 31 Jan 15:06 by Brad Morton

0
1 Vote

As an Underwriter, I would like automation to send an email to ISO for any incomplete paperwork

Consolidate with Agent Notification List. Consider charging Agent (systematically) each day they don't send in paperwork (happens today in Vimas)

Created 31 Jan 15:05 by Brad Morton

0
1 Vote

As an Underwriter, I would like a Credit/Risk box

Credit/Risk box which includes: Credit Re-write, Do not reactivate, High Risk Account, ISO takes 100% Liability, Watch List, Monthly Cap, SPM monitoring, Periodic Reviw

Created 31 Jan 15:03 by Brad Morton

0
1 Vote

As an Underwriter, I would like a bi-monthly scrub of portfolios on OFAC

No description provided

Created 31 Jan 15:01 by Brad Morton

0
1 Vote

As a user, I would like the Agreements search to search on Scope AND Type instead of just Type

Since Scope is the farthest left column, it makes logical sense to search on that column instead of type.

Created 24 Jan 16:29 by Guest

0 Needs More Votes
1 Vote

As an Agent/Reseller I would like the ability to add custom fields in Vortex

I would like the ability to create a custom field that is saved as part of the merchant record. So I could create a field called "carwash software" that is a dropdown and I could set what the dropdown options would be. Once the field is created, I...

Created 17 Jan 19:47 by Guest

General Usability

0
1 Vote

As a user, I would like a checkbox on the app portal to select default

This would show as the selected site in the app assistant.

Created 10 Jan 19:51 by Brad Morton

0 Already exists

MX Connect Ideas

This platform is for you! Tell us what you think is needed for MX Connect!

This platform is for you! Tell us what you think is needed for MX Connect!

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As an Underwriter, I would like a pop-up for pending reasons when pending account with note section if needed

As an Underwriter, I would like a Pop-up for decline reasons when declining account with note section if needed

As a user, I would like to see Graphs on my domain level reports

As an Underwriter, I would like a Rolling Reserve % addition

As an Underwriter, I would like automation to send an email to ISO for any incomplete paperwork

As an Underwriter, I would like a Credit/Risk box

As an Underwriter, I would like a bi-monthly scrub of portfolios on OFAC

As a user, I would like the Agreements search to search on Scope AND Type instead of just Type

As an Agent/Reseller I would like the ability to add custom fields in Vortex

As a user, I would like a checkbox on the app portal to select default

Filter by status

Filter by category

Identify yourself with your email address

As an Underwriter, I would like a pop-up for pending reasons when pending account with note section if needed

As an Underwriter, I would like a Pop-up for decline reasons when declining account with note section if needed

As a user, I would like to see Graphs on my domain level reports

As an Underwriter, I would like a Rolling Reserve % addition

As an Underwriter, I would like automation to send an email to ISO for any incomplete paperwork

As an Underwriter, I would like a Credit/Risk box

As an Underwriter, I would like a bi-monthly scrub of portfolios on OFAC

As a user, I would like the Agreements search to search on Scope AND Type instead of just Type

As an Agent/Reseller I would like the ability to add custom fields in Vortex

As a user, I would like a checkbox on the app portal to select default