Contacts

Information about Contacts

What is a Contact?
 A contact is a person or a company that has a relationship with your company.  A person (contact) is someone you have a relationship with. When you add ...
Thu, 29 Jun, 2017 at 3:27 PM
What are Contact Types?
  MCA Suite requires all contacts (companies and persons) to have a Contact Type so the system can determine logic and workflow. The major contact types ar...
Thu, 29 Jun, 2017 at 3:27 PM
What are Contact Statuses?
Contact status defines the person's current relationship with your organization. Contact status is primarily used for Contacts with a Merchant Contact ...
Thu, 29 Jun, 2017 at 3:28 PM
How Do I Import Contacts?
For your first import, we advise you to try a file with one or two contacts before importing a large file.  If you have a very large file and would like t...
Thu, 29 Jun, 2017 at 3:29 PM
How come I can't create a deal for a contact?
MCA Suite does not allow deals to be created for contacts that are "Persons." Deals need to be tied to companies (as merchant cash advances are ti...
Fri, 24 Apr, 2015 at 8:44 AM
What is a Collector?
A Collector is a contact who helps the funding company collects funds from the merchants. A Collector is typically a: ACH processing company Credit...
Thu, 29 Jun, 2017 at 3:30 PM
Can a contact be more than one contact types?
Yes. A contact (company or person) can be categorized as a Merchant and Vendor. For example, your current vendor can also be a merchant request for a cash ...
Thu, 10 Mar, 2016 at 4:21 PM
How many email addresses can I associate with a contact?
You can associate as many email addresses to a contact (Company and Person) as you wish.
Wed, 22 Apr, 2015 at 11:43 AM
How many phone numbers can I associate with a contact?
You can associate as many phone / fax numbers to a contact (Company and Person) as you wish.
Wed, 22 Apr, 2015 at 11:44 AM
Can I add a deal to a Broker or Funder Company?
No. You can only add deals to Merchants (contact type who are merchants).  However, there is a Deals tab for contact types who are FUNDERS (see below). The...
Thu, 29 Jun, 2017 at 3:30 PM