Contacts
Information about Contacts
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
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
Contact status defines the person's current relationship with your organization. Contact status is primarily used for Contacts with a Merchant Contact T...
Thu, 29 Jun, 2017 at 3:28 PM
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 to...
Thu, 29 Apr, 2021 at 4:05 PM
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, 18 Oct, 2019 at 9:17 AM
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
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
You can associate as many email addresses to a contact (Company and Person) as you wish.
Wed, 22 Apr, 2015 at 11:43 AM
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
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