Display and Search By the user that processed a BBMS transaction.

Part 1: Displaying the User that Processed a Transaction

When viewing the details of a BBMS transaction, I would like to be able to see which user processed that transaction. This would make things much easier if there were any questions about a specific transaction, because we would know which user/staff member we need to speak with.

 

This would be especially useful for transactions processed  online via the Merchant Services web portal or with the Mobile Pay app.

 

I would imagine this information would be located right below "Application" in the transaction details window.

 

Part 2: Searching Transactions by User

I would also like to be able to do a Transaction Search by User information. This would allow us to see all the transactions processed by a specific person. This serve as a backstop to allow an administrator to double-check a user's transactions. This would be useful if there were any concerns about a specific user's activity.

 

Ideally, this wouldn't be something that we'd have to use often, but it would definitely be helpful if the situation came up.

  • Guest
  • Oct 21 2019
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  • Guest commented
    October 22, 2019 17:43

    I moved this over to the Raiser's Edge section with a BBMS sub-category. Thought that might be a more appropriate place. I don't see a way to remove this post though. So if an Admin wants to delete this, that would be fine.

    New post is:
    https://re7.ideas.aha.io/ideas/RE7-I-5593

  • Guest commented
    October 21, 2019 21:28

    I couldn't find a Payment Services or Merchant Services (BBMS) ideas page. If someone knows of a better place to post this idea, please let me know. Thank you.