SmartMCA Knowledge Base
  • What is SmartMCA?
  • Get Started
    • Log In
    • Dashboard
  • Guides
    • Deals
      • Create Schedules
      • Commissions/Syndication/Heldback
    • Applications
      • View Applications List
      • Manage Applications
        • Create New Application
          • Offer Details
        • Create Pre-Approved Application
      • Applications Pipeline View
      • Adding and Generating Documents
    • Transactions
      • Manually Adding Transactions
    • Merchants
    • Reports
    • Syndicators/Brokers
  • Advanced Settings Guides
    • Settings
      • Users
      • Bank
      • Audit Logs
      • Bank Account Balance
      • ACH Transaction Files
      • Deal Collection Logs
      • ACH Scheduler ID Mapping
      • Parties
      • FED Holidays
      • Doc. Template Data Fields
      • Document Templates
  • Integrations
    • signNow
Powered by GitBook
On this page
  • 1. Overview
  • 2. Viewing Individual Merchants
  1. Guides

Merchants

PreviousManually Adding TransactionsNextReports

Last updated 1 year ago

1. Overview

The Merchants Tab allows the user to see a CRM view of all merchants and is searchable and filterable by many factors using the easy and familiar SmartMCA search fields.

You can also add a merchant on this page or view an individual merchant using the buttons on the top right.

2. Viewing Individual Merchants

Viewing a merchant gives you a detailed layout of company info, bank accounts and transactions, deals and more. See figure below:

Figure 1. The Merchants page
Figure 2. Merchant page buttons
Figure 3. View a Merchant layout