Used to log new merchant IDs into the Payments Onboarding case.

🧭 Step 1: Go to the Payments Onboarding Case

• Navigate to the customer's Payments Onboarding case in Salesforce
• Make sure you're on the Details tab
• On the right-hand side, scroll to Payment Portal Details

📸 Screenshot – Payments Onboarding Case Details

➕ Step 2: Add a New MID

• Under Merchant ID’s on Account, click the drop-down on Merchant IDs for Parent Account (0)
• Select New

📸 Screenshot – Add New MID Button

📝 Step 3: Fill Out the MID Form

Complete all highlighted fields:

• Merchant ID Number: Enter actual MID (or N/A if not available yet)
• Account: Should auto-fill based on the parent account
• Opportunity: Select the associated Opportunity
• Processor: Choose the processor (e.g. Ziosk)
• Date Application Sent: Enter the date this was submitted