[jcampbell1]

I have a similar usage pattern. My issue is that it is so slow. I agree, it is a confusing, but that wouldn't be a problem if it didn't take 30 seconds between clicks to see if you clicked the right thing.

The first thing I would implement is a search that accepts most things like a profile_id, transaction id, or email, and returns results within a few seconds. Right now it is about 13 clicks, and 30 second wait only to find out you didn't select the right combination of option buttons. The system is awful when you have a customer on the phone and are trying to figure out what is going on.