Announcement

Collapse
No announcement yet.

Ability to key to an organization account within the virtual terminal?

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Ability to key to an organization account within the virtual terminal?

    Is there a method for keying to an organization (setup as an account within SF) within the virtual terminal or does the system only support keying to a contact with first name and last name matching?

  • #2
    Good day @ChadK,

    Currently the only to process a transaction is through a contact. The idea being that a card is always assigned to a contact and not to a company. Company cards are issued in a person's name and one person initiates the transaction so the responsible referenced person is the one that the payment goes under.

    It has been asked by others for a feature that you are asking and we are including it in the release 10 due out Q1 of next year.

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment

    Working...
    X