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Changing banks - need click and pledge name and ACH ID

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  • Changing banks - need click and pledge name and ACH ID

    Hello,

    We are in the process of changing banks and our new bank needs your official name and ACH ID number. Where can I get this?

    Would it also be possible to get a copy of our current contract with C&P? Our salesforce org ID is 00D300000006WoJ.

    Thanks in advance,
    Sonal

  • #2
    Good day @SNad,

    You need to call Transfirst. The phone number should be on your statement. I can have our support send it to you if you do not have it.
    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

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    • #3
      Hello,

      Could you please send it to me, as well as a copy of our current C&P contract?

      Thank you
      Sonal

      Comment


      • #4
        Good day!

        Transfirst's number: 800-654-9256 option 2

        As for the contract, we do not have the contracts as they are directly signed with Transfirst. If you wish to see details of terms please submit a ticket to http://help.clickandpledge.com and request the rate information. Click & Pledge does not have a term for the contract as it is month-to-month and it may be cancelled anytime.

        Hope that answers your question.

        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

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