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Updating Credit Card Info Recurring Donation

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    CnP.Support.AM
    C&P Support

  • CnP.Support.AM
    replied
    Good day @Hebahs

    If it is a recurring transaction, you can edit/update the recurring in Connect and change the email address of the donor: http://help.clickandpledge.com/custo...ng_transaction

    However, in case of a one-time donation, there is NO option to update the email in Connect. You can update the donor record in Salesforce.

    Leave a comment:

  • Hebahs
    Junior Member

  • Hebahs
    replied
    Hello, I need to change the email address associated with our donors Billing Information.

    Her email address in Salesforce under her profile is correct, however the billing address has a different email that needs to be changed. How do I get to that page?

    I don't see her billing details in SalesForce, and on C&P I see totals but not names of specific donors.. please advise where to find. Thanks!

    Leave a comment:

  • CnP.Support.AM
    C&P Support

  • CnP.Support.AM
    replied
    Good day @gorgefriends

    Not yet. You can request that as a suggested feature in our Ideas and Suggestions' group: https://forums.clickandpledge.com/forum/platform-product-forums/new-ideas-suggestions

    Leave a comment:

  • gorgefriends
    Junior Member

  • gorgefriends
    replied
    Has this been changed yet? It is really quite a waste of time to deal with the volume of people updating credit cards when they should be able to do it themselves.

    Leave a comment:

  • CnP.Support
    C&P Support

  • CnP.Support
    replied
    Good day!

    Please see: http://forums.clickandpledge.com/con...urring-Payment

    You don't need to cancel the recurring transaction. Simply login to the Connect admin page and update the credit card.

    The patron cannot currently update their own credit card information.

    Please let us know if we can be of any further assistance.

    Leave a comment:

  • jasonleming
    Senior Member

  • jasonleming
    started a topic Updating Credit Card Info Recurring Donation

    Updating Credit Card Info Recurring Donation

    One of our donors needs to update their credit card method on a recurring donation. Is there an easy way for them to do that, or do we need to cancel the recurring donation completely and have them set it back up again? Or can we make the change for them in Salesforce or in the admin portal?
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