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Remove or Hide Credit Card in Salesforce

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  • Remove or Hide Credit Card in Salesforce

    Hi there,

    Is there a way to remove or hide a credit card from the "Credit Card Payments" section in Salesforce?

    Scenario: I gave a donation using my credit card name and number but using my friends contact information. Click and Pledge correctly logged the transaction under my friends account, but I need to disable any future charges from this credit card. Is there a way to block virtual terminal and the quick charge form, or delete the credit card information from Salesforce entirely?

    Thanks!
    Anna

  • #2
    Good day Anna,

    The scenario you are describing is a possible case and we will add this to the feature requests. It currently cannot be removed.

    It is easy to add such a feature and we will review to see if we can add it to the next release, due out in July.
    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


    • #3
      Hello, I realize this is a very old thread, but looking to be able to remove old credit card information via request from a donor. Is this a feature that has been updated?
      Thank you!

      Comment


      • #4
        Good day @Jmolzhon

        As of now it is not an option. This feature has been discussed in our developers meeting and after brainstorming it has been concluded that this feature cannot be specific to a contact but maybe global settings to hide a reference transaction for contact. However, it is still under review and there is NO ETA.
        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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