Announcement

Collapse

Information Needed

See more
See less

Can Existing Patron in new donation be an Organization?

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

  • Can Existing Patron in new donation be an Organization?

    Hello,
    I need to process recurring donations via credit card for one of our supporting churches but the system does not pull up Organizations, only Contacts. Is there a way to change this? Thank you!

  • #2
    Good day!

    Are you asking if the Virtual Terminal can pull the "Account" information instead of "Contact" in Salesforce?

    Donations are assigned to contacts as a "person" is considered to be the card holder. Transactions cannot be assigned to an Account - at least not in the 8.x release.

    We can gladly consider this as a feature request but have to think about its implications across all aspects of the program, e.g. Autoresponder needing email, receipts, etc.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

    Comment

    Working...
    X