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required first name field when existing patron autopopulates from SF

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  • required first name field when existing patron autopopulates from SF

    We do not enter first names for all our contacts, for example company names go in just the last name field. So when I use the virtual terminal to enter a transaction, it won't let me save it unless first name is entered. How can I turn off first name as a required field? or is there a work around? Thanks!

  • #2
    Good day!

    Our API works with banks & gateways and as such all transactions require a first name and last name. Credit cards all have names and one can't do processing with a person's name.

    We understand that in Salesforce this may become an issue when processing non credit card checks and have this in the road-map to add in the next release due out in the fourth quarter of '15.

    Hope that answers your question.

    BTW: Is your Salesforce instance at the latest release? If you need help with the upgrade please let us know.
    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/

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