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Process Virtual Terminal Transaction with Account only (not contact)?

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  • Process Virtual Terminal Transaction with Account only (not contact)?

    Is it possible to process a Virtual Terminal transaction using only Account information, not Contact information? Right now we have to search and find the "existing patron" in Salesforce, but we'd like to be able to process corporate donations based on Account information only and not tie it to a contact and their Household account. Is this possible?

  • #2
    Sorry, it is not possible. We process the transaction using Contact Information.
    Regards,
    Click & Pledge Support Department

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