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Update recurring card exp date only and not the full card number

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  • Monique
    replied
    CnP.LiveSupport.AB Thanks so much for your help!! Hopefully, that was a one-time glitch :-)

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  • CnP.LiveSupport.AB
    replied
    Thanks for the reminder, Monique. The problem was resolved; however, I needed to delete the transaction from Salesforce (C&P Settings > Maintenance), and then post it again for the new card information to get transferred.

    The record now reflects the correct card.

    Click image for larger version

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  • Monique
    replied
    CnP.LiveSupport.AB extended access to 9/15

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  • Monique
    replied
    CnP.LiveSupport.AB done, added another week

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  • CnP.LiveSupport.AB
    replied
    Monique,

    Could you grant access in Salesforce for a few more days so that we can continue to review Order # 60252-200812095511932 a few more days?

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  • Monique
    replied
    CnP.LiveSupport.AB Thank you! Appreciate your checking into Salesforce records being updated as well.

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  • CnP.LiveSupport.AB
    replied
    Hi Monique,

    You are using the ProPay gateway, which provides a service called "EnsureBill". It is discussed in our ProPay Migration article. The card was likely updated as a part of this service.

    The card in Salesforce should also be updated. We are reviewing to see why this has not happened.

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  • Monique
    replied
    CnP.Support.AM granted access ~ thanks!
    Last edited by Monique; 08-27-2020, 02:41 PM.

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  • CnP.Support.AM
    replied
    Good day @Monique

    Would you please grant access to your SF instance so that we can review it?

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  • Monique
    replied
    1. I did not update the credit card because I couldn't find a place to do that, so not sure how it got updated
    • In Connect: when I look at their recent transaction order #60252-200812095511932 it shows the new cc exp date
    • in SalesForce: Recurring Transaction still shows the 2020 exp date
    2. Please consider having this as an option as it makes it easier and convenient for our donors

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  • CnP.Support.AM
    replied
    Good day @Monique

    1.May I know where exactly you have updated the credit card? Would you please share the order number?

    Please note that when you update the card in Connect it will pre-athorize the card and post the information to Salesforce if connected.

    2. Sorry, for now, we don't have option to only update the date. However, you can update the card within Connect as showing in the following KB article: https://support.clickandpledge.com/s...ng_transaction

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  • Update recurring card exp date only and not the full card number

    1. It looks like the credit card expiration date of one of our donor's has been somehow updated on the Click & Pledge platform but it's not updated in Salesforce.
    2. Is there a way for us to update just the expiration date?
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