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  • Post directly to Account instead of Contact

    Can we configure C&P virtual terminal to credit an regular account (organization) directly instead of look-up to contact of that organization? (I saw a perhaps similar question last february about person accounts).

    much thanks

  • #2
    Good day Steve,

    Sorry but I am not sure what you are trying to do.

    Credit "regular account"?

    Would you please elaborate.
    Regards,
    Click & Pledge Support Department

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    • #3
      Virtual Terminal transaction inked to account, not contact

      At the top, the virtual terminal page references account, tied to the customer account. Here I mean Account as in Accounts vs COntacts.

      For example, if Click and Pledge corporate wanted to make a donation using a card that had "click and pledge" as the name on it, and we wanted the transaction to show up on the Click and Pledge Account (organization) page, and not on a contact's page, how would we do that?

      RIght now the transaction expects a look-up to Contacts, with no option to look-up an Account/Organization.

      Steve



      Originally posted by Support.Department View Post
      Good day Steve,

      Sorry but I am not sure what you are trying to do.

      Credit "regular account"?

      Would you please elaborate.

      Comment

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