Form of Payment field on Virtual Terminal

[Eric Pitts]

If I understand correctly, the opportunity has to be recreated. That field on the existing opportunity cannot be updated to reflect a different payment...

[Eric Pitts]

Is it possible to update that field to reflect on the opportunity?

[Eric Pitts]

Is this data coming from the picklist in the Virtual terminal?

[Eric Pitts]

I believe this is in the C&P Data object.

[Eric Pitts]

We had a user mistakenly used the Virtual Terminal to create some opportunities for Cash and Check donations. They are showing as Money Order opportunities...

[Eric Pitts]

Thank you! We are good to go! We very much appreciate your help!

[Eric Pitts]

Can you tell me which tabs they need access to? I will go into the Development profile and give them access.

The user having the issue is...

[Eric Pitts]

I've granted a week of account login access.

[Eric Pitts]

The answer is...

[Eric Pitts]

Please try again. I have reset the email address again and I can give you the answer to the security question if it doesn't work this time.

[Eric Pitts]

I've created a user named Consultant Test. The email for that user is [email protected]. Let me know if you can test.

[Eric Pitts]

Sorry I was out of the office. Do you need specific access form the user who doesn't see the Existing Patron lookup? That user doesn't have the ability...

[Eric Pitts]

Surely. The Profile is called Development. I've granted a week login access.

[Eric Pitts]

We have a user that would like to be able to use the Virtual Terminal to process a payment to a Contact already entered into Salesforce. We would like...

[Eric Pitts]

Thank you!