This article covers the following topics regarding the Credit Card nested tab:
Summary
The Credit Card nested tab allows you to enter a contact's credit card information. The CRM can set up when the credit card's information is required and offers tools to prevent users from interacting with or changing fields in the Credit Card tab.
Adding a credit card
- From the Client Dashboard, click the Credit Card nested tab.
- Fill out the required information.
Click the image to enlarge and view detailed instructions.
- Click the Save Card button.
Setting the credit card requirements
Requiring a contact's credit card information can be specified in Enrollment Settings, which allows you to collect the information prior to enrollment. The Enrollment Settings allow you to set up automatic status changes based on the enrollment process, set requirements for enrollment, and also some automation based on payment processing.
- Click the Enrollments tab > then click Settings.
- On the Enrollment Settings page, select the file type (debt settlement, business loans, etc.) you wish to adjust.
NOTE
You are able to set up different enrollment settings for each file type you manage. - Go to the Workflow Settings section > click the image to enlarge and view detailed instructions.
- Click Save Settings.
Selecting the role permissions
The system offers tools to prevent users from interacting with or changing fields in the Credit Card tab.
NOTE
See more on this topic in our Roles article. (Opens in New Window)
- Click the Enrollments tab > then click Settings.
- On the Enrollment Settings page, go to the Role Assignment Settings section.
NOTE
Will require user to be assigned to a contact based on user role prior to the assigned step in the enrollment process. - Select which role you want to enable the credit card to be triggered by and if you want it to occur before enrollment.
- Click Save Settings.
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