Option to populate address information from credit card authorization
under review
M
Meaningful Manatee
Yes please! This is a huge problem for me right now because I need several addresses for clients and can't access it from the cc authorization. I'm going to have to email them It makes me look incompetent and it's bothering them unnecessarily.
Autopilot
Merged in a post:
Add Contact info from CC Form
M
Molecular Marlin
It would be ideal for information that comes along with the credit card form (address, phone number) could be loaded from that form into their contact profile.
This would eliminate redundancies for travel planners
I
Imperial red Koala
Or the option to update profile from Cc Authorization
E
Equal Bobcat
Yes please do this, I always forget to copy it to the client and then I wish I had it.
X
Xenia silver Blackbird
I came here to request this as well! Definitely needed.
Autopilot
Merged in a post:
Automatically Collect Address
A
Alright Gazelle
When clients submit an authorization, please automatically collect their address to their profile. Sometimes this is the only way we collect their address and if we forget to save it before marking as booked, it will disappear with the credit card authorization.
C
Clear Ox
This would be good also if your client has moved and the address has changed.
T
Taupe Coral
Please add this! I have to set a task reminder for this every time a client makes a payment. It would be great for it to automatically occur.
J
Julep green Rooster
Yes, I so need to have their addresses saved!
S
Sympathetic Grouse
Would recommend pop-up to ask update address. If someone pays with a business card, for example, to get the points; automatic update would overwrite their actual address if it's in the CRM already.
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