Pull customer payment information forward for separate agreements

This topic has 3 replies, 2 voices, and was last updated 7 years, 5 months ago by Jose Rodriguez.

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- April 12, 2018 at 5:43 PM #1726
  
  Anonymous
  Inactive
  
  Is it possible to have an option to pull customer payment information forward when creating new agreements? Not the upgrade agreement (I know this allows for and does pull the same payment information forward) which replaces current agreements in place.
  
  For instance, current after-school agreement is in place, person signs up for summer camp, then after-school for 2018-19. 3 agreements in place. I cant upgrade because it replaces current agreements, but creating new ones won’t pull the payment info forward. Is it possible to allow for that when you create a new agreement with a current buyer?
- May 7, 2018 at 1:44 PM #1758
  
  Jose Rodriguez
  Participant
  
  I apologize for the delay.
  
  When creating a new agreement you can use the quick search to bring up a current Buyers personal information.
  
  Let me know if there is specific information that you are looking for that isn’t the Buyers personal information.
- May 7, 2018 at 1:58 PM #1761
  
  Anonymous
  Inactive
  
  right, you can pull the personal information when creating a new agreement, but what I was referring to is the payment information (CC, bank info, etc).
  
  When you use the quick search and pull the buyer information forward, it does not include the payment information.
  
  When you “upgrade agreement” the payment info is pulled forward. Seeing if it’s possible to get this when creating a new agreement altogether not just upgraded with the same buyer.
- May 7, 2018 at 2:02 PM #1762
  
  Jose Rodriguez
  Participant
  
  Ah ok, I follow you.
  
  This is a great idea and I’ll send it over to the Development Team to see where it can fit in the pipeline.
  
  I’ll have a member of the Business Development team reach out to when there is progress on this.
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Pull customer payment information forward for separate agreements

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