Pull customer payment information forward for separate agreements

[Anonymous]

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?

[Jose Rodriguez]

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.

 

[Anonymous]

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.

[Jose Rodriguez]

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.

[Author]

Posts