Financial Data in CRM360

Articles relating to constituents' financial data can be found in this category.

Categories (1)

Managing a Constituent's Credit Card Information in CRM360

Personify360 gives customers the option of saving information about credit cards to be used on future orders. Customers can save information about multiple credit cards
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Articles (4)

Adding Credit Limits

Adding Tax Exempt Information

Lifetime PAC Totals for Affiliates

On-board Affiliates have the ability to view lifetime Member PAC contributions to their associated PACs. Affiliates can update historic (pre-2012) amounts that combine with current Personify totals to arrive at a lifetime total.

Order and Donation History