If a new credit card is added, the system will check to see if another record exists that appears to be the same as the updated record. The old card record, if any, will be deleted. Personify360 will send a new customer profile request to the processor, who will send back a token. When Personify360 receives the new token, it will be recognized as an existing entry in the profile. Personify will leave the existing profile but will update the expiration date, token, etc. if necessary.
Note: If you enter a NEW card and the system detects that it already exists as a saved card for the customer (and payment handler and merchant), then the system will update the existing credit card profile record.
To add a new credit card:
1. From the Financial Data task in category in CRM360®, click the Credit Card Information screen task. The Saved Credit Cards screen will display.
2. Click the Add button to add a new row to the Saved Credit Cards data grid. The details on the left side of the screen become available.
3. Select the Receipt Type from the drop-down. Values in the drop-down menu are populated based on the receipt types and cash accounts screen seen in the organizational unit maintenance screens in Personify.
Note: If you have questions, changes, or concerns about the receipt types, your association offers, please contact support via the AOA Service Desk or through email at support@aoa.org.
4. Enter the Credit Card Number. To stay compliant with PA-DSS, the Personify application cannot store the entire credit card number of a customer in the database. Only the first six and last four digits will be displayed once you save the credit card of record.
5. Select the credit card’s Expiration Date from the drop-down.
6. Enter the Security Number of the card if needed. This verification value is a number printed on the back of a Visa, MasterCard, and Discover card, and on the front of an American Express card. The card companies offer this number as an additional “anti-fraud” measure.
7. The Name defaults to the constituent’s Formatted Label Name. If needed, change this.
8. The Issues Number and CC Start Date are automatically generated and read-only.
9. The Credit Card Address defaults to the constituent’s primary address. If necessary, change this.
10. If you are using Vantiv as your payment handler and you have enabled the following features, the CardHolder Type, Prepaid Card, Country of Origin, and Affluence Level fields are populated.
11. Save your changes to the CRM360® record using the save icon in the upper right-hand corner of the screen.