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Does your Contact Have a Stored Credit Card

Check to see if your contacts have a stored card attached to their profile

Now you can see if your contacts have a credit card attached to their profile and the details of that card. 

To check if a Contact has a credit card attached to their Profile, view their Contact details and select Finances.

In the Card area, you'll be able to check:

  • Type

  • Ending In

  • Expiry

  • Status

  • Payment Gateway

  • Added to Profile

Alternatively, you can configure your columns in your Contacts display to show this information.

Select Displayed Fields (from the controls at the top, right)
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From the Displayed Attributes, you can select any, or all, the Card details (you can also select Membership info and, if you have them, Custom Fields).
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Requested fields are then displayed.


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For those that prefer to visually learn, we have attached a Knowledge Base Video for you to watch.


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