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

The first thing you want to do is make sure you are on your main Dashboard screen and then go ahead and click on Contacts on the left hand side.

From there click in the Search box and type the contact you are wanting to look up.

Once you are on your contacts profile click on Finances

Then simply scroll down until you see the Card details

You will be able to see the below details

• Type
• Ending In
• Expiry
• Status
• Payment Gateway
• Added to Profile

Alternatively you can configure your columns in your contacts display to show this information. To achieve this simply click on configure columns once on your contact menu.

You will then be able to select all the card details you want displayed on your contacts page.

It will be displayed with the information you have chosen.

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

If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:


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