Contacts - Financial

To Navigate to Contact View page:

Step      Action

  1.        Select {CRM} and then select Contacts tab.

  2.        Use search filters to locate desired contact.

  3.        Select contact's name to open Contact view page.

Adding Financial Profiles for a Contact

Step     Action

  1.       Select {New} under Stored Credit Card Profiles of Financial section on the Contact view 

   page. A New Stored Profile modal window will open.

  2.       Complete fields for the New Stored Profile.  

Card Details

Select a Contact from the drop-down menu.
Card Number
Enter the card number.
Name on Card
Enter the full name as it appears on the card.
Enter the expiry date for the card (MMYY).
Enter CVC. (3-4 digit security code from the back of the card).
Billing Address
Enter the street address, city, zip/postal code,region, and country in the corresponding fields.


  3.        Select {Add}. The newly added card will now appear below Stored Credit Card Profiles.

Deleting a Stored Credit Card Profile

Step     Action

  1.       Select item to be deleted by checking box to the left-hand side of Number under Stored 

            Credit Card Profiles

  2.      Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.      Select {OK}. A results window will pop-up to confirm the selected Payment Profile 

           have been deleted.

             Note: Deleting a stored credit card profile will remove the information on DocketManager but does not remove 

          the stored profile from To fully delete a stored profile, it would need to be done on your 

 account as well.

          If the stored credit card profile has not been removed from, an error message will generate 

          indicating a duplicate customer payment profile already exists.