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

ContactSelect a Contact from the drop-down menu.
Card NumberEnter the card number.
Name on CardEnter the full name as it appears on the card.
ExpiryEnter the expiry date for the card (MMYY).
CVCEnter CVC. (3-4 digit security code from the back of the card).
Billing AddressEnter 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.