Credit Type allows you to track the credit cards constituents use. When adding gifts, you can have this credit card information default on the gift making data entry faster and more accuration.



1. Open the constituent record

2. Select the Bio 2 tab

3. Select the appropriate card type from the drop down menu

4. Enter the appropriate card number and expiration date


Note: The tracking of and access to credit card numbers is strictly governed by the CISP and PCI standards. Ensure that your organization is compliant with all of these standards. For more information, refer to BB235052.