• In the batch, select Tools, Edit Batch Setup

    • On the Fields tab, ensure Card Type is a field to include

    • Click Data Entry to return to the data entry screen

    • When entering gift information, place the cursor in the Card Type field and press F7

    • If there is no credit card listed, enter the appropriate information

    • Click OK to return to the data entry grid. The credit card number automatically populates the gift row.




    OR




      • Select Constituent, Define Constituent Fields to select the credit card fields for the Constituent Window

      • Select View, Constituent Window so that the window is displayed to the right

      • When entering the information in the fields in the batch, enter the card number, type, and expiration date in the Constituent Window

      • When the batch is committed, the information is saved on the constituent's record