1. Place cursor in the Card Type field on a credit card gift (either in Batch or in Records)
  • Note: If the user clicks in the Credit Card Number field or Cardholder Name field, the card will not load.  The cursor must be in the Credit Card Type column/field.
  1. Press F7 on your keyboard when the cursor is in the Credit Card type field to bring up a list of the credit cards listed on the Bio 2 tab for that constituent
  2. Highlight the appropriate credit card and click OK

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.