Hello!
I have one patron that would like to never have their card saved to file. We have ourselves setup to save cards from TNEW and always save cards (tokens in our case) by default. Is there a way to suppress constituents from having their card saved? The deletion utility has a EXCLUSION list instead of inclusion so I can't just set that up to run forever.
Any ideas? This must come up elsewhere.
Hi Zach,
We have a constituent attribute called "Store Credit Cards" with Yes/No value. When patrons request that their cards not be saved, we set that attribute to No. Then, on a monthly basis we have the CC Tokenization & Deletion utility run with an exclusion list comprised of all patrons who don't have that attribute or have that attribute set to Yes. (This makes my brain hurt a little, but we've had this running for years and it does work. :))
Here's the list setup:
And the scheduled utility arguments:
Thank you! This is great!