We have a patron who has explicitly instructed us not to save his credit card information in Tessitura after purchases.
I can't think of any way to automate this other than employing "post-it note technology" on the side of my computer monitor.
Is there any automated way to do this with this single account? Any suggestions for handling this with several users potentially selling into this account?
This is kind of silly and scary but there is the purge credit card account data report (if you have the rights to it) in the data management folder that you can runwhich seems to have the ability to be scheduled.It doesn't have a "include" list sadly but I guess in theory you could "exclude" everyone except that patron.Obviously this is something that you would want to take great caution with if you decide to attempt.Hopefully there are better solutions out there.
Good luck!