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?
Another option may be to add a T_DEFAULT setting for CC_STORE_ACCOUNT and set it to ‘No’. This will prevent credit card numbers from being automatically saved when a payment is made. It will also prevent credit card numbers from being added to a constituent account via the Customer Accounts window. You are still able to add credit card accounts to a customer via the Constituent Account – Transactions – Credit Cards area. It is true that employing this method would cause no credit card number to be automatically saved, but you can still add numbers as needed (for billing purposes, for instance) via the constituent’s record.