Hi All,
We are transitioning to TMS on Monday and I recently led a training for our users that resulted in some questions, which I had to pass along to our Tessitura Support person, Natalia.
I thought it would be useful to share those answers here, as I know many of you are TMS-curious.
Q: Is there a time limit on how long referenced refunds can be processed?
Q: If we are trying to refund someone and the original payment was a credit card that has been stolen or otherwise no longer valid, can we still do a referenced refund?
Q: When processing a payment using SDE, does the credit card get saved to the constituent record?
Q: Is it possible to save a CC from the constituent screen/transaction tab? It appears that the 'add' button on that screen is now greyed out.
I am loving this discussion! We have at least one of our TMS contacts at Tessitura joining us at our September 22nd meeting. We'll add more details to the Event once we have everything confirmed. I hope to see some of you there to hear about the newest enhancements (fixes) coming in v.15.2.38!