Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Credit Card Nested Tab | December 30, 2024 | 0.4 |
This article covers the following topics regarding the Credit Card nested tab:
Summary
The Credit Card nested tab allows you to enter a contact's credit card information. The CRM can be set up when credit card information is required and offers tools to prevent users from interacting with or changing fields in the Credit Card tab.
Adding a credit card
- From the Client Dashboard, click the Credit Card nested tab.
- Fill out the required information.
- Click the Save Card button found at the bottom left of the page.
Setting the credit card requirements
Requiring a contact's credit card information can be specified in Enrollment Settings, which allows you to collect the information before enrollment. The Enrollment Settings allow you to set up automatic status changes based on the enrollment process, set requirements for enrollment, and also some automation based on payment processing.
- Click the Enrollments tab > then click Settings.
- On the Enrollment Settings page, select the file type (debt settlement, business loans, etc.) you wish to adjust from the dropdown menu.
NOTE
You are able to set up different enrollment settings for each file type you manage. - Go to the Workflow Settings section.
- Click Save Settings.
Selecting the role permissions
The Forth system offers tools to prevent users from interacting with or changing fields in the Credit Card tab.
NOTE
See more on this topic in our Role Assignments article. (Opens in New Window)
- Click the Enrollments tab > then click Settings.
- On the Enrollment Settings page, go to the Role Assignment Settings section.
NOTE
Requires user to be assigned to a contact based on user role prior to the assigned step in the enrollment process. - Select which role you want to enable the credit card to be triggered by and if you want it to occur before enrollment.
- Click Save Settings in the Navigation Bar at the top of the page.
Article Version History:
Version | Effective Date | Description |
Basic | 03/31/2021 | Initial Release |
0.1 | 01/02/2023 | Added header and Version Control footer |
0.2 | 01/23/2023 | Refreshed several screenshots for improved readability. |
0.3 | 01/19/2024 | Refreshed the initial screenshot for improved legibility; refreshed the hyperlink to the instructional video posted at the end of this article. |
0.4 | 12/30/2024 | Refreshed all screenshots to improve readability and better match the current user interface. |
Video