How to Perform a Mass Processor Change

This article describes how to use the Mass Processor Change User Interface (UI) in the Forth CRM.

This UI was developed to move client transactions to a new gateway without needing development involvement. This interface allows you to select a previously constructed contact list; it allows you to change the gateway for the transactions on those contacts; it allows you to pause or unpause payments or neither; and it allows you to drop/cancel all contacts in that list. You may also perform any combination of these actions at the same time. 

• When a contact list is selected, you can populate and view the list, which will be displayed as a table with column headers based on fields displayed on the contact list.
• The list displayed is paginated for performance and page size concerns.

This feature must be enabled by the Forth Team. Once enabled, you can assign role-based permissions (via the Admin Tab) to best use this feature. Once enabled for a role, it can be found via the Enrollments Tab by clicking a button called "Mass Processor Change" on the Navigation Bar (see below).

After clicking Mass Processor Change, the following page will be displayed, to be used to make the changes listed in the first paragraph of this article. Change the settings below as you need, and click Preview Contacts at the bottom.

An “Effected Contacts” table is now displayed, reporting the parties to be affected by this processor change. Review that the affected contacts listing is accurate. By clicking the “Accept Changes” button (see below), you acknowledge that the changes about to be made are PERMANENT and CAN NOT be undone. If this is the case, click Accept Changes.