Mass Processor Change User Interface

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 now allows you to change the gateway for the transactions on those contacts; it allows you to pause or unpause payments or neither; and it also allows you to drop/cancel all contacts in that list. You may also perform any combination of the actions listed above at the same time. 

• When a contact list is selected, you can choose to 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).

Once you click “Mass Processor Change”, a dialog box similar to the one below appears, to be used to make the changes listed in the first paragraph of this article. Change the settings below as appropriate, and press the “Preview Contacts" button at the bottom.

A new “Effected Contacts” table should now appear, reporting the parties to be affected by this Mass Processor Change. Review that the affected contacts listing is accurate. If you click the “Accept Changes” button at the bottom of that table (see below), you acknowledge that the changes about to be made are PERMANENT and CAN NOT be undone. If this is the case, click the “Accept Changes” button.