Best practices for completed credit card transactions

Kevyn Barnes

I'm wondering if there are any steps you use to periodically clear credit card information from completed transaction gift records?

Specifically, I've noticed that when Credit Card Updater runs, the reports include updates to credit cards listed on completed one-time transactions, completed recurring gift payments and pledge payments, and completed recurring gift or pledge gift records. It is actually undesirable for the listed CC information to be updated on those, I'd think. This seems unnecessary and makes the CC updater control reports for updated gift records very long. I'm wondering if there is a data administration step I'm missing to lock that CC information down to just what is needed for confirming the pay method for archiving purposes.

Austen Brown

@Kevyn Barnes - CCU should only be considering recurring gifts, pledges, and matching gift pledges that are marked Active or Held, gifts uncommitted in non-recurring gift batches, and gifts in recurring gift batches. Since you are experiencing the opposite, I recommend reaching out to support.

Kevyn Barnes

@Austen Brown Thank you Austen. BB tech support is helping look into this issue for completed and terminated pledges/recurring gifts, and one-time gifts.