Can you create donation/payment forms that collect additional/custom attributes on line items?

Greg Harmelink 2

We are transitioning to CRM 2.94 and BBIS and there are some transactions that we handle now where I don't know how to handle the equivalent in BBIS. We have transactions where we collect a variety of information related to a transaction line item. An example would be a brick campaign where we present two extra fields requesting what will be engraved on line #1 and line #2. Is there an obvious path to supporting transactions like these that I am missing?



I should note that it is a requirement that we only utilize Payment 2.0 for credit card payments.

Samantha McGuin

Hi Greg,



We would typically use revenue attributes (text data type so it displays as a text entry field) to gather information such as engraving info. These attributes do work with the Payment Part 2.0.



This would then come into that revenue record and can be queried out to manage the engraving process on your bricks as needed.