Credit card doesn't show under pay method

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Dana Burton
Dana Burton ✭
Third Anniversary Facilitator 2 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion

I am training someone to enter batches and have run into a brick wall. We process credit cards through a system we used prior to RE, thus the gifts are in batches with what we receive through the mail.

I have admin rights so this hasn't come up before. The lady I'm training is not entering actual credit card information, only recording what was already received. When clicking the drop-down for the pay method, this is what it should show.

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For the two others in finance, it shows all but credit card. I've tried searching the knowledgebase and scouring the security settings for anything that may give rights to enter this information.

What am I missing? Thank you!!

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Comments

  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Dana Burton - There is a setting within RE Security > Groups that you'll need to update for this user. Go to “Personal Information” > “Options” to make the change.

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  • Dana Burton
    Dana Burton ✭
    Third Anniversary Facilitator 2 Name Dropper Photogenic

    @Austen Brown, I was in this section and had even tried checking each of the boxes.

    I checked these two boxes and had one of the gals click the drop down and was told it still was not there.

  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Dana Burton - After you updated it, did your user log out and back into the system?

  • Dana Burton
    Dana Burton ✭
    Third Anniversary Facilitator 2 Name Dropper Photogenic

    @Austen Brown, I was just coming back to respond that it worked. I had the same thought, also thought it may take a bit of time to update. LOL

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