9.9.3 New Feature | Manage Recurring Credit Card Pledges

The Credit Card Processing Integration (CCPI) Module allows you to store credit cards securely and to automatically charge them on a recurring basis. See http://support.chabadms.com/KB/c9/credit-cards.aspx for details.

You can now easily see a list of all recurring Credit Card Pledges in which the monthly pledge is nearing its end or has ended. For example, you can get a list of all recurring pledges that have just 1 payment left. This will allow you to follow up and renew their pledge.
You can also easily see all pledges that are not paid in full but the credit card expired.

The Expired/Expiring Pledges and Expired Cards lists also provide navigation buttons: Go To Contact, Edit Bill, and Edit Credit Card.

In addition, the reminder window that comes up when the program starts, or by clicking View > Reminders, will display how many of such pledges exist and provide a link to the "Manage Recurring Credit Card Pledges" window. For details on reminders see http://support.chabadms.com/KB/a252/cms-reminders.aspx

This new feature has been implemented in version 9.9.3.