Connect EFT box to fund . . . and tie fund to BBMS account. If no BBMS account, prevent EFT box from being checked

We are a consulting firm and some funds are not set-up or able to process credit cards.  Like 501(c)3 organizations.  Those funds have to be processed by the 501(c)3 directly.  

Sometimes donors and staff make mistakes and submit CC info and it gets put on the donors record and processed.  In error.  If we could tie the EFT to a fund and the fund to a BBMS account, we would be able to prevent that from happening.

  • Brian Bates
  • Mar 14 2017
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