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Updating Credit Card expiration dates: what changed??
In the past when someone is updating their expiration date they have confirmed the last four of the card and given me the new expiration date and security code. In the last two months, I have found that their card is declining and I have to call them and get the WHOLE number now. Started happening after the last update.…
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Reports - Lead Funnel - "Expired" Leads
On the "Lead Funnel" report it has a column dedicated to "Expired" leads. On our reports it is reflecting these "Expired" leads, but no where on the report does it show any leads has passed the Expiration Date when cancelled or moved in. Is this a system bug or is there something else we need to be doing when either…
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Auto Pay Card expiration date notices
We run on anniversary date here, but my sister properties run on the 1st of the month, I want my expiration date letters to auto populate 30 days before the anniversary date, not 30 days before the 1st. Is this possible? I was told by my admin that he couldn't change it for my location. I think he can, but didn't want to…