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If enabled, encrypted payment account details can only be decrypted using the passphrase set. This means auto-debit, and the ability for clients to process payments using stored accounts will be disabled. Payments will have to be manually batched under [Billing] > [Batch]. |
Contact Types
Contact types allow for additional "Account Types" to be selectable when adding a contact to a client profile. By default, a contact type of "Billing" is available. Additional contact types can be added here. Currently contact types serve the purpose of manually sorting contacts into categories. Some examples of new contact types might be for support, development, or manager roles.
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In a future release, contact types may have a ACL (Access Control List) associated with them, and be able to login to the client interface. |
Creating a new Contact Type
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