Admin to be able to add form of payment


#1

How are CSRs supposed to add a customer’s form of payment when a customer calls? For now we are building a process for our reps to login to the customer portal as the customer and add the credit card.

Why can we not have a simple way for the CSR to add a credit card to client’s account?

If the CC must be added through the customer portal, can we get a one-click button to login to customer portal as client that handles the security in the backend and just lets my CSR reps in the portal?