Credit card required (safeguard)
Aaron Boner
Is there a way to remove the option to change credit card on file settings on individual customer profiles? I believe it would be greatly beneficial to have the ability to hide or remove the option altogether from the customer profile or at least add an option to where there is a popup asking if you are sure you want to make a change.
I have been using Homeworks for years now and the credit card requirement is not something we do because we do large 2k-20k projects and most customers pay with a check. When we change the global settings to no require a credit card on file after a few days somehow in the system it reverts back to the option of determined in the customer profile. This is obviously because someone is clicking that field. If there was a second popup or the ability to hide it from the profile altogether we wouldn't need to worry about this.