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Anonymous Transactions

Owned by P Sawkins (Unlicensed)
Last updated: 24, Feb, 2014

Overview

Used when accepting credit card transactions and you do not wish to force customers to login to your site. All transactions from the online registration page for both paid online, free of charge or invoice only choices appear here.

Similar to Anonymous Requests for transactions that to match to a Debtor Maintenance these transactions are matched by searching in the system.

  • Fix Ownership Button - used with Events - will assign the person as owned by the owner of the event they have registered for

How to use Anonymous Transactions

  1. Transaction List and Finder Tab
  2. Use date + Filter to find transactions that have not matched
  3. Doubleclick or rightclick to select
    1. Transaction details will populate information to Process Transaction Tab
    2. Possible Match will list in Match Entity Tab
  4. Review details
  5. List Matching will search for possible matches in the system and show in Match Entity Tab
    1. Rightclick on list result to deem person a match and match transaction
    2. Save as New Person if not considered a match
    3. Fix Ownership is a global fix used when a person does not have an ownership from when they were registered. This button will go through all persons in the database to check.
    4. * Generally would fix ownership throught a Event Maintenance
  6. Get Oldest 

Match Entity Tab

 An overview of the transaction details and a list of possible matches to a debtor once the debtor has been populated to the screen as described above.

  • Status Button to change status
    • OK - the transaction processed ok
    • Partial
    • Rejected
    • Status notes and meanings
  • Reject button to reject link to person
  • Status description and ability to update with details if required
  • Person Data Processed checkbox -unknown
  • Date of transaction
  • IP address of the computer that did the transaction
  • Probable duplicate based on '''list matching''' button below
    • yes then system has found them as a probable and need to merge the records together - often happens when have changed companies or email address
    • No then a unique person as no match found

Person Details

From the transaction

  • First Name, Last Name, Phone number, Company Name, Position, Department, Affiliation, Email Address, Street, Suburb, Post Code, Mobile, Fax, (?1, ?2 are other fields you may have captured on your forms)
  • Save as New Person button to create new Debtor Maintenance and Person

Notes

  • Their Notes from the transaction
  • Our Notes to attach notes to the transaction
  • Consent given to email them

List of Possible Matches

 From the List Matching Button this list is of persons in the system that may match

  • Firstname, lastname, phone, mobile, company, position, street, Suburb, DOB

Process Transaction Tab

 Details of the transaction and the ability to create a payment

  • Discount Word is a free text field
  • Value Override (not used)
  • Activity
  • Item ID is unique ID of linked activity in the system
  • Description of the linked activity
  • Credit Card Details
    • Card Type
    • Credit card number visibility is secured by Secure Features
    • Card Expiry
    • Name on Card
  • Process Transaction button to process this transaction 
  • Process payment button secured by Secure Features to review the credit card details

Transaction Details Area

All the details of the transaction is visible here so can see all information that was captured.

Transaction List and Finder Tab

To find transactions that are marked as Anonymous

  • Filter
    • New
    • OK
    • Rejected
    • Partial is any transaction that has not been completed properly eg credit card failure
  • Date of the transaction
  • First name
  • last name
  • company name
  • email address
  • Status of the transaction
  • Order or Event referenced
  • amount paid
  • duplication of Person
  • Reason or Error

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