Anonymous Transactions Module

Anonymous Transactions Module

"Anonymous transactions" are created when a person has not been required to login and authenticate to the system before doing a transaction and are called Anonymous Requests.

Often the person may be known to you already - so to avoid creating duplicates in the system the screen Anonymous Transactions is used to match transactions entered without a login - with a user in the system using the Reconcile Anonymous Person Data. You can then merge the transaction and other information collected with an existing contact in the system or create a new contact.

This is heavily used in the Specialist Event Management Module for tickets sold online to events without login in order to merge known persons records easily and quickly.