I am using books for selling good, services, and even subscriptions. A customer may have more than one credit card present in their customer record. I would like a way to identify the purpose of one card vs another.
Use cases:
1 card is present only for recurring subscription charges.
Multiple buying centers: One organization may have two organizations who buy. It would be helpful to indentify the card associated with a particular buyer.
Ideally if we could have a comment field associated with a credit card record that is a zoho-only field it would be perfect. This would allow for users better assigning the correct card based on the use-case.
But, assuming there is no quick fix the only work-around seems very unreliable. ....add a comment in the customer record identifying the last four digits associated with a particular purpose/buying center.
Anyone have a better resolution for this problem?