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Re: Enable transfer of payment methods from customer to customer

Enable transfer of payment methods from customer to customer

We're facing problems with duplicate accounts in our system.  It would be great to be able to merge accounts, but in the event that this is not possible, it would be awesome to be able to merge, or transfer CC info between these duplicate acocunts that are created and the ‰Û¡ÌÝÌ real‰Û¡ÌÝå accounts. Otherwise our Sales Reps are having to contact clients again and obtain the card information a second time to re input the information correctly to the clients Zuora profiles.

Community Manager
Status changed to: More Feedback Needed
Community Manager
Status changed to: Under Consideration

This is a great idea and we are facing a similar problem.  We have had several projects in the past and another one coming up, where we have to recreate accounts under a different configuration that will help our customers franchise business. Recreating accounts leaves the existing account and the new account. So our reps had and will have to call customers back to get their payment method which has to be manually entered again and this takes a lot of time and effort. Having a feature that would transfer the payment method would cut off time of having contact the customer and re-enter the payment method.

Senior Tutor

This would be unbelievably helpful.