Using Telgoo5, you can easily add and update card details.
To add a card in Telgoo5, follow these steps:
1. Search for the customer for whom you want to add a card.
2. On the left side of the Telgoo5 dashboard, find the option "Manage Saved Card (PC900)."
2. Under "Manage Saved Card," locate the "Add New Card" option in the top right corner.
3. Enter the customer's card details and click "Save" to proceed.
4. The card has been successfully added in Telgoo5.
How to update saved card details?
1. Once the card details are added, you have the flexibility to update those details. Click on Renew to update the card details.
2. Update all the details you wish to change and hit Update.
3. The card details are successfully updated.
How to remove a saved card in Telgoo5?
To remove a card from Telgoo5, follow these steps:
1. The Manage Saved Card section will show the list of cards added for the particular account. Click on Remove under Action column.
2. Hit OK to remove the saved or or Cancel.
To enable or disable this permission, follow these steps:
1. Go to User Settings(PC480).
2. Check for your existing group.
3. Locate your group and select Manage Permissions.
4. Search for Manage Saved Card (PC900) under CSR permissions.
5. Enable or disable the permission based on your preference.
6. Submit.
7. Log out and log back in to see the changes.