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Status Gathering interest
Workspace Planning Center
Created by Guest
Created on Jun 22, 2023

Allow Payments Only Planning Center access for Cash Sale customers

Recently I had a cash sale customer who did everything over the phone and did not come into the office. When it came time to collect, I had to manually collect the CC info over the phone. It would have been nice to be able to provide an online link to a scaled-down version of the PC, with the Payments option only, and without all of the other PC items for planning a funeral.

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