Purpose
This feature manages customer credit card information through the connected payment flow.
How to use it
Use it when staff need controlled access to stored card-related billing functionality.
Connected areas
This feature should be used as part of the broader iTech System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date.
Best practice
Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.