Change the primary flag for credit cards in bulk — Cloud Customer Connect
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Change the primary flag for credit cards in bulk

in Receivables & Collections 4 comments

Summary:

Hi Team,

We initially loaded credit cards with incorrect card type and those credit cards were automatically tagged as primary. Now, we will be end dating the incorrect cards and load the credit cards with the correct card type. We tested this in Lower environment and we were successful on it. However, the new card when we loaded doesn't get tagged as primary.

Could you please let us know if there a API to switch the primary flag for credit cards?

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