Creating a Pre-Authorized Contribution (PAC) Plan

How to submit a "Create a PAC plan" request

First, find the client's CRM Contact Record page by searching contact name in the search bar.

From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Plans.

From there, you can select Create Plans and proceed to specify the details of the request via the right sidebar pop-up. 

Step 1:

• The first property you will be asked to specify is the Request Type. 
• Select PAC

Step 2:

• Select the Account that you would like the funds to be deposited to

Step 3:

• You will now be asked to specify the banking details for the account that would you like the funds to come from
• Select the correct banking details 

Step 4: 

You will be prompted to specify: 

• Amount: Type in the amount you wish to add.
• Frequency: This can be Annually, Semi-Annually, Quarterly, Monthly, Bi-Monthly, Weekly, and Bi-weekly
• Day: Scroll to the appropriate day that the plan will fall on

• Click Submit once the information is added. You can now track your ticket.