Add acknowledgement email capability to Transaction Manager Part

We need (under our banking regulations) to send a copy of our terms and conditions to any supporter who updates their direct debit payment details, yet there does not seem to be a way to do so.  We can't do so in query (see idea https://bbcrm.ideas.aha.io/ideas/CRM-I-2513).  Alternatively, BBIS could send a suitable acknowledgement email when someone used the Transaction Manager Part to update their payment details.

  • David Wanless
  • Mar 20 2017
  • Reviewed: Voting Open
  • Attach files