Add ability in ad-hoc query to select by when direct debit payment details updated

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 query such details to allow us to schedule a thank you email with the terms and conditions.  Please add nodes to ad-hoc query (e.g., under Revenue Function History) to allow us to query when such a change was made.  Alternatively, this could be achieved by having BBIS 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
Organization Name (Please enter full organization name) The Wilderness Society (Australia)
Reported Version 4.0
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  • David Wanless commented
    March 20, 2017 23:25

    See also https://bbcrm.ideas.aha.io/ideas/BBIS-I-33