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.
Organization Name (Please enter full organization name) | The Wilderness Society (Australia) |
Reported Version | 4.0 |
See also https://bbcrm.ideas.aha.io/ideas/BBIS-I-33