thank you note via bank matching
Add the option to send a thank you note when match transactions from the banking side not just in contacts and recording payments
2
votes
Doug Robson
shared this idea
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Robert Palmaricciottii
commented
any idea of when this will be implemented, it has been planned for some time. it is mandatory in our business to send out thank you notes
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Riya Jadhav
commented
As this is planned, do you have a date when this feature will be available?
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Hi Doug,
You can choose the option to categorise a transaction manually in the banking section and select category as customer payment. You can then choose to send a thank you not when you scroll down while categorising itself.
We currently do not have this option while matching it directly. You can use this as a workaround and we will update once this feature is implemented.
Thank you.
