Creating new Methods of Interaction
When creating a new interaction against a client the initial option is a list of interaction types. By default, Profiler...
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Default Payment Method for Regular Payments
When using the batch regular payments to process your regular payments, you can specify the payment method that these will... -
Sending an Automated email on Special Events with Bank/Direct Deposit details
As part of your special event set up you may wish to send a templated email to a client who...