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Life BTM Ideas Portal
Created by Sam McClain
Created on Jan 25, 2023

One Time EFT Defaults

Currently on the case side, if the One Time EFT QT is used, the bank info defaults to the bank info on the case.

For the business, do we like this functionality, or is that a risk that the bank info is defaulted to something when the QT is immediately opened. Do we want to update so that there is a drop down of some sort to select account info?

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    Kristi Kruger
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    Dec 12, 2023

    Promoted to LT-1337