Contact - Bank account verified
Can we please have a feature to confirm when a contact's bank account details were last verified? We are increasingly asking for confirmation of bank account details with no easy way other than the notes field to check the account status.
Elizabeth Ryan
shared this idea
Thanks for raising the Idea with us and for the extra detail Elizabeth. I can see that is really important for you processes so we are moving this to Gaining Support so others in the Community and vote and comment and add their own details. Although there aren't any plans to add this in the future, the Product team will watch this to gauge community interest, and we will update the Idea here should there be any changes.
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Elizabeth Ryan
commented
Hi, a method to update that we have manually verified the bank account details would great please (a tick box or similar). In the era of scams we are increasingly verifying the legitmacy of suppliers details to prevent fraud, so it would be good to see at a glance (from the contact page) the status of each account.