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Customer Service Ideas Portal
Status Likely to implement
Created by Guest
Created on Sep 13, 2021

Trigger EFT set up letter when member selects EFT payment option on member website

Currently, members who want to set up EFT are prompted to call Customer Service to set up EFT and then they have to mail in a voided check. Explore possibility of member "selecting" EFT on member website and then automatically trigger a letter to the member with set up process + instructions.

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  • Admin
    Karen Stocke
    Reply
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    Apr 13, 2022

    This needs further exploration- a member can complete on line or may want the ability to download and print. May be covered under another feature.

  • Marcie Schumert
    Reply
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    Jan 21, 2022

    Comment from Atkin Smedley in Customer Service Idea Submission Box: "For the Payment Options Form system on the website, instead of just directing users to call Customer Service for a change to EFT, it should also give members the option to download and print the paper Payment Options Form for them to fill out and submit with a voided check, instead of requiring a member to call us and customer service to mail a copy of the form."