Symptom
The ability to add a consent with the terms and conditions on the check out page in order to proceed with depositing.
Resolution
To add a consent with the Terms and Conditions navigate to:
Admin Area > Settings > Portal Settings
Customers Tab
Enable the Show Customer consent which enables the Customer consent on various modules (e.g. Quotations / Transactions
Once the ‘'the Customer consent'' is enabled the ‘'Set Customer consent content’' section will appear
Add the Content
Save
Once these steps are followed and saved, a depositing customer will be able to see the T&C and the check box in the member area as shown below:
Important Note:
1. Customer will not be able to proceed with the deposit without consenting to the T&C
2. To Enable this section that the PSP may require please contact our support team through our
zendesk help center.
https://support.impactechs.com/hc
3. When a transaction is created an CRM user will be able to see the consent flag by
navigating to Transaction > View
Keywords
Deposit , Company , T&C , Wallet , Customers, Admin , Members , CRM
Product
Impact CRM (all versions)
Attachment
No Attachment