Auto payment date
When a customer signs up for Auto Payment, it would be nice if UMS would show us in their account what date we entered them as an auto pay customer. We have many customers calling asking when they signed up and we can't tell them. It would also be nice when they claim they were on draft and it didn't pull their payment, but we suspect they signed up after the drafts were pulled.
Kellie
shared this idea
This functionality already exists by enabling the audit tab on the control panel through Setup > Customize Account Control Panel. Once enabled, you will see an 'add' entry for recurring payment (as long as the customer has enrolled) that will display the date, time, and type of recurring payment. It will also show when autopay or other customer information is edited. Please let us know if you need anything else.