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Excerpt

Performing refunds by bank transfer means you need to have the IBAN number of your contacts. Your contacts can now save their IBAN number autonomously on their online account.

Before starting with the content:

  • Title should be concise, in the same style as the other title. Keep in mind that we are showing both the title and the excerpt below on the release note page - so no need to be too long. Always create the page first in the "Work in progress (not public)" page, "Sprint x -" prefix and inside one of the "component (WIP)" page. If you feel a component is missing, ask GTH.
  • Put labels on the page, especially the ones used in the "Guide" section. This will make your release note show up in the Guide section of the website.
  • Delete this instructions of course

Context

Excerpt

Status
titleSNEAK PEEK
 MANDATORY - Short description of the business need, value and high-level solution, written from the perspective of an operator. Keep it concise and put the new feature in the business context of customers.

Status should be 

Status
titleSNEAK PEEK
 for features released in more than one sprint, 
Status
subtletrue
colourBlue
titleUPCOMING
 for features coming in the current sprint. Feel free to add a second tag in front of a second paragraph if you re-use the page over several sprints.

Solution

RECOMMENDED - Description in more details about what the feature is. Keep it more operator-oriented, not overly "marketing".

Warning
titleImportant information

Communicate also in this section important limitations or information that the customer should not miss.

Info
titleHighlight

Use info box if you want to highlight a particular point.

Getting started

MANDATORY - What is the setup required to use the feature (even if none, please mention)? Where can I see the feature? (this is intended to be a short guide). At least one screenshot should be provided, at latest for the finalized release note at sprint end.

Examples

OPTIONAL - Show some example use in actual customer use cases, or other relevant information.


Solution

From the profile page, your customers can now enter or edit their IBAN accout informations. This new possibility will give more autonomy to your customers, this can save a lot of time to your operators especially if you proceed refunds by bank transfer.


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Getting started

From the institution context >> Organisations >> Open your organisation >> select screen configuration >> select if you want to make those new fields visible, optional or mandatory on the form you want.

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