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iATSPayments / com.iatspayments.civicrm

CiviCRM Extension supporting iATS Payments services
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Direct Debit UI rewording & organizing #426

Closed shaneonabike closed 11 months ago

shaneonabike commented 1 year ago

One of my clients has recently setup Direct Debit, and have been experiencing about 60% fail rate on Direct Debit. After reviewing the UI a bit with them we realized that there might be an opportunity for some reworkings potentially (?). I also got a bit tripped up on some of the elements.

I could provide a patch if you like to help, and I'm merely proposing that we change some wording and ordering.

Selection_005

Let me know what you think

KarinG commented 1 year ago

60% fail rate sounds excessive. My first thought would be to check that there are no JS errors on the page that interfere with checking that the transit number is 5 digits and the bank number is 3 digits.

The cheque images (both CAD and USD) were supplied by iATS Payments - they were already using them in their other payment processing gateways/applications.

If you want to change Transit Number -> Transit No Bank Number -> Bank No Bank Account Number -> Account No

and/or re-arrange the elements, in both the labels as well as the JS check for # digits (example below) -> that would be ok with me.

image
shaneonabike commented 1 year ago

Hi @KarinG

Yes I checked for general errors, but there really isn't any. I'll have a second look again just to be absolutely sure though.

This client is primarily dealing with ESL (English as a second language), and other folks that might have different limitations and/or struggles. I agree that it's high and I might have misquoted the percentage, but I do think re-organizing would eliminate some confusion.

I'm super stoked you are into that. Let me fix that up and send out a PR request.

adixon commented 11 months ago

Resolved, will be in the next release.