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Tasks: Order Forms Are Not Selectable for Forms To Be Filled Out Upon Task Completion

Nicholas Dogulin

Hi there!

Looks like with Tasks, you currently cannot select a Legacy Smartform from the dropdown menu for "Form to be filled out upon completion" that is an order form.

This feature would be great if you could add it. At the very least, maybe a notice that order forms will not populate in the dropdown menu so that it's more clear.

Thanks!

 

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I'm wondering about your use case here. An order form is for your customers, not your team members. In order for a team member to use an order form on behalf of a customer you'll need to have them collect the credit card information from the customer and enter it into the form. It is bad from a security standpoint to have team members handling customer credit card data and exposes you to liability in case of a breech.

A safer way to generate manual transactions on behalf of your customers is for the team member to use the customer's Contact Record and log a manual transaction. Your team member can only see the last four digits of the credit card so there is not a security issue.

 

Frank Hagan 0 votes
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