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Remove Reference Transaction Option from Virtual Terminal

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  • Remove Reference Transaction Option from Virtual Terminal

    Our organization has not customized the various SF beyond Admin / User so we currently have the Virtual Terminal enabled for all users as we work on getting our profiles and permissions more customized. This has brought up a liability and security concern from our Accounting department with regards to the availability of Reference Transactions in the Virtual Terminal form.

    Is there a way to turn off the Reference Transactions option? I do not see it in the C&P Settings anywhere.

    Thanks

  • #2
    Good day!

    The reference transaction is a standard feature and not optional. It is needed for issuing credit or voiding a transaction in an upcoming release.

    I guess we can add a feature in the next release where permissions may be set for specific users.
    Regards,
    Click & Pledge Support Department

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    • #3
      Looks like this option was removed from the Virtual Terminal in my latest update, has this feature been disabled?

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      • #4
        Good day!

        If you are referring to the "Reference Transaction" then the answer is NO- that feature is in there and used by almost all clients. That feature naturally is only available if the contact has an active card.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          ah my bad; I found it. Thanks

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