September 10th 2015 Release Notes: Choose your Secure Data forms

Along with adding a new Credit Card form that allows Zip Code entry, we’ve added the option to select which secure data forms are available to your agents to present to your visitors. You can find this within your Admin Dashboard under ‘Settings->Options’.


On the Chat Portal side, your agents will only see the forms that you’ve made available to them.


Please see our Help Article to learn more about Secure Data Transfer