topic Betreff: Check request form dashboard / payments. in Commerce Tools

Check request form dashboard / payments.

ryandrive — Sat, 02 Sep 2023 01:57:21 GMT

Hello. I would appreciate any advice on how best to implement a check request form dashboard.

I need the manager of a vehicle financing company to be able to view status of requests (w /remaining requirements), authorize payments, [..and initiate payment, if possible!]

Thank you for any input!

Betreff: Check request form dashboard / payments.

MiaSrebrnjak — Mon, 04 Sep 2023 16:01:53 GMT

Hi @ryandrive,

This is an interesting use case, thank you for posting!

I am, however, wondering if a HubSpot form is the best tool to manage a request status. A custom ticket pipeline could work better in your case! You could customize the ticket statuses to make sure they mirror your usual approval/request process. Is this something you have already considered?

I'd also be happy to invite a couple of subject matter experts to this conversation to get their input. Could you share more about your goal and how the request process would ideally look like in HubSpot?

Will the manager of a vehicle financing company be the only one submitting/managing the dashboard or should the customer have access too?
Aside from the request status, which information should the dashboard contain?

Thanks,

Mia, Community team

Betreff: Check request form dashboard / payments.

ryandrive — Tue, 31 Oct 2023 09:38:23 GMT

Thank you for your reply.