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You can include attachments to a customer’s records. This is a useful feature as it offer to secure storage of files. Which of the following should you NOT attach here? Select an option, and then select the button in the top right corner to continue. A Contract agreements B Credit memos C Resale certificates D Payment authorization forms

Question

You can include attachments to a customer’s records. This is a useful feature as it offer to secure storage of files. Which of the following should you NOT attach here? Select an option, and then select the button in the top right corner to continue.

  • A Contract agreements
  • B Credit memos
  • C Resale certificates
  • D Payment authorization forms
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Solution

This question is a multiple-choice conceptual question. It asks which type of document should not be attached to a customer's records, implying a consideration of security, privacy, or relevance.

  • Answer: D

  • Explanation: Payment authorization forms often contain sensitive financial information, such as bank account details or credit card numbers. Attaching such documents to a customer's records could pose a security risk if the records are not adequately protected. Therefore, it is generally advisable not to attach payment authorization forms to customer records to prevent unauthorized access to sensitive financial information.

  • Option Analysis:

    • A: Contract agreements are typically important documents that outline the terms of service or agreements between parties. They are relevant to customer records and do not usually contain sensitive financial information, making them suitable for attachment.
    • B: Credit memos are documents issued to customers, often related to billing adjustments or returns. They are relevant to customer records and do not typically contain sensitive information, so they can be attached.
    • C: Resale certificates are used to document tax-exempt sales to resellers. These are relevant to customer records and do not contain sensitive financial information, making them appropriate for attachment.
    • D: Payment authorization forms contain sensitive financial information, such as bank account or credit card details, which should be protected. Attaching these forms to customer records could pose a security risk, making them unsuitable for attachment.

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