In the "Satrang Update Client Details" AppExchange App, we have fantastic advanced features. These features will make it easier to deliver higher levels of client information security, Collect client documents or files up to 10MB, Use Forms in numerous languages, and more.
We apply the additional cost to the following Advance Features:
1- File Upload: With this feature, Customers can share files directly from the Client Information Update screen (up to the file size of 10 MB) along with updated Account Contact data.
2- Consent: With this feature, the admin users can now configure the client update form screen to add a consent/agreement text with or without a checkbox.
3- Link Expiration: This feature gives the Logic for an Update Form link to expire after a certain period of time.
4- Multi-Language: This feature provides the functionalities to update forms in different languages. The default supported languages are French, German, Japanese, Spanish, Vietnamese, Chinese, Chinese(traditional), Danish, Dutch, Finnish, Hebrew, Italian, Korean, Portuguese (Brazil), Russian, Swedish, and Thai. Post Installation, you can add those languages on the “Additional Information” Object as well.
5- Verification Code: This feature provides the functionality to send OTP to the client's email address to open the Form. Once clicked on the Update Details from the email, it will redirect the client to the form and will ask to enter a Verification Code (OTP) to open the Account Update/Contact Update/Lead Update Form.
To enable the above features, please reach out to us at ucd@satrangtech.com.