Satrang Technologies

When user clicks the Send Update Client Details Form button on the Account record and if there is no related child Contact record then mentioned message is ...

When the contact submits the form, the Update Client Details App gives two choices to approve the record: The Account record's owner gets an email wit...

When the contact submits the form, the Update Client Details App gives two choices to approve the record: The Lead record's owner gets an email with t...

When an email is sent to the contact, the Update Client Details app creates a task which is also added to the activity history of the contact, as shown in t...

When an email is sent to the related contact, the Update Client Details app creates a task that is also added to the activity history of the account, as sho...

When an email is sent to the Lead record, the Update Client Details app creates a task which is also added to the activity history of the leads, as shown in...

This feature comes with the paid version of the app. When you purchase the app, this feature will be enabled in your org. After this feature will be enabled...

In order to enable this feature, reach out to us @Update Client Details Support. After this feature is enabled in your org, checkout @How to set an expi...

When this feature is enabled in your org, perform the following steps to set the expiry time on the form - Go to the About Update Client Details tab --&...

Yes, using the Enable File Upload Feature you can provide the file upload option to clients on the form. You can get a detailed description of this feature ...