FAQs

Why I'm getting this message - "No Contact Record Found in the Selected Account"?
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 ...
Sun, 13 Feb, 2022 at 11:58 AM
How can I verify and approve the edited account details and approve the changes?
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...
Sun, 13 Feb, 2022 at 12:00 PM
How can I verify and approve the edited lead details and approve the changes?
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...
Sun, 13 Feb, 2022 at 12:01 PM
How to track that a form is sent to the Contact?
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...
Mon, 4 Apr, 2022 at 8:15 PM
How to track that a form is sent to the Account?
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...
Mon, 4 Apr, 2022 at 8:16 PM
How to track that a form is sent to the Lead record?
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...
Sun, 13 Feb, 2022 at 12:21 PM
How do I enable the Multi-Language Support on the forms?
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...
Fri, 13 Oct, 2023 at 12:37 PM
How to set an expiry time on the Form?
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 --&...
Fri, 13 Oct, 2023 at 12:37 PM
Is it possible to upload the files on the Client details form?
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 ...
Mon, 26 Feb, 2024 at 9:19 PM
What is Enable Keep Interim Record Feature in UCD org?
The Update Client Details app has the functionality to delete the intermediate records after approval, if you want to keep the intermediate records even aft...
Fri, 19 May, 2023 at 4:00 PM