FAQs

How to send the Contact Update form in Bulk using list view in the Lightning version?
Using Send the update form in bulk from the list view(in Lightning) configuration document, you can easily configure the Account Update form in Bulk using l...
Thu, 5 Jan, 2023 at 7:59 PM
How to customize the Email Template of Client Details Update form emails?
Using the existing UCD Email Templates, you can easily modify emails according to the business requirement.  Follow the below steps to modify the email tem...
Wed, 14 Dec, 2022 at 1:24 PM
Account Number field was not used and removed it from the Account field set. But I still see an error message on the form.
When you're removing the fields from the field set, make sure you're removing them from the field mapping (Step 3) too If you remove the Account ...
Fri, 6 Jan, 2023 at 9:39 AM
Submitted the form but didn't see any record under the Contact Update-related list.
When we're creating the fields in the Contact Update and Account Update objects then we need to give read and edit access to those fields in the Site pr...
Thu, 5 Jan, 2023 at 7:49 PM
How to send the account details update form in Bulk?
Using the Account list view, user can send the account details update form to the related contact email addresses in bulk. Steps to Send Account Update ...
Tue, 28 Mar, 2023 at 8:53 AM
How to send the Contact details update form in bulk?
Using the Contact list view checkbox, user can send the contact details update form to the contact's email addresses. Steps to Send Contact Update Form...
Tue, 28 Mar, 2023 at 8:54 AM
How to send the Lead details update form in Bulk?
Using the Lead list view, user can send the lead details update form to the lead's email address. Steps to Send Lead Update Form in Bulk: Go to Leads...
Tue, 28 Mar, 2023 at 8:55 AM
Is it possible to configure the update form in different languages?
Yes, It is possible to configure the update form in different languauge. Steps to change language: Go to the About Update Client Details Tab Click on St...
Sat, 31 Dec, 2022 at 11:40 AM
Is it possible to set the default language of the form other than English?
Yes, It is possible to set different default language. Steps to set the Default language of Form other than English: Go to the About Update Client Detail...
Tue, 28 Mar, 2023 at 8:51 AM
Is it possible to change the company logo and website of the update forms?
Yes, user can change the company logo and website. Steps to change company logo and website: Go to the About Update Client Details Tab in the Update Clie...
Tue, 28 Mar, 2023 at 8:56 AM