FAQs

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, 12 Feb, 2026 at 3:59 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 ...
Thu, 12 Feb, 2026 at 3:59 PM
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...
Thu, 12 Feb, 2026 at 4:00 PM
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...
Thu, 12 Feb, 2026 at 4:00 PM
Is it possible to configure the update form in different languages?
Yes, It is possible to configure the update form in a different language. Steps to change language: Go to the About Update Client Details Tab Click on S...
Thu, 12 Feb, 2026 at 4:01 PM
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...
Thu, 12 Feb, 2026 at 4:02 PM
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...
Thu, 12 Feb, 2026 at 4:04 PM
How to send an email notification to the client if their submitted details are not approved by You?
Follow the "Steps to send an email notification when an Account Update record is deleted/rejected" doc to create a flow for the Delete button. Whe...
Thu, 12 Feb, 2026 at 4:04 PM
How can we change the message when the customer submits the form?
Yes, user can change the custom labels on the form for success and error notifications by following these steps: Step-1: Enable the “Translation Language S...
Thu, 12 Feb, 2026 at 4:05 PM
How to change the email message while sending the Client Details Update Form?
To change the email message while sending the Update Client Details Form from the Account level, you need to follow the below steps -  Go to the Setup and...
Thu, 12 Feb, 2026 at 4:05 PM