FAQs

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
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...
Fri, 13 Oct, 2023 at 12:38 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...
Tue, 18 Apr, 2023 at 9:59 AM
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...
Mon, 20 Mar, 2023 at 6:06 PM
How to change the email message while sending the Update Contact Details Form?
To change the email message while sending the Update Contact Details Form, you need to follow the below steps -  Go to the Setup and enter “Workflow Rules...
Fri, 19 May, 2023 at 4:02 PM