FAQs

What are the limitations of the trial version?
There are the following limitations in the trial version - 1- Logo Update and Website Update The user can’t update the company logo and website when th...
Tue, 11 Jul, 2023 at 3:12 PM
How to configure steps to send an email notification when an Account Update record is deleted/rejected?
Please take a look at Update Client Details - Steps to send an email notification when an Account Update record is deleted/rejected document to view a detai...
Sun, 9 Apr, 2023 at 4:11 PM
Why am I not receiving approval emails when a client submits a form?
If you're not receiving approval emails when a client submits a form, you may need to change (verify) the Email ID of the Site Guest User profile. Pleas...
Wed, 26 Apr, 2023 at 11:42 AM
Is there any setting or feature parameter required to support a multi-picklist field on forms?
No, there is no setting or feature parameter required to support the multi-picklist field. You just need to add field mapping for the picklist field on the ...
Fri, 16 Jun, 2023 at 2:10 PM
How to disable the Keep Interim Record Feature?
The Update Client Details app has the functionality to delete intermediate records after approval. If you want to keep the intermediate records even after a...
Fri, 16 Jun, 2023 at 2:09 PM
How to set up the Update Client Details Form OTP feature?
We have an OTP feature for active version, once the all Update Client Details App configuration is done in the org, then perform the following steps to use ...
Tue, 4 Jul, 2023 at 7:36 PM
How can I modify the content of the OTP (One-Time Password) email?
To update the content of the OTP (One-Time Password) email, you can provide an English translation to override the Custom Label value. Follow the steps to a...
Thu, 10 Aug, 2023 at 3:33 PM
What are the features thecome with the Purchase of $999?
Below are the 4 Features that come with the Update Client Details App Purchase cost: 1. Keep Interim Record - This feature ensures that the modified for...
Thu, 10 Aug, 2023 at 3:31 PM
What are the advanced features of Satrang Update Client Details AppExchange App?
In the "Satrang Update Client Details" AppExchange App, we have fantastic advanced features. These features will make it easier to deliver higher ...
Thu, 10 Aug, 2023 at 3:32 PM