FAQs
To change the email message while sending the Update Lead Details Form, you need to follow the below steps - Go to the Setup and enter “Workflow Rules” ...
Mon, 20 Mar, 2023 at 8:19 PM
Yes, when you install the app in your Full/Part Sandbox or Production, you get 7 days trial with limited features and no purchase obligations. Refer to ...
Tue, 4 Apr, 2023 at 5:21 PM
This app supports 18 languages including English. List of supported languages - English Dutch Danish French Finnish Chinese (Simplified) Chine...
Tue, 28 Mar, 2023 at 9:03 AM
Yes, this app supports multi-select picklist fields as well, see the below screenshots where we have added the multi- picklist field on the Client Update De...
Tue, 28 Mar, 2023 at 9:04 AM
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
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
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
To use the SOQL filter feature in V5.3 for sending Account Update Forms in bulk, follow these steps: Navigate to the Account Object. Select the desired a...
Fri, 13 Oct, 2023 at 12:42 PM
Yes, it is possible to hide the Add New Contact button from the Account Update Form. Here are the steps to hide the "Add New Contact" button from ...
Fri, 13 Oct, 2023 at 12:44 PM
The new Send OTP feature has been introduced in version 5.3 to provide additional security for updating forms. This feature restricts users from directly op...
Tue, 31 Oct, 2023 at 10:01 AM