FAQs

What is Send OTP feature in Update Client Details app?
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...
Thu, 12 Feb, 2026 at 4:12 PM
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 ...
Thu, 12 Feb, 2026 at 4:12 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...
Thu, 12 Feb, 2026 at 4:13 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 ...
Thu, 12 Feb, 2026 at 4:14 PM
How can we edit the message Text in the Custom Labels of the UCD Manage Package?
The 'Update Client Details' app includes various Custom Labels. If you wish to modify any text on the app i.e. Success/Error/Email message, etc., si...
Thu, 12 Feb, 2026 at 4:15 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, 12 Feb, 2026 at 4:16 PM
What are the features the come with the Purchase of $799?
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, 12 Feb, 2026 at 4:16 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, 12 Feb, 2026 at 4:17 PM
Why is the client unable to receive the Update Client Details Form email at their email address?
To resolve this issue verify the following points: 1. Workflow Rule -  Go to the Setup ---> Search for "Workflow Rules" From the list Se...
Thu, 12 Feb, 2026 at 4:20 PM
Can we set up an app where the account executive does not have to approve/reject the submitted details, It should directly get updated in the Salesforce when the client submits the form/details.
Our application does not offer automatic approval to prevent any insignificant, spam, or malicious alterations submitted by end clients to your legitimate S...
Thu, 12 Feb, 2026 at 4:21 PM