FAQs

How can we enable or disable the "Keep Interim Update Record After Approval" feature?
User can enable or disable the "Keep Interim Update Record After Approval" feature at any time by following the below steps: Go to the "Abo...
Thu, 19 Oct, 2023 at 9:24 AM
How can user send the contact update form from the case record?
User can send the contact update form from the case object. For this, follow the steps mentioned at:  Send Update Contact Form from Case object
Thu, 8 Feb, 2024 at 3:17 PM
Where can I find the Terms & Conditions for the Update Client Details App?
All purchases of our Update Client Details app are governed by the standard Salesforce AppExchange Terms & Conditions. These terms cover key aspects suc...
Tue, 27 May, 2025 at 3:03 PM
Is there a way for contacts to unsubscribe from receiving update requests through the form?
This can be managed with a custom field.  For example, you could create a checkbox field (e.g., “Unsubscribe”) and add it to the form. If someone select...
Mon, 29 Sep, 2025 at 4:00 PM
Is there a way for Accounts to unsubscribe from receiving update requests through the form?
This can be managed with a custom field.  For example, you could create a checkbox field (e.g., “Unsubscribe”) and add it to the form. If someone selec...
Wed, 1 Oct, 2025 at 7:53 PM
Is there a way for Leads to unsubscribe from receiving update requests through the form?
This can be managed with a custom field.  For example, you could create a checkbox field (e.g., “Unsubscribe”) and add it to the form. If someone select...
Wed, 1 Oct, 2025 at 7:54 PM