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Articles tagged #SCRIPT
Articles tagged
#SCRIPT
Setup & Customisation

Mass Update Custom Form on Existing Transactions via Mass Update Script

A user prefers to use a single form for all transactions (new and existing) as other custom forms need to be inactivated.

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CRM

Unable to See the Global Subscription Status Field in Entity Record in a Standard Form

Scenario

The Global Subscription Status field is not available when the marketing automation feature is disabled. Users would therefore need to enable the feature.

Solution

  1. Navigate toSetup>Company>Enable Features
  2. ClickCRM
  3. Marketing Automation: Check the checkbox
  4. ClickI Agree
  5. ClickSave

To default the Global Subscription Status field to Soft Opt-In for new entities, perform the following steps:
  1. Navigate toSetup>Marketing>Marketing Preferences
  2. Unsubscribed to Marketing By Default: Remove theCheckmark
  3. ClickSave

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CRM

Confirmed Opt-Out is Missing

OnGlobal Subscrption Status,Confirmed Opt-Out is not on the list as a selection.

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