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Allow Contacts to Update Preference Settings Online

Comments

4 comments

  • Aubrey Zhou

    Thanks Erin for looking into this! I will test it out according to your instruction.

  • Erin Luber

    Hi Aubrey,

    It seems that this functionality is broken. I will follow-up with you once the issue is resolved. 

    Thank you,

    Erin 

  • Aubrey Zhou

    When use the stand alone setting and checked the "preference mode" box, it says this will allow emailing a link to contact and allow them to update their details bypassing login. However, when I go to the contact window > tools > send ACM link, email window opens and then I copy and pasted the shortcut URL before sending the email off, but the recipient still needs to log in. Is there any steps that I missed?

  • Erin Luber

    Hi Aubrey,

    We have completed this case in versions .93 & above. 

    Resolved issue with ACM link- wildcard not available for all accounts objects 

    For ACM Preference mode to work do the following:
    1. Create an Email and Merge template for All Accounts subject. Use insert wildcard link to add Send ACM Link wildcard to the email (This wildcard should be available after metadata update has been run.)
    2. Select accounts from the accounts window and select Send ACM link action.
    3. Choose ACM Configuration
    4. Choose the template with ACM link and send email.

    Thank you, 

    Erin 

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