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Jan Tenenberg

Jan Tenenberg

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The Maica solution requires a number of smaller post-installation steps which are outlined below.

  1. Add the following pick list options:

    1. Opportunity

      1. Stage: Initial Contact

      2. Type: Existing Customer

    2. Product

      1. QuantityUnitOfMeasure wit the following values:

Value

API Name

1

Hourly

H

2

Daily

D

3

Weekly

WK

4

Monthly

MON

5

Quarterly

Quarterly

6

Yearly

YR

7

Each

E

  1. Assign the Maica Page Layouts for standard objects

    1. Contact

    2. Case

    3. Opportunity

    4. Product

  2. Setup NDIS API connection

    1. Issue Certificate

    2. Import Certificate

    3. Configure Custom Meta

If the client prefers using their own layouts then add Maica Quick Actions

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