Maica Post-Installation Steps
The Maica solution requires a number of smaller post-installation steps which are outlined below.
Add the following pick list options:
Opportunity
Stage
: Initial ContactType
: Existing Customer
Product
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 |
Assign the
Maica
Page Layouts for standard objectsContact
Case
Opportunity
Product
Setup NDIS API connection
Issue Certificate
Import Certificate
Configure Custom Meta
If the client prefers using their own layouts then add Maica Quick Actions
Enable Path Settings
, multiple selections available, Use left or right arrow keys to navigate selected items