/
Maica Post-Installation Steps
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,
Related content
Onboarding and Service Agreements
Onboarding and Service Agreements
More like this
Setting up Salesforce and the Nonprofit Success Pack
Setting up Salesforce and the Nonprofit Success Pack
Read with this
Getting started with Maica
Getting started with Maica
More like this
Invoicing and Claim Management
Invoicing and Claim Management
Read with this
Plan Management using Maica
Plan Management using Maica
More like this
Certificate Setup
Certificate Setup
Read with this