A custom Proposal object can be created in Salesforce for every ClientPoint generated from an Opportunity. This Proposal object will update in real time with the state of the ClientPoint View Status (e.g. unsent, sent, viewed, downloaded, and signed).
To enable this custom Proposal Object to be created, please follow these steps in Salesforce to update your permissions.
- Log into Salesforce as an Administrator
- Go to Setup
- Go Platform Tools > Apps > Packaging > Installed Packages
- Select "ClientPoint" from the list of installed packages
- Click on "View Components"
- Under Metadata Components Included in Package, click on "ClientPointID"
- Click on "View Field Accessibility"
- Select "ClientPointID" in the list and click on "Field Access" type of all profiles that would be creating ClientPoints and change from Hidden to Visible.
- Select the Visible checkbox under Page Layout for the field ClientPointID and click on save.
- Once these steps are completed, please email support@clientpoint.net to request for the package version to be updated in your system settings. Please use the subject line "Update Salesforce Package version in ClientPoint Enterprise Configuration"