Highlevel Overview
Most businesses using SuiteCRM require multiple levels of approval from decision-makers for certain records and requests. It becomes tedious to filter the records and send them for approval manually. Also, these processes are slow, inefficient, and cause delays due to miscommunications or the amount of records that need to be processed. The Approval Process add-on for SuiteCRM by Urdhva Tech simplifies this task by automating the entire approval process.
How it Works
Approval Process enables a user to approve/reject a record the admin has set by specifying the criteria based on which records will be sent for approval, setting multiple levels of approval, and assigning an approver for each level. You can also set the action(s) to perform on approval and rejection.
Set up an approval process:
List of approval request:
Respond to the locked record:
Approval request email notification:
Respond to the approval request:
To learn more about this solution, go to Approval Process or search for "approvals."
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Webhook Integration
Webhooks allow communication with third-party applications by sending instant web notifications every time an event occurs in your SuiteCRM. With the Webhooks Integration, you can configure HTTP URLs and associate them in workflow rules to automate the entire notification process.
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Listview color
List-view Colors for SuiteCRM is designed to add color to the rows and text on a list for each row. The highlighting is done based on conditions/filters that you define. Great for identifying records that require attention based on specific conditions.
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