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."
-
Audit Calls
Who reassigned this call? When was the status field adjusted? The SuiteCRM Calls module doesn't allow Auditing the same way as other modules do. Fix that with this quick add-on.
-
360 View Tracker
With the 360 View Tracker add-on, track and understand your team’s day-to-day SuiteCRM activities. From logins/logouts to updates, imports/exports and more, get user details and IP addresses to help review, report and manage your CRM team processes.
- Show more addons