by Urdhva Tech

Often in business, you 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. The Approval Process add-on for SuiteCRM simplifies this task by automating the entire approval process.

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Installation Guide

1. Install Approval Process Package

  • Download the installable zip from your purchases.
  • Using Module Loader in the admin section upload the module and install it.

Once the add-on is installed successfully go to Admin > Approval Process Configuration

SuiteCRM Approval Process admin license configuration

2. Configure license

  • Enter your license key and validate it.

Now you are all set to work with the Approval Process add-on. Here is the User Guide

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