Related Articles
How to contact support
For technical support: Please use the “Contact Support” button directly in the product: OR, if you don't use the product, fill in the form in our Knowledge base:
Can I search for a Contact?
Yes, ApprovalMax does support Contact search. In the "Search" pop-up, select the request type (Contact), set additional filters, and click on SEARCH:
Can I delete a Contact in ApprovalMax?
Requesters can edit or cancel Contact requests before all approvals have been collected: Unfortunately, it is not possible to delete a fully approved Contact in ApprovalMax. If you need to change or delete a Contact after the full approval, you need ...
Video: How to perform Contact approval
ApprovalMax product walk-through: how to perform Contact approval in ApprovalMax https://youtu.be/OuOYwSFxJ5c You can also have a look at this article: How does the approval of Contacts work?
What validations are performed during Contact creation?
During Contact creation, the following validations are performed: Contact name validation: It's checked whether there is already a Contact record with the same Contact name in the Xero Contacts. If this validation fails - an error pop-up will prompt ...