How to contact support
Organisation Administrators, Account Owners, and Practice Staff Managers (Partner accounts) have access to technical support to address any questions or issues they may encounter. Please use the “Contact Support” button directly in the product: Or ...
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 full approval, you need to ...
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 ...