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 Vendor work?
In ApprovalMax you can configure a multi-step approval workflow for the creation of Contacts. This is a separate workflow that you need to set up and activate in order to use the Contact approval process in ApprovalMax. This is how it works: A new ...
Before you can use Contact approval workflows in ApprovalMax, some requirements must be met: The ApprovalMax Organisation must be actively connected to the Xero Organisation. The Xero subscription must not be expired. The ApprovalMax Organisation ...
Pending Contact requests can be amended by Requesters. In order to edit a Contact record, click on EDIT: Edit the respective fields and resubmit the request for approval. Please note: the approval process will start from scratch.