Who can edit Contacts after they were submitted for approval?
The person who has requested a Contact's approval can edit
and resubmit that Contact for approval up to the point where this Contact is fully approved.
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How can Requesters amend a Contact before approval?
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.
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 ...
How does the approval of Contacts 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 ...
Is it possible to run the approval process for existing Contacts?
No, this is not possible. The Contact Approval workflow in ApprovalMax can only be initiated for newly created Contacts.
How can I specify instructions for Xero Contact Requesters?
An Organisation's Administrator can provide a message that will be shown to Requesters during Bill creation. This is how instructions for Xero Contact Requesters can be set up: Select your Organisation in the main menu and open "Approval workflows" ...